Sanlam UK

Who we are

Sanlam UK is a leading provider of high-quality investment management and wealth planning services. Our parent Sanlam Limited was founded in 1918 and is a diversified financial services group with more than 17,000 employees worldwide providing solutions to charities, institutions and private clients through investment management, risk management, capital markets, finance and insurance. Sanlam Limited is listed on the Johannesburg Stock Exchange since 1998 with USD104 billion AUM.

Sanlam provides integrated wealth management solutions for high net worth individuals and their families, trusts, charities and corporates. We deliver a comprehensive suite of financial services including domestic and offshore investment portfolios, stockbroking, investment advisory services, and tax services. We are committed to putting our clients first and pride ourselves on delivering a bespoke personalised service, tailored to meet the unique and specific needs of each individual client.

In this uncertain economic and political environment an individual’s financial needs and priorities may be under almost constant review; our clients tell us they need bespoke services and personal attention. Our response is to provide a direct and meaningful point of contact. Sanlam does not employ any ‘Relationship Managers’. Clients have direct access to their bespoke investment manager who is the individual responsible for constructing, managing and transacting on the portfolio and can get in touch with them as regularly as they wish.

We know there are few acts of financial faith greater than entrusting your wealth to another; we hold that responsibility at the forefront of our minds. We aim to be your partners in building and preserving the assets you bring to us.

What we do

We believe in active management both in terms of asset allocation decisions but also from a security and fund selection perspective. It is critical that asset allocation is integrated with stock selection so that each stage of the investment process works in harmony. Our investment process is underpinned by the strength and depth of our research capability. Across the business we have 30 investment professionals dedicated purely to conducting research and analysing the best ideas, with an average of 10 years’ experience between them. They look across the asset classes to find the most attractive opportunities in equities, fixed income, and alternatives. Client can access our investment expertise through our funds, model portfolio service or bespoke discretionary management.

We believe the following qualities differentiate our offering:

Heritage

We are backed by the largest non-banking financial services company in Africa and have a 100-year history built on financial strength and conservatism.

Service

We have a passion for outstanding levels of client service and a sharp focus on meeting client needs by developing close working relationships. Within the Private Office we offer a suite of services to be able to provide a total wealth solution.

Performance

We have industry leading teams in Equities, Fixed Income and Alternatives. Our focus on quality companies with strong valuation discipline leads us to selecting investments that compound returns to achieve sustainable and consistent outcomes for our clients.

Contacts

Jonathan Moon
London
Business Development Director
Jonathan.Moon@sanlam.co.uk
0203 764 5649

Penny Lovell
London
CEO Private Office
Penny.Lovell@sanlam.co.uk
0207 382 0946