Stay abreast of COVID-19 information and developments here Provided by the South African National Department of Health YOUR WEALTH, OUR CRAFT High net worth investors have unique goals, challenges and ambitions and often require a customised end-to-end solution that goes above and beyond conventional investment management. This could vary from investment portfolio construction to intergenerational wealth planning and cross-geographical tax structuring. At Sanlam Private Wealth, we work closely with clients and advisers to craft bespoke portfolios that suit individual risk profiles and investment objectives. WHAT CAN WE DO FOR YOU? OUR EXPERTISE INVESTMENT MANAGEMENT We manage a comprehensive range of local and global equity-only or multi-asset portfolios, crafted to meet your needs – including Shariah-compliant portfolios. We also collaborate with other providers to offer collective investments, private equity, hedge funds and structured products. FIND OUT MORE FIDUCIARY AND TAX The global tax and fiduciary environment is ever-changing and complex. We can assist you with structuring local and offshore trusts, international estate planning, exchange controls and tax matters across jurisdictions. FIND OUT MORE EQUITY-BACKED FINANCE If you have an investment portfolio with us, you have the option of using your local and offshore equities to secure finance. The service is fast and flexible and offered at highly competitive rates. FIND OUT MORE STOCKBROKING AND DERIVATIVES We offer a range of institutional and retail equity and derivative trading services, including an online share trading platform should you prefer to self-manage your portfolio. FIND OUT MORE WE NEVER JUST POOL YOUR MONEY INTO A UNIT TRUST FUND. Carl Schoeman has spent 19 years in Investment Management. HAVE A QUESTION FOR CARL? LET US CONTACT YOU Choose the best time for you. We're easy to talk to. OUR LATEST ARTICLES VIEW MORE ARTICLES FIDUCIARY AND TAX CAREGIVERS AND YOUR ESTATE STANLEY BROUN NOV 19, 2021 Head of Fiduciary and Tax INVESTMENTS MINI BUDGET: DEBT DYNAMICS STILL A CONCERN ARTHUR KAMP NOV 12, 2021 Investment Economist at Sanlam Investments INVESTMENTS GOLDEN VISA: A PORTUGUESE OPPORTUNITY SPW CONTRIBUTORS OCT 25, 2021 Sanlam Private Wealth INVESTMENTS FINANCIAL MARKETS: TRENDS TO WATCH ALWYN VAN DER MERWE OCT 25, 2021 Director of Investments Next ABOUT US Why Choose Us? Leadership Team WHAT WE OFFER Investment Management Fiduciary and Tax Equity-backed Finance Stockbroking and Derivatives RESOURCES Resources Our Views Investments Our Story CONTACT Corporate Office Regional Offices Fiduciary and Tax Mauritius SUBSCRIBE TO OUR NEWSLETTER Your title Are you a Sanlam Private Wealth client? SIGN ME UP SOCIAL Worldwide *Mandatory Disclosures