search menu Home > Financial advisers > Solutions SOLUTIONS Specialist Investment Services Our investment expertise, built around your investment philosophy. Your success, crafted together Specialist Investment Services leverages our investment expertise and deep understanding advisory businesses to build a compliant investment proposition around your investment philosophy. We lift the burden of investment management from you, evolving your current advisory model and keeping you involved as you much as you choose. As a financial adviser, your time is valuable Every successful adviser knows that crafting an individual advice philosophy that is true to your beliefs is the first step to building a successful practice. Managing a client base that is diverse in terms of both needs and asset size is not easy. Ensuring your investment recommendations remain relevant to your clients as market and economic conditions change can become a full-time job, especially as your client base grows. Our approach gives you more time to provide suitable advice to your clients, while making sure you continue to be fully compliant. Underpinned by thorough research and reporting, we lift the significant burden of investment management administration from your shoulders, while delivering a solution that is built around your philosophy. We'll help ensure your ability to build a sustainable practice today and well into the future. The solution Sanlam’s Specialist Investment Services offers you the ability to give your clients the best possible investment options, all based on your advice philosophy. We work with you to create professionally managed, risk-profiled model portfolios. We’ll help you identify the most appropriate investment solutions for your clients and ensure your advice continues to meet their needs. A long-term strategic partnership This long-term strategic partnership provides benefits to both you and your clients: By drawing on our investment management expertise, you enjoy more time to spend with your clients and growing your assets under management We enhance your service by implementing portfolio changes simultaneously for all clients We manage the administrative and research involved with managing investments We construct tailored investment solutions aligned with individual risk profiles Our portfolio managers will provide ongoing support and expertise Our insight and investment expertise Branding Discretionary permissions Investment committee support Our expertise Sanlam's Specialist Investment Services offers you access to a wide range of expertise: Investment committee framework, which you'll chair so that you remain in control of all decisions Expertly managed white-label investment solutions, which we model precisely to your requirements A dedicated research team and high-quality reporting facilities along with legal and compliance support Guides Specialist Investment Services guides Find out more Contact us To find out how partnering with Sanlam can help evolve your advice business, please contact your usual Account Director, email us below or call Sales Support on 0117 453 2080. Email us Create a downloadable brochure You can use these buttons to add a page, edit, or print your own brochure Add to brochure Contact Add to brochure Brochure 0 Print Share Contact Us Terms of Use Website Privacy Policy Cookie Policy Modern Slavery Act Transparency Statement Accessibility Legal and Regulatory Sitemap © Sanlam. All rights reserved. Sanlam UK Limited is the provider of the Sanlam website. If you would like to view the regulatory and legal status of each Sanlam company to which this website relates, and the services and products which they provide, please click here. This section of our website is intended for use by Professional Financial Advisers only. If you are a Professional Financial Adviser, please CONFIRM to continue. Please note past performance is no guide to future performance. No - I'm looking for content for individuals Cookie Consent We have to collect some data when you use this website so it works and is secure. We'd also like your consent to collect data to study how people use our site. This will help us improve our service and tailor the marketing you see on apps and other websites. Select 'Accept all' to agree or 'Manage consents' to chose which cookies we use. Accept all Manage consents The value of investments and any income from them can fall and you may get back less than you invested.