Financial Mail - Investors Monthly - - Cover Story -


San­lam Pri­vate Wealth re­cently com­pleted the ac­qui­si­tion of Brack­en­ham In­vest­ments, based in KwaZulu-Na­tal. That’s its lat­est move in a long-run­ning ex­pan­sion drive, in­clud­ing pur­chases of San­lam Global In­vest­ments, Cal­i­bre In­vest­ments in Aus­tralia, Sum­mit Trust in Switzer­land and two firms in the UK that were merged into what is now San­lam Pri­vate Wealth. The firm has also been on a drive to im­prove com­mu­ni­ca­tion with ul­tra-high-net­worth clients, and in the past few years has been run­ning re­treats on preser­va­tion of wealth for fu­ture gen­er­a­tions.

What we say

A large group with in­ter­na­tional mus­cle, San­lam is ex­tremely strong in spe­cialised le­gal, fi­nan­cial and ex­change-con­trol is­sues, as well as lo­cal and in­ter­na­tional tax. Scores above nine points in four of the five archetypes re­flect the all-round ex­cel­lence of­fered by San­lam Pri­vate Wealth. This year it slips off the top of the wealth man­ager rank­ings to take sec­ond place. The one area where it has lagged is in the Peo­ple’s Choice sur­vey and this year it slips out of the top five. We must point out, though, that while its clients gen­er­ally score it lower than the other top-ranked firms, the freeform com­ments are al­ways highly pos­i­tive and full of praise for its ser­vices.


● Dis­cre­tionary port­fo­lio man­age­ment: R1m. ● Global dis­cre­tionary port­fo­lio: R1.5m. ● Wealth man­age­ment: R10m net in­vestable as­sets.

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