SASFIN IS AN ADVICE-BASED FIRM with strong personal service, high levels of attention and industry expertise. Clients have access to market professionals, extensive research, regular market commentary and rigorous investment processes. Also, regular Sasfin events ensure that clients receive appropriate insight into local and international markets.
Sasfin’s brokers use third-party trading platforms when executing on behalf of clients. Trading platforms are not currently available to clients, but the firm will soon be introducing self-execution platforms via a third party.
The firm develops bespoke solutions for clients across the spectrum, but is excellent in catering to high-end clients.
So as to not alienate young investors, Sasfin does not set a minimum amount for execution-only clients, nor does it prescribe an investment minimum for discretionary services. The ideal is to partner with young investors during the progression of their financial journey. They can expect an affordable, hands-on and personalised service.
The firm took third place in the Top Advice Broker category.