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Sanlam Private Wealth in the UK

Sanlam Private Wealth is a growing investment and wealth management firm, formed from three well-established private client businesses with a history reaching back over 25 years in the UK. Sanlam Private Wealth has activities in Australia, South Africa and Switzerland and employs around 180 investment professionals.

It is part of the Sanlam Group, a leading global financial services business that currently manages $50billion of assets worldwide. Sanlam has been advising investors around the world since 1918 and has attained its size and strength by blending the benefits of having a large secure parent company, whilst focussing on individual relationships by employing highly qualified local professionals, in local offices who have the freedom to cater for the specific needs and requirements of the local residents and business communities.

 

Services

  • Investment Management

    Investment Management

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  • Stockbroking and Derivatives

    Stockbroking and Derivatives

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  • SPW Strategic Investment Grade Bond Fund

    SPW Strategic Investment Grade Bond Fund

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  • SPW Global High Quality Fund

    SPW Global High Quality Fund

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  • Offshore Investments

    Offshore Investments

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  • Administrative Services

    Administrative Services

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  • Other Services

    Other Services

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About Us

History

2015

Sanlam has gone through a brand refresh and updated positioning. The new brand architecture is constructed around five expertise fields, namely: insurance, financial planning, investments, retirement and wealth. As such, Sanlam Private Investments now operates under the Wealth descriptor and has changed its name to Sanlam Private Wealth.

2014

Sanlam Securities UK has signed a co-operation agreement with Baden Hill, an equity boutique brokerage focusing on institutional client relationships and their investment needs, whereby the members of Baden Hill became registered representatives of SSUK.

2013

Sanlam Securities UK is launched on 19 March 2013 following on from the rebrand of Sanlam Private Investments UK and Sanlam Private Investments Wealth Management in 2012.

2013

Sanlam Securities UK enters into a strategic partnership with Qinisele Resources, a specialist mining corporate advisory boutique based in South Africa.

2012

SPI formed in the UK on September 24 2012, following the rebrand of the Principal Group. Craig Massey was announced as SPI’s CEO. In November 2012, Sanlam Private Investments Wealth Management was formed following the rebrand of Merchant Securities Wealth Management.

2011

SPI enhanced its offshore investment services with the acquisition of Merchant Securities in the UK and Summit Trust International in Geneva.

2010

SPI entered a joint venture partnership in Australia, with wealth management business Calibre Investments. Calibre took SPI another step closer to a truly international wealth management capability.

2009

SPI celebrated its tenth birthday and an impressive growth trajectory.

2008

In the UK, SPI drove the acquisition of a majority interest in Principal Investment Holdings.

2006

SPI formed a partnership with Pictet, one of Switzerland’s largest private banks, with assets under management of USD 390bn, over 3,000 employees around the world and a history of more than 200 years.

2005

Daniël Kriel, previously head of marketing for Sanlam Investments, and non-executive director of SPI since 2003, became CEO of SPI. “Under Daniël's guidance we invested in better compliance, improved IT systems and dedicated marketing. He improved client interaction, introducing quarterly presentations, client functions and regular correspondence” says Craig Massey.

2003

Johan van Zyl, former World Bank coordinator and University of Pretoria Vice-Chancellor and Principal, became CEO of Sanlam. Johan restructured the business and improved operational focus and delivery.

2002

SPI acquired Merrill Lynch Private Clients, formerly known as Smith Borkum Hare, a leading English speaking stockbroking firm.

2001

SPI acquired the South African private client business of Dutch bank ABN Amro, formerly known as Huysamer Stals, one of the first Afrikaans brokerages on the JSE.

1999

SPI was formed under the brand Gensec Private Clients.

Sanlam Global

The Sanlam Group has a direct presence in 11 African countries, India, Malaysia and with niche businesses in certain developed markets. We have the largest Pan African footprint of insurance groups based on number of countries and contribution to the overall consolidated Group.

Sanlam Global

The Sanlam Group has a direct presence in 11 African countries, India, Malaysia and with niche businesses in certain developed markets. We have the largest Pan African footprint of insurance groups based on number of countries and contribution to the overall consolidated Group.

South Africa

Sanlam is the second-largest insurance group in South Africa, providing integrated solutions in all aspects of insurance and related financial services through an extensive distribution network.

www.sanlam.co.za

Africa

We have a presence in 10 countries on the continent – Botswana, Namibia, Malawi, Kenya, Tanzania, Zambia, Ghana, Nigeria, Uganda and Swaziland.

India

Our partner in India, the Shriram Group, is a leading financial services group in India and one of the country's most respected brands.

www.shriramcapital.com

Malaysia

Sanlam has partnered with a leading niche short-term insurer in Malaysia – our first venture in the South East Asia region.

www.pacific-orient.com

United Kingdom

Sanlam UK has holdings in several companies involved in financial services. Our vision is to be a leader in wealth management in the UK.

www.sanlam.co.uk
www.spi.sanlam.co.uk

Switzerland

Sanlam Private Wealth has a majority stake in Summit Trust International, a fiduciary and tax business servicing the needs of high net worth individuals around the world.

www.summittrustgroup.com

United States

Sanlam Investments has partnered with Centre Asset Management to provide investment and risk management products to individual and institutional clients in the US.

www.centreasset.com

Australia

Sanlam Private Wealth has a stake in Calibre Investments, which delivers investment solutions to both private investors and corporate clients.

www.calibreinvest.com.au

Botswana

Sanlam has a 54% stake in Botswana Insurance Holdings Ltd (BIHL) – the 4rth largest listed company on the Botswana Stock Exchange. Operations include life insurance, short-term insurance, investment management, and credit services through Letshego Holdings.

www.bihl.co.bw

Ghana

Holding 19% of the market, Enterprise Life Assurance Company (ELAC) is Ghana's most decorated and awarded life insurance company. Sanlam has a 49% stake in ELAC.

www.enterprisegroup.net.gh

Kenya

Sanlam offers corporate and individual insurance products via Pan Africa Life, investment management via Pan Africa Insurance Holdings (PAIH) and credit services through Letshego Holdings.

www.pan-africa.com

Malawi

NICO Holdings, of which Sanlam is a shareholder, is a leading financial services organisation in Malawi. NICO Holdings has interests in life insurance, general insurance, investment management, and credit and banking.

www.nicomw.com

Mozambique

Sanlam owns a stake in NICO Mozambique Vida (a subsidiary of NICO Holdings Limited). The company is focused on selling individual life products and also provides pension funds management.

www.nicovida.co.mz

Namibia

A wholly independent Namibian financial services institution, Sanlam Namibia offers life and investment products to individuals and groups. Investment management is offered through SIM Namibia, in which Sanlam holds an 86% stake. Credit services are offered through Letshego Holdings.

www.sanlam.com.na

Nigeria

A wide range of life and investments products are provided via FBN Life Assurance in Nigeria in which Sanlam holds 35%.

www.fbninsurance.com

Swaziland

Sanlam Investment Management Swaziland is a subsidiary of Sanlam Investment Management and offers a broad range of portfolios for institutional investors such as corporate entities, retirement funds, long-term and short-term insurers, medical schemes and individual investors.

Tanzania

Sanlam holds a 64% stake in African Life Assurance, the leading life insurer in Tanzania. It also owns 41% of NICO Tanzania, which offers short-term and general insurance products. Credit services are offered through Letshego Holdings.

www.nikoinsurance.co.tz

Uganda

Sanlam Life Insurance Uganda is a wholly-owned subsidiary of Sanlam providing individual and group life products, and medical insurance. Sanlam owns 61% of NIKO Uganda, which offers short-term and general insurance products. Credit services are offered through Letshego Holdings.

www.sanlam.co.ug

Zambia

Sanlam has a 70% stake in African Life Assuarance, which is the leading life insurer in Zambia. Sanlam also owns 62% of Nico Zambia which offers short-term and general insurance products. Credit services are offered through Letshego Holdings.

www.african-life.com.zm