Our Global Partners
South Africa: Sanlam Private Wealth
Sanlam Private Wealth is a holistic, integrated wealth management business that provides advice and manages assets for high net worth private individuals and their families in South Africa, the UK, Western Europe and Australia. The group has 400 people across 23 international offices manage R240bn in assets under management and administration for 30 000 clients. Sanlam Private Wealth is a member of both the JSE Securities Exchange and Safex.
For more information, go to: www.privatewealth.sanlam.co.za
United Kingdom: Sanlam Private Wealth & Sanlam Securities UK
Sanlam Private Wealth
Sanlam Private Wealth UK provides integrated wealth management to high net worth individuals and their families, trusts, charities and corporate clients, with direct access to UK and global investment opportunities. A comprehensive suite of solutions includes domestic and offshore discretionary portfolio management, wealth management and tax services. Offices are located in Bath, Harrogate, Kirkby Lonsdale, London, Marlow, Newcastle and Sevenoaks.
For more information, go to: www.privatewealth.sanlam.co.uk
Sanlam Securities UK
Sanlam Securities UK is a diversified investment management company which provides stockbroking, corporate finance and investment banking. Sanlam Securities UK provides clients with a global execution service. Sanlam Private Wealth acquired a majority stake in the Merchant group in 2011, and delisted Merchant from AIM in February 2012. The business rebranded to Sanlam in 2013.
Switzerland: Summit Trust International
Summit Trust International (Summit) is a Geneva-based fiduciary and tax business, servicing the needs of high net worth individuals around the world. The acquisition in 2011 of a majority stake in Summit enables Sanlam Private Wealth to offer clients a uniquely seamless international fiduciary service, integrating both local and international activities. The relationship with South African clients is managed by the SPW fiduciary and tax team, with international expertise and execution delivered by Geneva-based colleagues. Headquartered in Geneva, Summit has offices in the UK, Mauritius and the Cayman Islands.
For more information, go to: http://www.summittrustgroup.com/