Sanlam Private Wealth is a valued member of the Sanlam Group (“the Group”). The Group offers diversified financial services and has been creating value for stakeholders since 1918 – for more than 100 years.

The Group employs approximately 154,675 people globally in 42 countries with a presence in 33 countries on the African continent, India, Malaysia and selected developed markets and is held together by a shared business philosophy that encapsulates an entrepreneurial culture, traditional values, innovation, strong ties with business partners, client-centricity, solution-orientated and business responsibility. Sanlam’s business philosophy is driven by the Group acting and behaving as “One Firm”.

The Group is committed to building a culture of client-centricity, where our Wealthsmiths™ support people in living their best possible lives through financial resilience and prosperity. Our strategy has remained largely unchanged since 2003 and our strategic intent of sustainable value creation for all key stakeholders remains firmly in place.

The Group provides comprehensive and tailored financial solutions to individual and institutional clients. The Group’s areas of expertise include life insurance, financial planning, retirement, trust, wills, general insurance, risk management, capital market activities, investment and wealth management.

Sanlam Limited, the Group’s ultimate holding company, is listed on the Johannesburg Stock Exchange and the Namibian Stock Exchange, with USD 143 billion assets under management.