Wealth Solutions Sanlam Private Wealth targets high net worth investors with bespoke, end-to-end investment and intergenerational wealth planning, presenting a sales opportunity to offer premium portfolio construction, cross-border tax structuring, and consolidated family office services.

Global Footprint Direct presence in South Africa, the UK, Guernsey and Mauritius suggests cross-border wealth management needs; explore partnerships or managed services for international clients, expatriates, and multi-jurisdictional estates.

AUM Growth With assets under management and administration nearing R240 billion, there is a strong client base and potential for upsell of advanced advisory, estate planning, and customised protection strategies to already heavy users.

Strategic Partnerships Recent and ongoing partnerships with Shriram and insurers indicate openness to collaboration; position as a catalyst for co-branded products, asset management tie-ins, and healthcare/medical solution add-ons.

Tech & Compliance Current tech stack includes CRM and marketing tools (Mautic, WhatsApp Business, Google Tag Manager) enabling targeted outreach; propose scalable digital onboarding, client segmentation, and regulatory-compliant digital engagement to accelerate conversions.