What We Can Do For You.
The Wealth Management division of Sasfin comprises three subsidiary companies: Sasfin Securities (SasSec) (A member of the JSE), Sasfin Financial Advisory Services (SFAS) an authorised Financial Services Provider No. 5711, and Sasfin Asset Managers.
The products and services offered consist of stockbroking, private client portfolio management, a range of local and international investments products and financial advisory services (such as life assurance, disability and trauma cover as well as estate, tax and retirement planning), in order to not only create wealth for our clients, but to preserve and enhance it too.
How We Do It.
Stockbroking and portfolio management. With over 121 years of valuable investment advice and expert portfolio management for clients of all risk-appetites has established SasSec as not only one of the oldest stockbroking firms in South Africa, but also one of the best.
Theme-based unit trusts. In addition to stockbroking, Sasfin has a number of managed funds tied into various and exciting investment themes in South Africa today.
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The Sasfin TwentyTen Fund investments in companies that are expected to benefit the most from the development and transformation of South Africa as a consequence of our Governments’ capital project expansion programme. |
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Click here to open the latest fact sheet. |
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The Sasfin Equity Fund is a general equity fund invested in financially sound equities listed mostly on the JSE. |
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Click here to open the latest fact sheet. |
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The Sasfin Balanced Fund aims to deliver consistent capital growth over the medium to long term. The fund seeks to follow an investment policy which will reflect a spread of investments aimed at income and capital growth normally associated with the investment structure of a moderately managed retirement fund. |
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Click here to open the latest fact sheet. |
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The Sasfin Wealth Preserver Fund looks to achieve a high level of sustainable income and capital stability and seeks to follow an investment policy which reflects a spread of investments aiming at income and capital growth normally associated with the investment structure of a conservatively managed retirement fund. |
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Click here to open the latest fact sheet. |
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The Sasfin International Fund is a Luxembourg registered, FSB approved, international fund managed for Sasfin by Edmond de Rothschild Asset Management, Paris, in terms of a flexible mandate. South African investors may access the Fund using either their personal, or Sasfin’s, foreign investment allowance. For further information, kindly contact Jalene Medalie on 011 809 7693. |
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Click here to open the latest fact sheet. |
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To download an Collective Investment Scheme application form, click here.
To download the Additional Contribution form, click here.
To download the Share Repurchase application form, click here.
Financial Planning via SFAS, assists our clients (both individuals and businesses) in creating and preserving wealth and ensuring peace of mind with products, advice and services covering life assurance, disability and trauma cover as well as estate, tax and retirement planning.
There have been changes in the retirement planning industry. Click here to read more about this.
Fiduciary Services offered via SasCred, provides our clients with access to international trust and fiduciary services.
Why choose us.
SasSec is one of the oldest and most respected stockbroking firms in South Africa, with more than 121 years of experience in both international and local markets.
SFAS consists of independent units, operating together to provide holistic solutions to our clients’ financial planning needs at any stage of their business or personal development.
For more information on how we can turn our entrepreneurial experience to your advantage, contact
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