We empower our clients to reach their global investment goals, to retire with dignity and to leave a lasting legacy.

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Our vision

We value a spirit of partnership

Sasfin Wealth has provided trusted advice and wealth management solutions to respected families and prized organisations for over 125 years.

Our belief in the value of strong relationships is what has appealed to our clients since the first days of our founding. The commitment we offer clients has thereby secured our reputation as an award winning and leading private client portfolio management and stockbroking businesses in South Africa.

As an independent and innovative financial services provider, we design bespoke and model investment solutions and provide a range of advisory solutions that meet the unique needs of private clients and institutional investors.

We design bespoke investment solutions to meet your specific needs

Private Wealth Solutions

We manage assets on behalf of our clients and ensure their investment strategies are continually reviewed and adjusted according to global trends.

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Intermediaries and Advisors

Our stockbroking and asset management services equip independent financial advisors with market insights and a trusted investment platform.

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Corporate and institutional

Let us assist you with custom healthcare, whether you’re an employer group or individual member. We also coordinate staff umbrella retirement funds.

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Our awards

Our innovative team has broken barriers and earned our company multiple awards.

<h4>Top Advice-Based Broker</h4>
Intellidex | 2021

Top Advice-Based Broker

<h4>Top Advice-Based Broker</h4>
Intellidex | 2020

Top Advice-Based Broker

<h4>Best Cautious Allocation Fund for the Sasfin BCI Stable Fund</h4>
Morningstar Awards | 2022

Best Cautious Allocation Fund for the Sasfin BCI Stable Fund

<h4>Best moderate allocation fund for the Sasfin BCI Balanced Fund</h4>
Morningstar Awards | 2021

Best moderate allocation fund for the Sasfin BCI Balanced Fund

<h4>Best moderate allocation fund for the Sasfin BCI Balanced Fund</h4>
Morningstar Awards | 2020

Best moderate allocation fund for the Sasfin BCI Balanced Fund

<h4>Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund</h4>
Raging Bull Awards | 2021

Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund

<h4>Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund</h4>
Raging Bull Awards | 2020

Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund

<h4>Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund</h4>
Raging Bull Awards | 2019

Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund

<h4>Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund</h4>
Raging Bull Awards | 2018

Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund

Meet our people

Picture of Alex Elsworth

Alex Elsworth

Group CTO: Change & Transformation

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Arno Lawrenz

Chief Investment Officer

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Cobus du Preez

Head: Marketing

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Erol Zeki

Chief Executive Officer

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Flynn Robson

Head: Portfolio Management & Stockbroking

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Gill Scott

Chief Operating Officer

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Johan Gouws

Head: Advice

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Martin Hyde

Head: Distribution

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Murunwa Oni

Head: Finance

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Naseema Fakir

Head: Human Capital

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Ricki Tatz

Chief Strategy Implementation Officer

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Shaun Dhora

Head: Compliance

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Timothy Kerr-Phillips

Head: Legal & Operations

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Alec Abraham

Senior Equity Analyst

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Arno Lawrenz

Chief Investment Officer

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Barbara Price-Hughes

Portfolio Manager, Plettenberg Bay

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Bruce Mills

Portfolio Manager, Gqeberha

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Chris Jordan

Business Development/Client Relationship Manager

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Claudius Rostoll

Head: Central Investment Desk

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Clinton Smit

Portfolio Manager, Johannesburg

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Craig Diesel

Portfolio Manager, Johannesburg

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Craig Pheiffer

Chief Investment Strategist

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Dale Shein

Business Implementation Analyst

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David Shapiro

Chief Global Equity Analyst

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Dawid Balt

Branch Manager & Portfolio Manager, Brooklyn, Chairperson of the SIC

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Duncan Studer

Business Unit Head & Portfolio Manager, Pretoria

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Emil Visagé

Business Development Manager (Private Clients)

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Errol Shear

Fund Manager

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Flavio e Silva

Portfolio Manager, Johannesburg

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Flynn Robson

Head: Portfolio Management & Stockbroking

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Jason Becker

Business Development Manager (Institutional)

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Jonathan Wernick

CFA, Equity Analyst

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Kere'shea Govender

Head: Institutional Business

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Picture of Leon Christiaan Krynauw

Leon Christiaan Krynauw

Head: Product Development & Special Projects

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Lwando Ngwane

Equity Analyst

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Martin Hyde

Head: Distribution

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Picture of Michelle Bester

Michelle Bester

Business Unit Head & Portfolio Manager, Pretoria

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Mohil Bandulal

Business Unit Head & Portfolio Manager,Durban

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Picture of Mpho More

Mpho More

Portfolio Manager, Johannesburg

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Picture of Nicholas Dakin

Nicholas Dakin

Portfolio Manager, Cape Town

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Picture of Nicholas Pittaway

Nicholas Pittaway

Business Unit Head & Portfolio Manager, Gqeberha

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Picture of Nicholas Sorour

Nicholas Sorour

Portfolio Manager & Business Unit Head, Pretoria

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Picture of Paul Matthews

Paul Matthews

Portfolio Manager, Johannesburg

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Picture of Raphi Rootshtain

Raphi Rootshtain

Portfolio Manager, Asset Management

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Picture of Robert Towell

Robert Towell

Portfolio Manager & Branch Head

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Rossouw Steyn

Portfolio Manager, Pretoria

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Picture of Samuel van Tonder

Samuel van Tonder

CFA, Portfolio Manager

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Sinenhlanhla Mkhize

Business Development Manager (Private Clients)

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Siphokazi Melamane

Business Development Manager (Institutional)

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Sitembele Mandondo

Business Development Manager (Institutional)

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Sumaya Hassen

Business Development Manager (Institutional)

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Sven Ruppelt

Branch Manager & Portfolio Manager, Gqeberha and Plettenberg Bay

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Tavis Cairns

Business Unit Head & Portfolio Manager, Durban

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Veenesh Dhayalam

Head: Asset Management Research

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Picture of Wouter Van Der Merwe

Wouter Van Der Merwe

CFA, Portfolio Manager, Somerset West

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André de Kock

Senior Wealth Advisor

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Bongiwe Momoza

Senior Asset Consultant

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Charleen Rix

Head: Healthcare Consulting

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Daphne Byers

Senior Wealth Advisor

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Darryl Bennett

Senior Wealth Advisor

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Gavin Came

Senior Wealth Advisor

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Hardus Lombard

Advice Practice Manager

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Johan Gouws

Head: Advice

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Picture of Manjula Naidoo

Manjula Naidoo

Investment Services Manager

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Picture of Mbonisi Tshabalala

Mbonisi Tshabalala

Wealth Advisor

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Mpho Moletsane

Asset Consultant

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Picture of Nandi de Klerk

Nandi de Klerk

Senior Wealth Advisor

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Picture of Sarah Simson

Sarah Simson

Head: Fiduciary

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Stephan Walters

Wealth Advisor

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