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 | 2020

Top Advice-Based Broker

<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 | 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 the Investment Team

Our formidable investment team has developed a sound investment philosophy, combining thorough fundamental research, spanning various asset classes with focused analysis of global macroeconomic trends.

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Dawid Balt

Branch Manager: Pretoria, Portfolio Manager and Chairperson of the SIC

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Alec Abraham

Snr. Equity Analyst

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Andrew Padoa

Branch Manager: Durban and Portfolio Manager

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Bruce Mills

Portfolio Manager

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Jonathan Wernick, CFA

Equity Analyst

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Lwando Ngwane

Equity Analyst

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Michelle Bester

Portfolio Manager

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Mpho More

Portfolio Manager

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Nicholas Dakin

Portfolio Manager

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Rossouw Steyn

Portfolio Manager

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Sam van Tonder, CFA

Portfolio Manager

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Picture of Wouter Van Der Merwe, CFA

Wouter Van Der Merwe, CFA

Portfolio Manager

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Craig Diesel

Business Unit Head and Portfolio Manager

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