Bank Overview

We combine excellent personal service with innovative financial solutions to assist businesses and individuals to bank the way they want, where they want and when they want.

Capital Overview

We provide capital and create tailored solutions to support your business growth, whether you need an equity partner, property investor or a sophisticated corporate financier.

Wealth Overview

Since 1890 we have provided tailored global and local investment offerings to private and institutional clients.

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Asset Management

Our top-rated investment solutions, managed by expert fund managers, are designed to meet the needs of institutional and private investors and include unit trusts, pooled portfolios and structured solutions across multiple asset classes.

 

Why us


Independent and innovative asset manager

Highly skilled, award winning team of experienced professionals with deep market knowledge

Over 200 years of combined investment experience, spanning various asset classes

Investment solutions include unit trusts and pooled portfolios

Local and offshore offerings designed for private and institutional clients

Philip Bradford

Head of Investments, Fund Manager

Philip Bradford

Head of Investments, Fund Manager

Team member


Philip is the Head of Investments and chairs the Investment and Asset Allocation Committees at Sasfin Asset Managers. Before joining Sasfin in 2014, he spent six years at Absa Wealth as the Chief Investment Officer. Prior to that he spent nine years at Investec Bank where he worked as a bond and interest rate trader. Philip is a CFA Charterholder, a member of the FTSE/JSE Index Advisory Committee and a past President of the CFA Society South Africa. He manages the Sasfin BCI Balanced, Sasfin BCI Prudential, Sasfin BCI Flexible Income and Sasfin BCI Optimal Income funds at Sasfin Asset Managers.

David Shapiro

Deputy Chairman of Sasfin Wealth and Fund Manager

David Shapiro

Deputy Chairman of Sasfin Wealth and Fund Manager

Team member


David Shapiro joined Max, Pollak and Freemantle, a member of the Johannesburg Stock Exchange (JSE) in 1972, shortly after qualifying as a Chartered Accountant. He was appointed senior partner in 1988 and served on the committee of the JSE from 1986 to 1992. In addition to managing private cl

Errol Shear

Fund Manager

Errol Shear

Fund Manager

Team member


Errol joined Sasfin Asset Managers in 2016, and holds more than 30 years industry experience including a decade at Absa as the CIO of Absa Asset Management. Prior to that, he spent more than two decades at STANLIB, managing the absolute return portfolios with a value of over R10bn. Additionally, Errol was responsible for the management of the Liberty Group and Liberty Active (Charter Life) life fund portfolios, as well as certain segregated funds. Errol manages the Sasfin BCI Opportunity Equity and Sasfin BCI Stable funds at Sasfin Asset Managers.

Bruce Ackerman

Fund Manager

Bruce Ackerman

Fund Manager

Team member


Bruce spent 24 years with Lloyds Bank’s Investment arm in London as an Institutional Fund Manager, also fulfilling the roles of Managing Director and Chief Investment Officer, from 1985 until his return to South Africa in 1994. During his time in London, he was the Executive Director of five listed European and Asian country funds. Bruce joined Foord Asset Management in 1994 and co-managed the highly acclaimed Foord International Trust from 1997 until 2011. Bruce co-manages the Sasfin BCI Global Equity fund.

Bradley Mitchell

Head of Research and Fund Manager

Bradley Mitchell

Head of Research and Fund Manager

Team member


Bradley has headed up the Sasfin Wealth Investment Research team that is responsible for investment strategy, equity analysis and equity portfolio construction since 2010. In the five years prior to this he was part of the macro-strategy investment research team at Nedbank Capital. He also practised as an actuarial consultant at Momentum where he gained an in-depth understanding of the asset liability relationship of retirement funds. Bradley co-manages the Sasfin BCI Global Equity Fund.

Martin Hyde

Head of Distribution, Sasfin Wealth

Martin Hyde

Head of Distribution, Sasfin Wealth

Team member


Martin joined Sasfin Wealth in 2016. He has worked in financial services for the past 12 years with a focus on asset management and stock broking and previously held the position of Head: Sales and Distribution at Consilium Capital. Prior to that, he spent a number of years at the Liberty Group. Martin holds a B.Com (Investment management) and a post graduate diploma in financial planning.

Veenesh Dhayalam

Head of Asset Management Research

Veenesh Dhayalam

Head of Asset Management Research

Team member


Veenesh has over 18 years’ experience in financial services, including over a decade at Alexander Forbes Investments where he held the position of Head of Quantitative Research. Prior to this, Dhayalam held senior roles at Absa Asset Management and Stanlib Asset Management. Veenesh is a highly-experienced research professional with a proven track record in teams that have managed large retail and institutional assets. Veenesh holds an MBA in Investments and Portfolio Management from Regent Business School.

Philip Bradford

Head of Investments, Fund Manager View full profile

Philip Bradford

Head of Investments, Fund Manager

Philip Bradford

Head of Investments, Fund Manager

Team member


Philip is the Head of Investments and chairs the Investment and Asset Allocation Committees at Sasfin Asset Managers. Before joining Sasfin in 2014, he spent six years at Absa Wealth as the Chief Investment Officer. Prior to that he spent nine years at Investec Bank where he worked as a bond and interest rate trader. Philip is a CFA Charterholder, a member of the FTSE/JSE Index Advisory Committee and a past President of the CFA Society South Africa. He manages the Sasfin BCI Balanced, Sasfin BCI Prudential, Sasfin BCI Flexible Income and Sasfin BCI Optimal Income funds at Sasfin Asset Managers.

David Shapiro

Deputy Chairman of Sasfin Wealth and Fund Manager View full profile

David Shapiro

Deputy Chairman of Sasfin Wealth and Fund Manager

David Shapiro

Deputy Chairman of Sasfin Wealth and Fund Manager

Team member


David Shapiro joined Max, Pollak and Freemantle, a member of the Johannesburg Stock Exchange (JSE) in 1972, shortly after qualifying as a Chartered Accountant. He was appointed senior partner in 1988 and served on the committee of the JSE from 1986 to 1992. In addition to managing private cl

Errol Shear

Fund Manager View full profile

Errol Shear

Fund Manager

Errol Shear

Fund Manager

Team member


Errol joined Sasfin Asset Managers in 2016, and holds more than 30 years industry experience including a decade at Absa as the CIO of Absa Asset Management. Prior to that, he spent more than two decades at STANLIB, managing the absolute return portfolios with a value of over R10bn. Additionally, Errol was responsible for the management of the Liberty Group and Liberty Active (Charter Life) life fund portfolios, as well as certain segregated funds. Errol manages the Sasfin BCI Opportunity Equity and Sasfin BCI Stable funds at Sasfin Asset Managers.

Bruce Ackerman

Fund Manager View full profile

Bruce Ackerman

Fund Manager

Bruce Ackerman

Fund Manager

Team member


Bruce spent 24 years with Lloyds Bank’s Investment arm in London as an Institutional Fund Manager, also fulfilling the roles of Managing Director and Chief Investment Officer, from 1985 until his return to South Africa in 1994. During his time in London, he was the Executive Director of five listed European and Asian country funds. Bruce joined Foord Asset Management in 1994 and co-managed the highly acclaimed Foord International Trust from 1997 until 2011. Bruce co-manages the Sasfin BCI Global Equity fund.

Bradley Mitchell

Head of Research and Fund Manager View full profile

Bradley Mitchell

Head of Research and Fund Manager

Bradley Mitchell

Head of Research and Fund Manager

Team member


Bradley has headed up the Sasfin Wealth Investment Research team that is responsible for investment strategy, equity analysis and equity portfolio construction since 2010. In the five years prior to this he was part of the macro-strategy investment research team at Nedbank Capital. He also practised as an actuarial consultant at Momentum where he gained an in-depth understanding of the asset liability relationship of retirement funds. Bradley co-manages the Sasfin BCI Global Equity Fund.

Martin Hyde

Head of Distribution, Sasfin Wealth View full profile

Martin Hyde

Head of Distribution, Sasfin Wealth

Martin Hyde

Head of Distribution, Sasfin Wealth

Team member


Martin joined Sasfin Wealth in 2016. He has worked in financial services for the past 12 years with a focus on asset management and stock broking and previously held the position of Head: Sales and Distribution at Consilium Capital. Prior to that, he spent a number of years at the Liberty Group. Martin holds a B.Com (Investment management) and a post graduate diploma in financial planning.

Veenesh Dhayalam

Head of Asset Management Research View full profile

Veenesh Dhayalam

Head of Asset Management Research

Veenesh Dhayalam

Head of Asset Management Research

Team member


Veenesh has over 18 years’ experience in financial services, including over a decade at Alexander Forbes Investments where he held the position of Head of Quantitative Research. Prior to this, Dhayalam held senior roles at Absa Asset Management and Stanlib Asset Management. Veenesh is a highly-experienced research professional with a proven track record in teams that have managed large retail and institutional assets. Veenesh holds an MBA in Investments and Portfolio Management from Regent Business School.

Philip Bradford

Head of Investments, Fund Manager

Philip Bradford

Head of Investments, Fund Manager

Team member


Philip is the Head of Investments and chairs the Investment and Asset Allocation Committees at Sasfin Asset Managers. Before joining Sasfin in 2014, he spent six years at Absa Wealth as the Chief Investment Officer. Prior to that he spent nine years at Investec Bank where he worked as a bond and interest rate trader. Philip is a CFA Charterholder, a member of the FTSE/JSE Index Advisory Committee and a past President of the CFA Society South Africa. He manages the Sasfin BCI Balanced, Sasfin BCI Prudential, Sasfin BCI Flexible Income and Sasfin BCI Optimal Income funds at Sasfin Asset Managers.

David Shapiro

Deputy Chairman of Sasfin Wealth and Fund Manager

David Shapiro

Deputy Chairman of Sasfin Wealth and Fund Manager

Team member


David Shapiro joined Max, Pollak and Freemantle, a member of the Johannesburg Stock Exchange (JSE) in 1972, shortly after qualifying as a Chartered Accountant. He was appointed senior partner in 1988 and served on the committee of the JSE from 1986 to 1992. In addition to managing private cl

Errol Shear

Fund Manager

Errol Shear

Fund Manager

Team member


Errol joined Sasfin Asset Managers in 2016, and holds more than 30 years industry experience including a decade at Absa as the CIO of Absa Asset Management. Prior to that, he spent more than two decades at STANLIB, managing the absolute return portfolios with a value of over R10bn. Additionally, Errol was responsible for the management of the Liberty Group and Liberty Active (Charter Life) life fund portfolios, as well as certain segregated funds. Errol manages the Sasfin BCI Opportunity Equity and Sasfin BCI Stable funds at Sasfin Asset Managers.

Bruce Ackerman

Fund Manager

Bruce Ackerman

Fund Manager

Team member


Bruce spent 24 years with Lloyds Bank’s Investment arm in London as an Institutional Fund Manager, also fulfilling the roles of Managing Director and Chief Investment Officer, from 1985 until his return to South Africa in 1994. During his time in London, he was the Executive Director of five listed European and Asian country funds. Bruce joined Foord Asset Management in 1994 and co-managed the highly acclaimed Foord International Trust from 1997 until 2011. Bruce co-manages the Sasfin BCI Global Equity fund.

Bradley Mitchell

Head of Research and Fund Manager

Bradley Mitchell

Head of Research and Fund Manager

Team member


Bradley has headed up the Sasfin Wealth Investment Research team that is responsible for investment strategy, equity analysis and equity portfolio construction since 2010. In the five years prior to this he was part of the macro-strategy investment research team at Nedbank Capital. He also practised as an actuarial consultant at Momentum where he gained an in-depth understanding of the asset liability relationship of retirement funds. Bradley co-manages the Sasfin BCI Global Equity Fund.

Martin Hyde

Head of Distribution, Sasfin Wealth

Martin Hyde

Head of Distribution, Sasfin Wealth

Team member


Martin joined Sasfin Wealth in 2016. He has worked in financial services for the past 12 years with a focus on asset management and stock broking and previously held the position of Head: Sales and Distribution at Consilium Capital. Prior to that, he spent a number of years at the Liberty Group. Martin holds a B.Com (Investment management) and a post graduate diploma in financial planning.

Veenesh Dhayalam

Head of Asset Management Research

Veenesh Dhayalam

Head of Asset Management Research

Team member


Veenesh has over 18 years’ experience in financial services, including over a decade at Alexander Forbes Investments where he held the position of Head of Quantitative Research. Prior to this, Dhayalam held senior roles at Absa Asset Management and Stanlib Asset Management. Veenesh is a highly-experienced research professional with a proven track record in teams that have managed large retail and institutional assets. Veenesh holds an MBA in Investments and Portfolio Management from Regent Business School.

Our core drivers

We believe the core drivers necessary to achieve sustainable compounding returns, over the long-term are:

  • Identifying global macro themes
  • Appropriate asset allocation
  • Risk management
  • Controlling costs

Product offering

Local offerings

Sasfin BCI Prudential Fund

The Sasfin BCI Prudential Fund is a multi-asset class managed portfolio seeking to deliver long term capital growth and income normally associated with the investment structure of a moderate to high risk profile investor.

Sasfin BCI Balanced Fund

The Sasfin BCI Balanced Fund is a multi-asset class moderate risk profile managed portfolio. The primary investment objective of the portfolio is to provide investors with a moderate level of income and capital growth over the long term.

Sasfin BCI Stable Fund

The Sasfin BCI Stable Fund is a cautiously managed multi-asset class portfolio with the investment objective to achieve inflation beating total returns by way of delivering relatively high income with a measure of capital growth over the medium to long term.

Sasfin BCI Equity Fund

The Sasfin BCI Equity Fund is a specialist managed equity portfolio that invests in high quality, local and global, listed companies. The portfolio’s objective is to maximise returns in excess of the FTSE/JSE SWIX index over time, particularly during periods of weaker equity market growth.

Sasfin BCI Opportunity Equity Fund

The Fund objective is to identify the best investment opportunities in predominantly the domestic equity market and in doing so deliver long term capital growth and income. The portfolio’s investment strategy focuses on individual stock selection from a bottom-up basis rather than a top-down investment process. The fund’s benchmark is the FTSE/JSE All Share Index.

Sasfin BCI Flexible Income Fund

The Sasfin BCI Flexible Income Fund aims to provide high levels of income, while preserving capital. The portfolio is an actively managed flexible income portfolio that makes asset allocation decisions across predominantly high yielding fixed interest instruments.

Sasfin BCI Optimal Income Fund

The Sasfin Optimal Income Fund is a solution geared towards the investor seeking an attractive low risk, after-tax yield and portfolio liquidity. The Fund is actively managed by our experienced investment team with the objective of delivering a consistent return with low capital volatility.

Offshore offering

Sasfin Global Equity Fund

The Sasfin Global Equity fund invests in high quality global companies that provide exposure to investment opportunities which capitalise on longer-term investment trends driving growth and changing the world. The fund aims to achieve a superior risk-adjusted total return, over a long-term investment horizon, relative to the Morgan Stanley Capital International (MSCI) All Country World Index (ACWI), in US Dollars.

Click here for more details on the Global Equity Fund. 

Disclosures and forms
  • January 2019

    January 2019

    Sasfin BCI Balanced Fund (A)

    January 2019

    Sasfin BCI Equity Fund (A)

    January 2019

    Sasfin BCI Flexible Income Fund (A)

    January 2019

    Sasfin BCI Global Equity Feeder Fund (A)

    January 2019

    Sasfin BCI Opportunity Equity Fund (A)

    January 2019

    Sasfin BCI Optimal Income Fund (A)

    January 2019

    Sasfin BCI Prudential Fund (A1)

    January 209

    Sasfin BCI Stable Fund (A) (004)

    January 2019

    Sasfin Global Equity Fund MDD (A) - January 2019

  • December 2018

    December 2018

    Sasfin BCI Balanced Fund (A)

    December 2018

    Sasfin BCI Equity Fund (A)

    December 2018

    Sasfin BCI Flexible Income Fund (A)

    December 2018

    Sasfin BCI Global Equity Feeder Fund (A)

    December 2018

    Sasfin BCI Opportunity Equity Fund (A)

    December 2018

    Sasfin BCI Optimal Income Fund (A)

    December 2018

    Sasfin BCI Prudential Fund (A)

    December 2018

    Sasfin BCI Stable Fund (A) (004)

    December 2018

    Sasfin Global Equity Fund MDD (A) -December 2018

  • November 2018

    November 2018

    Sasfin BCI Balanced Fund (A

    November 2018

    Sasfin BCI Balanced Fund (B)

    November 2018

    Sasfin BCI Balanced Fund (C)

    November 2018

    Sasfin BCI Equity Fund (A)

    November 2018

    Sasfin BCI Flexible Income Fund (A)

    November 2018

    Sasfin BCI Global Equity Feeder Fund (A)

    November 2018

    Sasfin BCI Opportunity Equity Fund (A)

    November 2018

    Sasfin BCI Optimal Income Fund (A)

    November 2018

    Sasfin BCI Optimal Income Fund (C)

    November 2018

    Sasfin BCI Prudential Fund (A)

    November 2018

    Sasfin BCI Prudential Fund (B)

    November 2018

    Sasfin BCI Prudential Fund (C)

    November 2018

    Sasfin BCI Stable Fund (A)

    November 2018

    Sasfin BCI Stable Fund (B)

    November 2018

    Sasfin Global Equity Fund MDD (A) - November 2018

  • September 2018

    SEPTEMBER 2018

    Sasfin BCI Balanced Fund (A)

    SEPTEMBER 2018

    Sasfin BCI Equity Fund (A)

    SEPTEMBER 2018

    Sasfin BCI Flexible Income Fund (A)

    SEPTEMBER 2018

    Sasfin BCI Global Equity Feeder Fund (A)

    SEPTEMBER 2018

    Sasfin BCI Opportunity Equity Fund (A)

    SEPTEMBER 2018

    Sasfin BCI Optimal Income Fund (A)

    SEPTEMBER 2018

    Sasfin BCI Prudential Fund (A)

    SEPTEMBER 2018

    Sasfin BCI Stable Fund (A)

    SEPTEMBER 2018

    Sasfin Global Equity Fund (A)

  • August 2018

    August 2018

    Sasfin BCI Balanced Fund (A)

    August 2018

    Sasfin BCI Equity Fund (A)

    August 2018

    Sasfin BCI Flexible Income Fund (A)

    August 2018

    Sasfin BCI Global Equity Feeder Fund (A) (002)

    August 2018

    Sasfin BCI Opportunity Equity Fund (A)

    August 2018

    Sasfin BCI Optimal Income Fund (A)

    August 2018

    Sasfin BCI Prudential Fund (A)

    August 2018

    Sasfin BCI Stable Fund (A)

    August 2018

    Sasfin Global Equity Fund MDD (A) - August 2018

  • July 2018

    July 2018

    Sasfin BCI Balanced Fund (A)

    July 2018

    Sasfin BCI Equity Fund (A)

    July 2018

    Sasfin BCI Flexible Income Fund (A)

    July 2018

    Sasfin BCI Global Equity Feeder Fund (A)

    July 2018

    Sasfin BCI Opportunity Equity Fund (A)

    July 2018

    Sasfin BCI Optimal Income Fund (A)

    July 2018

    Sasfin BCI Prudential Fund (A)

    July 2018

    Sasfin BCI Stable Fund (A)

    July 2018

    Sasfin Global Equity Fund MDD (A) - July 2018

  • June 2018

    June 2018

    Sasfin Global Equity Fund MDD (A) - June 2018

    June 2018

    Sasfin BCI Flexible Income Fund A

    June 2018

    Sasfin BCI Optimal Income Fund A

    June 2018

    Sasfin BCI Balanced Fund A

    June 2018

    Sasfin BCI Global Equity Feeder Fund A

    June 2018

    Sasfin BCI Prudential Fund A1

    June 2018

    Sasfin BCI Equity Fund A

    June 2018

    Sasfin BCI Opportunity Equity Fund A

    June 2018

    Sasfin BCI Stable Fund A

  • May 2018

    May 2018

    Sasfin BCI Balanced Fund A

    May 2018

    Sasfin BCI Global Equity Feeder Fund A

    May 2018

    Sasfin BCI Prudential Fund A1

    May 2018

    Sasfin BCI Equity Fund A

    May 2018

    Sasfin BCI Opportunity Equity Fund A

    May 2018

    Sasfin BCI Stable Fund A

    May 2018

    Sasfin BCI Flexible Income Fund A

    May 2018

    Sasfin BCI Optimal Income Fund A

    May 2018

    Sasfin Global Equity Fund MDD (A)

  • April 2018

    April 2018

    Sasfin BCI Balanced Fund A

    April 2018

    Sasfin BCI Equity Fund A

    April 2018

    Sasfin BCI Flexible Income Fund A

    April 2018

    Sasfin BCI Global Equity Feeder Fund A

    April 2018

    Sasfin BCI Opportunity Equity Fund A

    April 2018

    Sasfin BCI Optimal Income Fund A

    April 2018

    Sasfin BCI Prudential Fund A

    April 2018

    Sasfin BCI Stable Fund A

    April 2018

    Sasfin Global Equity Fund MDD (A)

  • March 2018

    March 2018

    Sasfin BCI Balanced Fund (A)

    March 2018

    Sasfin BCI Equity Fund (A) 20418

    March 2018

    Sasfin BCI Flexible Income Fund (A) 2018

    March 2018

    Sasfin BCI Global Equity Feeder Fund (A) 2018

    March 2018

    Sasfin BCI Opportunity Equity Fund (A) 2018

    March 2018

    Sasfin BCI Optimal Income Fund (A) 2018

    March 2018

    Sasfin BCI Prudential Fund (A) 2018

    March 2018

    Sasfin BCI Stable Fund (A) 2018

    March 2018

    Sasfin Global Equity Fund (A) 2018

  • February 2018

    February 2018

    Sasfin BCI Prudential Fund (A)

    February 2018

    Sasfin BCI Balanced Fund (A)

    February 2018

    Sasfin BCI Stable Fund (A)

    February 2018

    Sasfin BCI Equity Fund (A)

    February 2018

    Sasfin BCI Opportunity Equity Fund (A)

    February 2018

    Sasfin BCI Flexible Income Fund (A)

    February 2018

    Sasfin BCI Optimal Income Fund (A)

    February 2018

    Sasfin BCI Global Equity Feeder Fund (A)

    February 2018

    Sasfin Global Equity Fund (A)

  • Forms

    March 2018

    Sasfin Additional Contribution Form

    September 2018

    Sasfin Application - Individual Form

    September 2018

    Sasfin Application - Legal Entity Form

    March 2018

    Sasfin Debit Order Change Form

    March 2018

    Sasfin Investor Details Change

    March 2018

    Sasfin Switch Form

    March 2018

    Sasfin Transfer Form

    March 2018

    Sasfin Withdrawal Form

Contact us

Johannesburg

Durban

Cape Town

Plettenberg Bay

Pretoria

Port Elizabeth

Somerset West

Sasfin Wealth Email

swip@sasfin.com
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