Intermediaries and advisors

Our consultants equip advisors and intermediaries with meticulous stockbroking and asset management services, as well as the use of our principal investment platform.

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Our offerings

Asset Management

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

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Online investment platform

Invest towards your retirement and other life goals with the Sasfin Wealth Investment Platform (SWIP). With access to global investment solutions, you can take control of your financial wellbeing.

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Portfolio Management and Stockbroking

Our team of experienced portfolio managers are committed to growing the wealth of our clients through high-touch service and tailored local and global investment portfolios.

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