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.

Search

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.

Since 1890, we have been commited to growing the wealth of private clients has remained the cornerstone of our business. We are the leading private client portfolio management and stockbroking businesses in South Africa.

The successful investor invests with a wealth management company who they can trust; an entity that has a solid reputation and extensive history of successful wealth management.

Why us


Leading private client portfolio management and stockbroking business

Pioneers of industry in South Africa

Personal attention and high touch service

Comprehensive research and market insight

Bespoke local and offshore solutions

Our investment philosophy

Our investment philosophy combines thorough fundamental stock specific research, with focused analysis of the global economic environment. This provides a solid foundation for our portfolio management to tailor personalised portfolios to meet their clients’ unique investment needs.

This philosophy translates into an in-depth investment process, ensuring we are able to navigate the global investment maze to achieve superior returns for clients. Our process begins with qualitative and quantitative macro-economic analysis which defines our core investment themes. We then leverage off established independent company specific research, which is interrogated by our in-house research division, ensuring congruency with our core investment themes. 

Our portfolio managers combine our solid and robust investment process with an in-depth understanding of our clients’ financial personalities and investment objectives when building and implementing each of their custom-built portfolios.

Key traits

We have identified six traits which are non-negotiable when it comes to successful investment management with our clients:

Relationship

The successful investor interacts and builds a sound relationship with an investment professional who truly understands their needs and carefully manages the emotional aspects of investing.

Independence

The successful investor chooses an advisor whose independence is unconstrained by investment bias.

Trust

The successful investor invests with a wealth management company who they can trust an entity that has a solid reputation and extensive history of successful wealth management.

Expertise

The successful investor entrusts their wealth to capable and astute professionals who have the ability to navigate through difficult market cycles.

Simplicity

The successful investor has a clear understanding of their portfolio and related fees. They steer clear from opaque investment products that aren’t fully understood.

Global

The successful investor requires a globally diversified portfolio which is managed locally.

Our portfolios

Local portfolios

Our investment philosophy combines thorough fundamental stock specific research, with focused analysis of the global economic environment, which ultimately provides a solid foundation for our portfolio managers to tailor personalised portfolios to meet their clients’ unique investment needs.

This philosophy translates into an in-depth investment process, ensuring we are able to navigate the global investment maze to achieve superior returns for clients. Our process begins with qualitative and quantitative macro-economic analysis which defines our core investment themes. We then leverage off established independent company specific research, which is interrogated by our in-house research division, ensuring congruency with our core investment themes. Our solid and robust investment process ultimately results in five flagship risk-profiled foundation models.

Our portfolio managers combine these foundation models with an in-depth understanding of our clients’ financial personality and investment objectives when building and implementing each of their custom-built portfolios, which can comprise of both local and offshore investments.

This is implemented through two distinct mandates:

 

 

Offshore portfolios

Our investment philosophy combines thorough fundamental stock specific research, with focused analysis of the global economic environment, which ultimately provides a solid foundation for our portfolio managers to tailor personalised portfolios to meet their clients’ unique investment needs.

This philosophy translates into an in-depth investment process, ensuring we are able to navigate the global investment maze to achieve superior returns for clients. Our process begins with qualitative and quantitative macro-economic analysis which defines our core investment themes. We then leverage off established independent company specific research, which is interrogated by our in-house research division, ensuring congruency with our core investment themes. Our solid and robust investment process ultimately results in five flagship risk-profiled foundation models.

Our portfolio managers combine these foundation models with an in-depth understanding of our clients’ financial personality and investment objectives when building and implementing each of their custom-built portfolios.

 

Tax efficient portfolios

By partnering with Sasfin Securities, financial planners are able to offer their clients a more personal and cost effective alternative to traditional unit trusts. Our ability to work closely with the independent financial advisor and understand their clients’ objectives and aspirations is portrayed in the way we manage money.

Our Personalised Share Portfolios, available through many of the country’s leading product platforms (Glacier, Investec, Momentum, Old Mutual International and Stanlib) provide each investor with the opportunity of owning shares through a life-licence or retirement fund product (endowment, retirement annuity, living annuity and preservation fund).

A Personal Share Portfolio (PSP) enables the astute investor to own domestic and international securities within a tax efficient investment structure, while benefitting directly from the expertise and experience of a dedicated portfolio manager. The investment portfolio will be managed within the limits as set out in Regulation 28 of the Pension Funds Act and is therefore suitable for both pre and post retirement money.

The advantages of investing in a PSP:

  • A truly tailored investment solution which can be adapted to lifestyle changes of members within a Pension and Provident Fund
  • Cost effective alternative to unit trusts
  • Provides certain tax benefits

Our mandates

Sasfin Securities implements local and offshore portfolios through two distinct mandates:

Full discretion mandate

Sasfin Securities assumes full responsibility for the management of your underlying portfolio. Discretionary management allows each of our portfolio managers to leverage off our extensive research capability and make timely investment decisions that are in your best interest and aligned to your investment strategy.

Deal and execute mandate

Sasfin Securities only provide deal and execution services while you make the investment decision.

  Call me back
What can we help you with?
Please complete all fields.

  Call me back