Trusted wealth management solutions

Our global offering includes model and bespoke segregated equity portfolios, unit trusts, pooled portfolios and structured solutions. We manage assets on behalf of our clients, and their investment strategies are continually reviewed and adjusted to account for global trends.

Let's talk

Let's talk

* Click here to view our Privacy and Cookie Notice

Image for <h1>Trusted wealth management solutions</h1>
Image for <h1>We combine our solid and robust investment process to reach our clients’ investment objectives</h1>
Our investment philosophy

We combine our solid and robust investment process to reach our clients’ investment objectives

Our investment philosophy combines thorough fundamental stock specific research, with focused analysis of the global economic environment. 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. 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 personal share portfolios

A Personal Share Portfolio allows astute investors to own a truly tailored investment solution which can be adapted to their lifestyles. This is done by owning securities globally in a portfolio constructed specifically for them, through the expertise and experience of a dedicated Portfolio Manager.

Potential advantages of investing in Personal Share Portfolios:

  • Exclusivity
  • Active market participation
  • Selective market entry/exit
  • Flexibility
  • True diversification
  • Tax benefits
  • Cost-effectiveness
  • Direct ownership of securities
  • Creditor protection

Our Personal Share Portfolios are available for discretionary funds directly with Sasfin Wealth via Sasfin Securities, and internationally via DMA and UBS.

For compulsory or wrapped discretionary funds, our Personal Share Portfolios are available through the Sasfin Wealth Investment Platform and many other leading product platforms, including:

  • Glacier
  • AIMS
  • Glacier International
  • Momentum
  • Momentum Wealth International
  • Discovery
  • Stanlib
  • Old Mutual International
  • Ninety One

Personal Share Portfolios on these platforms provide each investor with the opportunity to own shares in an investment solution wrapped through a life-licence or retirement fund product.

These include:

  • Domestic endowments
  • Offshore endowments
  • Living annuities
  • Retirement annuities
  • Pension and provident preservation funds

A model portfolio is a type of investment product that enables the investor to gain access to a corporate investment strategy through a personal segregated share portfolio. The investor benefits by gaining access to an investment management structure that would otherwise be limited to products like Collective Investment Schemes (CIS’s). Other than CIS’s, model portfolios offer a measure of flexibility, which the manager can tailor to the investors' needs. Sasfin’s portfolios are actively managed through an experienced investment committee that meets regularly to monitor, manage and plan all factors affecting these portfolios. The oversight structure, through multiple strategic and operational levels, ensures that these portfolios are managed to the highest standards possible. Specialised teams, ranging from comprehensive research to cutting-edge trade implementation, ensures that the investor benefits from a unified approach to target the best risk-adjusted returns available in the market.

Global Multi Asset Growth

Here we aim to achieve objectives over the long-term, using a combination of active and passive strategies, investing in a diversified range of traditional, alternative and real assets globally. All asset classes are fully liquid and include equities, fixed income, absolute return strategies, private equity, real estate, commodities and infrastructure. The portfolios are underpinned by accurate strategic asset allocation and have a predominant weighting to alternative and real assets. The portfolio's growth risk profile is obtained by adjusting asset allocation through our quantitative process.

Global Multi Asset Moderate

The portfolios aim to achieve their objectives over the long-term, combining active and passive strategies, investing in a diversified range of traditional, alternative and real assets globally. All asset classes are fully liquid and include equities, fixed income, absolute return strategies, private equity, real estate, commodities and infrastructure. The portfolios are underpinned by accurate strategic asset allocation and have a predominant weighting to alternative and real assets. The moderate risk profile is obtained by adjusting asset allocation through our quantitative process.

Global Multi Asset Cautious

The portfolios aim to achieve their objectives over the long-term, using a combination of active and passive strategies, investing in a diversified range of traditional, alternative and real assets globally. All asset classes are fully liquid and include equities, fixed income, absolute return strategies, private equity, real estate, commodities and infrastructure. The portfolios are underpinned by accurate strategic asset allocation and have a predominant weighting to alternative and real assets. The cautious risk profile is obtained by adjusting asset allocation through our quantitative process.

Global Equity

This portfolio has a more concentrated, high conviction (but appropriately diversified), portfolio of listed global equity securities. The investment process combines macroeconomic and fundamental company analysis to determine its preferred sector, region and security exposures. Given the high conviction nature of the portfolio, it may have concentrated exposures to certain sectors and/or regions. Total returns are driven through capital appreciation and reinvesting income.

Global Income and Growth

The objective of the portfolio is to achieve a gross-of-fee total return of at least CPI + 2% over rolling periods of 3 years or more. The portfolio aims to achieve its investment objective by formulate hybrid allocation strategy. We carefully analyse macro-economic data through a topdown approach in order to determine the ideal weights between different asset classes. We then follow a bottom up approach by combining a specialized filtering and fundamental analysis technique of all the companies in our investment universe.

Domestic Multi Asset Moderate

This portfolio aims to achieve capital appreciation over the medium to long-term, using a combination of active and passive strategies, and investing in a diverse range of traditional, alternative and real assets globally. Underpinned by a strategic asset allocation with periodic tactical shifts, the portfolio has a moderate risk profile, obtained by adjusting asset allocation through our quantitative process.

Domestic Equity

The investment objective with this portfolio is achieved by actively managing a more concentrated, high conviction (but appropriately diversified), portfolio of instruments. Combining quantitative techniques with fundamental analysis, its preferred holdings aim to generate growth higher than the South African consumer price inflation (“CPI”) on a regular and long-term basis. Permitted instruments include ordinary shares, listed property shares, preference shares, exchange traded funds (“ETFs”) and permitted collective investment schemes (“CISs”), with specific reference to the Sasfin Global Equity Feeder Fund. The portfolio uses a combination of active and passive strategies to achieve its targets.

Precious Metal Yield

This portfolio uses a combination of active and passive strategies, diversified across the royalty, mining and physical sectors. It aims to achieve its objectives by managing an appropriately diversified portfolio of suitable instruments determined by fundamental analysis.

Innovation

This portfolio seeks to achieve capital appreciation over the long-term, with exposure to various innovation themes including: smart mobility, healthcare innovation, IoT & 5G, robotics & AI, e-Commerce, fintech & digital entertainment, cloud computing & cybersecurity and clean energy.

Global as an investment framework

Investing globally has the advantage of allowing investors to manage their risk more efficiently by diversifying exposure across asset classes, geographical regions, as well as business sectors.

For the discerning investor who wants to own shares directly in specific companies, our investment solutions allow them this flexibility, as well as the opportunity to complement their other investments.

The ease and simplicity of accessing the world’s best equity, bond and alternative assets, means that you can enjoy the benefits of a globally diversified investment solution in terms of asset class, geography and business nature.

This framework gives you, as the investor, access to multiple higher growth environments than what is achievable or available, in any one country, because at Sasfin Wealth, we offer you one asset class – the world.

Image for <h1>Global as an investment framework</h1>

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 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

Contact us today

Johannesburg

011 809 7500

Durban

031 271 8700

Cape Town

021 443 6800

Pretoria

012 425 6000

Port Elizabeth &
Plettenberg Bay

041 363 5989

Somerset West

087 365 4900

Sasfin Wealth Email

swip@sasfin.com

Get one of our portfolio managers to contact you for your wealth needs

Give us your details and we will call you back and provide any information you might need.

Call me back

Call me back

* Click here to view our Privacy and Cookie Notice

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.

Picture of Dawid Balt

Dawid Balt

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

View profile
Picture of Alec Abraham

Alec Abraham

Snr. Equity Analyst

View profile
Picture of Andrew Padoa

Andrew Padoa

Branch Manager: Durban and Portfolio Manager

View profile
Picture of Bruce Mills

Bruce Mills

Portfolio Manager

View profile
Picture of Jonathan Wernick, CFA

Jonathan Wernick, CFA

Equity Analyst

View profile
Picture of Lwando Ngwane

Lwando Ngwane

Equity Analyst

View profile
Picture of Michelle Bester

Michelle Bester

Portfolio Manager

View profile
Picture of Mpho More

Mpho More

Portfolio Manager

View profile
Picture of Nicholas Dakin

Nicholas Dakin

Portfolio Manager

View profile
Picture of Rossouw Steyn

Rossouw Steyn

Portfolio Manager

View profile
Picture of Sam van Tonder, CFA

Sam van Tonder, CFA

Portfolio Manager

View profile
Picture of Wouter Van Der Merwe, CFA

Wouter Van Der Merwe, CFA

Portfolio Manager

View profile

FAQ

Bank: ABSA
Branch: Market Street
Code: 516 905
Account: 405 270 89 33
Reference: Account number and name
Bank: Nedbank
Branch: Fox Street
Code: 190 805
Account: 190 865 22 68
Reference: Account number and name

Offcanvas Title

Offcanvas body