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“It is testament to the success of our long-term strategy which we’ve been implementing for the past eight years. The strategy places strong emphasis on investment performance, providing the highest quality of service to our clients, growing the business, enhancing efficiencies, building the brand, and investing in Sanlam Private Wealth’s people,” says Kriel.

Rebranded from Sanlam Private Investments in June 2014, Sanlam Private Wealth offers holistic, integrated wealth management services to high net and ultra high net worth private individuals and their families in South Africa, the UK, Western Europe and Australia.

“With the wealth management space becoming increasingly competitive, we are overjoyed that Sanlam Private Wealth has again been recognised as the leader in the industry. It attests our commitment to uphold our level of service delivery across our range of service offerings and provide truly client focused and bespoke wealth management services,” adds Kriel.

In what is arguably the only comprehensive survey of the wealth management industry in South Africa, Sanlam Private Wealth had the highest overall score out of a broad range of wealth managers. Out of a possible 25 points, Sanlam Private Wealth scored 21.9 – the company’s closest competitor followed with 20.8.

The research undertaken by Intellidex assesses each wealth management company against a range of criteria, including service offering, growth strategy, international presence and the strength of its brand. The survey is structured in such a way so as to guide potential clients on the company best placed to serve their individual needs.

From the five respective categories, each with a maximum score of five, Sanlam Private Wealth achieved scores of only 4 and above and ranked top three in every category. “This is a great accolade for our business and its people who make it happen for our clients,” concludes Kriel.

Sanlam Life Insurance is a licensed financial service provider.
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