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Your clients can pass on their money efficiently by investing in a portfolio of smaller companies that qualify for business relief.
Exploring the changing attitudes to inheritance and the implications for the financial services industry. The wealth management industry is undergoing a period of significant and transformative change
Global Partnership Family Offices (GPFO) and Sanlam UK have produced a report that explores how families are passing wealth to future generations and the issues which surround this.
By outsourcing your investment decisions to Sanlam, you can benefit from our expertise and high standards of service, as well as a wide range of strategies.
Choose from a range of award-winning funds backed by the extensive experience and resources of our investment teams.
Sanlam Senior Portfolio Manager Paul Stevens discusses how a charity’s investment policy statement can play an important role in managing your charity’s money effectively while demonstrating good governance.
A cost-effective way to access our multi-asset investment expertise.
In a world where fake news threatens to supplant the truth, telling one from the other is becoming increasingly tricky. So how do investment analysts ensure the information they gather is accurate?
As Wealthsmiths, we use our expertise to craft relevant financial products and services to help you meet your financial goals.
In preparation for our Future of Money event with economist and author, Stephen King, we explore the pros and cons of becoming a cashless society.
Our investment expertise, built around your investment philosophy

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The value of investments and any income from them can fall and you may get back less than you invested.