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.

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The world is not flat,stop investing like it is.

Why Global

Any prudent wealth plan should be global in nature.

A global strategy provides investors access to far reaching trends and opportunities, which are changing the world and the way people are interacting with it:

  • Machine learning and artificial intelligence is increasing the efficiencies of factories and cities
  • Social networks are shaping societies’ views of the world continuously and instantaneously
  • Consumerism is fueling innovation at a pace never seen before

A global perspective affords you access to a greater number of higher growth environments than what is achievable, or available, in any one country.

Why Sasfin Wealth

The investment team focuses on identifying the best quality companies from a vast pool of global opportunities. Our South African roots give us an intimate understanding of a local investor’s context and provides our clients convenient access to an experienced team of individuals that is in the client’s own time zone.

Why the Global Equity Fund

The fund’s primary goal is to preserve and grow wealth, by maintaining and actively managing a portfolio of carefully selected companies that meet the team’s value-based investment criteria.

The fund managers remain acutely aware of the overall makeup of the fund at all times to ensure that adequate diversification is maintained across regions and industries, as well as sectors within them.

Investment Managers Report  | June 2018

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Additional Video Content

Investment case for the Sasfin Global Equity Fund

Investment case for the Sasfin Global Equity Feeder Fund

Offshore panel discussion

Insights in to the Sasfin Global Equity Fund

Global Companies

Alphabet
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Amazon.com
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Diageo
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Home Depot
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Philips
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Roche
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Siemens
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Starbucks
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Unilever
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Visa
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Investment Team

Bruce Ackerman | Fund Manager

B.A. (Hons - Economics), MBA
Years Experience: 42
Bruce spent twenty-four years with Lloyds Bank in London, rising to Chief Investment Officer in the investment management business.
He returned to SA in 1994 as Chief Investment Strategist and global equity Fund Manager for a well-respected SA asset manager.

Bradley Mitchell | Fund Manager

B.Sc. (Actuarial Science & Mathematical Statistics)
Years Experience: 17
Bradley heads up the Sasfin Wealth investment research team that is responsible for investment strategy, equity analysis and equity portfolio construction.
He was an actuarial consultant for 5 years at Momentum before spending 6 years as a quantitative strategist for a domestic sell-side broker.

Nicholas Dakin | Equity Analyst

B. Bus Sci, M. Com (Fin. Markets)
Years Experience: 2
Nicholas is responsible for fundamental company research, across a broad range of sectors, across South African and global listed companies.

Mike Haworth | Investment Strategist

B. SC. (Eng), MBL
Years Experience: 31
Mike is responsible for investment strategy in the investment research team. His global macro-economic insights form a key foundation in equity portfolio construction.

Alec Abraham | Senior Equity Analyst

B. Com
Years Experience: 20
Alec is a Senior Equity Analyst in the investment research team.
He is involved in fundamental company research across a broad range of industries, with particular expertise in retail and healthcare. His experience and insights have proven invaluable in our equity portfolio construction process and in building up the equity analyst team’s overall experience.

Learn more

Download the Sasfin Global Equity Fund Brochure.

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Disclaimer

The information contained in this communication is for information purposes only and does not constitute advice in any form, including but not limited to investment, accounting, tax, legal or regulatory advice. Terms, conditions and values contained herein are indicative only and subject to negotiation and change. This material does not constitute an offer, advertisement or solicitation for investment, financial or banking services. The material has no regard to the specific investment objectives, financial situation or particular needs of any specific person. The material is based upon information considered reliable, but the parties do not represent that it is accurate or complete or that it can be relied upon as such. All illustrations, forecasts or hypothetical data are for illustrative purposes only and are not guaranteed. The parties accept no liability whatsoever, whether direct, indirect or consequential for any loss or damage of any kind arising out of the use of all or any part of this material and any reader or prospective investor is urged to be aware of all the risks involved in dealing with any financial product and the need to specifically consult with a professional adviser before making any decision or taking any action.

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