Invest towards your retirement and other life goals with the Sasfin Wealth Investment Platform (SWIP).
We are an independent and innovative asset manager with a team of highly skilled and experienced investment professionals. Our investment solutions are designed to meet the needs of institutional and private investors and include unit trusts, pooled portfolios and structured solutions.
Portfolio Management and Stockbroking
Our experienced portfolio management team are committed to growing the wealth of our clients through tailored local and global investment portfolios.
As an Institutional client looking for Independent and professional investment advice, Sasfin Asset Consulting has an experienced team which specialises in providing holistic asset consulting services to Retirement funds in South Africa.
Our experienced healthcare consultants provide innovative solutions, tailored for our business clients and individual clients’ unique requirements.
Sasfin Wealth advisors deliver advice which is holistic, independent and objective for all of your lifetime financial goals.
Sasfin Fiduciary Services offers solutions designed to assist you in determining and designing your wealth retention and preservation strategy.
The Fixed Income team draws on experience of more than 25 years as service providers in the Fixed Income market in South Africa. With a substantial presence in South Africa’s Fixed Interest Securities market, the FI trading team is well equipped to take advantage of opportunities in the money, repo, bond and related derivatives markets. We are one of the leading Fixed Income research houses in the South African market. We focus solely on institutional investors.
The Sasfin Wealth Umbrella Retirement Fund (SWURF) is a lifetime retirement fund solution that allows its members to accumulate retirement capital and to access investment, insurance and healthcare solutions as part of their personal financial planning and protection requirements. SWURF is able to integrate key elements of wealth creation and protection to assist members on their journey to financial independence.