We empower our clients to reach their global investment goals, to retire with dignity and to leave a lasting legacy.

01 Wealthoverview Our Vision
Our vision

We value a spirit of partnership

Sasfin Wealth has provided trusted advice and wealth management solutions to respected families and prized organisations for over 125 years.

Our belief in the value of strong relationships is what has appealed to our clients since the first days of our founding. The commitment we offer clients has thereby secured our reputation as an award winning and leading private client portfolio management and stockbroking businesses in South Africa.

As an independent and innovative financial services provider, we design bespoke and model investment solutions and provide a range of advisory solutions that meet the unique needs of private clients and institutional investors.

We design bespoke investment solutions to meet your specific needs

Find out more about Private Wealth Solutions

Private Wealth Solutions

We manage assets on behalf of our clients and ensure their investment strategies are continually reviewed and adjusted according to global trends.

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Find out more about Intermediaries and Advisors

Intermediaries and Advisors

Our stockbroking and asset management services equip independent financial advisors with market insights and a trusted investment platform.

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Find out more about Corporate and institutional

Corporate and institutional

Let us assist you with custom healthcare, whether you’re an employer group or individual member. We also coordinate staff umbrella retirement funds.

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Our awards

Our innovative team has broken barriers and earned our company multiple awards.

Intellidex Top Advice Broker 2022 Fullservice
Intellidex | 2022

Top Full-Service Broker

Intellidex Top Advice Broker 2022 Lumpsum
Intellidex | 2022

Lump-Sum Investor Archetype

Award Icons Intellidex 2021 Small
Intellidex | 2021

Top Advice-Based Broker

Award Icons Intellidex 2020 Small
Intellidex | 2020

Top Advice-Based Broker

Morningstar 2022
Morningstar Awards | 2022

Best Cautious Allocation Fund for the Sasfin BCI Stable Fund

Morningstar 2021
Morningstar Awards | 2021

Best moderate allocation fund for the Sasfin BCI Balanced Fund

Award Icons Morningstar 2020 Small
Morningstar Awards | 2020

Best moderate allocation fund for the Sasfin BCI Balanced Fund

Ragingbull 2021
Raging Bull Awards | 2021

Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund

Award Icons Raging Bull 2020 Small
Raging Bull Awards | 2020

Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund

Award Icons Raging Bull 2019 Small
Raging Bull Awards | 2019

Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund

Award Icons Raging Bull 2018 Small
Raging Bull Awards | 2018

Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund

Meet our people

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Erol Zeki

Chief Executive Officer

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Gill Scott

Chief Operating Officer

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Murunwa Oni

Head: Finance

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Bongiwe Momoza

Chairperson of the Wealth Advice Committee

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Arno Lawrenz

Chief Investment Officer

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Veenesh Dhayalam

Chairperson of the Wealth Investment Committee

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Johan Gouws

Head: Advice

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Flynn Robson

Head: Private Clients

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Martin Hyde

Head: Distribution

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Shaun Dhora

Head: Compliance

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Ricki Tatz

Chief Strategy Implementation Officer

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Viksha Rajcoomar

Head: Human Capital, Wealth

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Reshen Sukhram

Chief Technology Officer

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Tebogo Moyo

Risk Manager

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Cobus du Preez

Head: Marketing

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Timothy Kerr-Phillips

Head: Legal & Operations

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Charleen Rix

Head: Health Consulting

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Sarah Simson

Head: Fiduciary

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Alec Abraham

Senior Equity Analyst

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Andrew Padoa

Branch Manager: Durban and Portfolio Manager

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Barbara Price-Hughes

Portfolio Manager, Plettenberg Bay

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Bruce Mills

Portfolio Manager, Gqeberha

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Chris Jordan

Business Development/Client Relationship Manager

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Claudius Rostoll

Head: Central Investment Desk

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Clinton Smit

Portfolio Manager, Johannesburg

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Craig Diesel

Portfolio Manager, Johannesburg

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Craig Pheiffer

Chief Investment Strategist

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David Shapiro

Chief Global Equity Strategist

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Dawid Balt

Branch Manager & Portfolio Manager, Brooklyn

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Duncan Studer

Business Unit Head & Portfolio Manager, Stellenbosch

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Emil Visagé

Business Development Manager (Private Clients)

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Arno Lawrenz

Chief Investment Officer

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Veenesh Dhayalam

Chairperson of the Wealth Investment Committee

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Flynn Robson

Head: Private Clients

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Martin Hyde

Head: Distribution

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Errol Shear

Fund Manager

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Flavio e Silva

Portfolio Manager, Johannesburg

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Jonathan Wernick

CFA, Equity Analyst

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Leon Christiaan Krynauw

Head: Product Development & Special Projects

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Michelle Bester

Business Unit Head & Portfolio Manager, Pretoria

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Mohil Bandulal

Business Unit Head & Portfolio Manager,Durban

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Mpho More

Portfolio Manager, Johannesburg

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Nicholas Dakin

Portfolio Manager, Cape Town

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Nicholas Pittaway

Business Unit Head & Portfolio Manager, Gqeberha

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Nicholas Sorour

Portfolio Manager & Business Unit Head, Pretoria

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Paul Matthews

Portfolio Manager, Johannesburg

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Raphi Rootshtain

Portfolio Manager, Asset Management

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Robert Towell

Portfolio Manager & Branch Head

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Koebie Malick

Portfolio Manager

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Rossouw Steyn

Portfolio Manager, Pretoria

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Samuel van Tonder

CFA, Portfolio Manager

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Sinenhlanhla Mkhize

Business Development Manager (Private Clients)

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Siphokazi Melamane

Business Development Manager (Institutional)

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Sitembele Mandondo

Business Development Manager (Institutional)

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Sumaya Hassen

Business Development Manager (Institutional)

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Sven Ruppelt

Branch Manager & Portfolio Manager, Gqeberha and Plettenberg Bay

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Tavis Cairns

Business Unit Head & Portfolio Manager, Durban

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Wouter Van Der Merwe

CFA, Portfolio Manager, Somerset West

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Muhammed Wagley

Portfolio Manager, Johannesburg

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Rushavlan Redhi

Portfolio Assistant

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Uvaal Singh

Portfolio Assistant

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André de Kock

Senior Wealth Advisor

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Daphne Byers

Senior Wealth Advisor

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Darryl Bennett

Senior Wealth Advisor

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Bongiwe Momoza

Chairperson of the Wealth Advice Committee

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Johan Gouws

Head: Advice

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Gavin Came

Senior Wealth Advisor

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Picture of Manjula Naidoo

Manjula Naidoo

Investment Services Manager

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Mpho Moletsane

Asset Consultant

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Nandi van der Merwe

Senior Wealth Advisor

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Stephan Walters

Wealth Advisor

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Charleen Rix

Head: Health Consulting

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Sarah Simson

Head: Fiduciary

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