Trusted wealth management solutions
Our global offering includes model and bespoke segregated equity portfolios, unit trusts, pooled portfolios and structured solutions. We manage assets on behalf of our clients, and their investment strategies are continually reviewed and adjusted to account for global trends.
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We combine our solid and robust investment process to reach our clients’ investment objectives
Our investment philosophy combines thorough fundamental stock specific research, with focused analysis of the global economic environment. This philosophy translates into an in-depth investment process, ensuring we are able to navigate the global investment maze to achieve superior returns for clients. We then leverage off established independent company specific research, which is interrogated by our in-house research division, ensuring congruency with our core investment themes.
Our personal share portfolios
A model portfolio is a type of investment product that enables the investor to gain access to a corporate investment strategy through a personal segregated share portfolio. The investor benefits by gaining access to an investment management structure that would otherwise be limited to products like Collective Investment Schemes (CIS’s). Other than CIS’s, model portfolios offer a measure of flexibility, which the manager can tailor to the investors' needs. Sasfin’s portfolios are actively managed through an experienced investment committee that meets regularly to monitor, manage and plan all factors affecting these portfolios. The oversight structure, through multiple strategic and operational levels, ensures that these portfolios are managed to the highest standards possible. Specialised teams, ranging from comprehensive research to cutting-edge trade implementation, ensures that the investor benefits from a unified approach to target the best risk-adjusted returns available in the market.
Global Multi Asset Growth
Here we aim to achieve objectives over the long-term, using a combination of active and passive strategies, investing in a diversified range of traditional, alternative and real assets globally. All asset classes are fully liquid and include equities, fixed income, absolute return strategies, private equity, real estate, commodities and infrastructure. The portfolios are underpinned by accurate strategic asset allocation and have a predominant weighting to alternative and real assets. The portfolio's growth risk profile is obtained by adjusting asset allocation through our quantitative process.
Global Multi Asset Moderate
The portfolios aim to achieve their objectives over the long-term, combining active and passive strategies, investing in a diversified range of traditional, alternative and real assets globally. All asset classes are fully liquid and include equities, fixed income, absolute return strategies, private equity, real estate, commodities and infrastructure. The portfolios are underpinned by accurate strategic asset allocation and have a predominant weighting to alternative and real assets. The moderate risk profile is obtained by adjusting asset allocation through our quantitative process.
Global Multi Asset Cautious
The portfolios aim to achieve their objectives over the long-term, using a combination of active and passive strategies, investing in a diversified range of traditional, alternative and real assets globally. All asset classes are fully liquid and include equities, fixed income, absolute return strategies, private equity, real estate, commodities and infrastructure. The portfolios are underpinned by accurate strategic asset allocation and have a predominant weighting to alternative and real assets. The cautious risk profile is obtained by adjusting asset allocation through our quantitative process.
Global Equity
This portfolio has a more concentrated, high conviction (but appropriately diversified), portfolio of listed global equity securities. The investment process combines macroeconomic and fundamental company analysis to determine its preferred sector, region and security exposures. Given the high conviction nature of the portfolio, it may have concentrated exposures to certain sectors and/or regions. Total returns are driven through capital appreciation and reinvesting income.
Domestic Multi Asset Moderate
This portfolio aims to achieve capital appreciation over the medium to long-term, using a combination of active and passive strategies, and investing in a diverse range of traditional, alternative and real assets globally. Underpinned by a strategic asset allocation with periodic tactical shifts, the portfolio has a moderate risk profile, obtained by adjusting asset allocation through our quantitative process.
Domestic Equity
The investment objective with this portfolio is achieved by actively managing a more concentrated, high conviction (but appropriately diversified), portfolio of instruments. Combining quantitative techniques with fundamental analysis, its preferred holdings aim to generate growth higher than the South African consumer price inflation (“CPI”) on a regular and long-term basis. Permitted instruments include ordinary shares, listed property shares, preference shares, exchange traded funds (“ETFs”) and permitted collective investment schemes (“CISs”), with specific reference to the Sasfin Global Equity Feeder Fund. The portfolio uses a combination of active and passive strategies to achieve its targets.
Innovation
This portfolio seeks to achieve capital appreciation over the long-term, with exposure to various innovation themes including: smart mobility, healthcare innovation, IoT & 5G, robotics & AI, e-Commerce, fintech & digital entertainment, cloud computing & cybersecurity and clean energy.
A Personal Share Portfolio allows astute investors to own a truly tailored investment solution which can be adapted to their lifestyles. This is done by owning securities globally in a portfolio constructed specifically for them, through the expertise and experience of a dedicated Portfolio Manager.
Potential advantages of investing in Personal Share Portfolios:
- Exclusivity
- Active market participation
- Selective market entry/exit
- Flexibility
- True diversification
- Tax benefits
- Cost-effectiveness
- Direct ownership of securities
- Creditor protection
Our Personal Share Portfolios are available for discretionary funds directly with Sasfin Wealth via Sasfin Securities, and internationally via DMA and UBS.
For compulsory or wrapped discretionary funds, our Personal Share Portfolios are available through the Sasfin Wealth Investment Platform and many other leading product platforms, including:
- Glacier
- AIMS
- Glacier International
- Momentum
- Momentum Wealth International
- Discovery
- Stanlib
- Old Mutual International
- Ninety One
Personal Share Portfolios on these platforms provide each investor with the opportunity to own shares in an investment solution wrapped through a life-licence or retirement fund product.
These include:
- Domestic endowments
- Offshore endowments
- Living annuities
- Retirement annuities
- Pension and provident preservation funds
Global as an investment framework
Investing globally has the advantage of allowing investors to manage their risk more efficiently by diversifying exposure across asset classes, geographical regions, as well as business sectors.
For the discerning investor who wants to own shares directly in specific companies, our investment solutions allow them this flexibility, as well as the opportunity to complement their other investments.
The ease and simplicity of accessing the world’s best equity, bond and alternative assets, means that you can enjoy the benefits of a globally diversified investment solution in terms of asset class, geography and business nature.
This framework gives you, as the investor, access to multiple higher growth environments than what is achievable or available, in any one country, because at Sasfin Wealth, we offer you one asset class – the world.
Key traits
We have identified six traits which are non-negotiable when it comes to successful investment management with our clients:
Our awards
Our innovative team has broken barriers and earned our company multiple awards.
Contact us today
Johannesburg
011 809 7500Durban
031 271 8700Cape Town
087 350 1142Pretoria
012 425 6000Port Elizabeth &
Plettenberg Bay
041 363 5989Stellenbosch
087 365 4900Sasfin Wealth Email
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Meet the investment team
Our formidable investment team has developed a sound investment philosophy, combining thorough fundamental research, spanning various asset classes with focused analysis of global macroeconomic trends.
Andrew Padoa
Branch Manager: Durban and Portfolio Manager
Chris Jordan
Business Development/Client Relationship Manager
Duncan Studer
Business Unit Head & Portfolio Manager, Stellenbosch
Emil Visagé
Business Development Manager (Private Clients)
Leon Christiaan Krynauw
Head: Product Development & Special Projects
Michelle Bester
Business Unit Head & Portfolio Manager, Pretoria
Mohil Bandulal
Business Unit Head & Portfolio Manager,Durban
Nicholas Pittaway
Business Unit Head & Portfolio Manager, Gqeberha
Nicholas Sorour
Portfolio Manager & Business Unit Head, Pretoria
Sven Ruppelt
Branch Manager & Portfolio Manager, Gqeberha and Plettenberg Bay
Tavis Cairns
Business Unit Head & Portfolio Manager, Durban
Wouter Van Der Merwe
CFA, Portfolio Manager, Somerset West
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