Sanlam offers institutional clients customised investment management solutions, structured to meet your investment objectives within given parameters.
All our team members are highly qualified and offer depth and breadth of experience in their areas of expertise. The team members interact, share ideas and engage in robust debate to enhance the quality of our investment decisions.
This investment option is ideal for high net-worth clients seeking a convenient, low-risk, hassle-free cash management solution. Cash management provides competitive, specific and predictable returns on your investment and minimises risk. This in turn provides ease of access to your cash.
Cash management is available in both Kenya shilling and US dollar options.
The segregated client account is invested directly in individual securities as opposed to pooled funds. As an individual your investment is customised to suit your special areas of investment interest, be it debt instruments, shares, money market instruments, offshore investments or a portfolio of all of these instruments. Segregated accounts have different privileges and requirements. Our portfolio managers create investment models that best suit your investments.
For our pooled portfolios we draw in funds from numerous investors and combine them for the purpose of investment. As an investor in a pooled portfolio you benefit from the economies of scale, saving on costs of investments because of higher value of investments made, which ensures that you maximise your investment return.