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In a significant move in the increasingly competitive wealth management space, seven of Nedbank Private Wealth’s top portfolio and wealth managers have migrated to Sanlam Private Wealth’s expanding Johannesburg operation. The new appointees include a CA, three CFAs and three CFPs, and will be based at Sanlam’s impressive new Alice Lane, Sandton office.

“Attracting a team of this calibre from one of our competitors is a significant milestone, as the new appointments are a perfect match for Sanlam Private Wealth’s entrepreneurial culture. Furthermore, the expansion is in line with our long-term strategic vision of strengthening our regional presence in Gauteng, and reaching out to a new-generation high net worth market,” says Daniël Kriel, CEO of Sanlam Private Wealth.

“This move follows a similar strategy we put in place a few years ago when we attracted a team from Nedbank Private Wealth’s Cape Town office, which successfully enabled us to expand into the Southern Suburbs. The fact that we continue to attract top industry talent into Sanlam Private Wealth is testament to the success of our client and employee value propositions. Our strategy of putting clients’ needs at the core of our decision-making has enabled us to attract record new business flows this year as well as top talent to the business,” he continues.

“It has been an exceptional year for Sanlam Private Wealth, and the appointment of these talented individuals serves to cement our reputation as South Africa’s top wealth management firm.”

“We are looking forward to working with this highly qualified and diverse team, which will take Sanlam Private Wealth to even greater heights,” he concludes.

Sanlam Private Wealth’s new portfolio managers in Johannesburg are:

  • Altaf Rooknoodeen: CA, CFA, Diploma in Islamic Finance
  • Guy Allan: CFA, CAIA
  • Andrew Bryson: CFA
  • Neo Kgantsi: BSc Honours Actuarial Science

The new wealth managers are:

  • Lesley-Ann Homan: CFP and H Dip in Tax
  • Stuart Milroy: BCom Honours in Financial Analysis, Advanced CFP
  • Marisol Campos: CFP

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