Our global wealth management client crafts customised portfolios for high and ultra-high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R250 billion, they offer a comprehensive and integrated suite of wealth management solutions. These include local and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading. Their clients are at the core of everything they do. For this reason, they employ people with passion – individuals who thrive in an entrepreneurial, high-energy environment.
PROPOSITION FOR WEALTH AND PORTFOLIO MANAGERS – National roles – a significant recruitment drive in SA
This business offers a differentiated proposition that attracts and retains high-performing wealth and portfolio managers while reinforcing long-term revenue sustainability and client continuity.
The model combines platform credibility, specialist depth and economic participation across the client value chain, supported by a structured approach to building, scaling and transitioning a client book. This enables high-performing professionals to build, scale and realise value from an existing book through disciplined investment capability, integrated specialist support and a high-ownership economic model.
CORE COMPONENTS
Trust and credibility
An established brand and strong client relationships that enhance credibility and support long-term growth.
Autonomy with governance
A high degree of professional autonomy within a robust governance framework that protects client outcomes, credibility and long-term earnings sustainability. This enables entrepreneurial behaviour while upholding brand integrity, client trust and professional standards.
A distinctive private wealth proposition
The private client offering is focused on customised wealth solutions rather than standardised products. Solutions include wealth management, structuring and investment management, as well as estate planning and the orderly transfer of wealth to the next generation.
Disciplined investment capability
A clear investment philosophy grounded in valuation discipline, proprietary research and long-term thinking, managed by a centralised team of analysts and supported by experienced portfolio managers. Our investment platform provides access to a broad, multi-asset capability across local and offshore markets.
Integrated specialist ecosystem
Direct access to fiduciary, tax and equity-backed lending capabilities, enabling integrated client solutions and participation across the broader client value chain. The specialist ecosystem supports integrated and complex problem-solving for clients.
Multi-jurisdictional capability
An expanding cross-border platform supporting local, offshore and complex client needs, particularly for globally mobile and multi-generational wealth structures. Sanlam Private Wealth has nine offices across South Africa, and a direct presence in, among others, Guernsey and Mauritius.
Philanthropy
A Foundation that aims to grow the next generation of South African creative entrepreneurs. It provides an opportunity for clients and employees to contribute not only financially, but also through targeted mentorship.
Platform enablement and growth
Ongoing investment in digital enablement and practice management capability to enhance client experience and operational efficiency.
Culture and behaviour
A high-performance, entrepreneurial culture grounded in integrity, accountability, collaboration and client focus, enabling individuals to build durable client books over time.
ECONOMIC OWNERSHIP MODEL
The remuneration approach is competitive, performance-oriented and aligned to long-term value creation. Remuneration is tailored to a person’s role, experience, client book characteristics, transition complexity and growth potential.
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Income stability and scalable upside
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Alignment to recurring revenue growth and client retention
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Participation across investment, equity-backed lending, fiduciary and tax income streams
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Linkage to assets under management, net flows and margin quality
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Incentives aligned to long-term client outcomes and governance discipline.
Career longevity and business continuity
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Extended earning horizon, including a retirement participation model
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Structured phase-out approach supporting continuity of earnings
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Defined succession planning to support client retention and franchise transition.
Governance and risk alignment
A strong governance and regulatory framework underpins the model, ensuring protection of client outcomes, professional standards and long-term business value.
THE IDEAL CANDIDATE
The model is designed for wealth and portfolio managers who operate with an ownership mindset and are focused on building a long-term, high quality client book. They have strong client stewardship and commercial discipline, and can integrate investment thinking with holistic client solutions across multiple generations.
Successful individuals typically demonstrate:
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A proven investment and client track record within the high and ultra-high net worth segment
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Established and transferable client relationships with consistent net flow generation
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An ownership mindset and the discipline to build a high-quality book, not just pursue volume
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A holistic approach, integrating investment performance with structuring and multi-generational planning
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A disciplined approach to governance, risk and long-term client outcomes.
For a confidential discussion send Claire an email to claireb@cbrc.co.za.