Any prudent wealth plan should be global in nature.

A global strategy provides investors access to far reaching trends and opportunities, which are changing the world and the way people are interacting with it. Investing globally has the advantage of allowing investors to better manage risk by diversifying exposure to any one geographical region. A global perspective affords the investor access to a greater number of higher growth environments than what is achievable, or available, in any one country.

Ultimately, we must view our lives, our wealth, and our future in global terms – global should be seen as the framework and not as an asset class within a local portfolio.  

Since 1890, our priority has been to preserve and grow our clients’ capital. Additionally, our South African roots give us an intimate understanding of a local investor’s context.

For more than 20 years, we have managed money offshore through our well-structured research process which focuses on identifying the best quality companies from a vast pool of global opportunities.

As an organisation that understands the importance of lasting and sustainable legacies, we pride ourselves on the long-term partnerships we create with the individuals and institutions we serve.  

© 2018 Sasfin. All rights reserved. Authorised Financial Services Provider 23833 and Registered Credit Provider NCRCP22

The information contained in this communication is for information purposes only and does not constitute advice in any form, including but not limited to investment, accounting, tax, legal or regulatory advice. Terms, conditions and values contained herein are indicative only and subject to negotiation and change. This material does not constitute an offer, advertisement or solicitation for investment, financial or banking services. The material has no regard to the specific investment objectives, financial situation or particular needs of any specific person. The material is based upon information considered reliable, but the parties do not represent that it is accurate or complete or that it can be relied upon as such. All illustrations, forecasts or hypothetical data are for illustrative purposes only and are not guaranteed. The parties accept no liability whatsoever, whether direct, indirect or consequential for any loss or damage of any kind arising out of the use of all or any part of this material and any reader or prospective investor is urged to be aware of all the risks involved in dealing with any financial product and the need to specifically consult with a professional adviser before making any decision or taking any action.

Disclaimer

Why Sasfin Wealth |

Sasfin Wealth's offering |

Our comprehensive local and offshore investment range includes both single and multi-asset class offerings suitable for private and institutional clients. 

Bespoke segregated portfolio  |  

For discerning investors who want to own shares directly in specific companies, a personal share portfolio allows them this flexibility, to create a segregated, equity-only portfolio to complement their other investments. 

A bespoke equity portfolio is for investors that want a portfolio constructed specifically for them based on their investment objectives and risk profile. The investment focus is on selecting the best, global high-quality companies with a long-term view which are exposed to high economic growth environments. Our portfolio managers constructively evaluate the strategic framework of each company through a combination of top-down and bottom-up analysis, to better define their unique quality characteristics and intrinsic value. 

Unit trusts  |  

Our diverse offering includes a range of top-performing equity, income and multi-asset class funds designed to suit the needs of our retail and institutional client base. 

Sasfin BCI Global Equity Fund  |  

The Fund’s primary goal is to preserve and grow wealth, by maintaining and actively managing a portfolio of carefully selected companies that meet the team’s investment criteria. The fund managers remain acutely aware of the overall makeup of the fund at all times to ensure that adequate diversification is maintained across regions as well as sectors within them. Click here to find out more.

Asset swap  |  

Sasfin Wealth has for many years made its asset swap capacity available to asset managers, stock brokers and other entities, in order to assist them in moving funds so that they can take advantage of offshore opportunities. 

Videos| 

Helen Haworth 
Portfolio Manager 
Breaking down barriers 

David Shapiro 
Deputy Chairman & Portfolio Manager 
The whole world is open to us 

Philip Bradford 
Portfolio Manager 
Bringing global opportunities to our clients 

Helen Haworth 
Portfolio Manager 
Breaking down barriers

Philip Bradford 
Portfolio Manager 
Bringing global opportunities to our clients

David Shapiro 
Deputy Chairman & Portfolio Manager 
The whole world is open to us 

With Sasfin Wealth, buying shares in Alphabet is as easy as googling "how to be a billionaire".

Why Global |

Why Global |

Beyond Global Wealth |

We recently hosted Paul Donovan, Global Chief Economist of UBS Wealth Management at a series of Beyond Global Wealth investment roadshows. Paul is responsible for developing and presenting the UBS economic outlook, marketing the UBS view on economics, policy and politics around the world. He regularly appears in the print and broadcast media.

In a series of short clips, he talks to us about the Fourth Industrial Revolution, Economic Data going forward, the future of the US dollar and the Economics of the Twitter Era.  

The Fourth Industrial Revolution.i

Will Central Banks continue to tighten policy?    

Is economic data becoming less reliable? i  

Economics of the Twitter era i  

Is the US Dollar likely to weaken? i  

Have we reached peak globalisation?  

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