Daniel E. Kriel

Sanlam Private Wealth (Pty) Ltd. is a wealth management firm headquartered in Cape Town, South Africa. The firm was founded in 1999 and is a subsidiary of Sanlam Investment Management (Pty) Ltd., ultimately held by Sanlam Ltd. (JSE: SLM). Sanlam Private Wealth manages a comprehensive range of local and global equity-only or multi-asset portfolios for high net-worth clients, family offices, financial institutions, and not-for-profit organizations.

Merchant Securities Group Plc provides financial and investment services. financial services to private clients, institutions and small businesses through private client wealth management and investment banking divisions. The company was founded on January 31, 2005 and is headquartered in London, the United Kingdom.

Merchant Securities Ltd. (MSL) is the Great Britain-based brokerage and investment management subsidiary of Sanlam Securities UK Ltd., ultimately held by Sanlam Ltd. (JSE: SLM) in South Africa. The firm was established in 2009 when Merchant Securities Group Ltd. and John East & Partners Ltd. merged. Headquartered in London with an office in Manchester, MSL provides a full range of financial services including investment management, institutional research, trading, corporate finance and brokerage for a range of clients including small and mid-cap companies, high-net worth individuals, pension funds and trusts.

Part of Allenby Capital Ltd., Sanlam Securities UK Ltd. is a specialist asset manager within the Sanlam group. Sanlam Securities UK Ltd. is based in London, UK. Sanlam Securities was acquired by Allenby Capital Ltd. from Sanlam Ltd. on March 10, 2016. The British company manages over £5.4bn in an innovative range of equity, fixed income, and multi-asset strategies. The company was founded in 1984. Jonathan Charles Polin has been the CEO of the company since 2015.

Sanlam Private Wealth Pty Ltd. is the Australian wealth management subsidiary of Sanlam Private Wealth (Pty) Ltd., ultimately held by Sanlam Ltd. (JSE:SLM) in South Africa. Headquartered in Sydney, the firm was founded by Werner Stals in 2009 as Calibre Investments Pty Ltd. and they rebranded on July 2015 to Sanlam Private Wealth when its parent company, Sanlam Private Wealth in South Africa, bought a stake in Calibre Investments in 2010. Sanlam Private Wealth provides advisory and dealing services, equity portfolios, funds management, trading portfolios, corporate finance and general advice to private investors, corporate clients and institutional investors.

Sanlam UK Ltd. provides wealth planning and investment solutions. It offers investment planning, retirement, family protection, inheritance tax, mortgage, employee benefits advice, dynamic risk management, discretionary and advisory portfolio management, stockbroking services, and risk targeted model portfolios. The company was founded on April 24, 2008 and is headquartered in Bristol, the United Kingdom.