Daniel E. Kriel

Provides financial and investment services

Provides institutional research and trading, private client investment management, corporate finance and corporate broking

Provides investment advice

Provides financial solutions to individual and institutional clients

Sanlam Private Wealth customizes a portfolio that suit client’s risk profile and ambitions whether it is a traditional investment strategy focused on equities, fixed income and cash, or a non-traditional approach incorporating hedge funds, real estate and commodities. The firm seeks superior returns over the long-term and avoids the distraction of quick and perhaps unsustainable wins. Their investment methodology combines a top-down and bottom-up approach in the construction of portfolios. Top-down to review and assess a portfolio’s asset allocation and bottom-up approach for stock selection.

Provides brokerage services

Sanlam-Private Banking utilizes in-house, rigorous research process in their decision-making. The firm’s Chief Investment Officer is responsible for the co-ordination of all research information and analysis. The investment team constructs equity model portfolios. They prefer to invest in well-known companies that have sound management principles, show a history of sound financial performance and sustainability, have a positive cash position and a high payout ratio, and show high dividend yield and strong fundamentals.