Dorothy Davies

Senior Financial Planner at Sanlam Private Wealth - Cape Town, Western Cape, ZA

Dorothy Davies's Contact Details
HQ
Location
South Africa
Company
Sanlam Private Wealth
Dorothy Davies's Company Details
Sanlam Private Wealth logo, Sanlam Private Wealth contact details

Sanlam Private Wealth

Cape Town, Western Cape, ZA • 452 Employees
Financial Services

High net worth investors have unique goals, challenges and ambitions and often require a customised end-to-end solution that goes above and beyond conventional investment management. This could vary from investment portfolio construction to intergenerational wealth planning and cross-geographical tax structuring. At Sanlam Private Wealth, we work closely with clients and advisers to craft bespoke portfolios that suit individual risk profiles and investment objectives. With assets under management and administration of more than R189 billion, Sanlam Private Wealth has a direct presence in four countries: South Africa, the UK, Guernsey and Mauritius.

Customized Investment Strategies
Details about Sanlam Private Wealth
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Dorothy Davies currently works for Sanlam Private Wealth.
Dorothy Davies's role at Sanlam Private Wealth is Senior Financial Planner.
Dorothy Davies's email address is ***@sanlam.co.za. To view Dorothy Davies's full email address, please signup to ConnectPlex.
Dorothy Davies works in the Financial Services industry.
Dorothy Davies's colleagues at Sanlam Private Wealth are Afzal Dalwai, Erik Vogel, Marlene Pillay, Wisani Baloyi, Andre Olivier, Ntsako Sambo, Ilse Venter and others.
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