Helen Cfp
CERTIFIED FINANCIAL PLANNER® professional at Veros Financial Services at Sanlam Private Wealth - Cape Town, Western Cape, ZA
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Newcastle,KwaZulu-Natal,South Africa
Sanlam Private Wealth
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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.