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Showing 1 - 8 of 8 results for "Sanlam Private Wealth"

ASIC fines fintech for misrepresenting crypto product

CASSANDRA BALDINI  |  WEDNESDAY, 27 SEP 2023
... The undertakings include that Bobbob and Goldberg will each cease to be an authorised representative of Sanlam Private Wealth, the AFSL which authorised Bobbob to offer the product. Bobbob will not provide financial services to retail clients for 12 ...

Sanlam withdraws from 8IP relationship

KANIKA SOOD  |  MONDAY, 21 SEP 2020
Sanlam Private Wealth says it has terminated its agreement with Eight Investment Partners. In January 2019 the two entered a strategic support agreement, with Sanlam to provide middle office services to 8IP, which was founded in 2009 by Kerry Series. ...

It's not a bird or a plane; it's a new trading platform

ALLY SELBY  |  MONDAY, 7 SEP 2020
... offers investors basic reporting capabilities to track their portfolios. Superhero operates under the AFSL of Sanlam Private Wealth, an investment and advisory firm from South Africa. Sanlam services high net-worth clients, family offices, institutional ...

Newgate fund starts new life

KANIKA SOOD  |  TUESDAY, 2 JUN 2020
... fund to normal daily redemptions, after it tightened them to monthly in April amid COVID-19 uncertainty. Sanlam Private Wealth was established in Australia in 2009 by Werner Stals. It manages about $800 million in retail money and has stakes in startups ...

Advice group partners with new platform

JAMIE WILLIAMSON  |  WEDNESDAY, 8 JAN 2020
... groups that have taken up Powerwrap's offering in recent months, including Suetonius Wealth Management, Sanlam Private Wealth, Newport Private Wealth, Premium Advisory, SBA Advice, Lucerne and Consilium Advice. Powerwrap chief executive Will Davidson ...

Fund manager exits global debt, chief resigns

JAMIE WILLIAMSON  |  THURSDAY, 13 JUN 2019
... announced SIAL would retire as investment manager of the Supervised Global Income Fund and be replaced by Sanlam Private Wealth on July 1. The fund will be renamed the SPW Global Income Fund. SIAL will instead concentrate its efforts and resources on ...

8IP signs on Sanlam Private Wealth

KANIKA SOOD  |  TUESDAY, 15 JAN 2019
Eight Investment Partners (8IP) has entered a strategic support agreement with Sanlam Private Wealth to provide middle office services. The agreement builds on their existing relationship. Sanlam Private Wealth previously acquired 40% of 8IP, the latter ...

Equity Trustees appointed RE to multinational group

EMMA RAPAPORT  |  FRIDAY, 16 JUN 2017
... multinational financial services group operating in Australia which recently launched two equity funds. Sanlam Private Wealth Australia, formerly known as Calibre Investment, launched the SPW Global High Quality Fund and Wenlock Global Fund in Australia ...
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