Trustee Summit

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With over *R540 billion in assets under management across both our retail and institutional businesses, Sanlam Investments is one of South Africa’s largest asset management companies. We leverage areas of competitive advantage to develop and grow high-quality investment solutions that are differentiated but relevant within a changing asset management landscape. In doing so, we remain responsive to our clients’ changing needs. As the South African asset management arm of the Sanlam Group, we leverage the depth and breadth of our expertise across active management, index tracking, alternative investments, responsible investing, multi-management and international investments to create more optimal portfolios for our clients. At the heart of our purpose is our journey towards long-term sustainability for South African investors and future generation, our economy, our planet and our business. Our purpose has evolved well beyond just wealth creation; we are anchored in a greater purpose.

What is FISA? The Fiduciary Institute of Southern Africa (FISA) is the only professional body focusing solely on fiduciary practitioners in Southern Africa. FISA is a non-profit organisation with individual fiduciary practitioner members. It sets high minimum standards for the profession and provides consumer education on fiduciary matters. FISA members come from trust companies and banks, as well as the legal, accounting and financial planning professions. What do FISA members do? FISA members do estate planning, draft wills, administer trusts, deceased estates, and beneficiary funds, and administer client assets. FISA members collectively manage several hundred billion Rands. They draft several thousand Wills each year and administer around 50 percent of deceased estates reported to the Office of the Master of the High Court. FISA helps to smooth processes for members and the public, through its good working relationship with the Master’s Office and the SARS.