Sanlam Global Investment Solutions

Name

Sanlam Global Investment Solutions

Legal name

Prospero Investment Solutions Limited

Website

https://sanlamgis.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282)

akta.pro primary industry

Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

Keywords

• Offshore investment platform
• Wealth management services
• AI-driven portfolio management
• Trust and fiduciary services
• Global ETF investing

Headquarters

HQ city

Cape Town

HQ country

South Africa

HQ region

Africa

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Operations, Personnel, Technology or R&D, Infrastructure, Marketing or Sales

Revenue model

1. Transaction-based fees: No initial sales charge (100% investment allocation). Fees apply for switches between ETFs and Direct Securities. Switches between mutual funds and model portfolios are free.
2. Investment management fees: Fees embedded in the investment platform for actively managed portfolios, risk-profiled fund models, and AI-driven portfolio management services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Sanlam Global Investment Solutions (SGIS) provides global investment solutions through the Prospero international investment platform, offering high-net-worth individuals and financial advisers access to AI-driven ETF portfolios, Target Outcome ETFs, UCITS funds, and direct securities via a Bermuda trust structure. The platform enables international portfolio diversification, estate preservation, and cross-border investing with deferred capital gains treatment. Minimum investment is $50,000, and the offering is governed by Bermuda law through segregated sub-trusts for asset protection.

Product overview

Sanlam Global Investment Solutions operates a unified investment platform architecture with Prospero as the core international investment platform, supplemented by Sanlam Credit Solutions for domestic credit solutions. The Prospero platform is structured around the Prospero Master Trust and offers multiple investment products including Independently Managed Portfolios, Risk Profiled Fund Models, AI ETF, One Fund Trust, Target Outcome ETFs, UCITS Funds, and Direct Securities Solution. Fiduciary Services provide additional trust-based account management. The platform supports multiple currencies (USD, GBP, EUR) with trading access to global exchanges.

Differentiator

Problem solved

Functional benefit

Brands

• Prospero Investment Plan: Investment plan issued through Bermuda law governed Prospero Master Trust, offering segregated sub-trust structure for investors

Products and services

• Prospero Investment Platform
• Independently Managed Portfolios
• Risk Profiled Fund Models
• AI ETF Portfolios
• One Fund Trust
• Target Outcome ETFs
• UCITS Funds and ETFs
• Direct Securities Solution
• Prospero Fiduciary Services

Quantifiable outcome

• 100% investment allocation with no initial sales charge
• +1 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature3 records

Partnerships

Three partnerships are on record, tiered core.

• Kane AdministrationcoreImplementation/ SI/ Consulting PartnerAdministration and technology partner providing platform infrastructure. Manages $15B+ assets under administration with 20+ years in the offshore market space. Kane LPI Solutions Limited is a Bermuda-based entity supporting the investment platform.
• Ocorian TrusteecoreImplementation/ SI/ Consulting PartnerFiduciary services provider serving as trustee for the Prospero Master Trust. Leader in compliance services for funds, corporate, capital markets and private clients. Manages 15,000+ structures under administration with 50+ years of experience supporting clients.
• CIG Securities Trading (Capital International Group)coreTechnology or IntegrationLicensed stockbroker and London Stock Exchange member enabling trading and limit equity order execution. Manages $5B in AUM with 25+ years in business. CIG is based in the Isle of Man and provides securities trading services for the platform.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Generali Worldwide: Generali's international insurance and investment unit offering whole-of-life and investment wrappers from European jurisdictions. Directly comparable to Prospero in the cross-border HNW wealth structuring space.
• RL360 / Utmost Wealth Solutions: Offshore investment bond and trust platform for HNW individuals, primarily based in Isle of Man with multi-currency options. Directly comparable to Prospero in product structure (offshore wrapper + investment menu) and target customer (international HNW).
• Zurich International Wealth Solutions: International investment bond provider offering multi-currency, estate-planning wrappers for globally mobile HNW clients. Highly comparable product set and customer base to Prospero's Bermuda structure.
• Friends Provident International: Offshore savings and investment bond provider targeting expatriates and international investors in Asia and the Middle East. Comparable in product design (single-contract offshore wrapper) and HNW segment focus.
• Old Mutual International: International investment solutions provider with multi-currency wrappers and a focus on cross-border wealth planning. Directly competes with Prospero for HNW investors seeking offshore, tax-efficient structures.

Broad incumbents

• Betterment: Pioneering US robo-advisor with automated ETF portfolio rebalancing and tax-loss harvesting. Comparable technology stack to Prospero's AI ETF feature, though serving a different (US retail) customer base.
• Interactive Brokers: Global multi-asset brokerage providing direct access to equities and ETFs across NYSE, NASDAQ, EURONEXT, LSE at low cost. Comparable to Prospero's Direct Securities Solution and global exchange access.
• Wealthfront: Large US digital wealth platform offering AI-driven ETF portfolios with automated rebalancing. Comparable to Prospero's AI ETF overlay in technology and product design, though onshore and retail-focused.

Emerging players

• Moneyfarm: European digital wealth manager offering managed ETF portfolios with risk profiling and multi-asset allocation. Comparable in AI/digital portfolio management approach and European HNW targeting.

Regional players

• Investec Wealth & Investment: South African wealth manager serving HNW clients with discretionary and offshore investment services. Regional peer sharing SGIS's home market and overlapping with its HNW client base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sanlam Global Investment Solutions