Sanlam Morocco launches into wealth management

Sanlam Morocco has unveiled Sanlam Private Investment, the first Moroccan platform designed according to international institutional standards. The goal is to radically change the rules of the game in private investments and wealth structuring. This new initiative combines asset management, advanced wealth engineering, private equity, real estate, and discretionary management within an open architecture. It aims to provide private and professional clients with the best market expertise and privileged access to opportunities across Morocco, Africa, and internationally. In a context where Morocco ranks among the top three African wealth markets, with over 7,500 high-net-worth individuals (HNWIs) and a growth of over 40% in the past decade, this dynamic reinforces Sanlam Morocco's ambition to establish the Kingdom as a regional hub and a two-way bridge between Africa and the international market for both private wealth and professional assets, including businesses, succession, growth, and refinancing. "Our mission is clear: to protect and grow wealth—both private and professional—while actively supporting its transfer to the next generations. At every key stage of our clients' lives, we provide tailored expertise that transforms their wealth into a controlled growth trajectory and prepares a structured transfer as a sustainable lever for continuity and longevity. This approach is framed within an institutional-grade context, aligned with the 'AAA' standards of the Sanlam Group in terms of governance and financial solidity, embodying the exclusive signature of Sanlam Morocco in a globalized environment where each solution becomes a true lever for value creation," emphasizes Mohamed Amine Tazi, General Director of Sanlam Private Investment. Sanlam Private Investment offers a differentiated and pioneering service with an integrated and personalized approach that significantly exceeds existing traditional offerings. This includes customized asset management through an open, independent, and selective architecture, local and international wealth structuring that incorporates tax engineering, succession, mobility, and compliance. Clients gain exclusive access to investment opportunities, private equity, and club deals, leveraging the strength of the Sanlam-Allianz continental network. The firm also provides multigenerational support, including a dedicated program for heirs (NextGen). The target clientele for Sanlam Private Investment includes business leaders, family shareholders, professionals, top managers, expatriates, multigenerational wealthy families, Moroccans residing abroad (MRE), and international investors. Special attention is given to younger generations in the process of wealth transition, raising awareness about family governance, responsible investment, and succession issues. With its strategic presence in Morocco and interconnections with several African jurisdictions, Sanlam Private Investment positions the Kingdom as an essential gateway to Africa and, conversely, as a privileged bridge for African capital seeking a foothold in Morocco.