SatinGlobal is a South African financial services group providing personalised investment and financial solutions for individuals, groups and businesses. It operates as an independent agent, adviser, intermediary, portfolio manager and facilitator, rather than as a principal, and represents banks, insurers, financial institutions, corporations, trusts and funds locally and internationally. The company focuses on creating, growing and preserving wealth through solutions shaped around clients’ circumstances, objectives, risk preferences and timelines. Its wealth management services cover investments, retirement planning, banking, money-market products and savings, with ongoing reviews to monitor performance and adjust strategies as markets and needs change.

SatinGlobal offers a range of investment choices, including shares, exchange-traded funds, unit trusts, money-market investments and call accounts. It also assists with offshore portfolio restructuring, tax planning related to capital gains, dividends and estates, and will and estate considerations. Protection solutions include life, disability, critical illness and income-protection cover for individuals and groups. For businesses, the firm provides risk analysis and insurance planning to help protect assets, liabilities and continuity.