30 September 2024
Over many years, the Wealth Intel Summit has been a two-day recognition event where Glacier by Sanlam in partnership with SanlamConnect, acknowledges the very best Sanlam financial advisers (SFAs), with the highest inflows that contribute to Glacier’s business. This year was no different.
Hosted at Asara Wine Estate in Stellenbosch, the guests were treated to insightful engagement with members of Glacier’s and SanlamConnect’s executive and experts in the two businesses. Presentations, panel discussions and open conversations were the order, on the pertinent issues that impact SFAs’ worlds and practices, and how Glacier and SanlamConnect support SFA’s in their roles as wealth managers to clients. There was also plenty of time carved out, over the two days, for social networking and some pampering!
Winners in four categories
The Wealth Intel Summit is the grand finale for the qualifiers who demonstrated exceptional performance in five categories. The winners were as follows:
Winners:
Category 1: AUM: R100 million to R499 million
Winners: Jaco Marais, Jaco van Schalkwyk, Jacobus Louw, Jana Venter, Judy Kirsten, Lood Conradie, Sarel du Plessis Jnr, Sybil du Toit, Jaco Griessel Jnr, Barend Spies
Category 2: AUM R500 million to R999 million
Winners: Carel Bouwer, Deon Fouché, Hennie Jonker, Jaco Griessel Snr, Johan Barnard, Johan Smith, Johann Taljaard, Koos Erasmus, Madri Jacobs, Martin Steyn, Monti Coetzee, Raymond Faulds, Rothea van Biljon, Rudolph Claasen, Stef Henning, Stef Schulze, Theuns Saayman, Wimpie Jonker. Kerrie Mostert
Category 3: AUM R1 billion to R1.99 billion
Winners: George de Kock, Gys Rossouw, Hugo Lambrechts, Jean le Roux, Phillippe Ghyoot, Theunis Steyn
Category 4: AUM R2 billion to R2.99 billion
Winner: Johann Steyn
