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UNUM Wealth

Your Wealth. Your Legacy. Our Expertise.

At UNUM Wealth, we walk with you through your entire financial journey – from starting out, to building wealth, and ultimately leaving a lasting legacy for your family. Our solutions integrate Family Office services, Private Client offerings, and bespoke expertise from across the UNUM Group. 

We also integrate UNUM’s in-house asset management, trading, and alternative investment strategies into every client’s financial plan, ensuring access to institutional-grade solutions. 

FamOffSol

Family Office Solutions

UNUM Wealth offers a full Family Office experience for high-net-worth individuals and families.

PrivClientSol

Private Client Solutions

Our Private Client division delivers personalised financial strategies designed to protect and grow your wealth.

CorpSol

Corporate Client Solutions

Comprehensive corporate wealth management and employee benefits, delivered with UNUM’s signature expertise and integrity.

ShortTerm

Short Term Insurance

Comprehensive short-term insurance solutions for individuals, families, and businesses, delivered with UNUM’s expertise and integrity.

PlanningSol

Estate Planning Solutions

Expert estate planning and succession solutions for individuals, families, and business owners.

Our Promise

  • Comprehensive Family Office solutions for multi-generational wealth.
  • Private Client strategies tailored to your unique goals and lifestyle.
  • Integration of UNUM Group services: short-term insurance, fiduciary, and corporate advisory.
  • Personalised guidance at every stage of your financial journey.

Contact us today to begin your journey toward financial security and legacy preservation.

Contact Us

Your Complete Wealth Management Partner.

We provide integrated solutions that combine investment management, estate planning, tax optimisation, and risk strategies with fiduciary services for holistic wealth preservation. Clients benefit from UNUM’s proprietary asset management platform, active trading strategies, and access to alternative investments, all tailored to preserve and grow family wealth.

Our Family Office Services:

  • Succession & Estate Planning – Secure generational wealth transfer.
  • Tax Optimisation – Advanced strategies for efficient wealth structuring.
  • Investment & Retirement Planning – Tailored portfolios for growth and security.
  • Risk Solutions – Comprehensive short-term insurance and liability cover.
  • Fiduciary Services – Trust structures and family investment companies.
  • Access to UNUM Group Expertise – Corporate advisory and compliance support.

Why Choose UNUM Wealth for Family Office Solutions:

  • Holistic approach to wealth management.
  • Direct access to senior advisors and specialists.
  • Integration of all financial services under one trusted brand.
  • Commitment to confidentiality, compliance, and excellence.

Bespoke Wealth Strategies for Individuals and Families.

We combine investment expertise with estate planning, tax optimisation, and risk solutions, leveraging UNUM Group’s full suite of services for complex needs. Our bespoke portfolios leverage UNUM’s in-house asset management expertise, dynamic trading capabilities, and alternative investment strategies to deliver superior outcomes.

Our Private Client Services:

  • Investment & Retirement Planning – Customised portfolios for growth and security.
  • Estate & Succession Planning – Seamless generational wealth transfer.
  • Risk Solutions – Personalised short-term insurance and liability cover.
  • Tax Optimisation – Strategies to minimise tax exposure and maximise returns.
  • Access to UNUM Group Expertise – Corporate advisory and fiduciary services.

Why Choose UNUM Wealth for Private Clients:

  • Bespoke solutions tailored to your lifestyle and objectives.
  • Direct access to senior advisors and wealth specialists.
  • Holistic approach leveraging UNUM Group’s full suite of services.
  • Commitment to confidentiality, compliance, and excellence.

Empowering Your Business. Protecting Your People.

  • Employee Benefits Solutions – Customised group risk cover and retirement funds.
  • Corporate Risk Management – Professional indemnity, cyber resilience, and business continuity planning.
  • Investment & Treasury Solutions – Institutional-grade investment management for company reserves and pension funds.
  • Succession & Business Continuity Planning – Director and shareholder succession strategies.
  • Corporate Tax & Compliance – In-house legal and compliance team for tax optimisation and regulatory guidance.

Protecting What Matters Most.

  • Personal Insurance – Motor, household, and valuables cover.
  • Business Insurance – Commercial property, fleet, and liability cover.
  • Specialist Cover – Group risk commissions for employee benefit funds.
  • Claims & Support – Direct access to your insurance team and POPIA-compliant data handling.

Securing Your Legacy.

  • Will Drafting & Estate Administration – Complimentary will drafting and professional executorship.
  • Succession Planning – Strategies for generational wealth transfer and business continuity.
  • Trust & Fiduciary Services – Offshore and local trust structures, family investment companies.
  • Tax Optimisation – Bespoke tax strategies for estates and inheritances.
  • Compliance & Documentation – FICA, CDD, and statutory disclosure support.
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