Our investment offering

Make your money work as hard as you do through expert advice

Irrespective of how much wealth you have today, it’s what you do with it now that will determine what your wealth will mean for you, your family or your beneficiaries in future. To grow your wealth in a way that best meets your goals requires investing it in the best possible way – investing in the right structures, locations, currencies and mix of assets, making the most of tax advantages, and avoiding unnecessary risks. That is why we believe prudent professional advice is critical to help you make the most of your wealth over the long term.

Our investment products and services

Grow your wealth locally and internationally

Our investment products and services include:

Local and international portfolio management that provides access to listed and unlisted investments, a range of collective investment schemes (unit trusts), dividend and enhanced-income investments, and structured products
Full-service local and international stockbroking

You benefit from an objective view of global markets that takes advantage of local insights and perspectives. Get access to top-performing investment opportunities whether or not you want to access a specific market or asset class or invest in rand, dollar and/or euro.

Our wealth and investment process

Our local and international wealth advisory and investment process consists of the following:

A proven strategic asset allocation framework for each client strategy	This is a long-term portfolio construction framework for how much to invest in different asset classes, based on how the different classes perform in different market conditions over the long term. It helps us diversify your portfolio in the most optimal way to achieve your objectives with the least amount of risk.
Successful tactical asset allocation	We allocate more or less money to a specific asset class throughout market cycles, which enables us to make the most of your money by acting on opportunities and avoiding risks in the market.
Stock selection success	We add value by making well-considered, long-term investments in quality companies at a reasonable price.

Why invest with us?

Get expert, personal financial advice to help you make the most of your wealth in a way that is appropriate for you
Invest with market leaders – our funds have consistently delivered market-leading investment returns in four different categories for over 10 years
Benefit from the expertise of a highly skilled, experienced and dedicated research team who conduct in-depth research and apply sophisticated valuation methods
Meet all your wealth management needs from a single contact point – in addition to our investment solutions, we can help you set up an integrated wealth management framework that includes banking, stockbroking, international, fiduciary, philanthropy and insurance products and services, with the convenience of accessing all these services from one point of contact