Peacock house building C, Woodmead Country club Estate
+27 (0) 11 021 4651
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Investments – Local/Offshore

Investments – Local/Offshore

The creation and preservation of wealth is a specialised discipline that takes into account a number of factors including risk, taxation and liquidity, to ensure that your investments are appropriate to your needs and circumstances.

While our South African financial market is mature and sophisticated, we cannot escape the fact that it only comprises around half a percent of the global financial market place. For this reason, it is important to ensure that our clients’ portfolios are well diversified into offshore as well as local funds where appropriate.

We make use of multi-managers and have partnered with Old Mutual Wealth, Glacier & PortfolioMetrix precision-engineered portfolios that produce predictable, repeatable results. The investment process is aimed to deliver coherent, risk-separated portfolios that produce dependable and repeatable results over time.

Innovative, multi-dimensional and flexible investment methods that are tailored according to the individual needs of our clients