SUMMARY
We leverage our highly skilled investment team and robust investment process to create bespoke, segregated portfolios for high net worth individuals, charitable foundations and trusts. We invest directly in shares, bonds, preference shares, property cash instruments.

INVESTMENT
OBJECTIVE
We aim to ensure that each individual client’s risk profile is encapsulated in a customised mandate designed to meet their investment and lifestyle requirements. Two senior portfolio managers are assigned to every private client to ensure continuity of service and knowledge and to provide the highest standard delivery.

MINIMUM INVESTMENT
REQUIREMENTS
R10 million
For investments below R10 million we recommend our range of domestic unit trusts

PLATFORM PROVIDERS
Investec Securities
Nedbank Wealth Stockbrokers