Local and global portfolio management
What We Offer

Local and global portfolio management

We offer an exclusive range of portfolios with a strong investment track record. These portfolios have different investment terms and risk profiles, and are crafted to meet your specific investment needs and objectives.

The minimum investment amount into these portfolios is R1 million.

Read more

WHAT WE OFFER

Wealth Management

Our international cluster of specialist teams work with you and your wealth manager to create an integrated plan to achieve your goals, dreams and aspirations.

Find out more

Fiduciary and Tax

As a high net worth individual your local and offshore tax and fiduciary needs can be complex. We can assist you with structuring local and offshore trusts, international estate planning, exchange controls and tax matters across jurisdictions.

Find out more

Investment Management

We manage a comprehensive range of local and global equity-only or multi-asset portfolios, crafted to meet your needs. We also offer customised Shariah-compliant portfolios. In addition, we collaborate with third party providers to offer collective investments, private equity, hedge funds and structured products.

Find out more

Credit Lending

If you have an investment portfolio with us, you have the option of using your local and offshore equities to secure credit. The service is fast and flexible, and offered at highly competitive rates.

Find out more

Stockbroking and Derivatives Trading

We offer a range of institutional and retail equity and derivative trading services, including an online share trading platform should you prefer to self-manage your portfolio.

Find out more