We are licensed Discretionary Asset Managers and manage local South African as well as offshore investment portfolios for individuals (both for discretionary portfolios and long term pension and retirement portfolios), companies (including cash management and corporate pension schemes) and trusts of various forms. Our clients are resident or based in South Africa and abroad. Our Chief Investment Officer is extremely well qualified and has over 29 years experience in managing investment portfolios, local and offshore, and is rated and respected as one of South Africa’s top Asset Managers.

As Independent Financial Advisors our focus on Financial Planning revolves around a holistic approach to addressing the needs and requirements of our clients. Following the methodology of a Financial Manager, we ascertain the client’s short, medium and long term needs, covering local and international personal and business planning, taking into account cash flow requirements, Estate-, Tax- and Succession Planning needs, and provide tailored solutions to the individual, business or trust. Our clients are as varied as the solutions we provide. We work with the best service providers from around the globe.  

We provide individuals, businesses and trust with Treasury and Fiduciary services that cover areas like cash management, offshore banking accounts, offshore company and trust formation, working capital finance and foreign exchange trading. On the foreign exchange trading front we are partnered with banks who allow us to trade client’s money, in and out of South Africa, at rates better than any of the big commercial banks in South Africa, and we assist individual clients with moving their annual or special clearance offshore investment allowance. Full transparency in fees and exchange rates are provided.