Solutions Why work with us

Why work with us

  • We provide an investment portfolio in your name, tailored to your specific needs, rather than a pooled fund.
  • We offer flexibility on phasing in and drawing income and can establish a monthly pay schedule.
  • You have access to your very own, dedicated Private Client Portfolio Manager, who can adjust your portfolio according to your needs.
  • We provide complete transparency through detailed income and expense statements and portfolio reporting.
  • We aim to deliver consistent investment performance over time, focusing on investment objectives and a consistent investment process to deliver on these objectives.
  • We offer a low-cost structure with our transaction and custody fees in line with the lowest institutional rates available in the market
  • We provide you with full access to your portfolio online.
R/$ 13.03
R/£ 17.02
$/Eur 1.17
JSE All Share Index 54770.15

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