Wealth and Investment Management

We understand that wealth means different things to different people. By gaining a full understanding of your needs, we can offer a comprehensive, personalised approach to managing your wealth in line with your goals.

About us

We believe that while it is important to dream, it is equally critical to have a sound plan to see that dream come true.

Overview Our value proposition Our approach Management committee Awards and accolades

Wealth Management

As a full service investment provider, Wealth Management offers retirement solutions, unit trusts, online share trading and portfolio management services.

Wealth Stockbrokers Linked Investments Private Clients Portfolios

Investment Management

We offer corporate clients, pension and provident funds, trusts, medical aids and rehabilitation funds solutions through our institutional Asset Management and Multi Management services

Unit Trusts Asset Management Multi Management Alternative Asset Management