Our Portfolio Management expertise spans the following fields both locally and internationally:

Equity Portfolios

We are able to invest directly in listed companies through the purchase of shares in South Africa and all offshore exchanges.

Fixed Income Portfolios

We are able to purchase bonds, whether government, parastatal or corporate bonds.

This exposure can be purchased from the short end of the curve to the long end with low risk all the way to high yielding bonds.

EFT Portfolios

As an easy entry point into markets, we have access to multiple local and offshore ETFs across multiple asset classes.

Unit Trust

We offer the optionality to purchase unit trusts both locally and internationally providing an opportunity to get hold of different asset classes and diverse exposure.

Structured Solutions (Capital Protection, Yield Enhancing, Alternative Asset Classes)

As a very complex asset class we can guide you through this market helping with the structure of individual bespoke solutions whether it be guarantees or enhanced exposure.

Bespoke Asset Allocation

With access to multiple asset classes we can build a tailor made solution which can be nimbly adjust as markets change.

Forex Transaction Facilitation

If you need to get money offshore, we can assist and ensure that your money is moved at levels you feel comfortable with.

Wrapped Products

We offer tailored solutions within general structures, and work with multiple LISPs for bespoke solutions around Retirement Annuity, Living Annuity or Endowment Structure products.

Do not go where the path may lead, go instead where there is no path and leave a trail.

~ Ralph Waldo Emerson