PRIVATE CLIENTS
Investment solutions for individuals
PERSONAL SHARE
PORTFOLIOS
Share portfolios tailored to your unique investment needs. We also provide tax-efficient structuring, derivatives and carry facilities.
LEARN MOREGLOBAL INVESTMENT
SOLUTIONS
Share portfolios and unit trusts giving you access to markets outside of South Africa.
LEARN MORESOLUTIONS FOR
YOUNGER INVESTORS
A holistic investment solution designed to meet the needs of those new to investing.
LEARN MORETRUSTS, WILLS AND
ESTATE PLANNING
Complete your financial planning with advice on trusts, wills and estate planning.
LEARN MORETRUSTS, WILLS AND
ESTATE PLANNING
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ADVISOR
ASSET MANAGEMENT
Investment solutions for advisors and institutions
LOCAL
SOLUTIONS
Share portfolios and unit trusts across the risk spectrum, investing in South African assets.
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SOLUTIONS
Share portfolios and unit trusts giving you access to markets outside of South Africa.
LEARN MOREPENSION FUND
PRODUCTS
A building-block approach allowing tailored solutions for retirement funds. Funds are able to implement a single asset-allocation strategy across active, passive and multi-managed portfolios.
LEARN MORESEGREGATED
MANDATES
Share portfolios tailored to your unique investment needs. We also provide tax-efficient structuring, derivatives and carry facilities.
LEARN MOREMULTI-MANAGED
SOLUTIONS
Blending large managers with boutique and active strategies beside passive strategies to ensure real diversification without sacrificing returns.
LEARN MOREPASSIVE INVESTMENT
SOLUTIONS
Asset-class specific as well as multi-asset class balanced, low-cost investment structures designed to track a variety of indices.
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INVESTING IN
YOUR NEEDS
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