FINANCIAL SERVICES

In keeping with our proven ability to respond to changing environments and our clients’ needs, LGWM extends the capacity of the Group’s long-established financial services division to provide an even broader range of dynamic investment solutions and personal service excellence to families, friends and colleagues.

Our goal is to engineer a multi-generational approach to sustainable wealth creation for the South African family, making sure that today’s decisions also consider the interests of future generations.

LGWM has access to a full range of private banking services and an international fiduciary hub thanks to our relationship with Banque Louis and Louis Group Isle of Man. In South Africa, we also partner with ACSIS, a well-established asset management company.

LOUIS GROUP WEALTH MANAGEMENT

OUR RANGE OF SERVICES:

Financial Planning
Our Certified Financial Planners engage with clients to help identify and define the investment strategy that best suits their immediate and long term requirements. In the process, the risk profiles of clients are established, their personal circumstances are assessed and their specific financial performance targets, income needs and investment horizons are determined.

In addition, we offer advice on a variety of financial services and products, including life insurance, health, disability and dread disease insurance, retirement planning, efficient tax management, estate planning and family wealth transition planning.

Asset Management
To provide a comprehensive and balanced service to our clients, LGWM has chosen to work with ACSIS as our preferred Asset Managers.

• LGWM analyses the client’s existing financial affairs and lifestyle requirements, and then balances this against their risk profile to establish the appropriate investment strategy.
• ACSIS utilises fundamental market and economic analysis to manage the chosen investment strategy.

The result for our clients is financial peace of mind.

Fiduciary Services
Our strategic approach to advising our clients on their investments includes a consideration of their estate planning requirements and establishing appropriate and robust structures to help ensure the preservation of the value of their assets.

• Drafting of wills and codicils
• Estate and estate duty planning
• Personal and business succession planning
• Wealth preservation
• Executorships and administration of deceased estates
• Trusts & corporate services
• Establishment and administration of trusts
• Drafting of commercial agreements
• Establishment of corporate entities
• Safe custody of documents

We engage the required resources and skills that may be needed to grow our clients’ wealth for the benefit of themselves and for future generations.