We apply a proactive entrepreneurial approach as we co-ordinate the investment, financial and estate planning requirements of our clients and assist them in achieving their financial goals.
Property, and commercial property in particular, has traditionally been the asset class around which the Group has built its wealth management strategy. Our preference for property has been based on a deliberate multi-generational approach to investment and has seen us deliver excellent returns year after year with low associated risk. In addition, and to enhance its service offering, the Wealth Management team has also developed an extensive range of investment products which support this strategy.
Adherence to this strategy sees the Group currently:
- Listed as one of South Africa’s Top National Companies;
- Recognised as the largest & longest serving private property syndication company in South Africa;
- Chairperson of numerous Property Associations and industry governing bodies;
- Offer investment opportunities in eight countries and six currencies;
- Consistently deliver financial returns to our investors which exceed the market benchmarks;
- Serve the financial interests of individuals and institutions in numerous jurisdictions.
We co-invest with our clients and this commitment to ‘put our money where our advice is’ sees us enjoy longstanding relationships with our investors in England, Germany, Isle of Man, Scotland, South Africa, Zimbabwe, Switzerland and UAE.
The current wealth management products and services, available in multi-jurisdictions, include:
- Commercial and residential property investments;
- Fixed income products;
- Cash management at ‘Better than Bank’ rates in most currencies;
- Listed equities;
- Private equities;
- Investment management & administration;
- Portfolio management; and
- Alternate asset class investments.
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