Our Category Two Licence allows us to offer the full range of asset management services. We have experienced and award-winning managers to manage your money.
Our experience and qualifications allow us the flexibility and expertise to tailor a portfolio that will suit YOU. Both clients’ funds and investment shares are held in segregated accounts. Funds are held in a Standard Bank of South Africa account and shares are held in an authorised CSDP, both in the client’s name.
Please note that we also have a unique offering of training and education. Please make enquiries if this is something you are interested in.