We are an award-winning investment advisory firm serving institutional and private clients nationwide from our offices in Johannesburg and Somerset West.
We provide premium and tailor-made investment advisory services.
Our core team has more than 90 years of investment experience and has been working together in excess of 10 years.
"In investing, experience is not only the best teacher, it’s the only teacher.”
- Charles D. Ellis author of “Winning the Losers Game”
We have a passionate commitment to share investment ideas to help others succeed. With more than R20 billion in asset under advice are we one of the largest truly independent advisors in South Africa.
“To invest with success, you must be a long-term investor.”
- John Clifton Bogle
Our world class, rigorous and proven quantitative and qualitative due diligence process ensures that all our clients are presented with the best investment opportunities.
"Invest in yourself. Your career is the engine of your wealth."
- Paul Clitheroe
The asset classes, investment managers and funds in which to invest and the cost thereof is just as important as how much you save for retirement.
"We always count."
- GraySwan motto
- George S. Clason - from the book, “The richest man in Babylon”
Our brand is what other people say when we are not in the room.
"Consult with wise men. Let their wisdom protect thy treasure from unsafe investments."
- Benjamin Graham
We empower our clients to develop a risk culture to thereby ensure risk efficient portfolios.
“The essence of investment management is the management of risks, not the management of returns.”
> R20 billion
> 90 years
assets under our advice
of investment experience
to our charitable trust
GRAYSWAN IN NUMBERS...
Gauteng & Western Cape
Nominee for Investment Consultant of the Year and
Responsible Investment Consultant of the Year
GraySwan is an award winning independent investment advisory and wealth management company.
Our core business is to provide global best practice investment advice to institutional and corporate investors and financial planning and wealth management solutions to personal and family office investors. Our offices are based in the Somerset West and Johannesburg and we serve clients across the Western Cape and Gauteng.
We are one of the most experienced independent investment advisory and wealth management businesses in South Africa in terms of assets under advice (>R20 billion), the wealth of our investment experience (more than 90 years) and the depth and strength and stability of our advisory and investment team. The core of our team has been working together for more than 10 years and has an average investment experience of 13 years per team member.
Our superior track record is proof of a successful and robust investment process that has been developed and enhanced over the past two decades of advising to many of the most prestigous investors in South Africa. Our clients are top performers and are the ambassadors of our business.
We are a signatory to the United Nations Principles of Responsible Investing (UNPRI) and have been awarded as the Responsible Investment Consultant of the Year 2016 by BATSETA (our industry body). This award is testimony to our unique and leading edge approach of incorporating best practice Responsible Investing principles into our investment advisory and wealth management approach. We have now again been nominated for Responsible Investment Consultant of the Year as well as best Investment Consultant of the Year for the 2017 BATSETA awards.
We are our clients long term investment thinking partners and we care. Our GraySwan Charitable Trust is proof of our philosophy to make a living by what we get but to make a life by what we give. It’s in our DNA and part of our journey.
Giving someone the responsibility to manage, increase and maintain your wealth is one of the most important decisions you will ever make.
We believe that our independence, our wealth of investment consulting experience, our previous offshore investment management experience and our superior service ethos to a select a range of premium private client investors is exactly what differentiates us from the market. Read more about services.
We are an award-winning investment consulting business and our clients are top performers.
Herewith we provide you with pertinent information about our investment consulting services for institutional investors. We believe that the information will empower you to make an informed decision regarding whether you wish to appoint us as your long term strategic investment thinking partner.
As with our motto, “always count”, we test and verify everything. Our monthly Market Summary Report and Quarterly Market Commentary keeps our clients updated on the local and offshore markets’ short, medium and long term performance.
We also conduct more than 30 different detailed investment funds peer group ScoreCards. We publish the 8 most used ScoreCards in only in summary format for public usage. Access to the detailed reports or access to the other 22 ScoreCards are available on request.
“Since their appointment in 2010, GraySwan’s advice has resulted in a significant improvement in our investment results. On a past 12 month basis, our performance now rank under the top performers in the country.”
- HF Botha, Trustee LA Retirement Fund
“The level of service is impressive at every level of the GraySwan team. I believe that you live up to your statement of being a 'passionate, experienced and cohesive investment advisory team'."
- Cathy Fivaz Actuarial Consultant to the Attorneys Fidelity Fund
“Although we are not the biggest client of GraySwan, the level of service that we have received is excellent and their dedication towards professional service delivery is admirable.”
- Dr. Prieur du Plessis
Previous Investment Committee Chairman Institute of Directors in Southern Africa
“Apart from their competence, we appreciate most, the energy and passion they display in dealing with us as their clients. The sound leadership of this team and appreciation for strong values and ethics also reflects in the quality of work and conduct of the rest of the team.”
- Tania van Tonder Human Resources Executive PERI
“We first entrusted the GraySwan Team with our investment portfolio more than 3 years ago. To date they have been outperforming our expectation by showing consistent growth and exceeding the market average.”
As with our motto, “always count”, we test and verify everything. Each month we conduct more than 30 different detailed investment manager peer group GraySwan ScoreCards. Every report encapsulates more than 30 pages of performance and risk related statistics and form part of various quantitative reports, which we use as an initial screening methodology in our investment manager research process.