“We are an award-winning investment advisory firm serving institutional and private clients nationwide from our offices in Johannesburg and Somerset West.”
"Wealth management is our core product, but we’re actually in the business of customer service. Our core team has more than 110 years of investment experience and has been working together in excess of 10 years. We know how to exceed your expectations.”
"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."
"Our world class, rigorous and proven quantitative and qualitative due diligence process ensures that all our clients are presented with the best investment opportunities."
“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.”
- Charles D. Ellis author of “Winning the Losers Game”
"In investing, experience is not only the best teacher, it’s the only teacher.”
- George S. Clason - from the book, “The richest man in Babylon”
"Consult with wise men. Let their wisdom protect thy treasure from unsafe investments."
- Benjamin Graham
“The essence of investment management is the management of risks, not the management of returns.”
> R20 billion
> 110 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 110 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 17 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.
Reflection – As the year races to a close, 2017 is soon to be a distant memory. “Direction determines destination” was our motto at the beginning of the year. We ambitiously set out to do many things during this past year and we are proud to say we have accomplished our objectives.
If you were a pro-cyclist trying to win the Argus and you could (legally and honestly) increase your chances of reaching your goal by just shaving off some weight off your bicycle and yourself, would you do that? If you were to climb Mount Everest and could increase your chances of reaching the summit by slightly reducing the weight of your back pack, would you do that? In both of these examples physical weight is putting a drag on your performance and reducing your chances of reaching your goal. When it comes to saving for retirement, you have a similar situation. Costs associated with your investment are those often ignored factors putting a drag on your performance and reducing your chances of reaching your ultimate financial goals. Being mindful of the small things such as cost-drag can relatively easily improve investors’ performance.
Giving someone the responsibility to manage, increase and maintain your wealth is one of the most important decisions you will ever make.
This summary outline provides you with pertinent information about our company and the wealth management services which we provide. We believe that the information will empower you to make an informed decision regarding whether you wish to appoint us as your wealth manager and strategic long term investment thinking partner.
Every month we produce a Market Summary report for our clients to keep them updated. The report encapsulates the short, medium and long-term performance as well as risk characteristics of our local as well as offshore investment markets. The report includes all the various asset class results i.e. local and offshore Cash, Bonds, Property and Equities as well as sector results such as the Financial, Industrial and Resource sectors. We also show how the various market capitalization stocks have performed such as Small, Medium and Large Capitalization shares. Further, we provide insights into markets such as Africa, Emerging Markets and BRIC countries.
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.