“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.
2017 is already a distant memory. “Direction determines destination” was our motto at the beginning of last year. We ambitiously set out to do many things during 2017 and we are proud to say we have accomplished our objectives. It was in many ways a watershed year for GraySwan.
A TFSA is a flexible and transparent discretionary savings solution for individuals to encourage them to save more in addition to the contributions they already make to Retirement Annuities, Pension- or Provident Funds. Any type of growth, e.g. interest, dividends and capital gains on the investments are tax free.
Giving someone the responsibility to manage, increase and maintain your wealth is one of the most important decisions you will ever make.
Herewith we provide you with pertinent information about our wealth advisory and management services for private investors as well as 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.
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.