Our core business is to provide investment advice to institutional and corporate investors and wealth management solutions to personal and family office investors.

Our Spotlight articles provide a summary outline of some of these services that we provide to investors to compliment the rest of our website. If you require more information about any specific service, please contact one of our investment advisors.

  • GraySwan Wealth Introduction
    Spotlight
    Giving someone the responsibility to manage, increase and maintain your wealth is one of the most important decisions you will ever make.  Introduction 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...
    Read More  
  • Corporate Cash Solution
    Spotlight
    Attractive opportunity to maximise your investment returns, with the flexibility of a call account. How to benefit? You receive the average of the top four qualifying money market funds without the inconvenience or cost of switching between funds. Liquidity - you have instant access on cleared funds. No bank fees...
    Read More  
  • Investment Training Services
    Spotlight
    Regulation 28 of the Pension Funds Act requires retirement fund Trustees to incorporate Environmental, Social and Governance (ESG) issues into their decision making processes. What is Responsible Investment and why is the investment world making such a fuss about it? Although Trustees may make use of the services of experts,...
    Read More  
  • Investment Review
    Spotlight
    GraySwan Investments provides investment advisory services to institutional investors such as retirement funds,   endowments, corporate clients and wealth management services to family offices as well as private clients. Our strength is our extensive investment and risk advisory and investment monitoring experience which we have gained over the past...
    Read More  
  • Performance and Risk Reporting Services
    Spotlight
    The South African investment landscape has changed since the introduction of the Reforms by the National Treasury. As a result there are now more fiduciary responsibilities on the part of Trustees to ensure that, among other things, investment managers meet investors’ expectations. To this end, Trustees have to ensure...
    Read More  
  • Investment Manager Selection – Winning the losers game
    Spotlight
    When prospective new investment managers made presentations to the Fund, it was often proved that GraySwan had more knowledge of their history than the presenters. Consistent evaluation of investment managers was done and acted upon even when changes in teams dealing with our mandates were not reported by the...
    Read More