Investment advice and wealth management is not only about defining applicable  asset allocations, benchmarks and selecting superior investment managers. It is about providing fully transparent and fair disclosure of any investment results as well as costs to investors, guaranteeing that all investment managers are assessed on a level and objective playing field. Investment advice and wealth management must include investment education, in depth discussions and clearly defined  outcomes for investors. Via our En Pointe research we empower our clients to always be informed and to make high conviction and informed investment decisions.

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  • Wealth Management
    Wealth Management
    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...
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  • Investment Consulting
    Investment Consulting
    We are an award-winning investment consulting business and our clients are top performers. “Black Swan” events are random and unexpected. They are the unpredictable unknowns such as Brexit and Trump. “GraySwans”, as we coined the term and named our business, are those risks that can be identified and which may have unintended adverse...
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  • Investment Review
    Investment Consulting
    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...
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  • Investment Manager Selection
    Wealth Management
    Investing is a world where every investment manager claims to be terrific and where they can typically back it up with some or other performance analytics. However, most investment managers actually underperform the market, making active management a losers’ game unless you have the skill to select superior investment...
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  • Hedging Services
    Investment Consulting
    WHAT IS HEDGING? The best way to understand the concept of “hedging” is to think of it as a type of insurance. Hedging in its simplest form refers to an action or investment strategy which aims to protect the investor from a potential loss in investment value. When an investor...
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  • Performance and Risk Reporting
    Investment Consulting
    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...
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