The roadmap to success.

We take a holistic look at your family’s wealth and offer you a tailor-made investment strategy. Let us assist you to implement a roadmap to success for generations to come.

We offer advice on:

  • Wealth creation.
  • Wealth retention.
  • Retirement planning.
  • Estate planning.
  • Risk cover.
  • Offshore investments.
  Let’s discuss how you can ensure that your legacy is stewarded.
Contact us

Relevant Insights & Research

  • Investment Manager Selection
    Personal Investors
    Investing is a world where investment managers claim 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 managers...
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  • Can Global Equity outperform the market?
    Personal Investors
    The changes in Regulation 28 allowing investors to invest up to 25% of its assets with offshore investment managers and an additional 5% in African investments (excluding South Africa) has placed a renewed focus on offshore investment strategy and investment manager selection. Outperforming the markets after fees consistently is not...
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  • How to pick the best financial advisor
    Personal Investors
    As Charles Ellis highlights in his paper - The Winners Game –  “… investment managers may or may not outperform their benchmarks, but if the investment consultant has not understood how best to meet the investor’s requirements, its game over. It’s actually the investment consultant and not the investment manager...
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  • Cost-drag on investment performance
    Personal Investors
     “There are risks and costs to action. But they are far less than the long range risks of comfortable inaction.” - John.F Kennedy Introduction 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...
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  • Money Market Account versus Money Market Fund
    Personal Investors
    A few years ago I worked for a large corporate bank. At the time, my husband (who works in the investment advisory and management industry) would often ask me "what is the current money market rate that the bank offers to investors?" We would then have a debate because...
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  • Stockbrokers for Private Client Investors
    Personal Investors
    Investors are becoming more sophisticated and wish to implement a more hands-on involvement with their own long term sustainable wealth creation. Opening a stockbroker trading account offers investors one such option to do just that. Selecting a stockbroker sounds like an easy enough process, however after thorough research on the...
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  • 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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