It’s time to rethink investments.
Are you thinking of thinking differently?
"If you keep doing what you always do,
you’ll just get what you always get."
- Albert Einstein >20 billion assets under
our advice
>150 years >10% profits offices of investment
experience
to our
charitable trust
Gauteng &
Western Cape
- Benjamin Graham We empower our clients to develop a risk culture to thereby ensure risk efficient portfolios. “The essence of investment management is the management of risks, not the management of returns.” >150 years highest 10 years 13 years of investment
experience
consultant-to-client
ratio in the industry
core team
together
average experience
per team member
Our core team has more than 150 years of investment experience and has been working together in excess of 10 years. "In investing, experience is not only the best teacher, it’s the only teacher.” - Charles D. Ellis author of “Winning the Losers Game” >150 years highest 10 years 13 years of investment
experience
consultant-to-client
ratio in the industry
core team
together
average experience
per team member
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. “To invest with success, you must be a long-term investor.” - John Clifton Bogle We always
count
Independent
thinking
High
conviction
views
Different to
the crowd
Our world class, rigorous and proven quantitative and qualitative due diligence process ensures that all our clients are presented with the best investment opportunities. "Invest in yourself. Your career is the engine of your wealth." - Paul Clitheroe Manager
research
& selection
Monthly
market
statistics
Quarterly
market
overview
>30 PeerGroup
scorecards
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. "We always count." - GraySwan motto Retirement
planning
Tax Free
Savings
Account
Offshore
Investing
Risk Cover
- George S. Clason - from the book, “The richest man in Babylon” Our brand is what other people say when we are not in the room. "Consult with wise men. Let their wisdom protect thy treasure from unsafe investments." >20 billion >150 years 10% profits offices assets under
our advice
of investment
experience
to our
charitable trust
Gauteng &
Western Cape
- Benjamin Graham We empower our clients to develop a risk culture to thereby ensure risk efficient portfolios. “The essence of investment management is the management of risks, not the management of returns.” >150 years highest 10 years 13 years of investment
experience
consultant-to-client
ratio in the industry
core team
together
average experience
per team member

GraySwan is an award winning independent investment advisory and wealth management company.

We provide investment advice and wealth management solutions to institutional, corporate family office and private client investors.

We are one of the most experienced independent investment advisory and wealth management businesses in South Africa. The core of our team has been working together for more than 10 years. We currently advise to more than R20 billion in assets and our clients are top performers in the industry. Our competitive edge is the wealth of our local and offshore investment experience and the depth and strength and stability of our investment team.

Our superior track record is proof of a successful and robust investment process that has been developed and enhanced over the past two decades.

We are a signatory to the United Nations Principles of Responsible Investing (UNPRI) and have previously been awarded as the Responsible Investment Consultant of the Year. 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 believe that our independence, our wealth of experience, our stable team and our superior service ethos and excellent long term track record differentiates us from our peers.

We are our clients long term investment thinking partners and we care. Our GraySwanCharitable 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.

More about us…
Client Testimonials…
Latest Press…

Megatrends Insights Megatrends are the new normal. We teamed up with our offshore partner, Absolute Return Partners, a UK based company who are an owner-managed alternative investment advisory business to bring you our latest research piece, Megatrends are the new normal.

Megatrends are reshaping the world we live in, wiping out no-longer relevant industries and paving the way for the new. Since we expect global equity markets to muddle through in the next decade, we need to think about new areas of growth. This article will address emerging megatrends and sub-themes, and how investors can tap into the future.
Read here: Megatrends are the new normal
Commentary Insights Q2 2020 Market Commentary The country erupted on the 12th of July as a visibly disgruntled President Ramaphosa addressed the nation. We were given a harsh lecture and again warned of the incredible and mounting danger the Coronavirus is sewing into our society.

Once the dust from the address settled, it became clear that the most disturbing change, to many, was the renewed alcohol sales ban.

So drastic was the news that that evening various liquor stores around the country were shamefully looted. On a rather sad note, it was reported on 22nd of July South Africa’s oldest pub‚ The Percy’ had finally closed shop.
Continue reading here
ScoreCards Insights Latest Summary ScoreCards Every month we produce a range of reports to empower our clients to stay abreast of the movements in investment markets as well as the performance of investment managers who manage the assets of our clients.

We produce more than 30 detailed monthly Peer Group Investment Manager ScoreCards (where every report is in excess of 30 pages of analyses), we only publish a summary publicly available report which incorporates 8 of these ScoreCards.

Our clients have access to the entire range of ScoreCards as such empowers them to monitor the peer relative performance and risk of their selected investment managers and to make informed decisions.
View latest Summary ScoreCard here
Coronavirus response Insights GraySwan signs investor statement on Coronavirus response GraySwan has joined 275 long-term instutional investors representing over $7.7 trillion USD in assets under management, in becoming a signatory of the investor statement on Coronavirus response.
Wealth Management Services

Giving someone the responsibility to manage, increase & maintain your wealth is one of the most important decisions you will make.

We believe that our independence, our wealth of investment consulting experience, our previous offshore investment management experience and our superior service ethos to a select a range of premium private client investors is exactly what differentiates us from the market. Read more about services.

Download Wealth Management Services
Investment Consulting Services

We are an award-winning investment consulting business and our clients are top performers. We service our clients with integrity, ruthless objectivity and independent thinking.

Herewith we provide you with pertinent information about 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.

Download Investment Consulting Services
Markets and Industry Update

As with our motto, “always count”, we test and verify everything. Our monthly Market Summary Report and Quarterly Market Commentary keep 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 is available on request. 

Monthly Report
Quarterly Commentary
ScoreCard
Unit Trust Funds

We are redefining wealth management as we empower our private clients to invest with the best investment managers and unit trust funds at low institutional cost structures. We have successfully extended our proven advisory approach to private investors.

Albeit that we tailor-make our solutions for our High Net Worth clients, we also offer a core range of fund of funds for those investors who require a multi-asset class and multi-manager solutions which is Regulation 28 compliant and aims to yield returns in excess of inflation. 

Cautious FoF
Moderate FoF
Aggressive FoF

There’s a story for everything. GraySwan has an inspiring one too…

Our Story
Our Charitable Trust
Our Team

Press Release

Gray Swans and Blue Waters

GraySwan continues to introduce new complementary services such as treasury management solutions, discretionary investment management and foreign exchange services.

We have also formalised our offshore relationship with Absolute Return Partners, based in the United Kingdom. Read about our business update and economic views in our press release by Enterprise Africa.

View Here

Fortune Favours the Well Advised

Read article here

Pension and Provident Pension Funds

Read article here

Introduction into Post Retirement Annuities

Read article here
Role of the Investment Consultant
Role of the Investment ConsultantApril 2020 (10min read)
Duncan Theron gets practical selecting the best of breed investment consultant. A must-read if you want better performance than the crowd!
‘In-Fund’ Annuities Explained
‘In-Fund’ Annuities ExplainedApril 2020 (10min read)
Retirees often make ill-informed choices – usually stemming from poor advice. Gregoire Theron outlines the new (ish) addition of mainstream retirement funding vehicles, the ‘In-Fund’ annuity.
Retirement Income & the impact of Returns
Retirement Income & the impact of ReturnsMarch 2020 (13min read)
A significant and sudden loss in capital is a material concern for any retiree. Mart-Marie De Jongh focuses on a factor not always well understood namely the Sequence of Returns risk.
Range of Cash-Type Solutions
Range of Cash-Type SolutionsMay 2019 (13min read)
Tania Theron provides a comparative overview of the different types of cash-type solutions. She explains the difference a current money market rate versus a money market fund return.
Why Trustess Outsource Fund Management?
Why Trustess Outsource Fund Management?May 2019 (2min read)
Investments now comprise more than just the range of traditional asset classes. Duncan Theron shares some insight into the complex decisions that needs to be made.
Umbrella Funds
Umbrella FundsMay 2019 (7min read)
With so many umbrella fund service providers and options available, the right fit for the employer and its employees’ needs should be carefully considered. Mart-Marie de Jongh, shares the numerous factors that need to be considered.

A STUDY ON HAPPINESS “Since their appointment in 2010, GraySwan’s advice has resulted in a significant improvement in our investment results. On a past 12 month basis, our performance now rank under the top performers in the country.” - HF Botha, Trustee LA Retirement Fund What our institutional
clients have to say...
A STUDY ON HAPPINESS “Although we are not the biggest client of GraySwan, the level of service that we have received is excellent and their dedication towards professional service delivery is admirable.” - Dr. Prieur du Plessis Previous Investment Committee Chairman Institute of Directors in Southern Africa What our corporate
clients have to say...
A STUDY ON HAPPINESS “We first entrusted the GraySwan Team with our investment portfolio more than 3 years ago. To date they have been outperforming our expectation by showing consistent growth and exceeding the market average.” - Personal Investor Client What our private wealth
clients have to say...
A STUDY ON HAPPINESS "GraySwan has served the Fund with great success and to the entire satisfaction of the Trustees.“ - A Pretorius, Phumula Retirement Fund What our institutional
clients have to say...
A STUDY ON HAPPINESS “Apart from their competence, we appreciate most, the energy and passion they display in dealing with us as their clients. The sound leadership of this team and appreciation for strong values and ethics also reflects in the quality of work and conduct of the rest of the team.” - Tania van Tonder Human Resources Executive PERI What our corporate
clients have to say...
A STUDY ON HAPPINESS "GraySwan, by utilising modern tools for analysis, combined with regular communication and portfolio performance reviews, removes the mystery and uncertainty from financial planning." - Personal Investor Client What our private wealth
clients have to say...
A STUDY ON HAPPINESS “The level of service is impressive at every level of the GraySwan team. I believe that you live up to your statement of being a 'passionate, experienced and cohesive investment advisory team'." - Cathy Fivaz Actuarial Consultant to the Attorneys Fidelity Fund What our institutional
clients have to say...
"
GET IN TOUCH

""
1
First Name
Last Name
Region
Area
I am a:
I am interested in:
Previous
Next