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.

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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.

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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.

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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
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

Our latest press release by Enterprise Africa, titled, “Gray Swans and Blue Waters”.

Click through the article on the left and view full screen by clicking the bottom right-hand corner or download the PDF version below.

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Why Trustess Outsource Fund Management?
Why Trustess Outsource Fund Management?
Latest Research
Range of Cash-Type Solutions
Range of Cash-Type Solutions
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How to pick a Financial Advisor
How to pick a Financial Advisor
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Umbrella Funds
Umbrella Funds
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Flexible Cash Solution
Flexible Cash Solution
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Risk Cover
Risk Cover
Latest Research


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