A STUDY ON HAPPINESS Megatrends present many unimagined and truly rewarding investment opportunities for the future. We have taken flight to navigate the complexities of these global shifts and the impact they have on every area of our lives. >100 years highest 10 years 13 years of investment
experience
consultant-to-client
ratio in the industry
core team
together
average experience
per team member
A STUDY ON HAPPINESS In harnessing forward-looking wisdom, we enable our clients’ aspirations to take flight and give them freedom: Freedom to generate wealth… Freedom to be part of global change… Freedom to explore… >15 billion assets under
our advice
>100 years donated profits offices of investment
experience
to our
charitable trust
Gauteng &
Western Cape

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…

Business Update

GraySwan is taking flight

We have always chosen to take the road less travelled by offering a truly independent investment consulting and wealth management service, and that continues to make all the difference.

GraySwan is taking flight – Read here

GraySwan Milestone

GraySwan celebrates 10 years

To celebrate with us, we invite you to watch this interview of two of our founders as they reflect on the past ten years, the next ten years and share some special moments of the journey.

GraySwan celebrates 10 years – Read here

Get to know us

Our corporate video introduction

Want to get to know GraySwan a little bit better? Watch our corporate video for a summary overview of the full range of services we offer and why our brand is in such growing demand.

Charitable Trust Update – Read here

Umbrella Funds June 2021 Research Evaluating Umbrella Funds An umbrella fund is a retirement product that allows multiple employers to use a single pension - or provident fund structure to help their employees save for retirement while being managed by a professional Board of Trustees.

Whether an employer wishes to review their existing umbrella fund offering or is considering implementing a new retirement fund offering for employees, there are numerous aspects to evaluate before making a final decision on the right umbrella fund provider for your company.

GraySwan, have a dedicated investment advisory team that empowers employers to either review their umbrella fund offering or to help select a superior umbrella fund offering. Our current umbrella fund clients are our ambassadors and can testify to our high conviction, transparent offering, and high-quality member communication.
Continue reading here Watch video here
Charitable Trust April 2021 Newsletter The GraySwan Charitable Trust Newsletter Hope, in general, means a desire for things to change for the better and to want that better situation very much. To have hope is to want an outcome that makes your life better in some way. The volunteers of the GraySwan Charitable Trust aims to help make a tough present situation for the less privileged more bearable. It motivates children to eventually improve their lives by envisioning a better future for them by taking steps to make it happen. By giving them a pair of shoes, it helps them to take those steps with dignity. To walk with a purpose.

During the past twelve months, the GraySwan Charitable Trust managed to distribute products and funds to the value of R2.3 million. Please read our latest newsletter, where we share with you the power of hope and love and how we can all continue doing good beautifully.
Continue reading here
Alternative Credit Insights Alternative Credit Alternative credit, private debt, structured credit and speciality finance are all investment strategies and groups of investment strategies that have historically been overlooked in multi-asset class balanced portfolios where fixed income exposure is normally just the inclusion of listed government and corporate nominal and inflation-linked bonds.

There are numerous sub-strategies within the umbrella of alternative credit, each focusing on different sources of return, and each, providing excellent diversification. Alternative credit can be more complex than listed strategies, and further, these investments are less liquid, but when accessed by selecting the best experts in each field, combining a number of diversifying sub-strategies and by managing liquidity, the investment case is highly compelling - read our latest snippet for the first instalment discussing Alternative Credit and why you could benefit from learning more...
Read here: Alternative Credit
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
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 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 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 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
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Press Release

Offshore Megatrend Investing Offers Rich Rewards

“Leading institutional investment advisory and private wealth management expert, GraySwan Investments has been gearing up as the appetite for different thinking across the universe of offshore investment opportunities grows within its South African client base.” Read about our economic views in our latest press release by Enterprise Africa.

View Here

Umbrella Funds

Allan Gray - Through the NoiseDuncan Theron on Choosing a Default
Allan Gray recently hosted a virtual conference “Thinking Through the Noise” for an immersive day of thought-provoking insights from local and international industry leaders on the subject of retirement funds. Our CEO, Duncan Theron who is an expert in the field, had the privilege to moderate a global panel of experts in their discussion regarding “Choosing a Default Investment Portfolio”.
Evaluating Umbrella FundsBy Mart-Marie De Jongh
GraySwan can assist you in selecting the most suitable umbrella fund provider and implementing a best practice pre-and post-retirement investment strategy. Certified Financial Planner Professional, Mart-Marie de Jongh, speaks to us about the factors to consider when evaluating an umbrella fund.
Evaluating Umbrella Funds
Evaluating Umbrella Funds
June 2021 (5min read)
When analysing the current retirement fund and employee benefit environment in South Africa, it is noticeable that it’s becoming increasingly complex. With so many service providers and options available, the right fit for the employer and its employees’ needs should be carefully considered.

Investment Research

Macro UpdateBy Gregoire Theron
Debt Markets
Debt Markets Explained
May 2021 (6min read)
Debt instruments, bond market investments & fixed-income funds are not as well understood by investors as shares, equity instruments & equity funds. Philippa Owen explains the different classifications & their importance.
Alternative
Alternative Credit
March 2021 (4min read)
Alternative credit is simply defined as any credit that is not core or traditional investment-grade corporate or sovereign
debt (fixed income strategies). Let Duncan Theron explain the risks and benefits.

Webinars

Recorded Webinar -May 2021 Alternative Credit
Recorded Webinar -March 2021 Update Cautious FoF
The Beginning of a new era -Niels Jensen from ARP

Forex

Offshore Investment Optionsby Mart-Marie De Jongh
Foreign Exchange Explainedby Mart-Marie De Jongh
Forex -
Forex -Now is the time
January 2021 (7min read)
Tania Theron looks at the past and the current state of the Rand and why this is the time to further diversify investments by moving funds abroad.
What you need to know about Foreign Exchange
What you need to know about Foreign Exchange
November 2020 (5min read)
Braam Bredenkamp breaks down the history of the South African Rand, some facts about our currency, how we assist our clients to transfer money offshore and what the Rand’s future trajectory might look like.

Megatrends

Megatrends -
Megatrends -Climate Change
December 2020 (13min read)
Niels Jensen, Chief Investments Officer from our offshore partners, Absolute Return Partners, gives us more insight into one of the most potent of the six megatrends, Climate Change.
Using ETFs to build
Using ETFs to buildGlobal-Portfolios
January 2021 (8min read)
A few decades back, the average lifespan of a company on the US stock exchange had a lifespan of 35 years. The average lifespan today is ten years. Seventy percent of children born today will be employed in industries that don’t yet exist. The world has changed. To achieve future superior performance for our clients, we continue to access niche and new markets and sectors.
Megatrends -
Megatrends -Are the new normal
January 2021 (13min read)
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.

Latest Press Releases

Our press release by Moneyweb,
Our press release by Moneyweb,titled, “Short term investment options”
Our Chief Investment Officer, Gregoire Theron and one of our Johannesburg based Financial Advisors, Braam Bredenkamp, contributed to this release.
Our press release by Stellenbosch Visio,
Our press release by Stellenbosch Visio,titled, “Investing for tomorrow today”
Stellenbosch Visio provides an insider’s guide to lifestyle and business in the Winelands through their award-winning magazine, web, and social platforms. The magazine hosts a two-page editorial on the GraySwan story and informs the readers of how one can invest for tomorrow today.
Our press release by HedgeNews Africa,
Our press release by HedgeNews Africa,titled, “GraySwan builds track record, sees benefit in alternative credit”
Our senior member of the GraySwan Alternative Credit team, Philippa Owen, contributed to this release.

Young Researchers

Artificial intelligence (AI)by Damien Walker
Carbon Footprintby Matthew and Christopher Bodill
Climate Changeby Chanel Theron

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.” 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.” 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.” 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.“ 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.” 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." 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." What our institutional
clients have to say...
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