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.

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Wealth Management Services

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

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 Market Report
Quarterly Market 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. 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

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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