We empower our clients to make pro-active and high conviction investment decisions.
"Bull markets are born on pessimism, it grows on skepticism, mature on optimism and die on euphoria."
- John Templeton
We educate our clients via our ongoing market updates and proprietary research.
“An investment in knowledge pays the best interest.”
- Benjamin Franklin
Whilst investment decisions can be complex we simplify such for our clients.
"Simplicity is the ultimate sophistication."
- Leonardo da Vinci
We always count. We verify, we test and then we trust.
"Numbers are the musical notes with which the symphony of the universe is written."
- Adam Spencer
Monthly Market Statistics
Quarterly Market Overviews
>30 PeerGroup Scorecards
Our track record is proof of our superior investment manager and fund selection ability which we have defined over the past two decades of advising to and managing many of the most prestigious investor’s assets in South Africa. As from 3 July 2017, GraySwan Wealth launched three Fund of Fund multi-asset class and multi-manager Regulation 28 compliant unit trust funds. Such regulated, liquid and fully transparent savings vehicles now provide our private and corporate clients with access to the best of breed local and offshore investment managers and funds and such at lower institutional fees.
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.
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.
As with our motto, “always count”, we test and verify everything. Each month we conduct more than 30 different detailed investment manager peer group GraySwan ScoreCards. Every report encapsulates more than 30 pages of performance and risk related statistics and form part of various quantitative reports, which we use as an initial screening methodology in our investment manager research process.