GRAYSWAN

GLOBAL WEALTH PARTNERS

 

Wealth Services

Preparation is key. We are here to offer you the freedom to shape your future. We offer a range of wealth advisory and wealth management services.

Range of Funds

Whilst we tailor-make our advice and solutions for our High-Net-Worth & Family Office clients, we also manage a range of local Unit Trusts as well as offshore Exchange Traded Notes.

Investing Offshore

GraySwan has expanded our Fund of Funds range with the launch of our new unconstrained global best investment views Worldwide Flexible Fund.

GraySwan gives you the

freedom to determine your

path to wealth generation.

We provide independent and global best practice advice tailored to our private client investors’ specific financial needs and risk appetite. Investors can choose to either control each investment decision (non-discretionary advisory service) or allow us to make day-to-day investment decisions on their behalf (discretionary wealth management service).

Our world-class strategies and innovative products support future growth with new ways to preserve and create value that adapts to meet personal investment goals.

WEALTH MANAGEMENT SERVICES

DISCRETIONARY SAVINGS

Any investments – local or offshore unit trusts, cash investments, share portfolios and endowments – which do not relate to a retirement product.

PRE- AND POST RETIREMENT PLANNING

We assist investors with planning pre-retirement, making informed decisions at retirement and drawing an income post-retirement.

PRESERVATION

Should our client resign or be retrenched from their employers, we provide guidance in deciding the best investment option to preserve their pension benefit for retirement.

Tax-free Savings AccounT

An investment vehicle with limited annual and lifetime contribution capacity, but in which the client pays no tax on any interest, dividends or capital gains earned during the lifetime of the investor.

Educational Planning

Ensuring that the client’s dependents’ educational needs are planned for and taken care of in future (saving for future education) or in case of death and disability (insurance options for continued educational costs).

OFFSHORE INVESTMENTS

Offshore unit trusts, Exchange Traded Funds (ETFs), listed share portfolios etc., are a valuable and necessary component of an investment portfolio, keeping an eye on the diversification of the regional exposure of the client’s larger investment portfolio.

RISK COVER

Life, Disability, Illness: Ensuring that the client’s dependents are financially taken care of should they pass away, and also providing financial relief should our client become disabled (lump sum insurance and income protection) or severely ill.

FOREX

We provide our clients with foreign exchange services but at low institutional rates. From simple cross-border trade-related payments to sophisticated forex hedging solutions, we will work together to understand your investment requirements and develop a tailored strategy.

WILL & ESTATE PLANNING

It is crucial that the client’s last will and testament is in place to lighten the administrative burden that falls on those left behind. Estate Planning is also a vital exercise to give the client a clear picture of what their Risk Cover portfolio should look like.

GRAYSWAN FUNDS ARE  OUTPERFORMING EXPECTATIONS.

Unlocking Potential, Delivering Consistent Superior Performance Over the Short, Medium, and Long Term.

Our consistent superior track records over the short, medium and long-term is proof that our institutionalised investment process and informed decision-making and advice to private investors is robust and it works. Not only have all our Funds outperformed our peers, but we have achieved such outstanding results at lower risk and lower investment costs.

We offer a core range of Funds for investors seeking actively managed multi-asset class and multi-manager solutions. Our range of Funds are designed to maximize income and growth within robust risk management frameworks, providing you with peace of mind and superior returns.

GraySwan Range of Funds

GRAYSWAN SCI CAUTIOUS FUND OF FUNDS

The Fund aims to consistently outperform the Association for Savings and Investment South Africa (ASISA) South-African Multi-Asset Low Equity category (after investment management fees) over any 3-year rolling period.

The Fund, therefore, targets high income and stable reasonable growth whilst aiming (no guarantee) to preserve capital over an investment time horizon of 3 years

GRAYSWAN SCI MODERATE FUND OF FUNDS

The Fund aims to consistently outperform the Association for Savings and Investment South Africa (ASISA) South-African Multi-Asset Medium Equity category (after investment management fees) over any 3-year rolling period.

The Fund, therefore, targets moderate real returns and is aimed at investors that have a medium risk tolerance and an investment time horizon of at least 3 years.

GRAYSWAN SCI AGGRESSIVE FUND OF FUNDS

The Fund aims to consistently outperform the Association for Savings and Investment South Africa (ASISA) South-African Multi-Asset High Equity category (after investment management fees) over any 3-year rolling period.

The Fund, therefore, targets high real returns and is aimed at investors that have a medium to high-risk tolerance and an investment time horizon of at least 5 years.

GRAYSWAN SCI WORLDWIDE FLEXIBLE FUND

The Fund aims to consistently outperform the Association for Savings and Investment South Africa (ASISA) South-African Worldwide Flexible category (after investment management fees) over any 5-year rolling period.

The Fund, therefore, targets high real returns and is aimed at investors that have a medium to high-risk tolerance and an investment time horizon of at least 5 years.

OUR TAX-FREE SAVINGS ACCOUNT

THE GRAYSWAN SCI WORLDWIDE FLEXIBLE FUND

In investment markets where the only constant is change, the ability to freely discover, adapt, innovate and implement best-thinking global investment ideas without any constraint provides us with the best probability of short, medium and long-term success. GraySwan offers our unconstrained global best investment views via the GraySwan SCI Worldwide Flexible Fund.

RESEARCH AND VIDEOS

Research is the foundation of every investment opportunity. With access to futurists, global experts and data-driven research, we are able to generate powerful insights that guide our diversification strategies and uncover investing opportunities.

IT IS THE FREEDOM TO CONFIDENTLY EXPLORE

THINKING OF

INVESTING OFFSHORE?

GraySwan has expanded our Fund of Funds range with the launch of our unconstrained global best investment views with the Worldwide Flexible Fund.

CLIENT
TESTIMONIALS

The GraySwan team creates a sense of trust and transparency from the initial meeting which continues to unfold as the relationship develops to provide an individual person or company with outstanding tailored financial services.   The difference with GraySwan is that one deals with a dynamic group of people specialising in their field, not one individual in a large commercial organisation (which is often the case). In those cases, the individual relationship is normally neglected, resulting in an ineffective financial planning process.  With GraySwan, costing is an upfront discussion.   GraySwan, by utilising modern tools for analysis, combined with regular communication and portfolio performance reviews, removes the mystery and uncertainty from financial planning.

The GraySwan team provided us with invaluable advice in setting up an investment portfolio when I retired. Everything was done in a very professional but friendly, personal manner – from a detailed analysis of our needs to the final investment selections and management of all the associated detail. The feedback on the performance of the portfolio plus general updates on investment trends have been exceptional. Special thanks to Mart-Marie for taking care of everything but also the rest of the team who have made us feel part of the GraySwan family.

I had the most eye-opening and compassionate experience with the company.  Braam is patient with me and explains everything about my investments.  He goes over and above his service requirements.  I lost my husband last year from cancer and GraySwan and Braam have been my rock in making me understand my investments and supporting me wholeheartedly.  Continue doing excellent work!