Do you need wealth management?
Having a proactive, knowledgeable advisor on your side doesn’t feel important – until you need it. Our wealth management service provides you with a bespoke ETF portfolio that’s designed for your specific investment goals, along with personalised advice from our expert team.
Our ETF-only portfolios allow you to access a wide range of asset classes at a low cost with efficiency. They’re designed for both onshore (SA Rand) investments and offshore investments for funds held in bank accounts abroad. Because as much as “local is lekker”, exchange-traded products allow us to access the world as our oyster, from the comfort of our kasi.
Because as much as “local is lekker”, exchange-traded products allow us to access the world as our oyster, from the comfort of our kasi.
Invest in international funds like these:
What does it cost?
Our bespoke service is aimed at clients with R1 million or more to invest. Fees include administration, portfolio management, advice and trading costs, but exclude VAT.
| Investment Amount | Aggregate Fee* |
|---|---|
| R5 million | 1% |
| R5 million - R15 million | 0.9% |
| R15 million | 0.8% |
Speak to one of our advisors
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