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.
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% |
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