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:
Bespoke currency portfolios - now introducing hard currency investments with ETFSA
ETFSA Wealth portfolios are designed for both onshore (SA Rand investments) and offshore (for funds held in bank accounts abroad). We now run bespoke hard currency portfolios accessing the top global ETF issuers with razor sharp TERs. We also have access to a wide range of thematic and satellite exposures. Once more the portfolios are tailored to you.
South African ETF Managed Portfolio Brochure
Global ETF Portfolios Brochure
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.
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