Personalised planning for personal wealth

Bespoke ETF investment portfolios with personalised advice.

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.

Peace of mind

Our portfolios are primarily made up of ETFs that are well regulated, safe, secure and diversified.

Personalised

Everyone is different. That’s why no two of our investment portfolios look the same either - they’re all specific to your individual needs and preferences.

You’re more than just a risk profile

Our wealth management offering hits the sweet spot between a bespoke ETF portfolio designed just for you, coupled with tailored advice for your specific needs.

Optional offshore exposure

Want to diversify beyond SA? Access hard currency across major stock markets such as the New York Stock Exchange, Nasdaq and the London Stock Exchange.

Experienced team

Our team of investment professionals and advisors include three veterans of the ETF industry: Mike Brown, Nerina Visser and Gareth Stobie.

Relationships matter

You’re a real person to us - not just a name in our books - and you’ll feel it in every interaction with us.

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

Specifically constructed South African portfolios covering all asset classes and investment types. Utilising only JSE-listed Exchange Traded Products to construct multi-asset portfolios. For investment portfolios of R1 million or more.

Global ETF Portfolios Brochure

Specifically constructed global portfolios covering all asset classes and investment types. Utilising only ETPs listed on international stock exchanges to construct multi-asset portfolios. For funds already held in offshore bank accounts or those investors wishing to take funds offshore through SARB foreign exchange clearance procedures.

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

Chat to our team

Urgent Alert

Please beware of fraudulent Whatsapp and Facebook accounts pretending to be ETFSA and ETFSA staff members to solicit clients for money.

If you receive any direct message from these accounts – please report and block these accounts immediately and DO NOT provide any personal information.

ETFSA and its staff members will never reach out to clients via direct message on any social media platform unless we are responding to your message.