Our core business is to provide global best of breed investment advice to institutional and corporate investors and financial planning and wealth management solutions to personal and family office investors. Our offices are locaated in the Somerset West and Johannesburg and we serve clients across t... read morehe Western Cape and Gauteng.
We are one of the most experienced independent investment advisory and wealth management businesses in South Africa in terms of assets under advice (>R20 billion), the wealth of our investment experience (more than 90 years) and the depth and strength and stability of our advisory and investment team. The core of our team has been working together for more than 10 years and has an average investment experience of 13 years per team member.
Our superior track record is proof of a successful and robust investment process that has been developed and enhanced over the past two decades of advising to many of the most prestigious investors in South Africa. Our clients are top performers and are the ambassadors of our business.
We are a signatory to the United Nations Principles of Responsible Investing (UNPRI) and have been awarded as the Responsible Investment Consultant of the Year by BATSETA (our industry body). This award is testimony to our unique and leading edge approach of incorporating best practice Responsible Investing principles into our investment advisory and wealth management approach.
We are our clients long term investment thinking partners and we care. Our GraySwan Charitable Trust is proof of our philosophy to make a living by what we get but to make a life by what we give. It’s in our DNA and part of our journey.