Solutions and Services

We offer a range of products and services which include:

  • Cash Plus Funds
  • Enhanced and Real Income Funds
  • Inflation Proof Portfolios
  • Equity portfolio structured investments that conform to regulations governed by retirement fund regulations
  • Bespoke equity portfolios to provide broad based exposure to funds both locally and globally
  • Offshore portfolios with the emphasis non-correlated tangibles such as water, agriculture and ethical funds

Our range of complimentary services includes:

  • Wills,estate planning an trusts (Local and Offshore)
  • Retirement and Living Annuities (Pre and Post Retirement)
  • Employee Benefits (Company Pension Funds, Provident Funds)
  • Risk/Life requirements

Selected Fund Managers:

Local Market:

ALLAN GRAY

ASHBURTON

CORONATION

INVESTEC

MARRIOTT

NEDGROUP INVESTMENT MANAGEMENT

SANLAM INVESTMENT MANAGERS

PRUDENTIAL

Selected Off Shore Fund Managers:

ASHBURTON (JERSEY)

CANACCORD (GUERNSEY)

SARASIN (LONDON)

SANLAM PRIVATE WEALTH (LONDON)

M & G (LONDON)

Local Administration Companies

OFFSHORE PLATFORMS:

Glacier International

Investec Global