Services Offered

Portfolio Design

• Design the optimal allocation for your investment portfolio by asset class and geography

Portfolio Implementation

• Identify the best-in-class investment platforms, investment funds and product wrappers

Offshore Investing

• Determine the optimal approach to achieving Rand hedging and political risk mitigation in your investment portfolio: excon allowance vs feeder funds vs asset swaps

• Advice and support in respect of foreign exchange services

• Identify the best-in-class offshore investment platforms, investment funds and producer wrappers

Retirement

• Develop an investment strategy to meet your retirement goals

• Determine a sustainable spending strategy in your retirement

Advanced Structuring

• Advice and support in respect of advanced investment techniques including:

  • South African trusts

  • Offshore trusts

  • Investment holding companies

  • Asset swaps

  • International pension funds

Ancillary Support

• Full integration of your investment plan with your estate plan, will, onshore and offshore trusts, investment companies, and tax planning