Investing in the value of trust
Independent Investment Advice
Expertise in the complex world of derivative structuring
Bespoke Financial Solutions
Expertise in the complex world of derivative structuring
Innovative Investment Alternatives
Preserve your wealth and guide you to lasting financial wellbeing
Over 20 Years Of Experience
Established in 2002 as a specialist investment house
What we can do for you
We explore innovative investment alternatives and bespoke solutions tailored to manage our clients’ discretionary investment portfolios
Retirement Annuities
A retirement annuity (RA) is a tax efficient investment vehicle designed for individual investors who are not exposed to a workplace retirement fund or for investors who want to supplement their pension or provident fund savings.
Living Annuities
Living annuities are investments linked to unit trusts, cash investments or share portfolios. The funds in a living annuity are not subject to the limits of Regulation 28 like retirement annuities are and therefore the underlying investments of an LA are more flexible.
Preservation Funds
A preservation fund, like an RA, is a retirement fund in terms of the Pension Funds Act. Preservation funds are designed for individuals who want to invest the proceeds of their pension or provident funds in a tax efficient manner.
Structured Investment Products
Structured Products allow retail investors to use derivatives to gain exposure to specific underlying assets while still having some degree of protection over their initial capital.
Onshore and Offshore Portfolios
Our discretionary investing business is designed around three pillars, both onshore and offshore, namely, wealth preservation, high predictability of returns and risk management.
Alternative Investments
As your dedicated investment partner, we will work closely with you to develop bespoke solutions and innovative investment ideas