In this everchanging world we cannot predict the future, but our trusted advice and portfolio management services relies heavily on research, lessons from history, data analysis and instincts developed over more than 30 years investment experience.
We make. The Difference
We provide trusted advice and portfolio management services.
We generate independent investment thinking.
A specialise in prudent investment advice and tailored asset managments solutions.
Our solutions relies on fundamental and quantitative research combined with more than 30 years experience.
CEO
MComm, MAP, PGDip
CFA 1, RE1, RE5.
Investment Committee
25 yrs Experience
CIO
MSc Mathematical Statistics, CFI,
RE1, RE5, RE3
Investment Committee
52 yrs Experience
Financial Advisor
Registered Financial
Planner RFP1, RFP2
RE1, RE5
41 yrs Experience
Financial Advisor
ILPA – Institute of Life
and Pensions Advisers (UFS)
RE5
40 yrs Experience
Financial Advisor
CFP, Company Secretarial
& Governance Practice
RE5
9 yrs Experience
Financial Advisor
Wealth Management
Regulatory Exam:
RE5
9 yrs Experience
Financial Advisor
CFP, Office Management UNISA
RE1, RE5, RE3
35 yrs Experience
Finance, Compliance Manager
B.Econ, MDP (Gibs),
Cert HM.
RE1, RE5.
25 yrs Experience
Financial Advisor (Under Supervision)
Final Year BComm;
Regulatory Exam: RE5
Financial Advisor (Under Supervision)
Wealth Management
1, 2 & 3;
BA (Communication)
Legal & Estate
Planning (Consultant)
B Proc,
Hons B (B & A),
MBA
PA & Client Service
Office Management
UNISA
18 yr at DDTC
PA & Client Service
Relationship Manager
MBA (Cum Laude);
BBMA (Hons);
BCur
Investment Commitee member (SMMI)
BCom Hons,
Bcom (PPE)
SMMI
19 yr Experience
Investment Commitee member (Graviton)
BCom Hons,
Bcom
Graviton Invest
14 yr Experience
Investment Commitee member (Graviton)
BCom Hons,
CFA Charter holder
SMMI
12 yr Experience
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