Bank and borrow with purpose

Your business is personal. That’s why our advice starts with your goals, responsibilities, and opportunities. Whether running a private company, heading up a corporate division or managing a growing team, we work alongside you to ensure your wealth strategy aligns with your business life. From banking and lending to employee benefits and philanthropic giving, we help you structure smart solutions that support both your business and your people.

Keep cash flowing and decisions clear

Whether you're managing local operations, funding growth, or trading internationally

• Optimise your cash flow and working capital with expert support
• Simplify cross-border payments and reduce currency risk
• Access tailored lending for business growth or personal opportunities
• Get real-time visibility and control through our digital platforms

Solutions we offer include:

• Credit cards
• Current accounts
• Structured lending
• Home loans
• Asset-based finance

Protect your business and your people

Stability starts with certainty.
We help you safeguard your operations, your team and your future plans.

• Insure your business against the unexpected
• Secure continuity if you or a key person can’t continue
• Offer compelling employee benefits that attract and retain top talent
• Empower your team with financial advice and planning tools

Solutions include:
Personal and business insurance, life assurance, group benefits and health cover.

Explore our insurance and risk solutions

Invest with intention

Make your surplus capital work harder.
We help you find the right balance of growth, income, and liquidity.

• Generate returns on excess business cash
• Diversify exposure and manage risk proactively
• Access institutional-grade local and global investment options
• Align short- and long-term investment strategies with business needs

Investment tools include:
Discretionary and compulsory investments, on- and off-balance-sheet options, and full-service stockbroking.

Explore our investment solutions.

Maximise your impact

Strategic giving that reflects your values.
We help structure, manage and sustain your corporate social investment.

• Optimise your CSI spend and amplify your impact
• Set up and govern corporate giving vehicles
• Manage assets within trusts and foundations responsibly
• Ensure full compliance with evolving CSI regulations

Our support covers:
Philanthropy advice, asset management, administration and governance.

Learn more about our philanthropy services.

Who we work with

We typically partner with individuals or business owners who:

• Earn at least R2 million per year, and/or
• Have R5 million or more in investable assets

If that’s you, we’d love to help.

Call us on 0800 111 263 or complete our Become a client form.