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Why invest with us
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Proven strategic asset allocation framework for each client strategy
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Successful tactical asset allocation
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Well-considered, long-term investments in quality companies at a reasonable price
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Market-leading investment returns in four different categories for over 10 years
Banking with a personal touch
Our advisers are dedicated to helping you make informed decisions about managing your wealth.
What is investment planning?
Make your money work as hard as you do through expert advice
Irrespective of how much wealth you have today, it’s what you do with it now that will determine what your wealth will mean for you, your family or your beneficiaries in future.
Learn more about our investment planning options
Understand how we use a variety of investment products from collective investment schemes to short-term stock trading to help you build a long-lasting investment portfolio.
More investment options
Grow your wealth locally and internationally
You benefit from an objective view of global markets that takes advantage of local insights and perspectives. Get access to top-performing investment opportunities whether you want to access a specific market or asset class, or invest in rands, dollars and euros.
Local and international portfolio management
Access to listed and unlisted investments, collective investment schemes (unit trusts), dividend and enhanced-income investments and structured products
Full-service local and international stockbroking
End-to-end investment solutions
We offer a wide range of portfolio options including domestic and individual stocks, bonds, mutual funds, and alternative assets, to help you diversify your portfolio and mitigate risks.
Proxy voting
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