As the custodians of over R 3 billion of client funds, we take investment management very seriously and offer a suite of products and partners to suit all levels of investment. We offer bespoke local and offshore share portfolio construction and administration for the more sophisticated investor.

Disability cover

Offers income protection to individuals who become disabled for a long period of time, and as a result can no longer work during that time period.

Fixed term deposit

This is a savings product from a bank, credit union or building society. Your money is invested for a fixed term and you get a fixed rate of interest over that term.

Shares

These are units of ownership interest in a corporation or financial asset that provide for an equal distribution of any profits, if any are declared, in the form of dividends.

EFT’s

It's the electronic transfer of money from one bank account to another, either within a single financial institution or across multiple institutions, through computer-based systems and without the direct intervention of bank staff.

Bonds

A debt investment in which an investor loans money to an entity which borrows the funds for a defined period of time at a variable or fixed interest rate.

Unit trusts

An unincorporated mutual fund structure that allows funds to hold assets and provide profits that go straight to individual unit owners instead of reinvesting them back into the fund. The investment fund is set up under a trust deed. The investor is effectively the beneficiary of the trust.

Cash management

It refers to a broad area of finance involving the collection, handling, and usage of cash. It involves assessing market liquidity, cash flow, and investments. Sometimes, private banking customers are given cash management services.

 
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