PSG WEALTH

Financial Mail - Investors Monthly - - Cover Story -

Over­all

In keep­ing with the ever-evolv­ing wealth man­age­ment in­dus­try, PSG Wealth con­stantly strives to im­prove. Its busi­ness model dif­fers from the rest in that each branch is its own profit cen­tre, though all fi­nan­cial ad­vis­ers are PSG em­ploy­ees. This gives it an un­matched ge­o­graphic reach na­tion­ally. It is also beef­ing up its in­ter­na­tional reach through its of­fice in Mau­ri­tius, which will form the hub to ser­vice clients trans­act­ing into Africa. The group has also re­struc­tured PSG Trust, with fidu­ciary ad­vis­ers now own­ing their prac­tices.

What we say

PSG Wealth is a con­sis­tently strong per­former, scor­ing well across all archetypes to fin­ish third over­all. It con­sis­tently de­liv­ers good ser­vice: it fin­ished third in the Peo­ple’s Choice award in the Top Wealth Man­ager cat­e­gory. PSG has the ca­pa­bil­i­ties and in-house ex­per­tise to cater in full to all archetypes. The firm is im­pres­sive with its en­trepreneurial spirit and abil­ity to part­ner with clients and list busi­nesses, as it has done with Curro and Capitec. PSG Wealth is po­si­tion­ing it­self as an in­vest­ment op­ti­mist, say­ing it does not agree with the neg­a­tive sen­ti­ment about SA’s fu­ture. It has launched a cam­paign to en­gage with clients through 170 client func­tions to “help them see the big­ger pic­ture” and to pre­vent them from dis­in­vest­ing “and miss­ing out on the next bull mar­ket”.

El­i­gi­bil­ity

None.

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