Financial Mail - Investors Monthly - - Cover Story -

THIS FIRM IS AN OLD SCHOOL-STYLE bro­ker­age with high lev­els of per­son­alised ser­vice. It is ori­ented to­wards the tra­di­tional in­vestor who is older than 35 and reg­u­larly con­trib­utes to a port­fo­lio. The firm is an ap­proved bro­ker for the new ZarX ex­change, and of­fers train­ing on for­eign- ex­change trad­ing.

Apart from hav­ing a solid ad­vice-based of­fer­ing, the firm also of­fers full wealth man­age­ment with a per­sonal wealth di­vi­sion. This di­vi­sion of­fers a com­pre­hen­sive range of full dis­cre­tionary, man­aged port­fo­lios that cater for cash, in­come, bal­anced and equity-only in­vestors. Bal­anced and equity-only port­fo­lios follow a model ap­proach, while the in­come port­fo­lio is con­structed on a per­son­alised ba­sis.

Afrifo­cus pro­vides ex­ten­sive re­search and a quar­ter of its clients in­di­cate that they use this to make in­vest­ment de­ci­sions. All in­vestors are in­vited to bian­nual pre­sen­ta­tions, and also re­ceive ac­cess to in-house and part­nered in­vest­ment re­search. There is a lot of face-to-face in­ter­ac­tion with clients — 76% have met a rep­re­sen­ta­tive from the firm in per­son.

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