THIS FIRM IS AN OLD-SCHOOL, advicebased broker that operates telephonically. It focuses entirely on sophisticated executives, and clients must have a minimum net asset value of R1m to be considered for discretionary management.
Services include bespoke share portfolio management and retirement planning, while the company also provides a global investment service that offers clients offshore investments through its flexible global unit trust. The aim is to create longterm wealth for clients using its core stock picking skills.
It has launched a new multi device- compatible website with enhanced capabilities for clients to analyse portfolios. The firm offers full tax reports on global share portfolios. It is a member of the new ZarX exchange and provides CFD trading through Peregrine. Direct market access and charting for technical analysis are also offered. Research is provided on fundamental analysis of JSE-listed shares and international shares and investments.
Altogether 77% of clients use the firm as their main broker and 46% have been with it the firm for more than five years.