Financial Mail - Investors Monthly - - Cover Story -

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.

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