Financial Mail - Investors Monthly - - Cover Story -

THIS AD­VICE-BASED FIRM’S po­si­tion­ing within the Mo­men­tum Group al­lows it to pro­vide clients with a holis­tic fi­nan­cial of­fer­ing. Its be­spoke in­vest­ment ap­proach en­sures a per­son­alised ex­pe­ri­ence.

The firm caters for all client archetypes with a strong fo­cus on tra­di­tional in­vestors. Clients can choose their risk ex­po­sure, as well as their in­volve­ment in the in­vest­ment process, be it self-di­rected, as­sisted by a port­fo­lio man­ager or dis­cre­tionary port­fo­lios. Off­shore ex­po­sures are also of­fered, tak­ing var­i­ous port­fo­lio sizes into ac­count, with ac­cess to all ma­jor global eq­uity mar­kets, ETFs and mu­tual funds.

Mo­men­tum is, to a lesser ex­tent, ca­pa­ble in ex­e­cu­tion. It writes its own CFDs and trans­ac­tions are hedged with JSE po­si­tions. Long and short po­si­tions are of­fered. Per­son­alised as­sis­tance is pro­vided for trad­ing eq­ui­ties, de­riv­a­tives and in­ter­est rate mar­kets. Fun­da­men­tal anal­y­sis of JSElisted shares, tech­ni­cal anal­y­sis of JSE

shares and in­dices are of­fered, along with re­search on trad­ing and in­vest­ment strate­gies and in­ter­na­tional in­vest­ments.

A new de­vel­op­ment is the in­tro­duc­tion of se­cu­ri­ties-based lend­ing with the pri­mary fo­cus on pro­vid­ing clients with the chance to lever­age port­fo­lios to ex­tend lo­cal and off­shore in­vest­ment ca­pa­bil­i­ties.

Clients say the ser­vice is good and bro­kers are al­ways avail­able, and 40% rated qual­ity of ser­vice as ex­cel­lent (34% gave the same rat­ing for value for money).

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