MOMENTUM SP REID
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).