Our core focus is our advisory business. However we own equity stakes in two strategic partner businesses. Both offer specialised investment management services - one to an institutional client base and the other to HNW individuals and family office clients.
Our business partner, and how we work with them:
GraySwan is an award winning independent investment advisory and wealth management company based in South Africa, providing advice and solutions to institutional, corporate family office and private client investors. GraySwan currently advise more than ZAR20 billion in assets and their clients are top performers in the industry. GraySwan’s competitive edge is the wealth of the local and offshore investment experience and the depth, strength and stability of the investment team. GraySwan was founded in 2010 by its CEO Duncan Theron alongside his partners Kobus Fouché, Gregoire Theron and Tania Theron. For more information, please visit www.grayswan.co.za
Quartet Investment Management
Quartet was founded in 2009, offering investment management services to high net worth private clients. Central to Quartet's investment philosophy is asset allocation. They focus their efforts on actively managing the strategic and tactical asset allocation of portfolios and adopt a ‘top down’ approach to their investments. All portfolios are bespoke to the individual client, and they have no in-house products and are not tied to any product providers, thus maintaining their independence and objectivity. Niels Jensen is the CIO of Quartet. For more information, please visit www.quartet-im.com