We advise you on the management of your investment portfolios. Our team is knowledgeable in the fields of investments, retirement planning, tax and fiduciary services. Our investment views are informed and supported by a strong central investment team, giving rise to our investment house view and approved fund matrix, which ensures your assets are well looked after.
Our role is the ongoing management of your portfolio. You will therefore receive advice on an ongoing basis. For us, the big moment is not when you entrust your money to us... that is only the beginning of a long term journey.
We investigate all asset classes and invest where appropriate. We charge a management fee on assets which remains the same irrespective of the underlying asset class, fund or product. Any commission or rebate is fully disclosed and credited against our management fee. There is thus never the incentive to favour a specific product, fund or asset class.
The investment portfolio is not viewed in isolation to your estate planning, tax situation and lending structures. We have experts available across the Private Bank ensuring a seamless integration of your financial affairs. Being part of the FirstRand group gives us an advantage of having access to skills within Rand Merchant Bank, Ashburton Investments, First National Bank and Wesbank.