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Our advice framework is designed to deliver our   Focussing on what matters most to our clients lies at
       services and solutions through our trusted financial   the heart of our business. We are constantly striving
       experts with simplicity and impactful service, while   to  create  exceptional  client  experiences  which  are
       enriching people’s lives in a long-term relationship   built on confidence, trust, thought leadership and an
       built on the core value of trust.    unwavering commitment to solutioning for our clients’
                                            needs in the most appropriate way.
       Wealth and Investment
                                            Although we are strategically positioned to operate
       Our Wealth Management Philosophy centres on
       managing, growing and protecting the generational   globally, our boutique approach ensures our clients
       wealth of our clients and their families.  will never just be a number to us.
                                            We are excited about having just set up a fully-fledged
       High Net worth individuals and families come to
       Wealth and Investment for a combination of our   Family Office Platform within Wealth and Investment
       investment skills, and thoughtful personal service   which we believe will compete with some of best
       delivered through a professional team of Relationship   Family Offices globally and be first to market from a
       and Wealth Managers. We pride ourselves on having   South African context.
       a global perspective together with the skills and   The world is a complex financial village that is constantly
       experience necessary for identifying opportunities   evolving. At Wealth and Investment, we are wholly
       and navigating the potential financial risks for our   dedicated  to  building  Africa’s  most  globally  relevant
       clients and adapting accordingly.    wealth offering for HNW and Family Office clients.

























       �  Mano Singh, Head : Wealth         �  Lisa Forster, Head : Wealth & Investment




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