About us
We are a fully owned fully owned subsidiary of Momentum Group Limited, a major insurance and investment company based in South Africa that is traded on the Johannesburg Stock Exchange.
The company's primary focus is on constructing investment strategies and portfolios, which are offered through customised client solutions and our single-and-multi asset class investments globally.
Our values of integrity, diversity, accountability, innovation, excellence and teamwork serve as our guiding principles in everything we do.
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Momentum Group affiliation
As part of the larger JSE-listed Momentum Group Limited, our balance sheet offers the kind of protection that only a few others can offer.
Meet our team
Innovation, excellence, integrity, accountability, teamwork and diversity are our values, underlying our primary purpose, which is to help clients stay invested.
Investment awards
We've won numerous industry awards for our unique outcome-based approach to investing, which is a testament to our commitment to service excellence through innovation.
B-BEEE
Our goal is to make sure that people of all backgrounds, appearances, identities and abilities get a seat at the table, and that they are seen, heard and feel recognised for their contributions.
Why choose us?
One of the 10 largest investment management businesses in South Africa.
More than R346 billion in assets.
Part of Momentum Group Limited.
Our balance sheet offers the kind of protection that only a few others can offer.
Utilising our globally oriented strategic alliances to unlock global value for clients.
Pioneering outcome-based investing philosophy and solutions.
We are committed to infrastructure investing.
State-of-the-art systems and robust governance structures.
Our singular goal is to keep clients invested and remain focused on the right outcomes.
Level 2 B-BBEE.
We commited to transformation and making a meaningful impact in our society.
We integrate environmental, social and governance (ESG) factors into our investment thinking and management.
Award winning investment team.
What we can do for you
We are responsible corporate citizens delivering returns while being committed to improving the environment, empowering the communities we serve and playing an active governance role in the companies we invest in.
Investment management
If you're an asset consultant, trustee or the principal officer of a retirement fund, looking for retirement solutions for your fund members or clients, our broad and dynamic range of investment offerings, (multi-management, fixed-income, systematic strategies and alternative investments) to guide you through some of the most innovative investment strategies under the sun.
Investment administration
We administer and construct tailored portfolio solutions to fit clients’ unique requirements. Our experienced team, state-of-the-art systems and robust governance structure enable us to provide portfolio administration services such as daily unitisation, pricing of portfolios, cash flow management and optimised rebalancing with ease.
