Find out more
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.
The team
Innovation, excellence, integrity, accountability, team work and diversity are our values, underlying our primary purpose, which is to help clients stay invested.
Why choose us?
65
investment professionals
645
years experience with Momentum
144
academic qualifications
1152
years of investment experience
R743
billion assets (AUA & AUM)
64
sales staff
197
enablement staff
315
service and operations staff
What we can do for you
Wealth management
We understand that everyone is different from you and that your investment isn’t just another investment. You don’t invest for the sake of investing; you invest to build and protect your financial dreams.
It starts with a clear map of your needs and destination and a plan for the best way to get there, guided by your financial adviser.
Whether you want to create, grow, protect, or earn an income from your wealth, we have a personal investment solution for you.
Investment administration
With our investment administration services and diverse investment solutions, you have access to local and global investment markets.
Together with your financial adviser, you can manage your investment portfolio with ease and convenience in 1 place.
Our investment
expertise
Thought leadership
We bring you some of our latest thinking on investments and portfolio construction from our investment team.
Contact us
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