A world of customised investing awaits
We understand that your investment needs are unique. And that they will change as your life circumstances change. Whether you are looking for growth, income or capital preservation, Momentum Wealth will meet your investment needs in a comprehensive, innovative and trusted manner.
We provide access to customised local and international investment and retirement solutions for our different clients: individuals, companies, close corporations and trusts. This includes various types of funds, across a diverse product range that extends well beyond that of a unit trust provider.
Experience an established track record of sound administration
With combined assets under administration of almost R170 billion, we're one of the largest linked investment service providers in South Africa. You can reach us via your financial adviser, our client service centre, our website, and at any of our offices all over the country, as well as in London and Guernsey.
Take up the offering of holistic investment and retirement solutions
You can access customised and innovative investing products and services through all stages of your life:
- Pre- and post-retirement products, including capital growth, wealth preservation and income generation.
- An easy, all-in-one savings solution, My Savings Portfolio, making it possible for you to save towards a number of goals.
- Opportunities to invest in both local and international markets, offered in local currency (ZAR) and offshore currencies (USD, EUR, GBP, CHF, JPY, AUD and HKD).
- Portfolio management and fiduciary services that allow you to maximise your investment return potential and protect your wealth.
- A smart pricing model, so you pay only for what you want, and get the most of what we have to offer.
Enjoy choice and flexibility
You can choose to invest a regular or lump-sum investment amount with access to both local and international investment markets. With us, you are also able to access investment components, which you may not be able to access on your own. This includes alternative dealing funds, personal share portfolios, protected investments, and private equity funds.
Investment solutions for all life stages
For updates to the Momentum Wealth platform and for access to fund fact sheets, unit trust updates, performance summaries and money market rates, consult our Wealth funds section.Wealth funds
For help with creating and protecting your wealth
- Speak to your registered financial adviser
- Call our ShareCall on 0860 546 533
- Email email@example.com