We want to help you, to support you in a world with new demands where old answers don’t cut it anymore. We want to be your partner on your investment journey, to empower you with stories to tell, tools to choose the right investments and reporting to keep you in the know. You need someone to help you when you struggle to do the right things, to help you set realistic goals and make the right investments to achieve these goals.
Our outcome-based investing philosophy is to never take shortcuts with short-term solutions for your long-term goals. We help to show you that future goals cannot be achieved by relying on past benchmarks, instead, our investment managers commit to get you to your goals. We believe the science with which we approach investing will propel you on your journey to success, unstoppably.
How we approach investing
Responsible investing is part of our core belief. Sustainable and responsible investment practices are material factors underpinning our long-term success.
Our Transformation ambition is to be a brand that is authentically transformed for embracing diversity and inclusion. We want every employee to know and feel that they belong, because we believe that employee belonging is true transformational success.
Momentum Metropolitan groupwide transformation
We embrace diversity and strive to purposefully foster belonging in the workplace. 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.
We are a Level 1 B-BBEE Contributor
We are proud that the Momentum Metropolitan Life is the first major insurance group to reach Level 1 B-BBEE status under the revised Financial Sector Code (FSC).This rating applies to all companies within the group, including the client-facing brands Metropolitan, Momentum, Momentum Multiply (rewards and lifestyle wellness programme), and specialist brands, Guardrisk and Eris Property Group.
Empowering unemployed youth through access to education, whilst creating a pipeline of talent to be absorbed into the organisation.
We are committed to creating opportunities and developing talent in the investment management industry, and that is why we launched our internship programme called ‘Phambili’.
The bursary programme feeds into the Phambili internship programme and is aimed at students who want to work within an investment business in the future. The bursary covers full tuition fees, textbooks, and accommodation. After successful graduation, there’s opportunity for the graduates to join Momentum Investments as an intern.
Applications for 2023 are now closed.
To make investing personal, we want to equip financial advisers with future-proof business solutions that humanise the digital experience and drive us together into the future. Wealth Matters, our not-to-be-missed annual event, will do just that: Harmonise digital solutions and the human touch.