Site url: https://www.momentum.co.za/momentum/invest-and-save/for-businesses
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Individual | Corporate Contact us Log in
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A business investor leaning against a staircase railing, looking out a glass paneled window.

Investments for businesses

Our dedicated team of investment specialists are able to help you achieve the financial goals of a retirement fund or business.

Speak to the team View brochure

Our investing philosophy


Our investment approach means constructing a portfolio that is capable of meeting an investor’s needs.

View brochure (pdf)

Outcome-based investing

Our outcome-based investing philosophy places the investor's needs at the centre of the investment process, allowing us to align your investment with your financial goals.

Learn more

Responsible investing

We consider the environmental, social and governance risk of investments to be relevant to the achieving your investment goals - across all asset classes, sectors, markets and through time.

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Our investment solutions

Our investment solutions include multi- and single-asset-class solutions, as well as specialist portfolios, offering you a broad range of investment strategies with access to various asset classes.

Multi-asset-class portfolios

Our multi-asset-class investments have proven track records, and reflect the latest investment thinking to match your investment needs.

Learn more

Single-asset-class portfolios

You can choose any one or a combination of our single-asset-class portfolios, which consist of our best-of-class investment mandates for each asset class or strategy.

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Specialist portfolios

Using our outcome-based investing philosophy our specialist investments cater to a variety of needs and can be used to complete or complement your current investment approach.

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Global portfolios

Our global investment management company continues to evolve within an ever-changing investment landscape and focuses on tailored solutions for a diverse client base.

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Speak to the team

Our investment services

You can access even more solutions through our investment platform and corporate wrappers.

Investment platform

Our institutional investment platform is for investors who prefer customised portfolios. It allows clients to combine and tailor investment portfolios to meet their specific needs.

Learn more

Corporate wrappers

Get professional, corporate wrapped investment structuring and benefit from reduced and flat management fees, to maximise on your returns.

Learn more
Speak to the team

Meet the team

We have an experienced team that can deliver a high level of service to you. We aim to build a long-term relationship with you, by listening to you and considering your needs.

Jeanette Marais

DEPUTY CEO: MOMENTUM METROPOLITAN HOLDINGS CEO: MOMENTUM INVESTMENTS

BSc, MBA (IMD), Programme for Executive Development (IMD Switzerland), Direct Marketing Diploma, Diploma in Financial Markets, Financial Services Marketing Diploma

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For advisers and individuals

Financial advisers

You're a financial adviser, looking for practical tools, insights and customised solutions to help you meet and address your clients' financial needs and goals effectively.

Learn more

Investments for Individuals

You're a new or existing investor looking to start or view your portfolio. Or, for expert advice on how to structure your portfolio for maximum growth.

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Why choose Momentum Investments?


R550bn

(of which R100bn is direct institutional)

In assets under management

1.96x CAR

(R15bn excess statutory reserves)

Balance sheet strength

PRI, CSI, ESG, BBEEE 1

Good corporate citizen

7 000

Unit prices produced daily

~400

Mandates

~60

Investment
managers

~50

Direct supporting intermediaries

~220

Direct institutional clients

Contact investments for businesses

General enquiries

[email protected]

Office hours are Monday to Friday from 08:00 to 17:00.

Wayne Dennehy

087 742 7935

[email protected]

Office hours are Monday to Friday from 08:00 to 17:00.
Other Momentum contacts

Momentum Investments is part of Momentum Metropolitan Life Limited, an authorised financial services (FSP6406) and registered credit provider (NCRCP173), rated B-BBEE Level 1.

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