Site url: https://www.momentum.co.za/momentum/invest-and-save/for-financial-advisers
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A modern, abstract office building made of asymmetrical glass panel walls.

Investment services for financial advisers

With your help, our discretionary fund manager (DFM) is here to transform your clients' investment uncertainty into more certainty. Our outcome-based investing philosophy puts your clients at the centre of the investment process
- allowing them to invest with purpose, so that they can achieve their life goals, dreams and aspirations.

You've kept your momentum in 2020

You’re the heartbeat of our business. You’ve stepped up and held our name high. To you, we say thank you for partnering with us and for keeping your momentum going during times of adversity and uncertainty. We couldn't have done it without your support. Thank you for partnering with us and for keeping your momentum going.
2 minute video

Our investing philosophy

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

Outcome-based investing

Outcome-based investing lets you focus on the right conversation - your clients' holistic financial wellness, by thinking beyond the benchmark and helping them achieve their investment goals.

Responsible investing

Responsible investing is part of our core belief. We believe sustainable and responsible investment practices are a material factor underpinning our long-term success.

Our investment offering to financial advisers

We offer a diverse range of specialised services and investment units, providing advisers with comprehensive solutions, to help them to cater to their clients' broad investment needs.

Discretionary fund management

Enabling financial advisers to deliver expert advice and investment solutions, capable of meeting their clients’ unique needs.

Unit trusts

Creating responsible unit trust investment solutions, for seamless investing for all your clients.

Investments for businesses

Helping business and retirement investors achieve targeted returns to meet their employees and members financial goals.

Global Matters: investing offshore

Empowering financial advisers to have in-depth offshore investment conversations with their South African clients.

Meet the team

Our team has deep roots in multi- and single investment manager disciplines. We pride ourselves on having introduced multi-manager investment management to the South-African market.

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

Investments for businesses and individuals

Investments for businesses

You're the representative of a business or retirement fund looking for broad and innovative solutions to meet the needs of your employees or fund.

Investments for individuals

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

Contact discretionary fund management

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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