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Closeup of a emerald green geode.

About us

We're a values-based organisation and our culture sets the foundation of our decision making process.

Our values of integrity, diversity, accountability, innovation, excellence and teamwork serve as our guiding principles in everything we do.

Find out more

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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.

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The team

Innovation, excellence, integrity, accountability, team work and diversity are our values, underlying our primary purpose, which is to help clients stay invested.

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B-BEEE

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.

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

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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.

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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.

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Discretionary Fund Management

Equilibrium is about balance. It is about understanding your client’s objective and constructing portfolios to match that objective. It is about the improved balance we bring to your financial advice practice.

Our investment
expertise

Thought leadership

We bring you some of our latest thinking on investments and portfolio construction from our investment team.

Understanding investor behaviour

Diagnosing, measuring, and tracking behavioural interventions that will help clients make better investment decisions.

Legal & Compliance

Our rigorous internal governance architecture is facilitated through several governance committees that report to our board of directors.

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Careers

Give your career an unstoppable force of momentum, and make your dreams and career aspirations a reality.

Contact us

Local investing: Momentum Wealth




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

Offshore investing: Momentum Wealth International





Office hours are Monday to Friday from 08:00 to 16:00 (Central Africa Time). Unavailable on weekends.

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