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Here for your investment journey to success

Your trusted financial partner.
Growing your wealth since 1966.
More than R550 billion in assets under management.

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You and your family

All it takes is a single step in the right direction

No matter where you are on your investment journey, we are here to get you going.

Your life journey

You want to invest but don't know where to start. Where you are in life can help you decide what to focus on.

How to invest

Investing for your needs

You want to invest money for a specific goal, whether it be for retirement, your children's education or to simply grow your money.

Select investment goal

Create your wealth

You're a seasoned investor. You want specific solutions to grow your wealth and diversify your portfolio.

View investment solutions

Businesses and institutions

Institutional investors

Learn more about our business and institutional investment offering.

Why Momentum

Invest your money and we’ll help you on your journey to success

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Your trusted financial
partner

We are committed to helping you fulfill your lifelong financial needs.

An abstract, high-rise, curved red building of a financial institution, against a blue sky backdrop.

Growing your wealth
since 1966

We’ve built enduring partnerships, and have been helping individuals and businesses to make informed choices about their money since 1966.

A circular, multi-story investment office building with glass balconies.

More than R550 billion in
assets under management

Clients trust us to manage a staggering R550 billion on their behalf.

Learn more about our investing philosophy and meet the investment team.

View brochure (pdf)

Product solutions

Whatever your financial goals are, our investment solutions are tailor-made to help turn your dreams into reality.

Wealth

Whether you're looking to start investing, grow your wealth or invest for retirement, we offer a range of investment solutions tailored to meet your needs.

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Momentum Wealth
International

Build and grow your wealth with our flexible range of offshore investment solutions, giving you access to global currencies and markets.

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Investo

Grow your money with a committed savings strategy designed to cater for all your savings needs.

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Momentum Collective Investments

Momentum Collective Investments offers unit trust funds across all major asset classes. We have a range of local and international funds to suit your objective and the amount of risk you’re willing to take.

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Responsible investment

We are proud to be a signatory to the Principles of Responsible Investment (PRI), an international network of investors responsible for contributing towards a well-balanced economy for our investors.

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