Solutions




Discretionary (Managed) portfolios

We will manage your portfolio

Local

We will buy and sell securities on your behalf, taking your investment objectives and risk profile into consideration.

This is done by making use of one of our core investment profiles:

Alternatively, if you have specific objectives, a bespoke portfolio will be designed for your requirements.

A minimum initial investment of R250 000 applies.

Offshore

To improve the geographical diversification of your investments we offer several global portfolios:

While some listed ETFs offer offshore exposure, many clients prefer personalised segregated investment portfolios. Our range of offshore providers lets you select the solution that best meets your particular requirements, with access to all major global equity markets, ETFs and mutual funds.

A team of specialists is also available to build, advise and manage a portfolio for your needs.




Advisory

Choose your level of involvement

Our team of experts will guide you through the investment process letting you determine your desired level of involvement, while making informed decisions.

A minimum initial investment of R250 000 applies.




Non-discretionary (Self Managed) portfolio

Client-centric investment process where you lead the way

If you want to participate in the management of your investments, we let you take the reigns. We are always available to execute your transactions or to discuss investment opportunities.




Securities Based Lending

Use your shares as a source of liquidity

Through the Securities Based Lending facility, you can use the gearing power of your share portfolio to access the liquidity you need to act on important opportunities while keeping your long-term investment objectives intact. We accept Top100 listed JSE shares as collateral. Please note that eligibility criteria apply.

Benefits

  • Streamlined application process (3-5 days approval process);
  • No CGT event (no need to sell your shares in the portfolio in order to raise cash);
  • One account (securities and loan consolidated in one account);
  • No initial structure/administration charges, market related interest rate;
  • No fixed repayment terms;
  • No pre-payment penalties;
  • Single provider service, i.e. your Momentum SP Reid Securities Relationship Manager will assist you in the application process.

Read more.




Asset administration

Administrative services

A vital component of a broking operation is the effective settlement and administration of your assets. Our services include:

  • Management of assets and the holding of these assets with a registered Central Securities Depository Participant (CSDP) on behalf of a trust, corporate and individual clients.
  • Administration of corporate actions on behalf of clients and the notification of clients with respect to the rights issues, share splits and name changes.
  • Management of estate late evaluations ensuring that the stipulations in your Will are carried out.




Institutional Investors

Trade in emerging markets and offshore

A passionate institutional team offers opportunities to trade in emerging and offshore markets. We aim to deliver effective and efficient service, drawing on our experience trading on the African continent. We have established strong trading relationships with leading in-country brokers to ensure that all trades are executed in the best interests of our clients.

We have a vast custodial network and execution capabilities in 17 African countries. A single mandate between us and you means that you are able to trade where you have interests, and have access to all the major centres, from New York and the European bourses to stock markets in the East.

We use two main platforms to accept and route international orders – IRESS Pro and the Execution Management System (EMSX) via Bloomberg; for South African orders, we can also supply direct market access enabled by Financial Information eXchange (FIX).


Custody and settlement

We are able to provide custody at highly competitive rates, held through reputable global custodians. This includes processing cross-border securities trades and safekeeping your financial assets. We comply with the rules and regulations of the jurisdictions in which we operate. Our experienced and efficient team ensure that settlements occur smoothly, and the forex leg of any international transaction is processed timeously.









Discretionary (Managed) portfolios

We will manage your portfolio

Local

We will buy and sell securities on your behalf, taking your investment objectives and risk profile into consideration.

This is done by making use of one of our core investment profiles:

Alternatively, if you have specific objectives, a bespoke portfolio will be designed for your requirements.

A minimum initial investment of R250 000 applies.

Offshore

To improve the geographical diversification of your investments we offer several global portfolios:

While some listed ETFs offer offshore exposure, many clients prefer personalised segregated investment portfolios. Our range of offshore providers lets you select the solution that best meets your particular requirements, with access to all major global equity markets, ETFs and mutual funds.

A team of specialists is also available to build, advise and manage a portfolio for your needs.




Advisory

Choose your level of involvement

Our team of experts will guide you through the investment process letting you determine your desired level of involvement, while making informed decisions.

A minimum initial investment of R250 000 applies.




Non-discretionary (Self Managed) portfolio

Client-centric investment process where you lead the way

If you want to participate in the management of your investments, we let you take the reigns. We are always available to execute your transactions or to discuss investment opportunities.




Securities Based Lending

Use your shares as a source of liquidity

Through the Securities Based Lending facility, you can use the gearing power of your share portfolio to access the liquidity you need to act on important opportunities while keeping your long-term investment objectives intact. We accept Top100 listed JSE shares as collateral. Please note that eligibility criteria apply.

Benefits

  • Streamlined application process (3-5 days approval process);
  • No CGT event (no need to sell your shares in the portfolio in order to raise cash);
  • One account (securities and loan consolidated in one account);
  • No initial structure/administration charges, market related interest rate;
  • No fixed repayment terms;
  • No pre-payment penalties;
  • Single provider service, i.e. your Momentum SP Reid Securities Relationship Manager will assist you in the application process.

Read more.




Asset administration

Administrative services

A vital component of a broking operation is the effective settlement and administration of your assets. Our services include:

  • Management of assets and the holding of these assets with a registered Central Securities Depository Participant (CSDP) on behalf of a trust, corporate and individual clients.
  • Administration of corporate actions on behalf of clients and the notification of clients with respect to the rights issues, share splits and name changes.
  • Management of estate late evaluations ensuring that the stipulations in your Will are carried out.




Institutional Investors

Trade in emerging markets and offshore

A passionate institutional team offers opportunities to trade in emerging and offshore markets. We aim to deliver effective and efficient service, drawing on our experience trading on the African continent. We have established strong trading relationships with leading in-country brokers to ensure that all trades are executed in the best interests of our clients.

We have a vast custodial network and execution capabilities in 17 African countries. A single mandate between us and you means that you are able to trade where you have interests, and have access to all the major centres, from New York and the European bourses to stock markets in the East.

We use two main platforms to accept and route international orders – IRESS Pro and the Execution Management System (EMSX) via Bloomberg; for South African orders, we can also supply direct market access enabled by Financial Information eXchange (FIX).


Custody and settlement

We are able to provide custody at highly competitive rates, held through reputable global custodians. This includes processing cross-border securities trades and safekeeping your financial assets. We comply with the rules and regulations of the jurisdictions in which we operate. Our experienced and efficient team ensure that settlements occur smoothly, and the forex leg of any international transaction is processed timeously.