Keep it. Simple.
Bespoke wealth planning for high-net-worth individuals, families, institutions and charitable trusts.
Employee benefit programs
made simple
Benefits Design I
Retirement Fund Consulting I
Risk Benefit Consulting I Healthcare Consulting
Bespoke wealth management and advisory services
Family Office I Financial Planning
Portfolio Management I Tax Advisory
Fiduciary Services I Risk Assurance
Estate Planning I Retirement Planning
Personalised
investment solutions
Alternative Investments I
Investment Management I Corporate Finances I
Segregated Portfolios & Research Services
Our Team
Our team is established in major South African and international financial centres including Johannesburg, Cape Town, Durban, London, Geneva and Mauritius. When it comes to our clients, we believe in one-on-one attention and tailor-made solutions; staying available to clients whilst keeping up close relationships with industry regulators in areas where we operate.
The Alpha Foundation
Founded in 2009, the Alpha Foundation supports the development and upliftment of our communities through sustainable initiatives.
Meet with us
If you’d like to set up an introductory meeting, please get in touch with us.