MINIMUM LUMP SUM
R8 million
SERVICE FEE + VAT P.A
0.65%
brokerage rate per trade
0.15%
Share Portfolios
A bespoke approach to your share portfolio.
Rod managed share portfolios at both HSBC securities and Nedbank private bank.
He has managed 2 separate unit trust funds over a consecutive 10 year period.
We sit down with each private client and design a bespoke long term share portfolio to meet the clients medium to long term income and capital growth needs and ensure a well- diversified and well balanced portfolio with offshore exposure as well if required.
OUR SERVICES
Let’s Work Together
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contact. We look forward to hearing from you!
Approved by the FSCA | FSP Number 51362