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Successful
management of an investment portfolio in today’s dynamic
economic and political environment demands constant
supervision, accurate information and specialist knowledge.
Individuals
do not have the time, expertise or resources to keep pace with
investment opportunities. They can easily be overwhelmed by
the range of options and choices.
To
maximise Investment opportunities, Dynamic Wealth:
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provides services through a network of independent financial
consultants and auditors
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offers unbiased advice free of any conflict of interest
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is committed to service excellence
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ensures access to the global market through international
representation and alliances
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insures investment funds against losses arising from theft,
fraud or gross negligence.
Investment
Approach
 Dynamic
Wealth brings a unique business philosophy to the financial
services industry. It serves as a knowledge, expertise and
people business.
This
three-pillared approach enables the company to assist a myriad
of clients with wealth creation.
Since its establishment in 1971, Dynamic Wealth has
been committed to providing superior investment performance
coupled to service excellence.
This
approach balances on understanding the market and delivering
on clients’ expectations. Dynamic Wealth has leveraged
knowledge and experience into years of sustained growth and a
steady expansion of its innovative and flexible products and
services.
In
harnessing the competencies of a dynamic team of investment
professionals Dynamic Wealth is able to exploit investment
opportunities using fundamental research, technical analysis
and an in-depth understanding of macroeconomic and global
market trends. While strong client relationships are backed by
fast efficient service and communication, decisions are taken
by the group’s skilled and
experienced professionals.
Dynamic
Wealth is focussed on providing wealth management to high net
worth investors. Services for individuals:
A. Discretionary Investments
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Investment Accounts
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·
Private
equity portfolios |
from R500 000
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·
Unit
trusts
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from R 50
000
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o
Dynamic
Wealth Creator FoF
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(aggressive)
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o
Dynamic
Wealth Accumulator FoF
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(moderate)
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o
Dynamic
Wealth Preserver FoF
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(conservative) |
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o
Dynamic
Wealth Property FoF
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(moderate)
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o
Dynamic
Wealth Absolute Return
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(moderate)
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·
Specialised
managed portfolios
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from R 50
000
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·
Offshore
managed portfolios
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from £ 10
000
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Endowment Policies
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Income Plans |
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The
product providers for Discretionary Investments are:
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Sanlam Personal Portfolios (SP²)
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Absa Investment Management Services (AIMS)
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Momentum Wealth
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Stanlib
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Dynamic Wealth Management
B. Compulsory Investments
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Preservation funds
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(pre retirement)
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Retirement annuities
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(pre retirement)
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Living annuities |
(post retirement)
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The
product providers for Compulsory Investments are:
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Sanlam Personal Portfolios (SP²)
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Absa Investment Management Services (AIMS)
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Momentum Wealth
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Stanlib
Complete the below
form for an obligation-free quote:
For amounts below the
required minimums, please use
this form.
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