MOMENTUM WEALTH
Invest with us - local and offshore investing
We offer diverse wealth-building investment and retirement solutions, giving you access to local and global investment markets to suit your financial dreams.
Whether you want to create and grow your wealth, protect it, or generate an income from it, we have a personalised investment solution to support your journey to financial success.
Retirement
Invest towards your financial independence or choose from our range of investment and income solutions if you’re close to retirement.
Tax-free investing
Use our investment solutions to optimise tax incentives when investing towards a brighter financial future.
Offshore investing
Explore offshore investing opportunities to broaden your horizons and diversify your investment portfolio.
Partner solutions
With investment choice and flexibility, advisers can build customised portfolios that align with clients’ investment goals, time horizons and risk profiles. Through the Momentum Wealth local platform and Momentum Wealth International, you can access various types of solutions managed by our investment partners and other reputable investment managers to create globally diversified investment strategies across asset classes, geographies, currencies, and mandates.
Curate Investments
You can benefit from access to Curate Investments, our global investment manager partner. Through Curate Investments, you gain access to a carefully curated range of investment solutions managed by exceptional investment teams from South Africa and around the world. Curate’s rigorous manager selection process identifies specialist managers with distinct skills, proven expertise and a disciplined investment approach. Whether your objectives are capital growth, income generation, long-term resilience or global diversification, Curate provides access to high-conviction investment ideas through solutions designed to meet a range of investor needs.
Equilibrium
Equilibrium, our discretionary fund manager partner, delivers outcome-based, multi-asset portfolios that are dynamically managed to meet the evolving needs of South African investors. Their solutions combine disciplined risk management with global insight, ensuring portfolios remain aligned to client objectives across market cycles.
Momentum Securities
Momentum Securities offers tailored local and global investment solutions, including direct equity portfolios, fiduciary deposits, structured notes, discretionary mandates, and personal share portfolios. Backed by robust research, trading and execution capabilities, our solutions provide clients with access to opportunities across markets while addressing complex requirements relating to currency exposure, tax considerations, liquidity needs, and specific ethical or sector preferences.
Fact sheets
Building your wealth
Latest events
Global Citizen event
Robert Rhodes, managing director at Momentum Wealth International, opens the 6th installment of Global Citizen Masterclass webinar on 11 February 2026. At MWI, out aim has always been to empower financial advisers and their clients to think and plan beyond borders. When we consider a global citizen, we’re not just talking about where you live or where you travel to. We consider how you position your wealth, your investments and your legacy in an interconnected and ever-evolving world.
Momentum without borders: Empowering global investment advice
At our Momentum Wealth offshore investing roadshow, we shared practical, forward-thinking strategies to help financial advisers navigate the increasingly complex offshore investment landscape. Our investment experts unpacked key aspects of global investing, from market dynamics and behavioural trends to structuring considerations and product innovation. It’s all about empowering advisers with the tools to offer holistic, future-fit global advice.
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