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About us

We're a values-based organisation and our culture sets the foundation of our decision making process.

Our values of integrity, diversity, accountability, innovation, excellence and teamwork serve as our guiding principles in everything we do.

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Find out more

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Momentum Metropolitan affiliation

As part of the larger JSE-listed Momentum Metropolitan Holdings Limited, our balance sheet offers the kind of protection that only a few others can offer.

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The team

Innovation, excellence, integrity, accountability, team work and diversity are our values, underlying our primary purpose, which is to help clients stay invested.

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Investment Awards

We've won numerous industry awards for our unique outcome-based approach to investing, which is a testament to our commitment to service excellence through innovation.

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B-BEEE

Our goal is to make sure that people of all backgrounds, appearances, identities and abilities get a seat at the table, and that they are seen, heard and feel recognised for their contributions.

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Why choose us?

investment professionals

645

years experience with Momentum

144

academic qualifications

1152

years of investment experience

R743

billion assets (AUA & AUM)

sales staff

197

enablement staff

315

service and operations staff

What we can do for you

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Equilibrium - Discretionary Fund Management

Equilibrium is about balance. It is about understanding your client’s objective and constructing portfolios to match that objective. It is about the improved balance we bring to your financial advice practice.

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Investment administration

Whether you want to create, grow, protect, or earn an income from your wealth, we have a personal investment solution for you. With our investment administration services and diverse investment solutions giving you access to local and global investment markets you can, together with your financial adviser, manage your investment portfolio with ease and convenience in one place.

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Unit trusts

Invest in unit trusts across all major asset classes. We have a range of local unit trusts and offshore unit trusts to suit your personal investment needs and goals.

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Momentum Global Investment Management

In this introductory video about Momentum Global Investment Management, we will share with you who we are, how we invest, what makes our investment philosophy unique and why we believe you should invest with us.

Visit Momentum.co.uk

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How we approach investing

We understand everyone is different to you and your investment isn’t just another investment. You don’t invest for the sake of investing. You invest to make your dreams and aspirations come to life.

Our belief is that investing starts with a clear map of your needs, destination and a plan of the best way to get there.

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Responsible Investing

Responsible investing is part of our core belief. Sustainable and responsible investment practices are material factors underpinning our long-term success.

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