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Close up of a dry, vibrant red autumn leaf with dew drops on it.

Our affiliation with Momentum Metropolitan

We have a strong parentage in the listed company, Momentum Metropolitan Holdings Limited. Momentum Metropolitan Life Limited has a strong balance sheet with capital reserves to provide peace of mind to our clients. PricewaterhouseCoopers is our external auditor and our internal audit team ensures strong internal controls. Our insurance cover is extensive – Marsh takes care of that.

Making better investment decisions

Momentum Metropolitan Holdings Limited has a strategic and committed approach to transformation. In 2019, Momentum Metropolitan Holdings Limited was the first major insurance group in the industry to achieve a Level 1 B-BBEE rating under the revised Financial Sector Conduct Authority (FSCA). This rating applies to all the companies within the Group, including Momentum, Metropolitan, Multiply, Guardrisk and
Eris Property Group.

135%

B-BBEE recognition level

Level 1

B-BBEE status

24.9%

Black ownership

12.41%

Black female ownership

Yes

Value added supplier

No

Enterprise development beneficiary

We contribute to a well-balanced economy

We acknowledge that we are in a privileged position to act as fiduciary to our clients and stakeholders. We consider the environmental, social and governance (ESG) risk of our investments to be relevant to the performance of the overall objective - across all asset classes, sectors, markets and through time.

We are a signatory to the United Nations-supported Principles for Responsible Investment (PRI), which is an international network of investors working together to put the 6 Principles for Responsible Investment into practice.

A futuristic wall of sweeping white lines and sinuous curves.

Licensed credentials

Being part of Momentum Metropolitan, gives our clients the peace of mind of the company's stability and strength, as well as the security and protection of its balance sheet.

Seamless pattern of white feathers against a blue background.

Engaged in transformation

Momentum Metropolitan was the first major insurance group to reach level 1 broad-based black economic empowerment (B-BBEE) status under the revised Financial Sector Code.

Resource centre

Get access to a comprehensive list of investment resources for individuals, businesses and financial advisers. See our latest brochures, forms and fund fact sheets and stay up to date with our press releases, trustee newsletters and news and updates.

Contact us

Investments for individuals

Momentum Wealth




Office hours are Monday to Friday from 08:00 to 17:00.

Momentum Wealth International





Office hours are Monday to Friday from 08:00 to 16:00 (Central Africa Time). We’re closed on weekends.

Investo





Office hours are Monday to Friday from 08:00 to 17:00.

Investments for businesses

General enquiries



Office hours are Monday to Friday from 08:00 to 17:00.

Wayne Dennehy




Office hours are Monday to Friday from 08:00 to 17:00.

Discretionary fund management

General enquiries


Request a call back if you’re a financial adviser wanting to speak to a DFM representative about customised investment solutions for your clients’.

Momentum Investments is part of Momentum Metropolitan Life Limited, an authorised financial services (FSP6406) and registered credit provider (NCRCP173), rated B-BBEE Level 1.

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