Find out more
Momentum Group affiliation
As part of the larger JSE-listed Momentum Group Limited, our balance sheet offers the kind of protection that only a few others can offer.
The team
Innovation, excellence, integrity, accountability, team work and diversity are our values, underlying our primary purpose, which is to help clients stay invested.
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.
Why choose us?
65
investment professionals
645
years experience with Momentum
144
academic qualifications
1152
years of investment experience
R743
billion assets (AUA & AUM)
64
sales staff
197
enablement staff
315
service and operations staff
What we can do for you
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.
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.
Responsible Investing
Responsible investing is part of our core belief. Sustainable and responsible investment practices are material factors underpinning our long-term success.
Our investment
expertise
Thought leadership
We bring you some of our latest thinking on investments and portfolio construction from our investment team.