PSG Wealth
We offer a range of wealth management services for individuals, families or businesses. Our advisers are ready to help you build an investment portfolio to meet your financial goals. You can also invest directly on our online trading and investment platform. Get access to unit trusts, multi-managed funds and solutions, shares and other securities through our investment products. For our business clients we offer employee benefits and bespoke investment solutions to suit your requirements.
Our funds
Our fund range includes PSG Wealth Solutions and PSG Multi-Managed Funds, with both ranges designed around specific investment needs.
Find an adviser
We have financial advisers that can provide you with trusted advice to help you create, manage and preserve wealth.
Investment
philosophy
Our investment philosophy is based on three pillars to help us deliver value to our clients:
Consistent above-sector average returns
Consistent below-sector average risk
Consistent below-sector average fees
Wealth advice
We always aim to provide valuable and appropriate advice, backed by sound research. We will work with you to help understand your unique needs, circumstances and preferences to then set your financial goals and put a plan in place to achieve these goals. Our offering includes advice on investing to achieve your financial goals, optimally structuring your estate, making smart investment choices, structuring your portfolio and implementing employee benefit solutions for your business.
Meet the Wealth team
Etienne de Waal, Chief Executive Officer
Adriaan Pask, Chief Investment Officer
Thomas Berry, Head of Sales
Wealth platform
Our platform gives you access to a wide range of investment products and underlying investment instruments to help you build a portfolio suited to your specific needs.
We offer best-of-breed investment products catering to varying investor requirements, including:
- Investing for retirement
- Saving for other goals
- Investing after retirement
Underlying investment options you can choose to invest in include:
- a wide range of unit trusts from a selection of asset managers
- risk-profiled multi-managed funds
- shares and other securities
Stockbroking
Access local and international markets and trade shares and other listed instruments on our online trading platform to build a customised securities portfolio.
Latest news
The Wealth Perspective - Third Quarter 2024
In this edition of The Wealth Perspective, our Chief Investment Officer Adriaan Pask looks at how investors can identify opportunities in the market, and Head of Actuarial and Product Linda Kleynscheldt explains the impact of recent changes to retirement fund legislation. Head of PSG Securities Wendy Myers explores what investors should consider when deciding to trade locally or offshore, and Legal Advice Specialist Mariska Redelinghuys explains why it’s essential to review estate plans regularly. Head of PSG Life and PSG Invest Haydn Johns discusses holistic financial solutions, and Advice and Product Specialist Robyn Laubscher brings this quarter’s edition to a close by explaining the importance of sticking to your financial plan.
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SONA 2024 Summary
The FTSE/JSE All Share Index and the rand weakened yesterday ahead of President Cyril Ramaphosa's State of the Nation Address (SONA). At 18h00, the rand had weakened by 0.51% to trade at R18.98 against a broadly stronger US dollar, while the JSE lost 0.79% to trade at 73 725 points.
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