Wealth Management | PSG

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
Nirdev Desai, Head of Sales
Adriaan Pask, Chief Investment Officer

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:

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

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Wealth Perspective Q2
The Wealth Perspective - Second Quarter 2024

In this edition of The Wealth Perspective, Chief Investment Officer Adriaan Pask looks at what young investors can learn from market history and Head of Sales Nirdev Desai examines the importance of having a disciplined approach to saving. Head of Securities Wendy Myers unpacks when to consider opening an equity portfolio and Legal Advice Specialist Mariska Redelinghuys explains how to get started with an estate plan. Head of PSG Life and PSG Invest Haydn Johns then explores the types of investment products that young people should be considering before Advice and Product Specialist Robyn Laubscher rounds off this quarter’s edition by detailing the benefits that a financial adviser can offer in helping investors reach their desired financial outcomes.

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EnglishPSG Financial ServicesSONA
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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