We've Changed Our Name. But We Haven't Changed Our Passion.
15 years ago, we set out to create a legacy… We recognised that our generation and those to follow would define the future and we knew that to sustain a future we knew was possible, it was our responsibility to systemise the management, growth and transfer of wealth so that people, like you, could spend more time focusing on the legacies you are leaving behind.
A legacy develops from a life dedicated to self-reflection and purpose and with our purpose passionately upheld by our phenomenal team, we took a moment to reflect on our message, our value proposition, our culture and we made some changes. It was important to us that our “why”, our reason for doing what we do, was clear.
By now you probably have seen our changed narrative; an updated website and a digital story that closer reflects our philosophy.
To further align with our objectives, we recently relocated our Durban offices to an iconic known as the Umhlanga Arch, and have also finalised our name change from PegasusWealth Management to PWM Wealth.
These changes and our rebranding efforts have helped us more accurately position PWM Wealth as a company that recognises that legacies – and wealth - are built through time, talent and collaboration, all elements that are supported by our core values: trust, excellence, attention and service.
You can rest easy knowing that while we have incorporated all these changes, the way we operate hasn’t. We're still the same helpful team of knowledgeable people, giving you the same expert advice and service and the same support you need to leave your legacy.
PWM is a boutique wealth management company in South Africa providing bespoke investment services to affluent individuals
We provide independent, expert advice on local and offshore investment funds, portfolios and structures. We have access to a vast, customizable range of investment options from across the global market. As a result clients benefit by receiving the most appropriate advice and solutions for their varying and specific needs. Our business operates within a highly regulated environment therefore ensuring that the highest professional standards are maintained while keeping the best interests of our clients in mind. For this reason systems have been put in place to ensure full compliance with all regulatory requirements.
2 March 2020
It’s an exciting time in the history of our business and we are happy to share it with you