1 September 2020

Sometimes We Create History, And Other Times History Creates Us!

As the world returns to a 'different' normal, we find ourselves re-aligning our company objectives and processes to not only pre-empt and adapt to a different normal but also enhance our offering, commitment and value to our clients.


Today – the start of Spring – a season of renewal and change; seems a perfect day introduce you to our refreshed Mission Statement!

Our mission is to provide bespoke wealth planning solutions to high net worth clients and to build a personalised relationship based on trust, care and transparency. Our commitment to growing - and securing - our clients' financial portfolios is supported by passionate people who pride themselves on delivering excellent service, prioritising each client's legacy.

Sometimes we create history, and other times history creates us.  We look forward to using this day – and the next – and every day after that, to add value to our history by adding value to yours.

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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.

Disclaimer: The research report has been prepared for information purposes and does not constitute an offer. While reasonable care has been taken to ensure that its contents are not untrue or misleading, no representation is made as to its accuracy or completeness and the company accepts no liability whatsoever for any direct or consequential loss, including without limitation any loss of profits, arising from reliance on this report.

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