Portfolio Management and Stockbroking

Our Portfolio Management and Stockbroking team talks us through the individualised solutions our business provides for clients and prospective clients as they embark on their investment journeys. These include model and bespoke segregated equity portfolios, unit trusts, pooled portfolios, and structured solutions. With a team of experienced money managers who are committed to growing the wealth of their clients through high-touch service and tailored local and global investment portfolios.

“Our investment philosophy combines thorough fundamental stock-specific research, with focused analysis of the global economic environment. This philosophy translates into an in-depth investment process, ensuring we can navigate the global investment maze to achieve superior returns for clients.”- Flynn Robson

Assets of clients and their investment plans are continuously examined and modified to consider global trends. This also brings in the role of Sasfin Wealth’s in-house research unit. The research involves doing “bottom-up” research on companies in the listed space, for investment purposes. This includes the company’s fundamental drivers and business model through its historic financial statements to assess where the specific company has been and to formulate a view of where we believe it is going. This ultimately becomes the guideline for an investment decision.

“Our aim is to provide clients with a quality investment portfolio that will see them through the tougher market times and achieve their longer-term goals of wealth creation and preservation on the global and local stages.” - Craig Pheiffer

Find out more about the Portfolio Management and Stockbroking offering or watch the video below.