Successful management of an investment portfolio in today’s dynamic economic and political environment demands constant supervision, accurate information and specialist knowledge.
Individuals do not have the time, expertise or resources to keep pace with investment opportunities. They can easily be overwhelmed by the range of options and choices.
To maximise Investment opportunities, Dynamic Wealth:
- provides services through a network of independent financial consultants and auditors
- is committed to service excellence
- ensures access to the global market through international representation and alliances
- insures investment funds against losses arising from theft, fraud or gross negligence.
Investment Approach
Dynamic Wealth brings a unique business philosophy to the financialservices industry. It serves as a knowledge, expertise and people business.
This three-pillared approach enables the company to assist a myriad of clients with wealth creation. Since its establishment in 1971, Dynamic Wealth has been committed to providing superior investment performance coupled to service excellence.
This approach balances on understanding the market and delivering on clients’ expectations. Dynamic Wealth has leveraged knowledge and experience into years of sustained growth and a steady expansion of its innovative and flexible products and services.
In harnessing the competencies of a dynamic team of investment professionals Dynamic Wealth is able to exploit investment opportunities using fundamental research, technical analysis and an in-depth understanding of macroeconomic and global market trends. While strong client relationships are backed by fast efficient service and communication, decisions are taken by the group’s skilled and experienced professionals.
Dynamic Wealth is focussed on providing wealth management to high net worth investors. Services for individuals:
A. Discretionary Investments
| - Investment Accounts | |
| · Private equity portfolios | from R500 000 |
| · Unit trusts | from R 50 000 |
| o Dynamic Wealth Creator FoF | (aggressive) |
| o Dynamic Wealth Accumulator FoF | (moderate) |
| o Dynamic Wealth Preserver FoF | (conservative) |
| o Dynamic Wealth Property FoF | (moderate) |
| o Dynamic Wealth Absolute Return | (moderate) |
| · Specialised managed portfolios | from R 50 000 |
| · Offshore managed portfolios | from £ 10 000 |
| - Endowment Policies | |
| - Income Plans |
The product providers for Discretionary Investments are:
- Sanlam Personal Portfolios (SP²)
- Absa Investment Management Services (AIMS)
- Momentum Wealth
- Stanlib
- Dynamic Wealth Management
B. Compulsory Investments
| - Preservation funds | (pre retirement) |
| - Retirement annuities | (pre retirement) |
| - Living annuities | (post retirement) |
The product providers for Compulsory Investments are:
- Sanlam Personal Portfolios (SP²)
- Absa Investment Management Services (AIMS)
- Momentum Wealth
- Stanlib
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