Braam has more than 8 years’ experience as an independent financial advisor. He aims to provide every client with advice best suited to their specific circumstances, while building long-term, trusted relationships with his clients. He holds a Post-Graduate Diploma in Financial Planning through the University of the Free State, as well as the RE1, RE3 and RE5 Regulatory Examinations.
GraySwan offers an independent, unbiased, and unconditional review process that allows investors to analyse our recommendations. We always provide transparent and independent advice to our clients. Our process involves the establishment of a robust and well-defined investment strategy, enabling clients to achieve their short, medium, and long-term goals. We act as investment architects and long-term strategic thinking partners to empower our clients to optimally combine different asset classes, investment styles and mandates within a clear and well-defined performance and risk management framework. We implement our investment beliefs timeously with high conviction and low cost. After that, we continuously monitor our clients’ portfolios and provide regular and unambiguous reporting to our clients. Our unique reporting tools empower our clients to analyse their long-term investment strategy and compare selected investment managers, mandates, and products to clearly defined benchmarks, performance targets and risk guidelines.
At GraySwan, our collective advisory experience, which is more than one hundred and fifty years, renders us exceedingly qualified and capable to handle your financial affairs. We have dealt with some of the most prestigious corporate and private clients in South Africa over the past two decades. Today, GraySwan advises on more than R20 billion in private client and institutional assets. We are proud to say that we are already one of the leading independent wealth management businesses in South Africa.