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Contact information

 
 
021 852 9092 / 072 380 9139
 
Lourensford Wine Estate, Lourensford Road
Somerset West, 7130
 
http://www.grayswan.co.za

About

At GraySwan, our collective advisory experience, which is more than 100 years, renders us exceedingly qualified and capable to handle your financial affairs.

Mart-Marie is a Certified Financial Planner Professional (CFP®) and has been working as a wealth manager, advising high net worth private investors and corporate clients for the past 12 years. She holds a Post-Graduate Diploma in Financial Planning, as well as a BComm degree, both through the University of Stellenbosch.

She aims to provide her clients with an authentic, personalised financial planning experience by taking their individual circumstances into account and providing independent specialised advice.

Company info

GraySwan follows an institutionalised global best practice approach to private wealth advisory and wealth management.

This means a higher level of service and proprietary research and delivering these at lower fees than those in the retail environment. Due to our economies of scale due to our advisory base exceeding R15 billion can we offer our private clients lower fees, superior returns, and service excellence.

We are one of the most experienced independent investment advisory and wealth management businesses in South Africa. The core of our team has been working together for more than 10 years and our collective investment experience exceeds 100 years. Our superior track record is proof of a successful and robust investment process that has been developed and enhanced over the past two decades. 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 subscribe to the PRI (Principles for Responsible Investment), the world’s leading proponent of responsible investment – we were only the second investment consultant in South Africa to do so.

We think differently. We think global. We think about how thematic megatrends are the best way to invest for the future today. Our offshore investment fund universe consists of more than 50,000 options. These include megatrend thematic investment solutions such as our Global Equity Disruption Portfolio, Global Equity Health Innovation Portfolio, Global Blockchain/Cybersecurity Portfolio and Global Commodity Portfolio, amongst others.

We believe that our independence, our wealth of experience, our stable team and our superior service ethos and excellent long-term track record differentiates us from our peers.

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Mart-Marie's views

Practical guide to offshore investments: Part 1

9 Mar 2022
A look at options available to investors, how South Africans can access these and the impact product choice can have on offshore portfolios. ...

10 Questions trustees should ask

28 Aug 2017
Investment consultants are trustees’ long-term strategic investment thinking partners. When selecting a consultant the trustees therefore need to make a long-term decision. ...

Tracker funds and passive investing

19 Jun 2017
Tracker funds presents itself as powerful investing tools that can be used in conjunction with active investing to anchor a portfolio’s returns close to the index and to reduce costs. ...

Is there money in responsible investing?

19 Jun 2017
We firmly believe that there is monetary value in responsible investing if you know what you are looking for.... ...

How to invest offshore

19 Jun 2017
Investors can invest in offshore investment funds using either a local or an offshore administrator. ...
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