Okkie is a CFP® professional. CFP certification is the only globally recognized mark of professionalism for financial planning.
At GraySwan, our collective advisory experience, which is more than 100 years, renders us exceedingly qualified and capable to handle your financial affairs.
Okkie is a Certified Financial Planner (CFP®) and has been working as a wealth manager, advising high net worth private investors and corporate clients for the past 19 years. In addition to his investment experience, he brings extensive experience in assessing and addressing risk management solutions for individuals and businesses.
“It’s about keeping things simple but taking account of all the aspects of a client’s estate, before deciding on a cost and tax-friendly solution. Every client is unique. There is no one-size-fits-all solution for our clients. Every client, whether it be an individual, business or institution, receives our best practice advice and our 100% dedication to their investment as well as insurance portfolio.”
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.