info@activ8group.co.za

Wealth Management

What is Wealth Management?

The professionals at Activ8 Capital Management have been actively advising high net worth families for over 25 years and have seen the wealth advisory industry evolve, change and develop to what it is today.

Activ8 believes true wealth management philosophy is based on certain non-negotiable principles:

Pricing

Offering clients total and absolute transparency in terms of pricing and charge a fee that is commensurate with the level of service being offered.

Best Advice

Clients and their interest should always come first and the commitment should be there to provide best advice at all times.

Added Value

Only take on clients where the belief is that value can be added and where the client buys into the chosen process and philosophy.

Tailor-made Solutions

Offer families personal and tailor-made solutions to meet unique needs and circumstances, no generic type solutions or a “one shoe fits all approach”.

Direct to Market Approach

Activ8 favours a direct to market approach; thereby doing away with numerous layers of fees imposed by various levels of intermediaries and unnecessary structures.

Strategy & Service

Activ8 commits to a strategy and levels of service outlined in a written document that is accepted and agreed upon by both advisor and client.

Institutional Advisory Services

The Activ8 Group currently acts as Investment Advisors to trustees of pension and Provident Funds & NGO’s

It has the capability, knowledge and expertise to advise corporates and local and regional government departments. The increased complexity in the regulatory and corporate governance environment increases the importance of the advice function to these institutions. These institutions need to adopt formalised investment strategies which is normally encompassed in an Investment Policy Statement to implement their mandate.

The range of services provided covers fully fledged, independent asset consulting services, assisting with the formalisation and execution of asset allocation strategies covering growth to treasury and fixed income solutions.

Our independence and non-alignment to any asset management, bank, insurance or financial institution places Activ8 in a truly unique position to provide unbiased and cutting edge solutions to clients.