Wealth management

Grant Thornton Capital is committed to consistently delivering personalised solutions and services to meet the many diverse financial needs of its clients, both locally and abroad.

Grant Thornton Capital’s focus on the unique requirements of South Africa’s high net worth investors is endorsed by the range of its service capabilities which include:

• personalised investment portfolio construction and management, both locally and abroad
• estate and tax planning
• risk management
• financial planning

In delivering value to its private clients, Grant Thornton Capital’s differentiation in a competitive market is premised on the following:

• commissions are not charged
• quarterly investment reports, not just statements, are compiled and distributed to each client
• as opposed to brokers who would manage a client’s portfolio through the myriad of retail investment products, Grant Thornton Capital’s wealth managers utilise bespoke Grant Thornton Capital offerings which have the immediate and obvious benefits of cost and tax savings and are managed and controlled by Grant Thornton Capital rather than anonymous third parties
• in accordance with a client’s requirements, personalised one-on-one meetings with a professional, qualified, and experienced wealth manager would take place as often as required. There is no specific fee for this and the ongoing advisory fee is both highly competitive in the market place and is the only basis on which Grant Thornton Capital’s wealth managers operate. As previously noted, in accordance with GTC policy, all other fees, from service providers such as asset managers and administration companies are also explained and disclosed.