Corporate law + investment management | Bowman Gilfillan | Sandton, Johannesburg

They are one of the oldest and largest law firms in Africa, providing legal services for more than 100 years, providing effective advice to solve the challenges their clients face.

Their client base extends beyond South Africa’s borders and includes clients from the largest multinational corporations and international finance houses.

Their services exend to  providing advice to domestic and international clients in relation to the legal aspects of investment management and investment funds. Their investors are institutions or private investors.

The Investment Mangement Practice works with other practice groups  to provide integrated advice to clients, e.g. the Banking, Insurance and Financial Services Group, the Corporate and Commercial practice area, the Employee Benefits practice area and the Tax practice area.

Contact Details:

65 West Street
Sandton
Johannesburg
PO Box 785812
Sandton
2146

Tel: +27 11 669 9000
Fax: +27 11 669 9001
Email: info@bowman.co.za
Website: www.bowman.co.za

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Financial Services Group | NFB | Braamfontein, Johannesburg

Established in 1985, they are a financial services advisory business. They gain insight into your  organisation or individual finances and identify problems to avert trouble. They  provide independent financial advice, products and services to individuals, trusts, businesses, and institutions.

Their products:

  • Retirement Products
  • Discretionary Investments
  • Risk Products
  • Structured Products
  • Treasury
  • Institutional Portfolios

Their team consists of people with a diverse range of experience between them beause they have been with the business for a number of years and have specialist skills in the various aspects of investment choice, management, research and administration.

They deal with all major, registered South African as well as some preferred international financial institutions within the banking, insurance, listed equity, government and quasi-government sectors.

Contact Details:

NFB House
108 Albertyn Ave
Wierda Valley
Sandton
2196

P.O. Box 32462
Braamfontein
2017

Tel: +27 11 895-8000
Fax: +27 11 784-8831
Website:  www.nfbfinancialservicesgroup.co.za

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Investment Solutions | Sandton

They were established in 1997 and are a leading provider of multi-manager investment portfolios in the South African market, delivering investment expertise and service to institutional and private investors. Their team is made up of  people who adopt the highest standards of professionalism and integrity.

Investment Solutions has a product for you at every stage in your life…and one of these is retirement. The earlier you start working towards it the better, and they have products that will suit investors.

They provide a questionnaire on their website to assist assist you as a potential or current investor to create an investment-risk profile that may be used in selecting an investment portfolio

For institutional Investors, they have a range of multi-manager portfolios designed to meet the varying needs of investors.

They offer -

  • Free switching between portfolios
  • No exit fees
  • Competitive cost structure
  • Wider investment choice and flexibility
  • User-friendly systems
  • Access to segregated portfolios with competitive fees and tighter mandates
  • The ability to phase an investment in over time

Contact Details:

Building 1 Inanda Greens OfficePark
54 Wierda Road West
Wierda Valley
2146

PO Box 786055
Sandton
2146

Tel:  +27 11 505-6000
Fax:  +27 11 263-1624
Website: http://sa.investmentsolutions.co.za

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Financial services | Citadel | Sandton

They assist people through the process of securing and maintaining financial independence. Citadel is made up of  highly skilled individuals – economists, actuaries, certified financial planners, tax experts and legal advisors. They are  passionate about making a difference in the lives of their  clients.

They  design a financial plan which will ensure that your lifestyle is maintained and they update it annually or when your situation changes.

They  assess your current financial affairs bevore providing a  personalised written proposal containing your tailored financial roadmap.

Some of their services:

Contact Details:

Tel:  +27 11 722 7600
Website: www.citadel.co.za

Peregrine Building
6a Sandown Valley Crescent
Sandown
Sandton

PO Box 650777
Benmore
2010

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