Welcome to
Insight Wealth
Independent Advice-led business
about
Insight Wealth is an independent, advice-led business that provides wealth advisory, investment management and corporate advisory services to a select client base including private individuals, families, business owners and corporate entities.
We remain fiercely independent to provide clients with unbiased bespoke solutions that best suit their needs.
Services
Our core services are client-centric and are delivered by a small, dedicated team made up of qualified, professional individuals, many of whom have both local and global experience in financial services.
WEALTH Advisory
A full service private client offering that focuses on the key aspects of wealth management and that utilises a “best-of-breed” implementation approach that is free of any conflict of interest.
Investment Management
A family office service for ultra-high net worth clients that offers the benefits of a centralised point to access broad global investment expertise and consolidated analysis for good decision-making. This working relationship is flexible in design but consistent in operation through customised service models and mandates giving our clients the required professionalism, objectivity and peace of mind.
Corporate advisory
A corporate finance function that invests in and advises owner-managed businesses, developing and implementing strategies for growth and arranging the required capital to do so. Where possible the function aims to enable a social impact.
MORE ABOUT OUR Wealth Advisory Service
Structuring
Using applicable corporate entity or product-specific features to optimise a client’s financial set-up. This is particularly relevant to business owners.
Taxation
Using applicable corporate entity or product-specific features optimises a client’s tax position. This includes carefully considering the after-tax returns of all proposed investment solutions.
Portfolio Construction
The design and implementation of risk-profiled investment solutions which are implemented through a “best-of-breed” approach.
Monitoring & Reporting
The ongoing monitoring and evaluation of all investment solutions via our Investment Committee process. Where applicable suitable changes are proposed in response to constantly evolving market conditions, and regular reporting is provided to promote client engagement.
Risk advisory
The provision of personal cover advice to our investment clients where applicable. This includes reviewing and identifying key risks and recommending suitable product solutions.
Our business structure and resources are built sustainably and provide our clients with continuity of service across generations and countries.
PRINCIPLES AND PHILOSOPHY
Independent – We remain fiercely independent to provide our clients with unbiased solutions in their best interests.
Professional – Our business is staffed by a highly qualified and globally experienced team with the highest integrity.
Sustainable – Our business structure and resources are built sustainably and provide our clients with continuity of service across generations and countries.
Client Centric – Our decisions place our clients’ interests first. We endeavour to provide continuous transparency and measurability.
Our investment philosophy and core belief is that wealth is created over the long term by getting the big decisions correct and avoiding the obvious pitfalls. We follow a top-down approach to wealth management, therefore, focusing on key aspects such as structuring and taxation in addition to investment management and portfolio construction. Investment solutions are optimised for each client given a specific risk profile and available investment time frame. We typically follow a cautious approach and do not chase returns in volatile markets. There are times when wealth creation means wealth preservation. Strategic and tactical asset allocation decisions are made with our clients to ensure that their objectives, preferences and circumstances are incorporated. Local and global assets are evaluated together to find the optimal geographical allocation which plays such an important role for South African clients specifically. Our team undertakes regular research trips offshore to ensure that we can offer our clients truly differentiated investment solutions from “best-of-breed” asset managers based in the biggest financial centres across the world.
Our business is staffed by a qualified and experienced team that apply their knowledge to help empower clients to make better financial decisions.
Team
5th Floor, SunClare Building, 21 Dreyer Street, Claremont, Cape Town, South Africa, 7708
info@insightpwm.com
021 674 0544
Other Information
Insight Private Wealth Management (Pty) Ltd FSP: 43031
Insight Investment Managers (Pty) Ltd FSP: 43298
Insight Wealth Advisory (Pty) Ltd FSP: 43564
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