Retirement Share Portfolios

Meet the Private Client Portfolio Managers

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James Clucas

paulcarter

Paul Carter

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Brendon Hubbard

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Guy MacRobert

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Grant Morris

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Kirsty Savin

SUMMARY
We create personalised retirement portfolios in conjunction with our administrative partners Multilect and Momentum.

INVESTMENT
OBJECTIVE
All retirement portfolios are built to match an array of income and capital growth needs, whilst ensuring compliance with current regulations. Investments can be structured as retirement annuities, preserver pension funds, preserver provident funds or living annuities.

MINIMUM INVESTMENT
REQUIREMENTS
R5 million
For investments below R5 million we recommend our regulation 28 compliant ClucasGray Equilibrium Prescient Fund

PLATFORM PROVIDERS
Multilect
Momentum