Wealth management

We aim to be the preferred wealth manager to individuals and businesses, throughout their lifetime, in order to maximise their financial wellness.

Philosophy

Our Purpose: Invest for client needs

To ensure that all relevant investment factors have been considered, the investment advice process must be followed. The outcome of this investment advice process will enable the investor to interpret the investment portfolio fluctuations throughout the investment term, to stay invested to deliver on the investment outcome.

The Investment Advice Process

Once all of these factors are known, the appropriate investment strategy can be applied to advise the investor on the investment need.

The Momentum Consult Investment strategies

Outcome-based Investing

Momentum Consult follows an Outcome-based Investment Philosophy. We have partnered with Momentum Investment Consulting that enables us to construct world-class outcome-based investment solutions that can be aligned with investors' unique investment objectives.

All components from the mandated design, asset allocation, risk management, portfolio construction, the structuring of investments as well as reporting are aimed at achieving the investors’ investment goals. By creating a unique and sustainable investment proposition, Momentum Investment Consulting aims to keep clients invested, thus creating a reposeful journey to achieve their stated objectives. A highly competent team comprising of more than 80 local and international investment professionals collectively manage over R5 billion assets.

Asset allocation is the cornerstone of Momentum Consult’s Investment Philosophy and the most influential aspect of the outcome-based investment process.

To achieve the desired outcome(s) and increase the probability of delivering the required objective, investment solutions are constructed from the optimal blend of asset managers and investment mandates. A variety of subscription and proprietary tools and systems are used in the modelling process and portfolio construction. Solutions can be made up of either passive or active strategies (or a combination of both) as well as multiple investment strategies.

To ensure that the most skilled asset managers are used in the construction of the model portfolios, Momentum Investment Consulting undertakes a detailed evaluation process which includes analysis of the companies’ resources, organizational stability, investment philosophy, risk management and operational due diligence.

This is done through questionnaires and bi-annual manager visits of 80 asset managers and 250 mandates.

Local Portfolios Global Portfolios

Cash and Income Funds


Cash: Stefi net of fees over a rolling 6-12-month period

Income: Stefi net of fees+1% over a rolling 18 month to 3 years period

Short-Term Strategy: CPI +2% net of fees over rolling 3-year periods

Medium-Term Strategy: CPI +4% net of fees over rolling 5-year periods

Medium/Long-Term Strategy: CPI + 6% net of fees over rolling 7-year periods

Long-Term Strategy: CPI + 6% net of fees over rolling 7-year periods

Cash and Income Funds


Cash: 7-day LIBID rate USD over a rolling 6-12-month period

Income: USD 3-month LIBOR +1% over a rolling 18 months
to 3-year period

Short-Term strategy: Global cash +2% net of fees over a rolling
3-year period

Medium-Term Strategy: Global cash +4% net of fees over a rolling
5-year period

Medium/Long-Term Strategy: Global cash +5% net of fees over a rolling
7-year period

Long-Term Strategy: High growth equity solutions that aim to deliver maximum returns
for periods exceeding a 7-year rolling term

Wealth management portfolios

LOCAL

Consult select model portfolio
Local range
Momentum consult funds
• Consult Select Income Portfolio
• Consult Select 3 Portfolio
• Consult Select 5 Portfolio
• Consult Select 7 Portfolio
• Consult Select 7 Plus Portfolio
• Consult Select 7 Plus TFSA Portfolio
• Momentum Consult Balanced Fund
• Momentum Consult Growth Fund
• Momentum Consult Cautious Fund

INTERNATIONAL

Consult select model portfolio
Global range
Global growth fund IC limited
Momentum global funds
FSCA funds
• Consult Select Global 3 Portfolio
• Consult Select Global 3 Portfolio (local)
• Consult Select Global 5 Portfolio
• Consult Select Global 5 Portfolio (local)
• Consult Select Global 7 Portfolio
• Consult Select Global 7 Portfolio (local)
• Momentum Consult Balanced Fund
• Momentum Consult Growth Fund
• Momentum Consult Cautious Fund
• Momentum Global Cautious Fund Class A USD
• Momentum Global Managed Fund Class A USD
• Momentum Global Growth Fund IC Class A USD
• Momentum Global Balanced Fund A
• Momentum Global Balanced Fund B

Stockbroking

Momentum SP Reid Securities is an established stockbroking company in South Africa, with its origins tracing back to 1938 when the family business was established.

About us

We provide a range of stockbroking services, supported by strong management and administrative capabilities. As a member of the JSE, we are approved to trade in and manage share investments on behalf of individuals and institutions.

Our solutions

  • Advisory: Our expert team will guide you through the investment process so that you can make informed decisions and determine your desired level of involvement.
  • Asset administration: Our services include asset management, administration of corporate actions and management of estate late evaluations.
  • Discretionary (managed) portfolios: We buy and sell securities on your behalf by taking your investment objectives and risk profile into consideration.
  • Non-discretional (self-managed) portfolios: We guide and are able to execute your transactions while you actively participate in the management of your investments
  • Institutional investors (SA, Pan-Africa, global): We have a vast custodial network with execution abilities in 17 African countries; with access to all the major centres in New York, Europe and the East.
  • Securities-based lending: Through the Securities Based Lending Facility you can use the gearing power of your share portfolio to access the liquidity you need to act on important opportunities, while keeping your long-term investment objectives intact.
  • Specialist research that integrates macro and micro views.

Online trading

We offer direct access to each of the exchanges we operate in; offering you the ability to analyse your investments, trade directly and be in control of your financial assets.

Our clients’ financial wellness is at the heart of everything we do. Whatever your life stage, our financial advice and solutions will empower you to manage and enhance your financial wellness throughout your lifetime.