Who We Are
SecureWealth is a Cape Town based Financial Service Provider (FSP) that has been managing local investment portfolios, private share portfolios, both local and offshore, and externalized mutual funds on behalf of its high net-worth clients for over 20 years. Our clientèle includes companies, trusts, high net-worth families and individuals. We strive to provide prudent investment and financial advice that encourages capital growth and consistent income. Where possible, SecureWealth deals directly with each preferred provider, thereby avoiding unnecessary fees. Our preferred providers are arguably the most reputable organisations in their respective jurisdictions.
Existing House View
For the first time in years, we are overweight South African equities in light of the compelling value on offer. Where possible, and according to a client’s investment profile, we prefer Global Emerging Markets. Diversification should be the cornerstone of every investor’s portfolio, and diversifying one’s investments across different regions, currencies and industries reduces one’s risk and enhances the prospects of an acceptable return.
Investec – South Africa
We are overweight SA Inc. shares such as Woolworths, Vodacom and Momentum which have performed poorly but are now offering excellent value.
Investec – International
We prefer a combination of Emerging Market Technology growth stocks and high dividend yielding blue chip stocks with a strong balance sheet. For instance, Asian technology/internet stocks such as Baidu, JD.Com and Alibaba combined with Marks & Spencer, GlaxoSmithKline and British Petroleum. This combination creates an exciting degree of diversification with a steady stream of dividend income and high growth prospects.
We are overweight Emerging Markets, beaten-down global oil stocks and gold and precious metals.
Itransact – Exchange Traded Funds
Our Exchange Traded Fund (ETF) portfolios, managed by Matt Carruthers, are overweight global Emerging Markets stocks and are geared towards investors with long-term outlooks.
Mike is the Managing Director of the company and his goal is to grow the company aggressively, but not at the expense of a personal and conscientious approach to our clientele. He intends doing this by employing qualified professionals, offering excellent advice for an equitable fee and acquiring suitable small to medium companies. Under Mike’s leadership SecureWealth has become one of the leading financial services providers in South Africa – cultivating successful relationships with some of the largest and most reputable asset managers in the world. Mike has also completed two Iron-Man triathlons, has been married for 27 years to Gretchen, and has two sons; Brad and Matt.
BComm – Industrial and Organisational Psychology
Maryka holds a Bachelors Degree in Commerce from Unisa. In March 2002 Maryka relocated to Gallarate in Italy for two years and from there she studied full time through Unisa to complete her Bachelor of Commerce (Industrial and Organisational Psychology) at the end of 2006. Upon returning to South Africa Maryka took up a position at Nedcor in the Group Finance department, and from there she moved to Capitec Bank. She has been working for SecureWealth for 12 years. Maryka has been married to Ché for 15 years, and has a daughter, Chané, and a son, Keean.
Bachelor of Accounting
Johan has a Bachelors Degree in Accounting from Stellenbosch University. After initially working as an accountant, both locally and abroad, he moved on to become a stockbroker at HSBC Securities and subsequently Independent Securities in Stellenbosch. Johan has since been managing private client portfolios at Prescient Wealth Management and joined the SecureWealth team in January 2016. He enjoys surfing, crayfish diving and plays touch rugby. Johan is married to Christa and has two daughters, Mayah and Helena.
BComm Hons – Economics
Matt completed his undergraduate BComm in Mathematical Sciences at Stellenbosch University, majoring in Economics, Investment Management and Operations Research. He also completed his BComm Honours (Economics) in 2018. He sat Level 1 of the Chartered Financial Analyst qualification in June 2018 and passed comfortably. Matt was deputy head-boy and captained the men’s first hockey team at Somerset College in 2013. Matt will continue with his hockey career at Somerset West Hockey Club this year (2018) – where he will represent the 1st team. Matt’s hobbies are working out at gym and running, having completed his 1st half-marathon in June 2017.
Part-Time Research Analyst
BComm Honours Cum Laude – Statistics
Brad completed his undergraduate BComm in Mathematical Sciences at Stellenbosch University, majoring in Pure Maths, Mathematical Statistics and Economics. He then graduated Cum Laude in BComm Honours Statistics (2015) and Cum Laude BComm Honours Economics (2018), and has passed Level 1 of the Chartered Financial Analyst qualification. Brad was also head-boy and rowing captain at Somerset College in 2010. Brad’s hobbies are lecturing Economics to first year students at Stellenbosch University and public speaking, and he is a very enthusiastic and committed surfer. Brad is currently married to Bronwyn and continues to work for SecureWealth. Brad is currently studying a Masters in Statistics (Research) at the London School of Economics.
Internal Compliance Officer
Marcianette is presently studying for a BComm Degree from Unisa. Marcianette is expected to complete her degree at the end of 2018. Marcianette has two daughters, Tatum and Jessy. Marcianette is a committed Christian and is the lead singer at her local church, the United in Christ Assemblies in Somerset West.
Exchange Traded Funds
Exchange Traded Funds (ETFs) trade on major global stock exchanges just like equities, yet they can invest in the same constituents as traditional Unit Trusts/Mutual Funds. They thus allow investors access to a broad range of investment instruments in a single transaction providing instant diversification and generally their expense ratios (i.e. the “admin cost” of your investment) are much lower than the average Unit Trust/Mutual Fund. At the moment, our preferred ETF is the Satrix MSCI Emerging Markets ETF. Please note that the information below does not constitute financial advice, and should not be taken as such.
Exchange Traded Notes
Exchange Traded Notes (ETNs) are similar to Exchange Traded Funds in that they both track an underlying asset, have lower expense ratios and are traded on global stock exchanges. The main difference is that ETNs are more like bonds in that they are unsecured debt issued by an institution. This basically means that while ETFs actually hold the assets they invest in, the institution in question is obligated to pay you the return on ETNs rather than hold the assets they invest in. If you have any questions, please contact one of our professional advisers.
Local Unit Trusts
Unit Trusts fall under the category of Collective Investment Schemes and they fundamentally give any individual access to instant diversification into a large amount of investment vehicles such as bonds, stocks, currencies etc. in a single transaction.
Offshore Mutual Funds
Mutual Funds are the overseas equivalent of Unit Trusts, and we invest in them separately through Franklin Templeton Investments listed on the New York Stock Exchange. Franklin Templeton allows access to almost every market in the world and offers same-day pricing which allows us to access different asset classes and regions immediately. The benefits of investing in Mutual Funds are that there is a much wider range of countries, regions and companies that you can invest in, while still having the advantages of a very liquid and easily accessible investment.
New Generation Retirement Annuities, Living Annuities and Preservation Funds
We deal exclusively in new generation retirement annuities, living annuities and preservation funds offered by Allan Gray which are Unit Trust based, thus providing a more liquid, transparent and cost-effective investment vehicle.
General Inquiries: +27 (0) 21 852 2435 / email@example.com
Mike: +27 (0) 83 606 6939 / firstname.lastname@example.org
Maryka: +27 (0) 73 273 9547 / email@example.com
Johan: +27 (0) 83 447 8967 / firstname.lastname@example.org
Matt: +27 (0) 82 603 3876 / email@example.com
Marcianette: +27 (0) 84 478 0283 / firstname.lastname@example.org
Gretchen: +27 (0) 82 606 6939 / email@example.com
Fax: +27 (0) 86 516 8629
Somerset Links Office Park
De Beers Ave
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(a) for any investment decisions made on the basis of this information. This website does not constitute financial advice and should not be taken as such. SecureWealth urges you to obtain professional advice before proceeding with any investment.
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