SecureWealth is a Cape Town-based Financial Services Provider that has been managing local and offshore investment portfolios, private share portfolios and externalized mutual funds on behalf of our high net-worth clients for over 23 years. Our clientele includes companies, trusts, families and individuals. We strive to provide prudent financial advice that encourages capital growth and consistent income. Where possible, SecureWealth deals directly with each preferred provider, thereby minimizing fees. Our preferred providers are arguably the most reputable organizations in their respective jurisdictions.
For the first time in years, despite the prevailing pessimism regarding South Africa, we are cautiously optimistic on SA equities in light of the outstanding value on offer. This, coupled with the fact that approximately 70% of the earnings on the JSE are accrued internationally, makes holding SA stocks attractive. We are also holding a position in gold.
If your investment objective outlook allows it, we recommend externalizing a majority portion of your assets. This affords you the ability to invest in a diversified portfolio from a regional, industry and currency point of view. We are overweight Australia, Japan and Emerging Markets, such as South Korea, China, Taiwan, Brazil and Mexico. Reflecting our local position, we also hold gold offshore.
We utilize Investec for Private Offshore Share Portfolios, with access to almost all global exchanges. We prefer a combination of Emerging Market technology growth stocks, energy, precious metal-mining companies and high dividend yielding blue chip stocks with strong balance sheets. This blend creates an exciting degree of diversification, combining a steady stream of dividend income with high growth prospects.
We also have access to any share, fund or instrument on the JSE. We prefer large cap South African shares offering a margin of safety due to the tremendous uncertainty. Our largest holdings are British American Tobacco, Standard Bank, Old Mutual, Anheuser Busch Inbev and Naspers.
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 investment stewardship 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, is married to Gretchen, and has two sons; Brad and Matt.
In March 2002 Maryka moved to Gallarate, Italy for two years and from there she studied full time through Unisa to complete her Bachelor of Commerce (Industrial and Organisational Psychology). 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. Maryka has since been with SecureWealth since 2006. Having dealt extensively with Masters of the High Court throughout South Africa on numerous complex trusts, estates and wills, Maryka is well-qualified to handle any fiduciary requirements. She is married to Ché, and has a daughter, Chané, and a son, Keean.
Marcianette joined SecureWealth in 2009. She has recently completed her Batchelor of Commerce in Human Resource Management, including Financial Management and Accounting. 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 Assembly in Somerset West.
Matt completed his undergraduate BCom in Mathematical Sciences at Stellenbosch University, majoring in Economics, Investment Management and Operations Research in 2016, and then attained his Honours degree in Economics the following year. Matt recently became a CFA Charterholder having completed Level III in September 2022 and has ambitions to attain his MBA in the future. Matt currently lives in Cape Town, and is a hockey player for the Western Province Cricket Club. Matt also enjoys playing golf, football, padel and tennis.
Brad studied in London where he completed a Masters in Statistics at the London School of Economics. Prior to that he studied Mathematics, Economics, and Statistics at Stellenbosch University, worked at SecureWealth as an Investment Analyst for 3 years, and is currently a Senior Data Engineer at Unilever in Rotterdam, The Netherlands. Brad brings technical expertise and a thorough understanding of good corporate governance to the table. Brad and his wife, Bronwyn, currently stay in The Hague, and he continues to surf the waves that the North Sea has to offer at Scheveningen, his local beach. Brad and Bronwyn have two daughters, Olivia and Eleanor.
We currently offer local bespoke private share portfolios through Investec Wealth. These share portfolios are tailored to the individual investor, each with a long-term dynamic investment objective in mind. We have the ability to hold a vast range of shares and other financial instruments on the JSE and other boards. We work together with the investor to create a share portfolio that suits their needs and risk tolerance, keeping in mind that diversification should be considered the cornerstone of every portfolio.
The pie-chart to the right-hand side indicates our current top picks on the local market. The majority of these companies are under-loved and trade below their peers' metrics. At the moment, we place a large amount of value in high dividend paying stocks with offshore exposure given the uncertainty in SA.
If you have any queries, please contact one of our professional advisors. Please note that the accompanying pie-chart is for illustrative purposes and does not constitute financial advice and should not be taken as such.
We currently offer offshore bespoke private share portfolios and currency accounts through Investec Wealth. Similar to the local share portfolios, the offshore accounts go one step further, diversifying one's investments globally. By using a unique bottom-up approach to identify shares trading at an attractive discount to their intrinsic value, Mike and Matt are able to locate deep value shares and couple these with exciting growth stocks. SecureWealth has access to almost every main bourse in the world, allowing us a huge selection of stocks to choose from.
Again, the pie-chart illustrates our favorite stocks.. As you can see, reputable blue chip stocks with healthy dividends are being complimented by exciting, undervalued technology companies.
If you have any queries, please contact one of our professional advisors. Please note that the accompanying pie-chart is for illustrative purposes and does not constitute financial advice and should not be taken as such.
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 allow investors access to a broad range of investment instruments in a single transaction providing instant diversification. A primary advantage of ETF's are their extremely competitive fees. At the moment, our preferred ETFs are the iShares MSCI Emerging Markets ETF and the iShares Global Clean Energy ETF.
The accompanying pie chart shows the top holdings in the iShares MSCI Emerging Markets ETF. Please note that the accompanying pie-chart is for illustrative purposes and this does not constitute financial advice and should not be taken as such.
Unit Trusts fall under the category of Collective Investment Schemes and they simply give any individual access to instant diversification to many investment vehicles such as bonds, stocks, and currencies in a single transaction. Investing in any unit trust is completely digitized, allowing for timely tax-certificates and investment reports in 6 different currencies. Through the Allan Gray platform, SecureWealth is able to cover multiple sectors, regions and currencies.
Mutual Funds are the overseas equivalent of Unit Trusts, and we invest in them through Allan Gray Offshore platform. The benefits of investing in Mutual Funds are that there is a much wider range of countries, companies and sectors that you can invest in, while still having the advantages of a very liquid and easily accessible investment. Investing in these funds requires externalization of your capital, a process through which we offer guidance and advice.
We deal exclusively in new generation retirement annuities, living annuities and preservation funds offered by Allan Gray. These are Unit Trust-based, providing a more liquid, transparent and cost-effective investment opportunity. Reporting technologies employed by both ourselves and Allan Gray allow for extremely accessible investment statements and tax certificates whenever you need them.
SecureWealth respects all our clients privacy and is committed to keeping your information secure and confidential. Please click here to view our Privacy Policy Statement and here to view our Promotion of Access to Information Manual, in accordance with the Protection of Personal Information Act (POPI Act - No. 4 of 2013) and the Promotion of Access to Information Act (PAI Act - No. 2 of 2000). Should you have any queries or questions regarding our Privacy Policy, please do not hesitate to contact our offices: info@securewealth.co.za.
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