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Investment minimums >R5m |
Duncan TheronI have 25 years investment experience spanning across investment consulting, wealth management and offshore investment management. During my career, I have consulted to and managed most of the largest and most prestigious retirement funds assets in South Africa.
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Lourensford Wine Estate, Somerset West, Cape Town, South Africa |
Specialises in:
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Contact details: |
Duncan Theron
I have 25 years investment experience spanning across investment consulting, wealth management and offshore investment management. During my career, I have consulted to and managed most of the largest and most prestigious retirement funds assets in South Africa.
Prior to founding GraySwan in 2010, I fulfilled the role of Director, Head of Manager Research and Senior Investment Consultant at two of the largest investment consulting companies in South Africa i.e. Alexander Forbes and Riscura. I also previously fulfilled the role of Managing Director and finally the Chief Investment Officer of Sanlam's offshore alternative asset management business based out of South Africa, Zurich and New York.
At GraySwan I fulfil the role of senior investment consultant to our high net private clients and family office investors and also act as co-portfolio manager of the range of investment offerings that we manage on behalf of our clients.
Investment minimums:
>R5m
Specialises in:
Investments & savings
Offshore investing
Lourensford Wine Estate, Somerset West, Cape Town, South Africa
About
About GraySwan Financial Services – Somerset West
GraySwan is an independent investment advisory firm that offers investment advice and wealth management solutions through a global megatrend lens to institutional, corporate, family office and private client investors.
GraySwan is one of the most experienced independent investment advisory and wealth management firms in South Africa in terms of assets under advice (>R20 billion).
The wealth of our investment experience and the depth, strength and stability of their advisory and investment team amounts over 100 years.
We believe that our independence, our wealth of experience, our stable team and our superior service ethos and excellent long-term track record differentiates us from our peers.
Service offered
Investments & savings
Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.
Offshore investing
Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.