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Investment minimums

R1m < R5m

Chris Marx

Starting my career as a lawyer, I was a partner at Browne Brodie & Fourie Attorneys specialising in conveyancing and estate planning, before joining Metropolitan Odyssey as a senior legal advisor. In 2008, I joined Standard Bank Private Clients as a senior wealth manager. In December 2009, I became a partner at Marx Bateman and Associates, specialising in wealth management, estate planning (wills and trusts) and general financial planning incorporating investment tax advice. In November 2015, the business changed its name to BMC Wealth.

Suite 7, 1st Floor, Block A, The Brook Office Park, Gillitts, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

082 XXX XXXX

chris@b*************o.za

Reveal contact details

Chris Marx

Starting my career as a lawyer, I was a partner at Browne Brodie & Fourie Attorneys specialising in conveyancing and estate planning, before joining Metropolitan Odyssey as a senior legal advisor. In 2008, I joined Standard Bank Private Clients as a senior wealth manager. In December 2009, I became a partner at Marx Bateman and Associates, specialising in wealth management, estate planning (wills and trusts) and general financial planning incorporating investment tax advice. In November 2015, the business changed its name to BMC Wealth.

   Visit website

Investment minimums:

R1m < R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Suite 7, 1st Floor, Block A, The Brook Office Park, Gillitts, South Africa

Get directions

Contact details:

082 XXX XXXX

chris@b*************o.za

Reveal Contact Details

About

About BMC Wealth CC

BMC Wealth is an independent investment and fiduciary advisory practice managing assets in excess of R2 billion. Our core focus is to protect, manage and grow family wealth in a holistic, transparent and cost-effective way by providing clients with understandable, tailormade solutions which make sense from both an income tax and estate-planning perspective. We pride ourselves on building long-lasting, personal relationships with clients and their families, based on professionalism, honesty and trust.

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.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services

Get help protecting you and your family and ensuring future financial support to your beneficiaries.

Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.