Spartan Ives Wealth

Wealth Management

We offer a diverse range of wealth management products and services to suit your approach to investment and help you achieve your financial goals.

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Investment philosophy

Our pioneering approach to wealth management uses behavioural finance – how emotions impact your investment decisions – to help improve your long-term returns. We measure different aspects of your personality to develop more effective individual investment solutions that reduce the negative impact on returns caused by emotions.

We Provide

Portfolio Management

This option is best suited for investors who prefer to delegate the management of their investments. We’ll work out the best strategy with you and then make investment decisions on your behalf in line with the agreed objectives. The value of investments can fall as well as rise. You may get back less than you originally invested.

Expert portfolio management

Your investments will be managed by our portfolio management team, who’ll use our extensive resources, capabilities and research to help you achieve your financial ambitions

 

We Provide

Advisory Services

We’ll provide you with expert advice and tailored investment recommendations, but the final decision and management of your portfolio is down to you. The value of investments can fall as well as rise. You may get back less than you originally invested.

Understanding your goals

We’ll take the time to understand your ambitions, personal circumstances and approach to risk to provide tailored advice and recommendations to help you achieve your investment goals.

Spartan Ives Wealth | Investment And Wealth Management Company In South Africa

Global Markets

For consistent, reliable long-term returns Gain exposure to a range of asset classes from around the world through our combination of index-tracking funds that aim to provide consistent, reliable long-term returns, while keeping your costs low. Minimum Investment: R 1 Million

Asset Class Fund

An exclusive blend of actively managed and passive funds Diversify your wealth across managers, asset classes and regions, with a ready-made investment solution. Minimum Investment: R 1 Million

Growth Fund

Make a positive impact with your investments Our impact investing fund enables you to generate positive financial returns while also making a positive impact on social and environmental issues. Minimum Investment: R 1 Million

Spartan Ives Wealth | Investment And Wealth Management Company In South Africa
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