We are a boutique wealth management company providing bespoke financial administration services through long-term, personalised relationships.
The process we apply when dealing with clients helps them to know exactly what to expect next. It is broken down into five basic steps.
Welcome to PWM Wealth Management, South Africa
PWM Wealth Management is a South African based specialist provider of investment services to affluent individuals.
We provide independent, expert advice on local and offshore investment funds, portfolios and structures. We have access to a vast, customizable range of investment options from across the global market and are able to advise upon the most appropriate solutions for our clients’ varying and specific needs. PWM Wealth Management operates within a highly regulated environment. This is in the best interests of our clients as it ensures that the highest professional standards are maintained. As such, systems have been put in place to ensure full compliance with all regulatory requirements. PWM Wealth Management is an Authorized Financial Services Provider.
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