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Founded in 2002 we remain one of the few owner managed boutique businesses and grown into a company with assets under management exceeding R1.8 billion. Our success is directly tied to our customers where we provide a differentiated client experience together with thoughtful understanding of broader life values.
“Where we believe large financial institutions are profoundly out of touch, we are able to provide a differentiated client experience." - Ulf Brinkmann, CEO