Our story

Founded in 2002 we remain one of the few owner managed boutique businesses and grown into a company with assets under management exceeding R1.3 billion. Our success is directly tied to our customers where we provide a differentiated client experience together with thoughtful understanding of broader life values.

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We create wealth and preserve capital

“Where we believe large financial institutions are profoundly out of touch, we are able to provide a differentiated client experience." - Ulf Brinkmann, CEO

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Advisory

“As an owner-managed boutique business, we are able to forge a deep understanding of our clients' needs." - Warren Quin, Wealth Manager.

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Investment Solutions

Protected Equity Fund

The Protected Equity Fund is suitable for investors whose primary focus is achieving a steady return above inflation whilst also participating in upside with the equity market.

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Managed Portfolios

Our focus at BACCI is to simplify the noise to understand what you require and deliver for you in the long term.

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Trading Services

We provide the following services at competitive industry rates.

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Offshore Solutions

Investing offshore allows you to spread your investment risk across different economies and countries.

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