Why choose
Brentwood Wealth?
At Brentwood Wealth, we offer personalised fund management services with a global perspective
At Brentwood Wealth, we offer personalised fund management services with a global perspective. Our expertise connects you to diverse investment opportunities and an exclusive network of investors. With a steadfast commitment to your financial success, we are recognised for our dedicated service to ultra-high-net-worth clients. Brentwood Wealth is your trusted partner in building and preserving wealth.
Brentwood Wealth Asset Management Ltd
Category II Fund Manager
Brentwood Wealth Asset Management Ltd (BWAM) is a licensed financial services provider, operating under South Africa’s financial advisory and intermediary services act. As a discretionary investment manager, we support advisors in managing client risk across different life stages.
Our investment solutions are designed to identify high-growth opportunities while aligning with each client’s unique risk profile and financial goals. Further details on our licensing and services can be found on the financial Sector conduct authority website.
Strategic partnerships and investment platforms
BWAM collaborates with leading investment firms, including Allan Gray and Ninety One, to provide a seamless investment experience. Through these partnerships, we offer a comprehensive range of investment solutions, including:
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Endowment investments
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Retirement annuities
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Living annuities
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Tax-free savings accounts
Additionally, BWAM owns and co-manages personal share portfolios and personal product portfolios in partnership with APEX. These portfolios are structured as Wrap Portfolios or customised investment solutions, with APEX serving as an advisory partner.
At Brentwood Wealth Asset Management Ltd, we are committed to providing innovative, tailored investment strategies that meet the highest regulatory standards—helping our clients achieve their long-term financial goals.
Brentwood Wealth Asset Management Ltd. is an authorised financial services provider (FSP no. 45936)
Our fund platforms and funds
South African platform funds
Regulation 28 compliant funds.
Regulation 28 compliance
Regulation 28 of the pension funds act is designed to protect retirement savings by ensuring prudent investment practices. By limiting exposure to specific asset classes, it promotes diversification and reduces risk, safeguarding individuals' long-term financial security.
Brentwood Wealth’s investment offering
Brentwood Wealth provides a selection of regulation 28-compliant investment solutions available on the Allan Gray and Ninety One platforms. These include:
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Personal product portfolios (PPPs): Customised investment solutions designed to align with individual financial goals while adhering to regulatory requirements.
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Personal share portfolios (PSPs): Bespoke portfolios that offer flexibility, diversification, and long-term growth, managed with a strong focus on risk control.
Through strategic partnerships with leading investment platforms, Brentwood Wealth ensures that all solutions meet Regulation 28 standards. Our approach guarantees compliance, enhances diversification, and optimises returns—giving clients confidence in the responsible management of their retirement savings.
South African listed
funds
Cape Town Stock Exchange
Structured products offering
Brentwood Wealth offers a range of structured products designed to provide capital preservation and steady growth, catering to investors seeking stability and consistent returns.
Our structured product solutions
Our structured products are available through:
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Exchange traded notes (ETNs): A cost-effective and flexible way to gain exposure to targeted investment strategies, ensuring liquidity and transparency.
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Preference shares: Listed on the Cape Town Stock Exchange, these shares offer a stable income stream with a lower-risk profile—an attractive option for conservative investors.
By combining innovative investment structures with deep market expertise, Brentwood Wealth delivers well-regulated, performance-driven solutions that help clients achieve their long-term financial objectives.
Listed by BrentwoodNexus, listing agent on the Cape Town Stock Exchange.
Disclaimer:
Understanding tax implications
Gaining insight into the tax implications of your investment products is essential for optimising returns and making well-informed decisions. This section offers a clear and concise overview of how taxes may impact your investments, empowering you to plan effectively and avoid unexpected surprises.
Click here to explore the full details and ensure you are fully informed.