Tailored financial solutions
for your unique needs
At Brentwood Wealth, we offer a full suite of personalised financial and fund management solutions tailored to your unique needs.
Built on a foundation of expertise, innovation, and results, our services equip you with the tools and strategies to achieve your financial goals with confidence.
Our expertise at a glance
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Financial advisory
Navigate the complexities of wealth management with expert guidance. Our bespoke strategies provide clarity and confidence in achieving your financial aspirations. -
Local & offshore investment opportunities
Access exclusive markets, alternative investments, and tailored portfolios designed to optimise returns and diversify your wealth. -
Wealth management solutions
From wealth preservation to strategic growth, we safeguard and enhance your financial legacy across generations. -
Tax optimisation & compliance
Benefit from proactive tax strategies that minimise liabilities while ensuring compliance with local and global regulations. -
Estate & legacy planning
Secure your legacy with structured wealth transfer strategies, including trusts, wills, and succession planning. -
Private market expertise
Diversify your portfolio with exclusive access to private equity, real estate, venture capital, and other alternative investments. -
Risk management strategies
Protect your wealth with tailored solutions designed to mitigate market volatility, economic uncertainties, and financial risks. -
Family office support
Streamline complex wealth management needs with corporate structuring, philanthropy advisory, and financial consolidation for multi-generational success. -
Customised financial insights
Make informed decisions with data-driven analytics and expert insights that help you seize opportunities with precision.
The Brentwood Wealth Advantage
At Brentwood Wealth, we recognise that every client’s financial journey is unique. By combining personalised service with innovative strategies, we help you navigate complexity, preserve your legacy, and achieve sustainable growth.
Whether you are looking to protect wealth, expand opportunities, or simplify financial management, we are here to guide you with confidence and expertise.
Fund Management
At Brentwood Wealth, we provide a comprehensive suite of fund management services tailored to meet the sophisticated needs of high-net-worth individuals, families, and institutions. Our multi-disciplinary approach integrates strategic planning, risk management, and investment expertise to optimise the management and growth of your assets.
The role of fund management
Fund management involves the professional oversight of investment portfolios to achieve specific financial objectives. This includes:
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Crafting customised investment strategies
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Diversifying portfolios across multiple asset classes
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Maintaining robust governance structures
Professional fund management dates back to the 19th century when financial pioneers like J.P. Morgan and John D. Rockefeller recognised the need for strategic oversight of substantial wealth.
Our fund management offering
Brentwood Wealth delivers a range of tailored fund management services designed to preserve and grow wealth while maintaining flexibility and control:
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Investment management: Bespoke portfolio strategies aligned with your risk tolerance, goals, and long-term vision.
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Tax optimisation & compliance: Proactive planning to minimise tax liabilities and ensure regulatory compliance.
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Governance & structuring: Establishing clear and efficient structures to safeguard assets and promote transparency.
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Risk management: Comprehensive strategies to mitigate market volatility and external uncertainties.
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Philanthropy & impact investing: Aligning investments with your values to achieve both financial returns and meaningful impact.
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Multi-asset solutions: Diversified investments across equities, fixed income, real estate, and alternative assets to enhance portfolio resilience.
The benefits of professional fund management
Our structured approach offers clients:
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Integrated financial planning: Aligning all aspects of wealth management into a cohesive strategy.
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Comprehensive investment policies: Clear guidelines for informed and consistent decision-making.
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Effective risk management: Proactive identification and mitigation of financial risks.
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Access to expertise: Insights from seasoned professionals using data-driven strategies.
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Scalability & flexibility: Customised solutions that evolve with your financial needs.
Why choose Brentwood Wealth?
At Brentwood Wealth, we combine technical expertise with a deep understanding of our clients’ unique financial goals. Our personalised fund management services ensure that you can preserve and grow your wealth across generations with confidence and clarity.
Let us help you navigate the complexities of fund management, providing expert guidance and bespoke solutions tailored to your financial future.
Traditional investments
South African
platform funds
Regulation 28 compliant funds.
Regulation 28 is part of the Pension Fund Act and aims to ensure that an individual's hard earned savings are invested in a sensible way and protected from poorly diversified portfolio's.
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Brentwood offers a range of local investment platform funds hosted on the Allan Gray investment platform (PPPs and PSPs).
South African
listed funds
Cape Town Stock Exchange
Brentwood offers a range of structured products offering capital preservation and compounding growth. The offering is available via Exchange Traded Notes (ETNs) and preference shares listed on the Cape Town Stock Exchange.
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.
Alternative investments
At Brentwood Wealth, our alternative investment mandate offers clients access to high-potential, non-traditional investment opportunities designed to drive growth, enhance diversification, and create sustainable value. By strategically investing in unique sectors, we align financial performance with positive societal impact.
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Key focus areas
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Property development: Investing in premium real estate, including luxury residential, commercial, and mixed-use developments. Our approach leverages market insights, local expertise, and sustainable design to maximise long-term value.
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Hospitality ventures: Targeting boutique hotels, luxury game lodges, and experiential travel accommodations with strong market demand. Our investments support local economies and communities while delivering exceptional returns.
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Renewable energy projects: Investing in solar farms, wind projects, and energy storage solutions to drive financial performance while advancing global sustainability goals.
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Environmental, social, and governance (ESG) investments: Prioritising responsible investments that promote environmental sustainability, social equity, and strong corporate governance.
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Special situations & opportunistic investments: Identifying distressed assets, undervalued properties, and niche market opportunities designed to deliver high returns while effectively managing risk.
Our approach
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Thorough due diligence
Conducting detailed market assessments to evaluate project viability, potential risks, and alignment with client objectives. -
Sustainability & impact
Integrating environmental and social responsibility into investment decisions to create long-term shared value. -
Active stakeholder engagement
Collaborating closely with developers, operators, and key partners to ensure investment success and alignment with our mandate. -
Tailored client solutions
Selecting alternative investments that match individual financial goals, risk tolerance, and time horizons, ensuring seamless integration into broader wealth strategies.
Why choose Brentwood Wealth for alternative investments?
At Brentwood Wealth, we combine deep market expertise, a global network, and a commitment to excellence to offer superior alternative investment opportunities. Our team empowers clients to diversify their portfolios, capitalise on high-growth sectors, and invest with impact.
Let us help you navigate the complexities of fund management, providing expert guidance and bespoke solutions tailored to your financial future.
At Brentwood Wealth, we understand that managing significant wealth requires sophisticated, personalised strategies. That’s why we offer a comprehensive range of financial services designed to align with your goals, address challenges, and maximise opportunities.
Our services
1. Strategic wealth management
We design custom investment strategies tailored to your financial objectives, risk tolerance, and long-term vision. Our disciplined approach combines diversification, proactive market analysis, and risk management to preserve and grow your wealth.
2. Tax optimisation
Efficient tax planning is essential for wealth preservation. We implement proactive strategies to minimise tax liabilities, ensuring compliance with local and international regulations while maximising after-tax returns.
3. Estate & legacy planning
Our estate planning solutions help secure your financial legacy through trusts, wills, and structured wealth transfer strategies. We ensure seamless succession planning that aligns with your values and long-term vision.
4. Private market access
Gain exclusive access to private equity, real estate, venture capital, and alternative investments. These opportunities provide diversification beyond traditional markets and potential for superior returns.
5. Risk management
We protect your wealth through comprehensive risk assessment and mitigation strategies, ensuring resilience against market volatility, economic uncertainties, and personal financial risks.
6. Philanthropy & impact investing
Align your wealth with your values through strategic philanthropy and impact investing. Whether supporting causes or pursuing socially responsible investments, we help you make a meaningful and lasting impact.
7. Family office services
Our comprehensive family office solutions simplify the complexities of multi-generational wealth management. We provide personalised guidance across corporate structuring, consolidated financial reporting, family governance, and succession planning. By streamlining administrative responsibilities and aligning wealth management strategies with your family's shared vision, we enable sustainable stewardship of your legacy across generations.
Why Brentwood Wealth?
1. Expertise & innovation
We combine decades of experience with cutting-edge financial strategies, delivering solutions that adapt to changing markets and evolving client needs.
2. Discretion & trust
Confidentiality and integrity are at the heart of our client relationships, ensuring your privacy and financial security.
3. Personalised service
We take the time to understand your priorities, values, and aspirations, crafting financial strategies tailored to your unique circumstances.
4. A holistic approach
Beyond investment management, we provide a comprehensive financial roadmap, integrating tax efficiency, estate planning, philanthropy, and risk management.
Your legacy, our expertise
At Brentwood Wealth, we simplify the complexities of wealth management so you can focus on what truly matters - whether it’s family, philanthropy, or your next venture. Let us help you build, protect, and shape your wealth for generations to come.