Prime Invest Group

INVEST WITH CONFIDENCE

EXPLORE A WORLD OF BESPOKE INVESTMENT SOLUTIONS BUILT ON AN INDEPENDENT INVESTMENT PLATFORM 

PRIME INVEST GROUP ASSET MANAGERS

A trusted adviser and partner in private wealth management

Prime Invest Group is a specialist Private Wealth and Asset Manager that combines the benefits of worldwide reach with local service and relationships.

Prime Invest Group Business

Our specialised solutions

Understanding the products our clients invest in is key to their success. On their behalf, we carefully analyse the risk-reward plane when designing products and work closely with our clients to offer tailor-made solutions, finding the appropriate investment metrics and parameters to meet investment goals.

PRIVATE WEALTH MANAGEMENT

Prime Invest Group Private Wealth Clients

OUR SERVICES TO PRIVATE WEALTH CLIENTS

Private Wealth Management (PWM) secures, develops and manages relationships with high-net-worth individuals, their families, family offices and select foundations and endowments.

Our Wealth Advisors and Investment Professionals coordinate the resources of the division and the firm to:

  • Help clients develop wealth and investment management strategies to match their goals and risk tolerance levels
  • Identify investment opportunities to help clients reach their objectives
  • Leverage our robust execution capabilities and provide attentive client service
  • Introduce clients, where appropriate, to the broader network and resources of Prime Invest Group.

Products and services

investment and retirement planning 1

Investment and retirement planning

tax and estate planning 1

Tax and estate
planning

family wealth planning 1

Family wealth
continuity planning

investment products 1

Investment
products

managed funds 1

Passively
managed funds

offshore funds 1

Offshore
funds

retirement products 1

Retirement
products

preservation funds 1

Pension and provident Preservation funds

ASSET MANAGEMENT

asset management

Prime Invest Group is specialist asset Management Company that connects Private and Institutional clients with investment opportunities across different asset classes and markets. Clients enjoy significant financial benefits through well managed fee structures and our highly professional pool of resources, which has a significant impact on the underlying investment profitability.

Tailor-made Bespoke Funds

At Prime Invest Group, our Multi- Manager management process focuses on two things; Asset Allocation and selecting “the best asset manager by asset class”. As we are fully independent, you can be assured of the best judicious advice at all times.

Asset Allocation

At Prime Invest Group, Asset Allocation is everything. Asset allocation is the art of knowing when to be invested in equities, large cap or small cap, onshore or offshore, in bonds or cash or property and in what percentage of your portfolio.

Asset Classes

We constantly strive to anticipate the changing needs of our clients by developing new products and services across a full range of asset classes including fixed income, money markets, public and private equity, commodities, hedge funds, and real estate.

MANAGED PORTFOLIO FUNDS

Managed portfolios

managed portfolio funds

INSTITUTIONAL FUND MANAGEMENT

INSTITUTIONAL FUNDS MANAGEMENT

At Prime Invest Group, we are cognizant of the fact that your employees are very important to the sustainability and longevity of your business. A retirement plan represents your employee’s future, with plans in place that genuinely help them secure their future, then trust is secured between employer and employee. We have formulated solutions that will cater to your business wellbeing that is non-ambiguous and hassle free. Our cost effective service is tax savvy, transparent, flexible, and we provide regular reporting on the investment(s).

Retirement Annuity fund

01

Each individual employer applies to become a member of the Prime Invest Group Retirement Annuity Fund. Once a member of the fund, the employee and the employer decide on how much they will contribute to the fund on a monthly basis. These funds are received on a group basis from the employer.

02

Members choose their own investment portfolios from a pre-approved list of funds and receive quarterly statements directly from the fund.

03

The employer deducts the member’s contribution from their salaries and pay this contribution via EFT to the Prime Invest Group Retirement Annuity’s bank account on a monthly basis.

Preservation pension/provident plans
Living Annuity Plan

01

These plans assist in preserving your savings as well as allowing your retirement savings to continue to grow, once you have left an employer’s pension and/ or provident fund.

02

All growth (Capital and Income) within this investment is completely tax free. Flexible investment choices – members preserve and grow their retirement benefits already accumulated.

Living Annuity Plan

01

Our post retirement savings and income solution that will help grow your retirement savings whilst providing you with a regular income. The Prime Invest Group Living Annuity Plan is underwritten by Bidvest Life.

ADMINISTRATION SERVICES

ADMINISTRATION SERVICES

Through the group, we provide a comprehensive member level administration service to independent pension funds (private pension funds, private and insured umbrella funds and approved or unapproved risk schemes). We also assist with the creation of various bespoke product solutions for clients, through our independent umbrella funds.

Prime Invest Group Administration Services

PRIME INVEST GROUP ASSET MANAGERS

CONTACT US FOR MORE INFORMATION

Regulated and Authorised by Financial Sector Conduct Authority: FSP no. 33933