Prime Invest Group

INVEST WITH CONFIDENCE

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

THE FUTURE OF INVESTMENT

We package bespoke investment solutions in line with the requirements of our clients and give access to Clients, Wealth Managers, Fund Managers, and IFA’s globally to manage investments in the ever – changing global environment.

BESPOKE SOLUTIONS FOR

WEALTH MANAGERS

Wealth Managers can choose from over 1000 bespoke portfolios, risk-rated model portfolios and funds to structure investments in line with clients’ expectations. Furthermore, they have access to our online platform to manage client portfolios more actively in line with changing global financial conditions. They can react more rapidly to changing environment by Actively Managed Solutions.

CLIENT CENTRIC SOLUTIONS

Clients have direct insight via the client portal and direct view into the management of their investment assets.

They are able to engage with their Wealth Managers more effectively via the global platform, ensuring better growth opportunities.

INVESTMENT PERFORMANCE

By allowing active management, our investments are always up to date in terms of investment performance, and Wealth Managers can react to market forces timeously.

LOWER COST

Our cost of entry and ongoing costs are of the lowest in the market, ensuring exceptional returns for your clients - creating value for the Wealth Manager and Client alike.

BESPOKE PLATFORM

Our bespoke platform allows line of sight from investors and wealth managers alike, to enable immediate responses to ever changing global markets, thereby ensuring value to the client.

GLOBAL REACH

Our wealth managers have access to a global portfolio of Funds, carefully structured and selected in line with top global rating agencies such as Morningstar.

WHY CHOOSE US

We provide a turn-key investment system for Wealth Managers and clients alike, where the mystery and distance is removed as far as possible from the investment process to the investment management process

+ PROFESSIONAL STAFF

Our staff are well trained, experienced and professional in assisting with asset allocation, bespoke investment solutions and advice

+ GREAT EXPERIENCE

Our experience speaks for itself with over a decade of combined management experience in structured investments, IT solutions and Advice.

+ QUALIFIED SUPPORT

Our services are offered globally from regionally licensed offices, with qualified support staff and regionally compliant processes

OUR BENEFITS

Partnering with us provides great advantages to Wealth Management practices and Clients alike. Our 21st-century processes are a cut above to ensure superior investment returns underscored by lower costs.

+ FREE ADVICE

Free advice is offered by our global team of Business Consultants to structure or recommend solutions that are ideal for your clients as a Wealth Manager or for you as an investor.

+ DOCUMENTATION SUPPORT

Globally Compliant documentary support in terms of client onboarding, and a system to manage client portfolios seamlessly

+ PROFESSIONAL TEAMS

Professional teams to provide training of product structure, cost analysis and growth forecasts, based on historically accurate data.

+ 60 + YEARS OF EXPERIENCE

Over a decade of experience in Wealth Management, Bespoke Investment Solutions and Product Structuring

MEET OUR MANAGEMENT TEAM

Our main management team are all the best in their chosen field. They are assisted by a global team of experts to promote and manage successful client expectations, albeit from a client or Wealth Manager perspective.

Prime invest Group (Pty) Ltd

lance_heynes

LANCE HEYNES

CEO

Managing Director - Prime Invest Group

With over 25 years’ experience in the Financial Services Industry as a Wealth manager and Financial Adviser, Lance has both experience on the African continent and abroad. Lance consulted for the big offshore firms and built up a good portfolio of international clients before starting Prime Invest Group. He has sold structured investment products to international High Net Worth clients since 2001 and currently have a few million €uro worth of business on various providers’ books. He brings a Wealth of Financial Services, Investments and business experience to the business. Lance is assisted by a management team of top professionals, who all worked for big financial services companies with all of them having over 20 years’ experience.

andreas_wolfi

ANDREAS WOLFI

OFFSHORE INVESTMENT ANALYST

Director - IMAPS Capital

Andreas started his professional career and soon realized that the landscape of investment products is changing dramatically. The raise of Exchange Traded Products not only as a cheap index tracker, but rather as a technology and distribution model is by far the growth story of the 21st century. For years he studied everything he could about ETFs (both, under UCITS and '40 Act), ETCs, ETNs as well as exchange traded closed-ended funds. In 2009, Andreas launched his first Exchange Traded Product. With iMAPS Capital, Andreas and his partners bundled this knowledge and today they help asset managers to repack funds into Actively Managed Accounts and Exchange Traded Instruments. iMAPS Capital will assist Prime Invest Group (Pty) with the provision of bespoke offshore solutions for clients via their offshore listed Fund.

Prime Asset Managers (Pty) Ltd

stephen_pratt

STEPHEN PRATT

Director

Stephen has been in Financial Services, particularly Fund Management, Since 2003. He worked for Radcliffe Capital, and Blackstar Fund managers before establishing Prime Asset Managers in 2015. Stephen is a specialist provider of alternative fund solutions including Hedge Fund start-ups and incubation, feeder funds, administration and compliance functions. He assists asset managers with all related governance and administrations functions necessary to effectively operate alternative fund product solutions so that asset managers can FOCUS on managing portfolios and generating returns. Stephen is a Director at Prime Asset Managers (Pty) Ltd, and manages the ongoing investment partnership with Prime Invest Group (Pty) Ltd

shane_peters

SHANE PETERS

Director

Shane completed his articles at Coopers & Lybrand in Port Elizabeth following which he joined them as a manager of Global Risk Management Services in the United Kingdom in 1996. On his return to South Africa in 1999, he joined the Cubed Group where he was appointed as a Director, responsible for product development and implementation across various investment products within the group. Shane resigned from m Cubed in 2003 to pursue the establishment of the Global and Prime Group of Companies. Shane supervises the Compliance processes at Prime Invest Group (Pty) Ltd.

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