Pwm Wealth Management

PWM Wealth Management (Pty) Ltd is the investment management arm of Private Wealth Management, which was founded 20 years ago. Private Wealth Management currently has over R30bn under advice and management with a national footprint of more than 50 financial planners across 10 locations. PWM Wealth Management offers a competitive and quality wealth investment management proposition to its clients and planners, instilling confidence and trust. This is underpinned by a suite of regulated Collective Investment Scheme (CIS) Funds and risk-profiled investment solutions. Our fund range includes the PWM Stable Fund of Funds (FOF), PWM Dynamic FOFs, PWM Balanced FOFs, PWM Worldwide FOFs. Our investment strategies are managed and aligned with PWM’s financial planning process, which is an integral part of each client’s investment goals and plan. The PWM CISCA-regulated funds are multi-managed through a combination of specialist, quality and proven investment funds and managers that are carefully selected to manage the fund assets. Our funds are managed primarily on a multi-asset basis, which includes prudent diversification across local and global markets, asset classes and investment processes. The funds are dynamically constructed to reflect the required risk and return mandated profiles and combine active management and smart beta investment styles. The investment objective of all the PWM funds is to deliver on real return targets over rolling 7 years and to consistently outperform relevant benchmarks and peer funds over the long term. Andrew Whitewood is the Managing Director, responsible for operations, business development, administration and regulatory areas and is supported by the wider PWM Group capabilities. Hendrik Pfaff is the Chief Investment Officer for PWM Wealth Management. He is a CFA-qualified investment professional with a Master’s degree and more than 20 years’ experience across various facets of the investment management industry.