Services

  • Asset Management - WellsFaber provides asset management services in the form of direct share portfolio management, money market & bond portfolio management, and unit trust portfolio management. We are duly authorised and licensed to provide these services by the Financial Services Board.

 

  • Cash Management - WellsFaber is particularly active in the money market, where the firm aims to maximise yield for clients. We utilize a range of instruments within the ambit of the money market.

 

  • Gilt and Bond Market Management - WellsFaber is a participant in the capital market, where government and quasi government bonds are actively traded. The firm seeks to attain the optimal mix between capital and income yield required for any particular client. The firm has an excellent track record in managing blocked rand portfolios for non-resident client.

 

  • Unit Trust Management - WellsFaber advises on the creation of an appropriate portfolio of unit trusts for individual clients. This service of managing unit trust selection for our clients has been rewarding for them, bearing in mind the divergence between top quartile and lower quartile performance within the wide selection of unit trusts available to the investing public.

 

  • International Asset Management - In a similar fashion to our advisory role in selecting a spread of local unit trusts for our clients, we are able to structure a diverse portfolio of international funds for them, in order to cater for their individual needs. We invest for our clients in a wide range of offshore asset classes.

 

  • Trusts, Retirement and Estate Planning - With increasing age, the need to plan for retirement and to leave your affairs in an orderly and efficient manner becomes a priority. WellsFaber offers comprehensive advisory services in this respect.

 

  • Insurance Advice and services - WellsFaber provides balance sheet advice to clients, including commentary on underlying insurance cover, ensuring that insurance portfolio's do not become outdated and keep pace with changing legislation.

 

  • Actuarial Services - WellsFaber has very strong ties with its actuarial associate, and is well placed to offer such professional services to the firm’s client base. 

 

  • Other International Service - Through its overseas associations, WellsFaber has been able to extend its services to cover international and cross-border aspects of most of the services offered.

 

  • Foreign Exchange Services - WellsFaber provides a foreign exchange service for private individuals as well as corporates who wish to repatriate or transfer money abroad.