Welcome to Stewards Financial Custodians!

About Stewards

WE ARE A FSB LICENSED PRIVATE ASSET MANAGEMENT COMPANY (REF. 748).

As a one-stop investment and asset management facility, Stewards Financial Custodians offers you a range of products and services to facilitate further wealth creation, and manage your finances in the most effective manner.

We work to maximise your wealth without exposing your assets to unacceptable risk, and can offer you levels of personal dedication and service that are increasingly rare in a world of burgeoning corporations.

Stewards Financial Custodians - Investment & Asset Management

Stewards Financial Custodians is a Financial Services Board (FSB) approved private asset management company. Stewards FC was born through the amalgamation of uniquely skilled, but like-minded individuals committed to the company and its clients. Stewards FC is based in Durban, South Africa

Steward (stoo'erd, styoo'-)
n.1. One who manages another's property, finances, or other affairs.

We are :

Stewards by Name, Stewards by Nature.

Multi-Asset Management Specialists

As a one-stop investment and asset management facility, Stewards FC offers you a range of products and services to facilitate further wealth creation and manage your finances in the most effective manner. Our products include structured finance, property investment, cash management, equity trading and a wide range of management services.

The Client is Our Business

Combining creative thinking, an extensive skills base, and innovative products with a conservative and responsible approach to asset allocation, risk, and diversification, we seek to constantly optimise your financial position. In short, we work to maximise your wealth without exposing your assets to unacceptable risk.

Our Investment Philosophy

» We believe in having a clearly defined investment strategy and rigidly applying it. We pay particular attention to risk management as the socio-political, economic and technological environment is rapidly changing and a pro-active approach to the management of a portfolio is essential.

» We believe in using technical analysis to determine when to buy and sell equities acknowledging that trading opportunities exist as a consequence of market and share price movements. This is achieved through a disciplined and constant monitoring process.

» We believe in minimising financial risk by investing in equities that are relatively cheap in market terms.  In other words, investing in a strong equity when it offers value by having a low price earnings ratio.

» We believe in exercising a stop loss strategy to avoid unnecessary losses when unforeseen turns in world markets or within a particular company occur.

» We believe in spreading risk by diversifying between 10 to 15 quality companies.

» We believe in “watering the flowers and pulling the weeds”, in other words running with the winners and axing the poor performers.

» We focus on companies, which generally have shown consistent, above average growth historically, and have good future prospects.

Products & Services

MAKING THE MOST OF YOUR WEALTH

Preserving and enhancing your assets are critical to wealth creation. Stewards FC has a mission – to manage your wealth with our range of services so as to maximise every opportunity and thereby constantly benefit your financial position.

By outsourcing, where necessary, to a host of carefully selected experts, analysts, and professionals, we offer a broad range of services that help us manage your financial affairs and advance your financial objectives.

A consultative approach ensures we get to know our clients’ needs and design financial strategies customised to individual requirements.

Structured Finance

In a tough economic climate, traditional capital raising techniques may prove inadequate. Stewards FC uses innovation and years of structuring experience to create value-added financial solutions to meet your needs. With our structured financing services, we can arrange a combination of various capital market instruments to suit your requirements. Our extensive contacts with banks and lending institutions ensure access to a wide range of options combined with maximum flexibility.

Property Investment

Stewards FC emphasises managing your property portfolio as an investment, and focuses on activities designed to add value. Our involvement includes acquisition, financing, day-to-day management, and leasing or sale of the property, with our eye focussed constantly on changing market opportunities, economic factors, and financial developments.

Cash Management

Stewards FC invests clients’ money in a variety of high-return, cash-on-deposit products. Utilising its ‘buying power’ of pooled resources, it gives you the benefit of high interest rates characteristic of a large cash investor on much smaller amounts. Provision for maximum flexibility and cash-on-call is ensured.

Equity Trading

To achieve long-term capital growth it is widely accepted that equities are the most appropriate asset class to invest in. Stewards FC invests primarily in the Johannesburg Stock Exchange. While equity investments offer potentially higher returns, they carry a higher risk and therefore require expertise and a responsible approach with a medium to long-term view.

Banking Services

Though Stewards FC is not a bank, it does offer many of the services that characterise private banking.

Through various banking arrangements, Stewards FC can offer you a full range of services, including:

  • Call Accounts
  • Debit Cards
  • Loan Facilities
  • Direct Payment Facilities
Administration

Stewards FC offers its management services to a wide range of corporate and individual clients. With our extensive network of contacts, you will be surprised at just how much we can offer.

Our services include:

  • Company Administration
  • Billing and Collection
  • Property Management
  • Income Provision
Financial Structures

Stewards FC is experienced in the establishment of offshore legal structures that eliminate or reduce tax liability, and facilitate transactions that may be constrained in the client’s home country.

Other financial vehicles available to clients include limited liability companies and trusts.

Forex intermediary Services

Stewards has extensive experience in the asset management field and have held a FSB CAT II license covering an extensive number of categories for many years.

One of the components is the handling of all forex needs of our clients. We offer forex services for investment purposes as well as export and import business.

Utilising the ‘buying power’ of pooled resources, Stewards gives you the benefit of lower forex costs characteristic of large forex deals on much smaller amounts.

Contact Us



    ADDRESS : SUITE 209, GRANADA SQUARE, 16 CHARTWELL DRIVE, UMHLANGA ROCKS, 4319

    Find out more about the South African government’s response to COVID-19 at their website – sacoronavirus.co.za