Stewards of Wealth Creation

Based in Durban South Africa, our team provides proficient investment management services to high net worth individuals and institutional investors across asset classes. Our dedication drives and nurtures successful portfolios without exposing clients’ assets to excessive risk. We invest predominantly in listed equity and equity-related securities, including warrants and convertible securities. Investments may include the securities of investment funds.
We are a Financial Services Board (FSCA) approved private asset management company and hold a Mauritius Business Company Category 1 and 2 License 748.

Stewards of Wealth Creation

Based in Durban South Africa, our team provides proficient investment management services to high net worth individuals and institutional investors across asset classes. Our dedication drives and nurtures successful portfolios without exposing clients’ assets to excessive risk. We invest predominantly in listed equity and equity-related securities, including warrants and convertible securities. Investments may include the securities of investment funds.
We are a Financial Services Board (FSCA) approved private asset management company and hold a Mauritius Business Company Category 1 and 2 License 748.

Clients of Stewards Financial Custodians

We work tirelessly to optimise the financial well-being of our clients via prudent strategy and diversification. Our approach is diverse but conservative enough to avoid unwarranted asset risk.
We are building a long-term business to service institutional clients on a B2B basis. In the initial testing phase, we have also taken on a few B2C individuals.
All individual clients are required to provide standard KYC/ AML/ FICA documentation in order to be onboarded by Stewards Financial Custodians.

Clients of Stewards Financial Custodians

We work tirelessly to optimise the financial well-being of our clients via prudent strategy and diversification. Our approach is diverse but conservative enough to avoid unwarranted asset risk.
We are building a long-term business to service institutional clients on a B2B basis. In the initial testing phase, we have also taken on a few B2C individuals.
All individual clients are required to provide standard KYC/ AML/ FICA documentation in order to be onboarded by Stewards Financial Custodians.

Cash
Management

Our clients’ money is invested in various high-return, cash-on-deposit products. Pooled resources bring buying power that delivers high-interest rates characteristic of a large cash investor.
Cash Management Arbitrage is one of our core growth areas. Funds belonging to investors are directed by ourselves under a discretionary investment mandate. The process is facilitated by IRB Software, enabling real-time transparency of the holdings and movement of investor funds through the infrastructure.
Internal accounting is stringent, and the source of funds and investment origin is clear for reporting purposes.

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8. Financial Structures

We provide offshore legal structures that eliminate or reduce tax liability and facilitate transactions possibly constrained in South Africa. Other financial vehicles include limited liability companies and trusts. We have established admirable skills and relationships in the structured product space. We are currently engaging large institutional clients with six different market risk elements and themes:
1-India Thematic
2-Waste Management
3-Renewable Energy
4-Oil and Gas
5-Market Reset Strategies
6-Essential Services and V-Shaped recovery
industries