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 regulated under the Financial Sector Conduct Authority (FSCA) approved private asset management company and hold a Category 1 & 2 License.
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.
Arbitrage
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.
Forex arbitrage provides a risk-free trading strategy, allowing traders to make a profit with no open currency exposure. The approach offers weekly liquidity while seeking to exploit price inefficiencies in the pursuit of attractive risk adjusted returns, independent of general market direction.
ZAR is earned daily with weekly access to funds, and returns of over 1% per week (based on past performance). ZAR based returns are generated through Forex Arbitrage settled in digital assets. It is an opportunity to take advantage of price inefficiencies in volatile markets and should be viewed as an investment.
STRUCTURED PRODUCTS
Success begins by listening and understanding individual client needs. From there, we create personalised financial strategies designed to preserve and maximise asset growth. When required, we outsource to highly respected experts and analysts to further enhance financial victory.
Our local products and service focus on:
1. STRUCTURED FINANCE
Enjoy access to extensive and flexible finance options. We use our contacts, innovation, and structuring know-how to bring value-added financial solutions to our clients
2. PROPERTY INVESTMENT
We manage your property portfolio as an investment. We are always adding value by keeping a pulse on market, economic, and financial developments. Our skills include acquisition, financing, leasing, and sale of property.
3. CASH MANAGEMENT
We invest in a variety of high-return, cash-on-deposit products. The buying power of pooled resources gives the benefit of significant investor interest rates for far smaller amounts — maximum flexibility and cash-on-call in guaranteed.
4. EQUITY TRADING
It is widely accepted that equities are the asset class that achieves long-term capital growth. However, it does carry higher risk, necessitating an expert input and a medium to long-term view. We invest primarily in the Johannesburg Stock Exchange.
5. BANKING SERVICES
Although not a bank ourselves, various arrangements allows us to offer private banking services like call accounts and direct payment facilities.
6. PRIVATE EQUITY
We provide niche private equity prospects in Telecoms, Office Property, Residential Property, and Refrigeration. Furthermore, we have partnered with African Private Equity players to leverage opportunities.
7. SEGREGATED PORTFOLIOS
The foundation of a long-term portfolio requires typically segregated portfolios of equities and funds. Our segregated portfolio platform allows us to manage funds in tailor-made portfolios, meeting individual needs.
8. FINANCIAL STRUCTURES
We provide offshore legal structures that eliminate or reduce tax liability and faciliate 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 industitutional clients with six different market risk elements and themes:
- India Thematic
- Waste Management
- Renewable Energy
- Oil and Gas
- Market Reset Strategies’
- Essential Services and V-Shaped recovery industries