• investing

    “The only way to avoid mistakes is not to invest—which is the biggest mistake of all.”
    John Templeton

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Applying the most appropriate investment solutions for each client

At FGIP we help our clients make the right investment decisions based on proper analyses of their:

  • risk profile,
  • income requirements,
  • long-term goals,
  • tax liabilities,
  • estate duty liabilities, and
  • liquidity requirements.

We also consider any other relevant legal requirements.

We have the expertise to structure the correct portfolio according to each investor’s needs, incorporating trust structures where and when necessary.

We provide access to a wide range of thoroughly researched and evaluated investment products, including:

  • Multi-manager funds
  • Private stock portfolios
  • Capital growth plans (with or without guarantees)
  • Income plans (with or without guarantees)
  • Provident and preservation funds
  • Property funds
  • Unit trusts/mutual fund portfolios
  • Structured funds
  • Hedge funds
  • Private property investments
  • Money market services

WE UNDERSTAND BUSINESS. WE HAVE THE SKILLS TO ASSIST CLIENTS IN ASSESSING PRIVATE EQUITY OPPORTUNITIES. WE CAN ALSO PROCURE THE EXPERTISE OF EXTERNAL PROFESSIONALS TO EVALUATE PROPOSITIONS ON AN INDEPENDENT BASIS, WHEN NECESSARY.

Alternative investments

High-net-worth investors often have a flair, and the appetite, to invest in alternative asset classes. Through years of experience and first-hand knowledge of such investments, we add value by taking a clinical and objective view on investment opportunities to ensure that wealth is preserved.

We appreciate that some clients are interested in investing in alternative investments such as art and other collectibles (often referred to as ‘passion investing’) and that the value of such investments, from both a monetary and sentimental point of view, should not be underestimated.