What it is
Larger organisations need breadth without fragmentation: treasury, benefits, governance, risk, investment and specialist advice aligned to a common mandate.
For business and people
Corporate & Institutional
Bring specialist capability into one accountable conversation.
Larger organisations need breadth without fragmentation: treasury, benefits, governance, risk, investment and specialist advice aligned to a common mandate.
About this service
Understand what the service offers and how it can help you.
Who it is for
Companies, institutions, retirement funds and decision-makers with complex financial mandates.
How Stratum offers it
Stratum coordinates the client proposition and convenes the institutions and specialists appropriate to the organisation’s requirements.
The benefits
This service can support the outcomes that matter to you.
Coordinate complex mandates
Strengthen governance
Improve employee propositions
Access specialist capability
Your experience
We guide you through a clear and connected process.
Define
Stakeholders, mandate, governance and success measures are established.
Assemble
Appropriate institutions and technical specialists are selected.
Deliver
Workstreams are coordinated against the agreed mandate.
Oversee
Reporting and governance maintain visibility and accountability.
What we can bring together
We coordinate the specialist capabilities your plan requires.
Employee benefits and group risk
Treasury investments
Corporate finance
Investment consulting
Retirement-fund consulting and administration
Governance and actuarial support
For Stratum Private Clients
Your service, connected through
one relationship.
This service is offered to Stratum Private Clients as part of a coordinated relationship. The Stratum Private Clients App is intended to bring your request, financial position, relevant provider information and ongoing support into one clear view.
Mandates are delivered with appropriately authorised financial institutions and qualified specialist providers under the relevant agreements.
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Investments
Put every rand to work with purpose.