What it is
A considered investment service shaped around what you are building, when you will need it and how much uncertainty you can comfortably carry.
For you and your family
Investments
Put every rand to work with purpose.
A considered investment service shaped around what you are building, when you will need it and how much uncertainty you can comfortably carry.
About this service
Understand what the service offers and how it can help you.
Who it is for
Individuals and families who want to grow, preserve or access wealth for a defined goal.
How Stratum offers it
Your Stratum relationship brings your goals, existing investments and future contributions into one view, then coordinates the right investment specialists around you.
The benefits
This service can support the outcomes that matter to you.
Build long-term wealth
Create offshore resilience
Invest for education or property
Keep accessible capital productive
Your experience
We guide you through a clear and connected process.
Understand
We begin with your full financial picture, priorities and time horizons.
Design
An appropriate portfolio is assembled across suitable managers and investment types.
Coordinate
Your adviser connects implementation, reporting and any required specialist input.
Evolve
The strategy is reviewed as markets move and your life changes.
What we can bring together
We coordinate the specialist capabilities your plan requires.
Managed portfolios
JSE-listed shares and exchange-traded investments
Retirement and preservation investments
Fixed income and cash
Offshore investments
Structured, property and alternative investments
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.
Investment products, custody and asset management are provided by appropriately authorised financial institutions and specialist providers.
Explore the Private Clients AppContinue exploring
Credit & Finance
Finance the next move without losing sight of the whole plan.