4 minute read
Award-winning Plexus Wealth expands horizons
Growing wealth for clients is reaping fruit for Plexus Wealth and its clients.
As an independent brokerage that star ted out in 1994, Plexus Wealth has grown significantly whilst remaining true to its purpose. It operates countrywide through offices situated in the key regions of South Africa – Johannesburg, Durban and Stellenbosch.
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More recently, and in spite of two years of lockdown due to Covid-19, the business has also opened its doors in Mauritius and the Netherlands, servicing its ever growing international client base.
A comprehensive solution
“To best serve our client profile, we provide a comprehensive solution,” says James Barnett, CEO of the Plexus Wealth group. “We strive to keep on par with client trends, especially as South Africans increasingly consider living, working and growing wealth beyond the country's borders. For this reason, it's important to have an international presence. Having global offices also gives us keener insight to global investment opportunities and enables us to assist clients in other ways.”
Team of diverse experts
The business also has a long-standing, highly experienced and qualified team consisting of independent financial advisors, chartered accountants and qualified attorneys.
“Our collective knowledge enables us to holistically consider retirement income, taxation and estate planning in our financial advice. In this way, clients can efficiently achieve their financial objectives, albeit in South Africa or internationally,” says Barnett.
To further meet clients' needs, Plexus Wealth offers its own range of funds.“The Plexus Wealth BCI funds are specifically designed to keep pace with inflation and safeguard the purchasing power of clients' savings over time,” he says. “Our funds have grown a solid track record of achieving their mandated objectives since inception.”
Awards and accolades
“Furthermore, we are proud that our listed property portfolio manager, Amanda de Wet, has been recognised by the industry for her fund management skills.” De Wet was awarded the Citywire best portfolio manager award for 2022.
In addition, the Plexus Wealth BCI Property Fund managed by De Wet was a runner-up in its category in the 2018 Raging Bull awards. In 2023, the Fund was again nominated for a Raging Bull award.
The high-yielding Plexus Wealth BCI Flexible Property Income Fund boasts the accolade of best per forming fund for 2021 (source: the Corion Report). Barnett says: “This recognition bears testimony to our investment philosophy and process in line with our fund mandates.”
Other services and products
Furthermore, and in line with its offshore expansion, the Plexus Wealth group offers clients a range of investment services and other products. These include international capital protected products; integrated international banking and investment platforms (UK and Swiss based); share por tfolios; tax and estate planning, including wills, emigration and tax residency advice.
Plexus Wealth - Independent insight in an uncertain world.
Complete your portfolio
A well-diversified portfolio should contain investments in a wide variety of asset classes, including property. This strategy suppor ts long-term gains by reducing risk.
The Plexus Wealth BCI Property Fund has delivered outstanding returns in its category over 1, 3, 5 and 10 years. In fact, we can say since its inception in 2009.
For a well-rounded portfolio that matches your unique investment profile, contact a Plexus Wealth advisor today.
T: +27 (0)31 940 0470
E: info@plexuswealth.co.za www.plexuswealth.co.za
James Barnett CEO: Plexus Wealth
Amanda de Wet Plexus Wealth fund manager
