About IPMG Wealth Management Solutions
IPMG Wealth Management Services offer personalised Investment management Solutions for Individual and business clients.
Our experienced Wealth Managers in partnership with our investment committee make use of well documented Investment Philosophies, house views, approved fund managers, model portfolios and proven advice process to drive solid returns within appropriate risk rated portfolios.
Our role as Investment Advisors is to source appropriate solutions from leading fund managers and ensure that our Clients Investment Profile matches their desired objectives and manage that process on an on-going basis. We measure our success against our peers group within the same market.
The IPMG Wealth Management Investment committee consists of both IPMG and external Investment experts ensuring healthy peer review and accountability to clients at all times.
Our IPMG Investment process ensures that clients fully understand and agree on the investment objectives, recommended investment strategies, portfolio structuring, investment risks and rewards as well as the associated investment costs.
IPMG enter into a service agreement for all investment clients.
The solutions provided are:
- Local Investment
- Offshore Solutions
- Niche / bespoke solutions
- Stock Broking
See Client testimonials for IPMG Solutions - (Click here)
Contact our Client Services departments or an Associate in your area
IPMG Western Cape
IPMG Eastern Cape
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