+27 (0) 712322561
BETA CAPITAL Create a better future
Trust. Honesty. Experience.
Our Services
WEALTH MANAGEMENT
Investment solutions.
Global portfolio management
Domestic portfolio management
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Independent financial advice.
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Retirement strategies:
Pension, Provident & Preservation Funds
Retirement Annuities (RA's)
Endowments
Investments
Facilitate third party Foreign Exchange transfers.
Advice on Tax Free Saving Accounts (TFSA)
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PORTFOLIO OFFERING
Discretionary investment portfolio management.
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Active share management.
Strategic and tactical asset allocation.
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Global and multi asset portfolios.
Global Equity and Balanced portfolios.
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Direct equity portfolios: A focus on quality companies with strong underlying fundamental and structural drivers.
Multi-Manager portfolios: A selection of active Funds with a focus on manager selection, underlying asset exposures and risk/ return profiles.
Passive portfolios: Exchange Traded Funds (ETF's) used to construct target asset allocation exposures offering a lower cost solution and as building blocks in portfolio construction.
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Bespoke portfolio construction: Customised on a personal and risk adjusted basis.
OVERVIEW
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Servicing financial needs and managing investment return expectations.
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Skills in equity selection and asset allocation.
A focus on cost. Transparent and competitive fees.
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Liquid investments. Quick return of your capital once assets are sold.
Innovative solutions with a good understanding of risk management.
ABOUT BETA CAPITAL
Beta Capital is a discretionary investment manager with a focus on offshore investment solutions.
At Beta Capital we provide a range of financial solutions to incorporate your risk profile. We pride ourselves on service and risk adjusted returns. Cost effective financial solutions are designed to grow and preserve your wealth. We strive to meet expectations through understanding risk profiles and constructing appropriate strategies to achieve asset price returns.
Investment solutions include discretionary domestic and global portfolios to meet specific investment objectives.
The investment philosophy incorporates top down global economic analysis for asset allocation and global themes to identify appropriate equity strategies. Portfolios can be constructed using Direct equities, Exchange Traded Funds (ETFs), Collective Investment Schemes (Unit Trusts), Alternative Assets, Bonds and Derivatives where appropriate. A focus on risk and suitability is fundamental to this process.
The word 'beta' is a financial term which is defined as a measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole.
Beta Capital (Pty) Ltd is a regulated Financial Service Provider: licence number 46473.
Beginnings
Investing in the Future
Founded in 2015, BETA CAPITAL was formed by James le Cordeur an experienced global investment portfolio manager.
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James spent 13 years working in London within large asset managers such as J.P. Morgan, Schroders and nearly 10 years at Sarasin & Partners. He built a strong track record as a portfolio manager and developed his investment skill set managing a broad range of asset classes. His experience gained through different economic cycles help define a well-balanced appreciation of various asset classes and associated risks.
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