Providing you with a broad-based wealth management service

Since the inception of the Brantam Group back in 1987, the 3 founding members and shareholders of Company, viz. Bob Bartholomew; Paul Argent and Derek Sumption, have taken the stance that we cannot be all things to all men, and have thus focused the business predominantly on wealth creation.

At the outset, the funds were created to provide a broad based wealth management service, and we must confess that we did not originally target the retirement market, however, as our client base developed, we just seem to attract the more "mature" investor, which suits our management style perfectly. What is very nice from our perspective is that 100% of all new clients are introduced from an existing client referral.

This does not, of course, preclude anyone else from utilizing the Brantam funds, and we have designed the portfolios to cater to all needs (see "Suite of Funds")

It may be prudent to mention at this point that, although we are actively involved in assisting clients in retirement planning, and the tax consequences of that planning, or simply managing an investment portfolio on their behalf, and can give some overall advice on most areas of the Financial Services Sector, we are not registered to provide information pertaining life assurance; short term insurance; tax advice; estate planning or legal matters. Should a client require an in depth analysis of their full portfolio, it is recommended that the various experts in each area of the above be contacted.

Our hands-on, personal approach

Possibly one of the main reasons that Brantam have achieved success in their chosen field of wealth management has been the simple fact that the three founding partners are still managing the business 21 years later. Yes, people have come and gone over the years, but the decision to keep it small, personal and tightly focused has worked, and resulted in all our clients becoming our friends as well.

This dream was further rationalised some 8 years back (September 1998 to be exact) when we were able to launch our own suite of Wrap Funds off a viable administration platform, and are proud to be able to lay claim to having the first viable Wrap Funds launched in South Africa.

However, as promised to investors, we are continually striving to improve upon this, and are pleased to be able to announce that the funds were successfully registered as "Fund of Funds" in February 2006. This effectively makes them all registered unit trusts, and now fall under the scrutiny of the Collective Investment Schemes Control Act [No. 45 of 2002]

Needless to say, we are proud of what we have created, and will continue to fine tune as we go along.