Live local,
invest globally.
The Robert Group gives astute investors access to specialised global managers and themes, with the personal service of a coastal private-wealth practice.
The people who look after your wealth
You deal directly with a qualified adviser. The investment team that manages your portfolio works here on the North Coast too, so you can sit down with the people running your money.
Meet the full team
The Money Minute
Devin Shutte, our Head of Investments, on the markets every week.
The Ownership Mindset: How to Give Your Kids a Financial Head Start
This week, Devin unpacks Elon Musk’s headline-grabbing plan to gift a SpaceX share to every child in America, a staggering $10.5 billion wealth transfer.
Watch on YouTube (opens in a new tab)One partner for your whole financial life
Your investments, protection, estate and tax brought together in one coordinated plan.
Financial planning
Independent advisers who build the plan around your life: risk, retirement and estate.
Learn moreInsurance
Independent broking for your home, life and business, with cover sourced across the whole market.
Learn moreInvestments
The WealthBuilder fund range, cash, shares and digital assets, managed in-house.
Learn moreCorporate benefits
Pension, provident and group risk that help you attract and keep great people.
Learn moreSeven Citywire DFM awards in five years
We run our own funds, so our track record is public. Our Investment Committee sets each fund's asset allocation and allocates capital to specialist local and global managers. We monitor every manager and rebalance each fund against its mandate.
Our funds have won seven Citywire South Africa DFM Awards since 2022. The Flexible fund has won Multi-Asset SA Flexible in each of the five years the awards have run, 2022 to 2026.
Citywire judges its performance awards on risk-adjusted returns over a set period. Past performance is not necessarily a guide to future performance.
Speak to an adviser
Tell us what you want your money to do. An adviser will come back to you within one business day.