PWM Wealth Management is the newly established investment arm of Private Wealth Management and was established to offer Private Wealth Management clients a 360 degree solution encompassing both robust financial planning and advice with best of breed local and offshore investment solutions. The company is headed up by Andrew Whitewood as the Managing Director.
Andrew Salmon is the Chief Investment Officer. Andrew has more than 35 years’ investment experience and brings an in-depth understanding of portfolio management and the broader investment industry to the company. Prior to joining PWM Wealth Management, he was a founding director of Coronation Fund Managers, Head of STANLIB International, Executive Head of Investments at ACSIS and Head of Investments at Old Mutual Wealth. Andrew holds a Bachelor of Economics from the University of Stellenbosch and a Bachelor of Commerce Financial Management (Honours) from the University of Cape Town.
Aligning your financial plan with your investment goals
Our investment strategies are managed and aligned with PWM’s financial planning process and are an integral part of each client’s investment goals and plans. Investment solutions are offered across various investment risk categories to suit each client’s appetite for investment risk. Core to the investment strategy process is an unconstrained view of investment markets with a best of asset class view and consideration of the global investment universe. PWM Wealth Management is fee sensitive when constructing investment strategies and appointing partners.
PWM Wealth Management (Pty) Ltd (FSP NO: 51323) is a licenced Financial Services Provider (FSP) in terms of the Financial Advisory and Intermediary Services Act 37 of 2002 (FAIS), and holds a Category II licence.