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.

Andrew Whitewood 200px
Andrew Whitewood
Managing Director

BCom (Honours) in Business Management, Postgraduate Diploma in Financial Planning, CFP®, Certificate in Investment Performance Management, CIPM®

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Andrew Salmon
Chief Investment Officer: PWM Wealth Management

B.Econ, BCom (Hons)

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Investment Managers

Local managers include Ninety One, Coronation, Prudential and Prescient with offshore managers including the likes of Baillie Gifford, Gins Global and Hermes.

Administration

Prescient Management Company, established in 2003, has R131bn AUM and currently assists 49 fund managers and administers 161 funds.

Research & Investment Team

The Research and Investment Team has more than 231 years’ of combined investment experience. Their focus is to provide robust investment manager research and due diligence.

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