Our background

PWM Wealth Management (Pty) Ltd is the investment management arm of Private Wealth Management, which was founded 20 years ago. Private Wealth Management currently has over R30bn under advice and management with a national footprint of more than 50 financial planners across 10 locations.

PWM Wealth Management offers a competitive and quality wealth investment management proposition to its clients and planners, instilling confidence and trust. This is underpinned by a suite of regulated Collective Investment Scheme (CIS) Funds and risk-profiled investment solutions.

Our fund range includes the PWM Stable Fund of Funds (FOF), PWM Dynamic FOFs, PWM Balanced FOFs, PWM Worldwide FOFs.

Our investment strategies are managed and aligned with PWM’s financial planning process, which is an integral part of each client’s investment goals and plan.

Our investment solution funds

The PWM CISCA-regulated funds are multi-managed through a combination of specialist, quality and proven investment funds and managers that are carefully selected to manage the fund assets.

Our funds are managed primarily on a multi-asset basis, which includes prudent diversification across local and global markets, asset classes and investment processes. The funds are dynamically constructed to reflect the required risk and return mandated profiles and combine active management and smart beta investment styles.

The investment objective of all the PWM funds is to deliver on real return targets over rolling 7 years and to consistently outperform relevant benchmarks and peer funds over the long term.

Our strategic partners

Investment firms:

We have strong relationships and invest with leading investment management firms including M&G, Stonehage Fleming, Old Mutual, Abax, Prescient, Ninety One, Fairtree, Laurium Capital, CoreShares and others.

Private Clients by Old Mutual Wealth:

Our core investment management partner is a specialist wealth investment management business with strong investment management capabilities on local and global financial markets, macro asset allocation, fund and security analysis and research.

Old Mutual Multi-Managers:

A longstanding relationship with good manager research and strategic asset allocation capabilities.

Prescient Fund Services:

A regulated CIS service provider responsible for the administration and regulatory oversight of the PWM CIS fund range. Prescient Manco, est. in 2003, has R186bn AUM and currently administers 179 funds.

Our key people

Andrew Whitewood
Managing Director

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

Hendrik Pfaff, CFA
Chief Investment Officer: PWM Wealth Management

Andrew Whitewood is the Managing Director, responsible for operations, business development, administration and regulatory areas and is supported by the wider PWM Group capabilities.

Hendrik Pfaff is the Chief Investment Officer for PWM Wealth Management. He is a CFA-qualified investment professional with a Master’s degree and more than 20 years’ experience across various facets of the investment management industry, including domestic and international markets. He is the former CEO and CIO of Sanlam Investments Multi Manager and International Investments and has held senior management positions at the Worldwide Fund for Nature (WWF) and Fidelity Investments International (UK).

The PWM Investment Committee members plays an important role in bridging the PWM financial planning community and the investment management strategy. This includes research and engagement into various investment management facets including asset managers, funds analysis and product dynamics in order to align the investment strategy with client needs.

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.