Core Values
Verum Capital is an authorized financial service provider based in Johannesburg, South Africa, providing investment advisory and discretionary offshore services to High-Net-Worth Individuals [HNWIs], Financial Service Providers [FSPs] and local Independent Financial Advisors [IFAs].
Team
Our senior offshore investment specialists offer offshore investment advice in demanding financial environments.
□ Senior investment specialists who have amassed 90 years of local and global investment experience
□ Our offices are based in Houghton, Johannesburg
□ Administration and trade execution desk
Target Clients
Our services are designed for private individuals and/or professional investment advisors.
□ Small to High Net Worth Individuals [HNWI]
□ US citizen and or Green Card holders
□ Financial Service Providers [FSPs] and Independent Financial Advisors [IFAs]
□ Asset Managers, Private Equity and Venture Capitalists
□ Linked Investment Service Providers [LISPs]
Minimum investment: USD 10,000.00 or the equivalent thereof in other major currencies(EUR, GBP, CHF).
Bespoke Services
In partnership with our Swiss and Mauritian based banking partners, we ensure maximum capital growth and capital protection from currency and geopolitical risks.
□ Carefully selected banking partners
□ Offshore account openings [single, joint or trusts]
□ Multi-currency accounts
□ Account / Portfolio segregation [CLS]
□ Wealth and Tax Planning
□ External Asset Management [EAM] services to FSPs and IFAs
□ Global Asset Management
□ Structured Products [SPs]
□ Alternative Investments [AIs] advice [Private Equity, Venture Capital]
□ Trade execution and settlement controls
□ Lombard Loans
□ Global Market Research
□ Tax Reporting
□ Credit / Debit Cards
Investment Services
We offer global investment portfolios applying our long-term investment experience.
□ Multi-Asset-Class Fund-of-Fund Portfolios
□ Market Hedge Overlays
□ Lombard Lending
□ Structured Product Portfolios
□ Alternative Investments [Private Equity, Venture Capital]
□ Best Price Executions
□ Flat Fee / Ticket Fee Model
Minimum investment: USD10,000.00 or the equivalent thereof in other currencies.
Investment Performance
Above average returns across all asset classes are secured by focussing on long-term investment objectives and decision making.
□ Expected return Core Portfolio: 8% – 12% p.a.
□ Expected cost Loan Portfolio: 5.5% – 6% p.a.
□ Expected return Satellite Portfolio: 12% – 16% p.a.
Current investments performance achievements can be received upon request.
* Please request performance updates on our Structured Products strategy. Performance is not guaranteed as this is an estimation.
Structured Products
Our Structured Product specialists extend their know-how to private clients and the financial industry.
□ Best-in-class independent trading platforms
□ Best price policy [up to 30 quote comparisons]
□ Bespoke product solutions
□ Minimum nominal value USD25,000.00 or the equivalent thereof in other major currencies
□ Investment horizon 3 – 72 months
Facilitation Services
We provide market insight and advice on related investment products, available to all Financial Advisors.
□ Product coaching
□ Non-compete agreement
□ Direct access to local offices
□ Asset retention / asset flow control
□ Account and portfolio segregation [CLS]
□ Administration and trade execution services
Strategic Partners
Verum Capital empowers self-employment and committed to nurturing entrepreneurship through exclusive Executive Partnership Models [EPM]
□ Turn-key offering to seasoned Financial Advisors
□ Coaching / Mentorship on offshore models
□ Proven Investment Strategies and revenue model
□ Asset retention
□ Asset outflow controls
Need to get in touch?
Your request will be sent to the
Verum Administrator who will respond to you shortly.
