The investments are done on a portfolio-based approach and are usually spread across the money market, listed equities, unlisted equities and property markets. Our clients include pension and provident funds, insurance companies, charitable organizations, other corporate bodies, high net-worth individuals, and the general public. The clients’ investments are managed either on a segregated basis or pooled through registered unit trust funds. Further to the internal controls, the use of custodial services ensures that all clients’ funds move in consultation with the custodians appointed by the clients.

The compliance officer oversees issues of compliance with all governing legislation as well as internal regulations including the Smartvest Code of Professional Conduct. Smartvest staff adheres to the highest standards of ethical conduct.