A Leading Financial Services Group

About Us

We aim to be a highly respected advice-led financial technology firm in South Africa and Namibia.

Through three specialist divisions and with a national footprint of 270 expert adviser offices throughout Southern Africa, we support our stakeholders through every stage of their financial lives, delivering long-term value through excellence.

Our Divisions

PSG Wealth

We offer a comprehensive wealth management service designed to meet your needs as an individual, family or business. Trade in shares and other securities or invest in unit trusts through our online trading and investment platform. We also offer estate planning and fiduciary services. For businesses, we offer a full suite of employee benefits and bespoke multi-managed investment solutions.

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PSG Insure

We offer a full range of personal, commercial and specialist insurance solutions. By partnering with leading insurers, we ensure our clients have access to the widest possible options — always supported by expert advice and assistance with claims.

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PSG Asset Management

A recognised and respected investment manager, PSG Asset Management offers a focused range of local unit trusts and international funds. Our approach is bottom-up and research-driven, with a strong emphasis on risk management and long-term value creation. We serve both retail and institutional investors seeking a thoughtful, disciplined investment process.

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We undertake to always advise clients with the highest level of good faith, integrity, professional knowledge and diligence.

Core Principles

We Are First And Foremost A South African Company

We Are Passionate About Entrepreneurship

We Aim To Be The Best, Not The Biggest

Our People Are Our Greatest Asset

We Do What We Say We Will Do

Awards & Achievements

PSG Wealth

2025

Awarded 'Top Wealth Manager of the Year: Large Institutions' at the Krutham Top Private Banks and Wealth Managers Awards, for a seventh year in a row.

PSG Wealth

2025

Winner of the 'Wealthy Executive', 'Lump-sum investor', 'Successful Entrepreneur' and 'Retiree' archetypes.

PSG Wealth

2025

Profile Unit Trust Awards: Winner: 'Best South African Multi Asset Low Equity Fund' (risk-adjusted performance over five years): PSG Investment Management Cautious Fund of Funds

PSG Insure

2025

PSG Wealth Financial Planning (Pty) Ltd was named National Broker of the Year for Exceptional Achievement in the 2024 Financial Year by Santam at The Exchange 2025

PSG Assets Management

2025

Raging Bull - Certificate: Best South African Multi-Asset Income Fund for straight performance over three years: PSG Diversified Income Fund

PSG Assets Management

2025

Raging Bull - Certificate: Best (SA-Domiciled) Global Multi-Asset Flexible Fund for straight performance over three years: PSG Global Flexible Feeder Fund