PARTNERSHIPS - portfoliobureau.co.za

We’ve partnered with industry experts to give you the best of every world.

To offer our clients a well-rounded service, we’ve partnered with the best of the best local and international firms who share our values and work in complementary sectors, like auditing, accounting, tax, and consulting. This allows our clients to benefit from our combined knowledge and services to meet all of their financial needs.

PORTFOLIO BUREAU INVESTMENTS

Portfolio Bureau Investments (Pty) Ltd, trading as PBi, was granted a discretionary asset management license by the Financial Sector Conduct Authority in 2015. This allows PBi to set up and manage investment solutions such as Collective Investment Schemes. PBi consults with external experts in the multi-manager space as well as asset managers both locally and abroad.

MGI BASS GORDON

This partnership offers our clients services such as auditing, accounting, company secretarial, compliance, family trust administration, tax compliance, planning and consulting. Personal attention is given to each client by both partners and staff, who share our philosophy of offering specialised, cost-effective service. View Page

LEGACY NOMINEES (PTY) LTD

Our partnership with Legacy Nominees (Pty) Ltd offers our clients a secure and stable way to invest their money, while enjoying highly competitive cash like returns. For more than 30 years, they have grown their clients’ money by offering superior money market rates. This intermediary service and licensed Financial Services Provider is a subsidiary of Portfolio Bureau, and focusses on investing funds into money market products with two of the top banks in South Africa, Investec and Nedbank. View Page

ANCHOR CAPITAL

Established in 2009, Anchor Capital is a leading wealth and asset management service provider locally and globally, who offer a broad range of South African and international investment solutions to individuals, financial advisors and institutions. Anchor became a shareholder of Portfolio Bureau (Pty) Ltd in December 2015. View Page

“At the end of the day, our client’s plan is our purpose.”

Norman Van Rooyen, Director.

WHAT CAN WE HELP YOU WITH TODAY?

Investment Planning
Pre-Retirement Planning
Post-Retirement Planning
Estate & Risk Planning
Employee Benefits

GET IN TOUCH & LET’S CHAT.

Tel: +27 21 419 2277
Fax: +27 21 421 7278
Email: adminpb@portfoliobureau.co.za

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