Celebrating 25 years of helping people on their investment journey to success

By: Hymne Landman, Head of Momentum Wealth at Momentum Investments

Hymne Landman, Head of Momentum Wealth at Momentum Investments
Hymne Landman, Head of Momentum Wealth at Momentum Investments

We are proud to celebrate 25 years in the investment industry.

Momentum Wealth is one of the largest linked investment service providers (LISPs) in South Africa, with more than R200 billion in assets under administration. We started doing business as Momentum Administration Services (MAS) in September 1996. We soon established the business as an innovative player in the industry focusing on product innovation, efficient administration, and a personal approach in partnering with financial advisers to help their clients with their investment needs.

Interestingly, when we started managing clients’ personal portfolios, we used to refer to these portfolios by the acronym ‘PP’ for Personal Portfolio. The ‘PP’ was later coded into our administration system to be part of a client’s investment contract number, for example PP12345600, and this is how we allocate investment numbers to this day.

The Momentum Wealth local platform provides clients with investment administration services and access to the Momentum Investments investment management team’s skill and expertise and those of other reputable investment managers and discretionary fund managers.

We offer a diverse range of investment and retirement solutions, with access to local and global investment markets to suit all investment needs. Whether the need is to create and grow wealth, protect it, or earn an income from it, we have a personal investment solution for each client on their journey to success.

With the help of their financial advisers, clients can choose from the broadest available suite of local and global investment components and instruments. From basic unit trusts and personalised model portfolios to exchange-traded funds, direct shares and personal share portfolios, as well as other specialised investment products. Our comprehensive range of tax wrappers enables financial advisers to help clients structure their personal investment portfolios for optimal tax efficiency and craft them to suit their unique circumstances and goals.

In the early 2000s, we also launched the Momentum Wealth International platform in Guernsey as an offshore investment platform for South African and offshore clients. Investing through Momentum Wealth International gives clients a true offshore investment experience, diversification from local solutions with exposure to multiple global markets and solutions that offer leading estate-planning and tax benefits.

A recent and very exciting development is our partnership with FNZ, a leading global provider of digital-first wealth management solutions. We understand that clients and financial advisers have different requirements than in the past. Adviser firms are increasingly adopting technology in their practices for ease of use and to create business efficiencies, and clients want more convenient access to their investment information. Through this partnership, we are accelerating the transformation of our retail investment platforms to better serve the investment needs of financial advisers and clients in future.

At Momentum Wealth, personal relationships and strong partnerships are in our DNA. Even though we use investment numbers to identify which investment belongs to which client, financial advisers and clients are not just numbers to us. They become our friends and they are our families, our grandparents, our parents, our children, and their children – people who want to make their dreams and aspirations come to life. For whom their investment is not just another investment, it’s something personal. It helps them to achieve their financial goals on their life journey.

When something is personal, it really matters. That is why with us, investing is personal.

Here’s to 25 years of continual innovation and investment excellence!

Momentum Metropolitan Holdings Limited is a South African based financial services group, listed on the Johannesburg Stock Exchange in South Africa and on the Namibian Stock Exchange in Namibia.

Momentum Investments is part of Momentum Metropolitan Life Limited, an authorised financial services (FSP 6406) and registered credit (NCRCP173) provider.

Momentum Wealth (Pty) Ltd is an authorised financial services provider (FSP 657) and part of Momentum Metropolitan Holdings Limited.

Momentum Wealth International Limited is licensed by the Guernsey Financial Services Commission to conduct investment business. Momentum Metropolitan Life Guernsey Branch of Momentum Metropolitan Life Limited (South Africa) is licensed by the Guernsey Financial Services Commission under the Insurance Business (Bailiwick of Guernsey) Law 2002 to carry on long-term insurance business.

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