Absolute Transparency
ABSOLUTE TRANSPARENCY
We believe in ensuring that our clients get the best value for money.
What makes us different is that we can influence much of the cost chain. Due to economies of scale as well as our close and long standing relationships with the fund managers and investment platforms, we’ve been able to negotiate very compelling fees These savings largely mitigate our advisory fee. Typically, this means you’re probably paying the same fees as you would when investing directly yourself (that is DIY, ex-advice and everything that goes with that).
Omega Capital’s fees and charging structures are 100% transparent, disclosed and agreed to upfront and in writing.
There are no hidden fees or are any rebates (kickbacks) earned. This is extremely rare in financial services in South Africa.
Our investment portfolio fee structure is a nil commission basis, with an annual advisory fee of between 0.25% and 0.75% of the assets under management. Typically the fee is 0.5% per annum.
- We believe we are correctly incentivised to protect and grow clients` portfolios as this in turn protects and grows our fee revenue.
- Initial fees and a pre-agreed once off structuring fee may apply dependant on the complexity of the circumstance, time required as well as the compliance cost involved. This is however a cost recovery mechanism only.
- Notwithstanding much of our value add in terms of fees lies in the other costs and fees that we save our clients, often the lion’s share of the aggregate cost.
Private Wealth Management
PRIVATE WEALTH MANAGEMENT
PRIVATE CLIENT WEALTH MANAGEMENT
Omega Capital offers a range of bespoke and individualised services to help you preserve and grow your wealth and achieve your goals, whether that be retiring financially independent, or leaving a legacy for future generations.
We can offer you specialist wealth management with bespoke portfolios built specifically to deliver your desired outcomes.
This includes:
- Personalised investment portfolios for discretionary and compulsory monies.
- Local, asset swap and international investment portfolios.
- Estate and testamentary planning, as well as guidance on fiduciary services
- Full investment portfolio analysis.
- Financial needs analysis for death, disability and retirement.
- Healthcare consulting.
Investment Management
INVESTMENT MANAGEMENT
CREATE AND BUILD YOUR OWN WEALTH
Our approach to investing focuses on preserving wealth and enhancing its value, through carefully calculated strategies that are using proven investment policies and principles.
Our core investment portfolios offer a range of risk-rated solutions. These portfolios are based on in-depth research. Fundhouse, our research partner, is a Cape Town and London based asset and actuarial consulting firm.
Together we select the investment strategy that best matches your requirements, goals and risk appetite. Ongoing management thereof becomes just as important after implementation.
By choosing Omega Capital as your specialist wealth manager, both the style of your investments and the costing structure are entirely controllable, giving us the advantage of being able to strategically invest your financial affairs in order to achieve the best outcomes.
Due to our close and long standing relationships with the fund managers and investment platforms, we’ve been able to negotiate very compelling fees. These savings can be equal to or greater than our advice fee charged. Typically, this means you’re paying the same rates as if you were to invest direct, but you receive the Omega Capital advice ‘built in’.