GraySwan

Women of GraySwan – Meet Mart-Marie de Jongh At GraySwan, we celebrate the exceptional women who drive our boutique investment company forward. Each week, we highlight one of the talented professionals shaping the future of wealth management with expertise, dedication, and trust. This week, meet Mart-Marie. As an Investment Consultant at GraySwan, Mart-Marie plays a key role in guiding clients through their investment journeys. With an understanding of the markets and a passion for delivering excellence, she ensures that every client receives tailored, strategic advice designed to build and preserve wealth. Q&A with Mart-Marie de Jongh 🔹 What drives you in the investment industry? “The opportunity to help clients secure their financial future is deeply rewarding. I’m passionate about simplifying the often-complex world of investments – removing unnecessary jargon and breaking down concepts so clients can truly understand their portfolios. For me, it’s all about helping people connect with their investments in a way that feels clear, relatable, and empowering.” 🔹 What makes GraySwan’s approach unique? "Helping clients achieve their financial goals is about more than just managing portfolios – it’s about understanding the person behind them. At GraySwan, we don’t believe in a ‘one-size-fits-all’ approach. Every client has unique needs, and we’re committed to creating tailored solutions that align with their goals. For us, it’s about building trust and delivering strategies that feel personal, clear, and impactful.” 🔹 What’s the most valuable lesson you’ve learned in your career? "Genuine connection and understanding comes from listening more than you speak. When you take the time to get to know your clients, you can create a financial plan with them, rather than for them. This collaborative approach ensures that their goals align with what’s achievable through their portfolio, making it easier for them to stay committed and confident over the long term." Stay tuned as we continue to introduce the talented women who make GraySwan a leader in boutique investments. #WomenAtGraySwan #InvestmentExcellence #WealthWithTrust #BoutiqueInvesting #WomenInFinance

Final Reminder: Maximise Your TFSA This Year! Don't miss out on your opportunity to contribute to your Tax-Free Savings Account before the deadline on 28 February 2025. #TFSA #TaxFreeSavings #InvestSmart #LastCall #GraySwan

Last week in Pretoria, we had the pleasure of hosting an exclusive SWAN Insights session. It was an inspiring evening filled with dynamic discussions on market trends, our proven investment strategies, and the insights that keep your wealth growing—so you can Sleep Well At Night. We appreciate the trust you place in us and look forward to more opportunities to connect and share our expertise. Stay tuned for more insights and future events! #SWANInsights #GraySwan #SleepWellAtNight #WealthWithPurpose

Looking to make your money work harder? In investing, outperformance is the goal, but achieving it consistently isn’t easy. To identify skilled investment managers, investors need reliable performance and risk data to distinguish those who can truly add value. That’s where we come in – providing the tools and insights to help you find investment managers who can deliver long-term results. It’s no surprise: many investment managers, whether in local or offshore equities, struggle to outperform the market. Selecting the appropriate investment manager and constructing a well-balanced portfolio can feel like a challenge – but with thorough research and understanding, it doesn’t have to be. At GraySwan, we’ve spent over 20 years refining our approach to identifying investment managers and funds. Our focus on thorough research and deep market understanding allows us to select the optimal managers and build portfolios that are designed to maximise long-term performance while managing risk. We evaluate over 1,200 segregated investment mandates and have access to more than 50,000 local and offshore unit trusts and exchange-traded funds, giving us the flexibility to select the most suitable options for our clients. Want a quick snapshot? Check out our ScoreCards, powered by our proprietary SWAN (Sleep Well At Night) rating system. We begin our selection process with a stringent screening using the ScoreCards and SWAN ratings, focusing on funds that maintain a minimum 3 SWAN rating across short, medium, and long-term periods. Our priority, however, is always given to funds rated 4 or 5 SWAN. After the initial screening, each fund undergoes qualitative due diligence to ensure it meets our high standards for future performance. These ScoreCards offer a glimpse into our approach, but they represent just part of the story. In total, we conduct over 30 different ScoreCards that examine various investment strategies and asset classes. However, we only publish four of these ScoreCards to the public. Our clients, however, gain access to the full range of our detailed research and analysis, providing them with deeper insights into the managers and funds we believe can deliver superior performance. While past performance isn’t a guarantee, it’s the foundation we use to identify investment managers who have demonstrated the ability to outpace the market. https://lnkd.in/d8V5QeB4

Maximize Your Tax-Free Savings Before the Deadline! Your window to maximise your annual Tax-Free Savings Account (TFSA) contribution is closing soon! The deadline to make the most of your R36,000 annual limit is 28 February 2025—don’t miss this opportunity to grow your wealth tax-free. What is a TFSA? A Tax-Free Savings Account allows you to invest without paying tax on interest, dividends, or capital gains—meaning your money works harder for you. Why Should You Invest Before the Deadline? If you don’t use your annual R36,000 limit, you lose it—it won’t carry over. Your lifetime contribution limit is R500,000, and starting early helps you maximize long-term, compounding growth. With GraySwan’s expert investment strategies, you can ensure that your TFSA is working efficiently, aligned with your financial goals. Let’s make the most of this opportunity! Contact us today to optimise your Tax-Free Savings Account before the deadline. #TaxFreeSavings #WealthWithPurpose #InvestSmart #TFSA

Our Somerset West team got together this afternoon for a fun and festive Valentine's braai! It was a great time to celebrate each other and enjoy some delicious food in good company. Here's to team spirit and spreading the love this Valentine's Day! ❤️ #TeamGraySwan #ValentinesVibes #Teamwork

Each week, we’re celebrating the incredible women who drive excellence at GraySwan—leaders in investment, strategy, and client success. These are the women shaping the future of finance, bringing innovation, expertise, and trust to everything we do. Spotlight on Women in Business: Bailey Dewing Marketing is more than just messaging—it’s about building trust, shaping perceptions, and ensuring that GraySwan’s values of excellence and integrity reach the right audience. As GraySwan’s Marketing Manager, Bailey Dewing leads with strategy, creativity, and an understanding of the financial industry. She ensures that every campaign, social media post, and brand touchpoint reflects GraySwan’s boutique, high-performance investment philosophy. Q&A with Bailey How do you approach marketing and communication in the investment industry? "The investment world is built on trust. Our role in marketing isn’t just about getting our name out there—it’s about ensuring that every interaction with GraySwan reinforces who we are: disciplined, premium, and client-focused." How do you see the role of marketing evolving in the investment industry? "Marketing in finance is becoming more about education and engagement than just promotion. Clients and advisors want insight, transparency, and a sense of trust before making investment decisions. At GraySwan, we focus on providing value through knowledge, thought leadership, and meaningful client interactions." How does GraySwan’s marketing strategy align with its boutique investment philosophy? "At GraySwan, everything we do is intentional—our marketing is no different. We don’t believe in one-size-fits-all messaging because our clients and partners are looking for a level of trust, expertise, and exclusivity that mass-market firms can’t offer. Our strategy is built on depth over volume, ensuring every piece of communication reflects our commitment to performance, integrity, and long-term partnerships." What does success in marketing look like to you? "Success isn’t just about reach; it’s about impact. When our clients feel confident, when IFAs choose to partner with us, when our messaging resonates with the right audience—that’s when we know we’re delivering value." Stay tuned as we continue to spotlight the incredible women behind GraySwan’s success. #WomenAtGraySwan #BrandWithImpact #MarketingLeadership #InvestWithExcellence

Empowering Women Through Investment At GraySwan, we celebrate women who take control of their financial future—because when women invest, economies grow, families thrive, and legacies are built. Women investors are reshaping the financial landscape, making bold, strategic decisions that create lasting impact. At GraySwan, we are honoured to be part of this transformation. With our boutique, disciplined approach and unwavering trust, we guide women toward financial success with confidence. It’s not just about returns—it’s about empowerment, security, and building a future with purpose. Your journey starts today. Let’s invest in tomorrow, together. #WomenAtGraySwan #WomenInWealth #TheArtOfInvestments #InvestWithConfidence #GraySwanExcellence

Meet Kamogelo Nkosi – Our New Investment Analyst Following our recent introduction of Victoria Cope, we’re excited to welcome another brilliant mind to the GraySwan investment team—Kamogelo Nkosi! Kamogelo holds a Bachelor of Commerce degree in Finance and Economics from the University of the Western Cape and has showcased exceptional leadership as the Chairperson of the Association of Black Securities and Investment Professionals (ABSIP) at UWC. At GraySwan, Kamogelo will work closely with our investment team, strengthening our due diligence processes on investment managers and product providers across our range of Funds and wealth management clients. His analytical mindset, drive, and passion for finance align perfectly with our commitment to excellence and innovation. Welcome, Kamogelo! We look forward to seeing you grow and make an impact. #GraySwan #MeetTheTeam #InvestmentExcellence #FinanceLeadership #WealthManagement

Meet Victoria Cope – Our New Investment Analyst 🔹 We are thrilled to welcome Victoria Cope to the GraySwan team as our newest Investment Analyst! With a Master’s Degree in Business Mathematics & Informatics, a BSc in Quantitative Risk Management (cum laude), and an Honours BSc in Quantitative Risk Management, Victoria brings a sharp analytical mind and a passion for data-driven investment insights. At GraySwan, Victoria will support our performance and reporting team while also advancing our quantitative models and investment dashboards. Her expertise will further empower our co-portfolio managers to make enhanced, strategic investment decisions. Victoria honed her skills at Bank Windhoek, where she built predictive models and developed financial analytics dashboards. Her innovative problem-solving approach, combined with her structured mindset, makes her a perfect fit for our team. Welcome, Victoria! We’re excited to have you on board and look forward to the impact you’ll make. #GraySwan #InvestmentAnalytics #MeetTheTeam #DataDrivenDecisions #WealthManagement