FIRSTGLOBAL GROUP (Pty) Ltd was created in 2001.
The company originated from the common desire of
leading Financial Advisory firms based in Cape Town,
Pretoria, Johannesburg and Durban, to establish a
world class Financial and Investment Services group.
Skill, knowledge and experience are key elements in
preserving wealth and optimising future estate values
of investors.
In a world of volatile markets and a myriad of investment
choices, independent professional advice is imperative.
We serve our clients with the collective skills and
experience of leaders in the field of financial and
investment planning. Each office is driven by a team of
dedicated people comprising professionally qualified
advisers, consultants and administrative assistants.
FIRSTGLOBAL renders the following services:
- Global Financial Planning;
- Comprehensive Investment Services;
- Treasury Services;
- Cash Management Services;
- Estate, Trust and Tax Services;
- Independent Private Banking Services;
- Private Client Asset Management; and
- Pension and Retirement fund Consulting.
We unlock real value for our clients in the
following ways:
- a sincere focus on the needs of high net worth
private and corporate investors;
- the creation of synergies between some of the
world's top financial institutions with a view to
produce innovative global investment
solutions;
- global research on markets, asset classes
and sectors; and
- succession planning within the GROUP to
guarantee a lasting service to clients.