At Bartizan Capital we are constantly on the lookout to grow and defend your wealth

INDEPENDENT & TRUSTED

OUR THINKING

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  • that there is value in being independent

  • that experience and professional qualifications matters and thus, when it comes to your wealth, we act as a team of specialists instead of a single generalist

  • in full transparency of cost and fees

  • in the benefit of diversification

  • in good governance

  • in the power of partnerships

  • that the biggest enemies to investment success are emotions, costs and taxes

WE BELIEVE

OUR APPROACH

At Bartizan Capital we take care to provide bespoke, independent investment solutions to our clients. Investment solutions are tailored to your unique needs, whether it is for the growth or the preservation of wealth.

OUR OBJECTIVE

Given a client’s needs, preference and values, we support a client to identify and implement appropriate investment solutions to a degree where best of the breed, independence and corporate governance is never compromised, thereby making investment management relevant, easy and cost-effective.

 
 

OUR TEAM

JURIE VAN DYK

DIRECTOR

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ERAS VENTER

DIRECTOR

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DIEKIE KRÜGER

DIRECTOR

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GAWIE MINNAAR

DIRECTOR

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KOSIE JANSE VAN RENSBURG

DIRECTOR

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JOHANN DE CLERK

DIRECTOR

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OUR PARTNERSHIP

Bartizan Capital has a contractual relationship with Analytics Consulting who provides independent investment support and governance, Analytics Consulting is South Africa’s largest independent investment advisory business with its roots in Investec Asset Management which was bought out in 2004 by management, and is wholly owned by employees. The business has an 18-year track record and currently oversees R50 billion.

DR. LANCE VOGEL

CHIEF INVESTMENT STRATEGIST

WYNAND VICTOR

INVESTMENT ANALYST

BERNARD VAN WYK

HEAD OF INVESTMENTS

ANTHONIE LOMBARD

SENIOR INVESTMENT ANALYST

BRENDA AINSWORTH

HEAD OF GOVERNANCE AND COMPLIANCE

GEORGE RICHARD EDWARDS

FINANCIAL ANALYST

& PORTFOLIO MANAGER

ALISON BARKER

HEAD OF FX SOLUTIONS & ECONOMIST

OUR ADMINISTRATOR PARTNERSHIPS

The following investment administrators have approved the Bartizan Capital fund solutions after complying with their ongoing internal compliance and investment due diligence process.

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OUR SOLUTIONS

Our services focus on wealth management, which encapsulates:

INVESTMENT MANAGEMENT

We guide our clients in the development of suitable investment strategies, which we manage in terms of either discretionary or non-discretionary mandates. The agreed strategies are implemented via unit trust portfolios and/or direct securities.

 

All discretionary mandates are managed through Bartizan Capital (FSP license number 48450).

 

We continuously monitor these strategies and report on a quarterly basis on the progress of the investment strategies in achieving their required investment objectives.

INVESTMENT SOLUTIONS

Bartizan Capital develops bespoke investment solutions by combing unit trust funds and/or direct security portfolios. Set out below are our current best view portfolios for distinct investment objectives.

SHARE PORTFOLIOS

Bartizan Global

GLOBAL

Bartizan SA Equity

SOUTH AFRICA

Bartizan SA Sector

SOUTH AFRICA

SECTOR NEUTRAL

MODELS

Bartizan Diversified Income

BARTIZAN

DIVERSIFIED INCOME

Bartizan Balanced

BARTIZAN

BALANCED

Bartizan Balanced Plus

BARTIZAN

BALANCED PLUS

Bartizan Growth

BARTIZAN

GROWTH

Bartizan Capital is an Authorised Financial Service Provider, FSP No 48450

 
 

CONTACT US


2 Kanonkop Road, Bloemhof, Bellville, 7530
PO Box 3333, Tygervalley, 7536

+27 (0)21 213 1111
info@bartizancapital.co.za