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
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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
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in full transparency of cost and fees
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in the benefit of diversification
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in good governance
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in the power of partnerships
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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 DISTRIBUTION PARTNERS
OUR ADMINISTRATOR PARTNERS
The following investment administrators have approved the Bartizan Capital fund solutions after complying with their ongoing internal compliance and investment due diligence process.
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.
COLLECTIVE INVESTMENT SCHEMES
BARTIZAN BCI WORLDWIDE FLEXIBLE FUND
BARTIZAN
BCI BALANCED FUND
ETF PORTFOLIOS
BARTIZAN
GLOBAL CAUTIOUS ETF
BARTIZAN GLOBAL
FLEXIBLE GROWTH ETF
BARTIZAN
GLOBAL MODERATE ETF
BARTIZAN
GLOBAL EQUITY ETF
BARTIZAN
GLOBAL GROWTH ETF
BARTIZAN
FUTURE BUILDER ETF
SHARE PORTFOLIOS
BARTIZAN
GLOBAL CAUTIOUS
BARTIZAN GLOBAL
FLEXIBLE GROWTH
BARTIZAN
GLOBAL MODERATE
BARTIZAN
GLOBAL EQUITY
BARTIZAN
GLOBAL GROWTH
BARTIZAN
SA FUTURE BUILDER
CONTACT US
Imperial Executive Suites
2nd Floor - Imperial Terraces, Tyger Waterfront,
Carl Cronje Drive, Tyger Valley, 7530