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OUR HOME

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 THINKING
OUR PARTNERS

OUR DISTRIBUTION PARTNERS

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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.

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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.

OUR SERVICES

COLLECTIVE INVESTMENT SCHEMES

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BARTIZAN BCI WORLDWIDE FLEXIBLE FUND

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BARTIZAN 
BCI BALANCED FUND

ETF PORTFOLIOS

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BARTIZAN

GLOBAL CAUTIOUS ETF

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BARTIZAN GLOBAL

FLEXIBLE GROWTH ETF

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BARTIZAN

GLOBAL MODERATE ETF

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BARTIZAN

GLOBAL EQUITY ETF

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BARTIZAN

GLOBAL GROWTH ETF

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BARTIZAN

FUTURE BUILDER ETF

SHARE PORTFOLIOS

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BARTIZAN

GLOBAL CAUTIOUS

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BARTIZAN GLOBAL

FLEXIBLE GROWTH

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BARTIZAN

GLOBAL MODERATE

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BARTIZAN

GLOBAL EQUITY

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BARTIZAN

GLOBAL GROWTH

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BARTIZAN

SA FUTURE BUILDER

MODELS

Bartizan Diversified Income

BARTIZAN

DIVERSIFIED INCOME

Bartizan Growth

BARTIZAN

GROWTH

Bartizan Balanced

BARTIZAN

BALANCED

Bartizan Balanced Plus

BARTIZAN

BALANCED PLUS

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

CONTACT US

CONTACT US

Imperial Executive Suites 

2nd Floor - Imperial Terraces, Tyger Waterfront, 

Carl Cronje Drive, Tyger Valley, 7530 


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