At Bartizan Capital we are constantly on the lookout to grow and defend your wealth
INDEPENDENT & TRUSTED
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
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.
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.
JURIE VAN DYK
KOSIE JANSE VAN RENSBURG
JOHANN DE CLERK
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
BERNARD VAN WYK
HEAD OF INVESTMENTS
SENIOR INVESTMENT ANALYST
HEAD OF GOVERNANCE AND COMPLIANCE
GEORGE RICHARD EDWARDS
& PORTFOLIO MANAGER
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.
Our services focus on wealth management, which encapsulates:
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.
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.