ClucasGray (Pty) Ltd

INTRODUCTION ClucasGray is an independent, owner managed and truly objective investment business. They have an outstanding reputation for trust and integrity and proven, superior investment performance. The core of the business is private client asset management. Through strong personal relationships we aim to tailor portfolios to meet individual needs. ClucasGray manages segregated discretionary portfolios for high net worth individuals, charitable foundations, trusts and pension funds. They also offer unit trust portfolios for both domestic and international investments, as well as Regulation 28 portfolios. INVESTMENT TEAM ClucasGray has 11 investment professionals and the team has over 230 years of market experience. The Investment team receives research from 5 domestic and global sell side stockbrokers, and have their own internal investment decision making process. INVESTMENT OFFERING ClucasGray has a commercial relationship with both Nedbank Private Wealth and Investec Securities and they are the custodians of client's assets. Every client is appointed two investment professionals to look after their portfolios. ClucasGray also has a dynamic team of Client Services ladies who attend to all administrative queries.