Financial Services

Mazars is a fully licensed equity, bond and money market operation specialised in investment, advisory and management services.

Our unique international footprint and overseas associations allow us to extend our services, where regulation allows, across many borders around the world.

Our core offerings include advice and management relating to:

  • Investment Management
  • International Services
  • Insurance Advice
  • Trusts, Retirement and Estate Planning
  • Actuarial Services

Investment Management
We carry out direct share portfolio management, unit trust portfolio allocation, money market and gilt portfolio management.

Our participation in the gilt and bond market is characterised by a constant mission to attain the optimal mix between capital and income yield from the capital market, where government and quasi government bonds are actively traded.

For non-resident clients, we manage blocked rand portfolios; an area where we have an excellent track record.

We have achieved a sustained growth rate in the unit trust industry - fulfilling the advisory role of selecting a spread of unit trusts. Our ventures in this market, managing unit trust selection, has proved very successful for our clients, bearing in mind the divergence between top quartile and lower quartile performance within the wide selection of unit trusts available to the investing public.

International Services
As well as advising on the selection of unit trusts, we also maintain agency agreements with a wide range of international investment houses. This enables us to offer an extensive range of choices to our clients and cater for individual needs by purchasing a selection of funds when constructing a portfolio.

For example, the following fund types are available:

International currency funds
Bond funds
Capital guarantee funds
Equity funds
Hedge funds
‘Fund of funds’

Insurance Advice
We often provide balance sheet advice to our clients, including commentary on underlying insurance holdings, especially where an insurance portfolio may have become outdated or not kept pace with legislation.

Trusts, Retirement and Estate Planning
Mazars' comprehensive range of Trusts, Retirement and Estate Planning services enable you to plan for retirement while ensuring that your affairs are organised in an orderly and efficient manner.

Actuarial Services
We work closely with our actuarial associate, enabling us to offer a number of both individual and combined services to clients.

Successful investment requires striking the right balance between acceptable risk and a healthy return. In an increasingly uncertain market that requires skill and experience, keeping your assets safe is essential. But you need to know that even your most conservative investments are working as hard as they can.

Our asset management services attract a wide range of clients, from trusts, business owners, high net-worth individuals and company funds. And our track record speaks for itself: with a large proportion of repeat business from clients that come mostly from direct referrals.

All levels of risk are offered, depending on your requirements, from high performing to more conservative investments with a priority on exceeding inflation while protecting your nest egg.

We also keep an eye on the safety and performance of your investments with regular reassessments of strategy.

Our involvement in the unit trust industry, where we have achieved a sustained growth rate, has proved especially fruitful for our clients.

International Services

Our unique global reach and overseas associations allow us to extend our services, where regulation allows, across many borders around the world. For example, we have an excellent track record in assisting South African Emigrants’ investment requirements with a managed blocked rand portfolio.

Maintaining agency agreements and affiliations with many international investment houses enables us to remain at the forefront of market activity and offer an uncommonly wide range of choices from multiple funds when building your portfolio.

For example, the following fund types are available:

  • International currency funds
  • Bond funds
  • Capital guarantee funds
  • Equity funds
  • Hedge funds
  • ‘Fund of funds’

Insurance

Our insurance advice ranges from assistance with assessing your business insurance needs right through to life insurance, pensions and other employee benefits – often in collaboration with other members of Mazars such as Consulting and Employee Benefits.

We also provide balance sheet advice to clients: providing valuable information on the health of your insurance portfolio. This is especially useful in keeping abreast of, and conforming to, changes in legislation and underlying insurance holdings.

We have an internal complaints resolution procedure and conflicts of interest policy, which are available to clients. Should you require a copy of these documents please complete the Enquiry Form in the column to the right.

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