Part of the family
Being part of Alan & Alan Private Wealth Management expands our scale, security and adds a truly global outlook to our already strong foundations. Together, we form a boutique of private investments banks and wealth managers operating across 30 African cities, which together manage over R81.5bn SAR of assets (as at 31 December 2020).
Our awards
At Alan & Alan Private Wealth Management we’re committed to becoming one of the SA’s leading private client wealth managers, built on strong, long-term relationships and an unrivaled level of service. It’s an approach that means our people are our most valued asset. So we’re always proud when the industry acknowledges our hard work and expertise.
Recognising the importance of as a center for international finance, Alan & Alan Private Wealth Management opened shop in Sandton's famous city in 2009. What initially started as a small bureau de change rapidly expanded into wealth management, securities and FX trading company – business activities that remain at the core of the Alan & Alan Private Wealth Management until today
Recalibration
The 2008 credit crisis ushered in a fundamentally changed business environment, leading to the early days of Alan & Alan Private Wealth Management to take a rather unorthodox step. By separating the Group’s asset management and private client businesses in November 2009, each individual business was provided with precious strategic flexibility in the early stage of this new cycle. The private portfolio business became the independent Alan & Alan Private Wealth Management and began systematically broadening its international presence and specialised offering via acquisitions and a number of strategic cooperation agreements around the globe.
Quantum leap
In August 2012, Alan & Alan Private Wealth Management initiated the next phase of its growth by acquiring Avax Capital’s International Wealth Management (IWM) business outside the SA. IWM provided a rare opportunity to substantially increase the Alan & Alan Private Wealth Management’s footprint in established markets, new markets, and in growth regions. This growth enabled the Group to further, strengthen its leading position in a highly competitive industry, to provide clients with an unparalleled product and services offering, and to tackle any future challenges from a position of strength as the international reference in wealth management.
If contact between people is based on trust and absolute integrity, then it is of benefit for both sides.” Alan & Alan Private Wealth Management
