Proven Performance

We build robust portfolios and manage them actively to deliver on our clients’ objectives. Our local and global equity and multi-asset portfolios have a strong record of outperformance over the long term.

Independence

We pride ourselves in our unwavering objectivity and integrity that comes with our fiercely guarded independence. Being independent from the influence of product providers is a great responsibility, and remains a non-negotiable core foundation of our business.

More than investments

Think: everything financial planning! In addition to investments, our holistic offering includes a comprehensive range of specialised services, including wealth management, medical aid and gap cover advice, long term and short term insurance, fiduciary and tax, trading and stockbroking.

Global capabilities

Earth is now officially very small.. BKA Wealth has a national presence and our consultation capabilities and expertise are not restricted by the South African borders. We have a client presence in Canada, USA, UK, Middle East, Australasia, Mauritius and certain parts of Europe.

Evidence of expertise

Our team of highly skilled specialists offers a robust combination of experience and youth to ensure we’re able to consistently deliver the long-term results our clients expect.

It gets personal

You have direct access to the professionals who manage your affairs and portfolio instead of having to deal with a private banker, relationship manager or call centre. You can choose the extent to which you wish to participate in the day-to-day management of your affairs.

Extension of your business

We become an active partner in your business by providing and managing group solutions for employees to fulfil a meaningful life during their tenure of employment as well as retirement. In Partnership with the Financial Planning Institute of Southern Africa, we provide financial literacy services to employer groups. We also provide consultation, implementation and management of employer based pension and provident fund benefits, group risk benefits, group health cover benefits and we are invested in ongoing research of better, more efficient employee benefit solutions.