Services offered at

Ewing Trust Company (Pty) Ltd.

Care, compassion and excellence
  • Management of share and unit trust portfolios
  • Retirement planning and management of retirement capital
  • The formation and administration of international trusts
  • Money market investments
  • Financial and investment advice
  • International investments
Different and individual requirements and aspirations

Services offered at

Ewing Trust Company (Pty) Ltd.

Care, compassion and excellence
  • Management of share and unit trust portfolios
  • Retirement planning and management of retirement capital
  • The formation and administration of international trusts
  • Money market investments
  • Financial and investment advice
  • International investments
Different and individual requirements and aspirations

“Being ready isn’t enough; you have to be prepared for any significant change”

Management of share and unit trust portfolios

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Our discretionary share portfolio management service is geared towards investors who seek the assistance of a qualified and dedicated portfolio manager in constructing and managing their individual share portfolios. We develop tailored made portfolios to meet your unique needs, and complement your overall financial plan. We ensure your portfolio is structured and diversified, buying and selling shares as opportunities or threats arise giving you peace of mind.

Unit trusts offer an easy, convenient way to invest in assets like shares, bonds and property. Instead of having to pick individual investments yourself, a unit trust offers you exposure to a range of assets, which are selected and managed by ourselves and the Unit Trust Investment Houses. The wide variety of unit trusts available means that we are able to build up a well-diversified investment portfolio tailored to meet your specific needs, risk profile and investment requirements.

Retirement planning and management of retirement capital

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The most important life event – an ongoing responsibility that lasts throughout your life.

All of us would like to be able to retire comfortably but the complexity in achieving our retirement goals requires a successful retirement plan. Realising a comfortable retirement is an extensive process that takes sensible planning and years of persistence through a clear understanding of your sources of income and the future demands on your money

The formation and administration of international trusts

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Trusts offer many benefits for wealth management, either alone or in conjunction with companies. Common reasons for the establishment of International Trusts are:

  • Flexibility – offered in terms drafting the Trust Deed to meet specific intentions;
  • Continuity  – enabling the Trust property to remain within the Trust for the life of the Trust;
  • Security  – a Trust can be mobile and allow for changes in jurisdiction;
  • Taxation – can completely avoid in some circumstances;
  • Purpose Trust – preservation, accumulation and maintenance Trusts

Money market
investments

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A Money Market Investments goal is to maintain the value of your investment, allowing you to access your money whenever you need it, while generating a sound level of income.

This is low risk investment but is not entirely risk free.

Financial and investment advice

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We as financial advisors analyse a client’s current financial status and help the client set reasonable, achievable financial goals. We make investment recommendations; provide objective advice and help clients weigh the financial consequences of life decisions. We have expertise in tax planning, asset allocation, risk management, retirement planning and estate planning in order to help our clients at all stages of life and in a variety of circumstances.

International investments

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South Africa comprises 1% of world financial markets and the opportunity now exists for South African residents to obtain direct offshore exposure.

The investment objective is to maximise return with minimum risk from a portfolio of international assets, including equities and cash.  This is achieved through direct investment into the market.  This option is suitable to investors requiring diversification through offshore investment – with exposure to currencies, markets and securities not available in South Africa.

Ewing Trust Contact Form

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