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Our Financial Service Providers

Allan Gray
Allan Gray is a Cape Town based investment management company established in 1974.
Their unique value and long-term orientated approach has been proven over the years.
Allan Gray specialise in investment products.

Momentum
Momentum was established in 1966 and has grown organically, as well as through strategic acquisitions and mergers. Momentum offers the widest range of investment and risk products and services. Momentum is located in all major regions in South Africa.

Coronation Fund Managers
Situated in Cape Town, is one of the most successful investment management companies in South Africa. They also have offices situated Botswana, Swaziland, Ireland and the United Kingdom. Coronation Fund Managers specialise in investment products.

Investec
Investec Bank Limited originated as a small finance company in Johannesburg. Today they offer asset management solutions, private banking and fiduciary services. Investec has offices situated worldwide, including all major regions in South Africa.

Marriott
Labelled as the income specialist, Marriott started out as Russell & Marriott in Durban in 1862. Old Mutual acquired Marriott in 2005. Marriott specialises in income type investments that yield stable streams of income
Marriott is currently based in Durban from which their operations are run.

Old Mutual
Established in 1845 in the Cape of Good Hope, Old Mutual is the oldest insurance firm in South Africa. Today Old Mutual’s services range from investments to insurance type products. Their service also includes trusts and wills. Old Mutual has offices situated worldwide, including all major regions in South Africa.

Stanlib
STANLIB was established in 2002 and is wholly owned by the Liberty Group, following a merger of the Liberty and Standard Bank Group’s asset management, wealth management and unit trust businesses. Stanlib offers a wide range of investment products and is based in all major regions.

Sanlam
Sanlam was established by a small group of Afrikaners and a Scot in 1918 and its operations and evolved to into a well-known brand today. Similar to Momentum, Sanlam offers a very wide range of financial services. Their investment platform – Glacier – is the largest in South Africa. Sanlam’s head office is in Bellville and is present in all major regions of South Africa.

Liberty Life
Establishing its roots in 1957, Liberty Life has evolved into a well-known wealth management group. They offer investment-, insurance and health products and services. Liberty’s head office is located in Braamfontein, Johannesburg.

Franklin Templeton Investments
Franklin Templeton is a multi-national company with its headquarters situated in California USA. They specialise investment management. They have offices in 60 countries around the world and its local presence is situated in Morningside, Johannesburg.

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Wealth Creation

Our Financial
Service Providers

Allan Gray Momentum
Coronation Fund Managers Investec
Marriott Old Mutual
Stanlib Sanlam
Liberty Life Franklin Templeton Investments

About Us

Vernon Cloete Financial Advisors have been advising clients for over 20 years. Founded in 1992 as an independent advisory firm, we focus on investing money with a view to help people achieve financial independence at the earliest possible age.

We offer our clients an unsurpassed service that is not only expected but deserved. Complex Wealth Management Equations Made Simple

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