We are an independent, privately owned, investment advisory business.
We pride ourselves in providing bespoke wealth management services to select high net worth individuals, families, public benefit organisations and trusts.
Our small and dedicated team of experienced investment professionals focus exclusively on investment management.
SERVICES
We collaborate with our clients to carefully develop wealth management strategies to suit their unique requirements.
Our core service is to provide objective, independent investment advice to guide a wealth creation and preservation strategy over the long term. Our service is comprehensive and encapsulates the many aspects associated with managing clients’ assets.
INVESTMENT PLANNING
Developing bespoke investment strategies based on clients' specific circumstances, requirements and objectives.
PORTFOLIO CONSTRUCTION
Translating personalised strategies into uniquely crafted portfolios that are cost and tax efficient while applying sound investment principles to the selection and blending process.
IN-HOUSE RESEARCH
Applying our own proprietary filters and due diligence across the global investment opportunity set to select investments that form the building blocks of client portfolios.
MONITORING
Ongoing monitoring and review of investment portfolios in the context of changing market conditions.
REPORTING
Providing comprehensive portfolio reports, tailored to each client's specific requirements and frequency.
ADMINISTRATION
Facilitating all administration associated with investment implementation, management and related affairs.
In most cases we manage our clients’ portfolios holistically. Where clients choose to use our services for a portion of their assets, we consider the overall portfolio exposure to determine a complementary investment strategy.
We are comfortable to utilise clients’ existing asset managers and product providers (e.g. brokerages and platforms), provided we are able to implement our best view. We are not prescriptive in this regard.
APPROACH
By looking carefully at each client’s unique requirements, we design tailored global portfolios to meet their investment objectives.
In designing each client’s portfolio, our independence gives us the flexibility to carefully select who we believe to be the best managers globally and in whom we have utmost conviction. This objectivity enables us to diversify clients’ portfolios across a blend of manager styles and mandates.
We only invest in strategies that we believe to be intrinsically sound, where the benefits outweigh the costs and where managers stand up to our scrutiny. We only allocate capital to portfolios that offer the levels of transparency that we demand.
By charging professional service fees, we avoid convoluted commission structures and conflicts of interest. We carefully evaluate and consider all costs in our portfolio construction and are constantly mindful of the impact these have on client returns. We negotiate fees where possible on clients’ behalf. Our commitment to transparency with clients creates the trust that forms the foundation of our offering.
We seek to help clients manage their emotional response to short-term sentiment and volatility and to avoid the temptation to try to time markets. Sifting through the market “noise” is key to a successful long-term strategy.
All our efforts are directed towards achieving the preservation and growth of clients’ wealth and realising their specific goals. The dedication and experience of our team enable us to deliver this personal investment approach.
We place forward thinking at the centre of our view.
INVESTMENT PRINCIPLES
We are long-term investors.
We develop portfolios by applying an active management philosophy which we believe serves to enhance returns and reduce risk, after costs. Our objective is to achieve real returns (above inflation) for our clients, without taking on excessive risk, over the long-term.
We select managers whose process we believe to be repeatable and who have proven to add value, after costs, through various market cycles.
We encourage holding positions for the long term and embracing market volatility as this creates the opportunity for active managers to efficiently employ their skill-set.
We do not invest in exotic investments or structured products. We value liquidity, demand transparency and only allocate client capital to investments where the business principals personally have exposure.
Each client’s strategy is tailored to take into account their personal circumstances, long term objectives and propensity for risk.
OUR TEAM
Cyril Ginsburg
Cyril was the founder and chief executive officer of Ginsburg Malan & Carsons Consultants and Actuaries, the largest independent consulting firm in South Africa, which was sold to Alexander Forbes in 1998. Amongst other notable accomplishments, he is recognised as a pioneer of multi-management in South Africa through the launch of SuperFlex in 1990, South Africa’s first multi-manager investment business.
Cyril was a director of Investment Solutions, a subsidiary of Alexander Forbes, the largest multi-manager in the South African market, from 1999 to 2005.
Building on his past successes, his passion for investments and over 40 years’ experience in Employee Benefits, Financial Planning and Asset Consulting, Cyril founded Ginsburg Asset Consulting in 2006, providing independent asset consulting services to Retirement Funds and Institutions. In 2016, the business was sold to Willis Tower Watson, a global leader in asset consulting services.
Cyril fulfils the role of chairman of Ginsburg & Selby and provides strategic support in consultation with the investment advisory forum while focusing on establishing and maintaining manager relationships.
Cyril Ginsburg
Chairman
Jonathan Selby
Jonathan has a Bachelor of Social Science with majors in Political Studies and Industrial Sociology, a Postgraduate Diploma in Marketing Management and a Bachelor of Commerce (Hons) in Financial Analysis and Portfolio Management, all from the University of Cape Town.
He has 20 years’ experience in investments and financial markets having started his career with Investec Private Bank in 1996 where he was responsible for providing advice to high net worth clients. In 2000, he established a private wealth management business that has now been incorporated into Ginsburg and Selby Private Wealth.
Jonathan joined Cyril to establish Ginsburg Asset Consulting in 2006, initially managing the company’s operations in addition to consulting to select clients. Jonathan was ultimately appointed Managing Director. This business was sold in June 2016 to Willis Towers Watson, a global leader in asset consulting services, after Jonathan and Cyril made the decision to direct their efforts solely to the private wealth business.
Jonathan fulfils the role of Managing Director of Ginsburg & Selby and is responsible for client strategy, operational oversight and client relationships.
Jonathan Selby
Managing Director
Neil Ginsburg
After completing his Bachelors degree in Electrical Engineering at the University of Cape Town in 1998, Neil spent four years in the UK, developing technology solutions for a variety of financial services companies. He subsequently relocated to Sydney where he gained significant management experience through his employment with IBM Australia.
Having returned to South Africa in 2009, Neil joined Ginsburg Asset Consulting, taking responsibility for managing the operations and technology services of both the asset consulting and private wealth businesses. He has actively been involved in the management of private family wealth over the past 10 years where he has gained substantial experience in both domestic and offshore markets. He continues to build on this experience through his analytical role and directorship within Ginsburg & Selby.
Neil is responsible for the operational management of the business, in addition to client relationships. He is a member of the investment committee.
Neil Ginsburg
Director Operations
Jordan-Lee Rahman
Jordan completed his Bachelor of Business Science (BBusSc) in Actuarial Science degree at the University of Cape Town in 2010. He was awarded a place on the BBusSc Dean’s Merit List in 2006.
During his final year, he started working at Aeon Investment Management as an Investment analyst, where he was responsible for company analysis in the Consumer Goods and Basic Materials sectors. He gained experience assisting the portfolio managers with fixed income analyses as well as research on potential investment strategies.
In 2012, Jordan joined us as an investment analyst. His primary responsibilities are market, equity and fund analysis.
Jordan became a CFA Charterholder in 2014.
Jordan-Lee Rahman
Analyst (CFA)
Van Zyl Van der Merwe
Van Zyl joined Ginsburg & Selby in 2014 and received the CFA charter later that year. His responsibilities include investment analysis, client strategy and portfolio construction.
He holds a MBA (cum laude) from the UCT Graduate School of Business, where he received the UCT GSB Gold Medal for top academic performance. He was part of the UCT GSB team that became the first Africa team to win the Concordia Cup at the 39th John Molson International Case Competition and thereafter spent an exchange semester at Columbia Business School in New York.
Prior to joining our firm, Van Zyl started his career as a SAICA trainee, after receiving a B.Acc degree from Stellenbosch University and a post graduate diploma in Accounting Science from UNISA.
Van Zyl Van der Merwe
Analyst (CFA)
José Swart
After completing a B.Com Management Accounting in 2012 through Stellenbosch University, José took on the role of paraplanner at PSG Paarl Stockbroking. It was during her time there that José gained significant experience in the financial services industry, specifically in client operations but also in fund research and portfolio analysis, as a member of the investment committee.
Seeking a new challenge, José spent a year at Vision Private Wealth, assisting with the development of new product offerings, prior to returning to PSG in the role of operations manager in 2016. In her new role, José gained experience in compliance, client relationship management and systems integration.
In 2017, José completed a Postgraduate Diploma in Financial Planning through the University of Free State, and acquired a CFP designation through the Financial Planning Institute in 2018.
José heads up the Operations team at Ginsburg & Selby Private Wealth, in addition to fulfilling the role of Client Strategist, working alongside the investment and operations teams.
José Swart
Head of Operations and Client Strategist
Larissa Pepler
Larissa completed her Bachelor of Commerce in Investment Management through Stellenbosch University in 2018. After completing her degree, Larissa gained experience working with Burgiss Investment Services as a Fund Cash Flow Analyst.
Seeking to further her career development and focus, Larissa took a decision to join our Client Operations team at Ginsburg & Selby Private Wealth.
Larissa’s responsibilities include client liaison, reporting, operational administration and handling of client transactions.
Larissa Pepler
Client Services and Operations Administrator
Jehané van Greuning
Jehané graduated from Stellenbosch University with a Bachelor of Commerce in Mathematical Sciences, with a focal area in Financial Risk Management.
After her studies, she joined RealFin Collective Investment schemes in 2022 as a Fund Valuation Specialist where she gained valuable insights into the pricing, valuation and reporting for some for South Africa’s leading mutual funds.
Jehané joined the team at Ginsburg & Selby Private Wealth in early 2023 where she fulfils the role of Private Client Investment Analyst & Operations Associate. Her responsibilities include client communication, portfolio and performance reporting, implementation of client strategy and operational support.
Jehané van Greuning
Client Analyst & Operations Associate
CONTACT US
Belmont Square, Belmont Road, Rondebosch, Cape Town
+27 (0) 21 685 6364
info@ginsburg.co.za
GET IN TOUCH
Please feel free to make contact with us. We would welcome a discussion of your specific circumstances to understand how we can assist you in achieving your investment goals.