About us
An independent house, built around the client mandate
Aurum Wealth Capital was founded in 2020 by portfolio managers who wanted to run money the way institutions do — with governance, written policy and honest reporting — for private families.
Governance first, performance second
Our investment committee meets monthly and publishes its decisions to clients. Mandates are constructed from a client's drawdown tolerance rather than a return target, because the portfolio a client can hold through a bad year is the only portfolio that compounds.
Client assets sit in segregated custody with an independent administrator. Aurum never takes possession of client money; we direct it, report on it and answer for it.
What we hold ourselves to
01
Independence
We earn fees from clients only. No product commissions, no distribution agreements, no conflicted advice.
02
Discipline
Every mandate is governed by a written investment policy statement and reviewed by the committee monthly.
03
Transparency
One fee, disclosed in rands and basis points. Full holdings visibility, always.