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About Us

PSG


PSG is a leading independent financial services group, with an extensive national footprint and a Namibian presence. In operation since 1998, we offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance.

Where we operate

PSG has close to 200 offices throughout South Africa, and a Namibia presence. Our business consists of three operating divisions: PSG Wealth, PSG Asset Management and PSG Insure. Each applies its own dedicated focus to our clients' financial wellbeing.

What we do

WEALTH

Through our online trading and investment platform, our clients can trade directly in shares and other securities, or invest in unit trusts and multi-managed funds. We also offer a comprehensive estate planning and fiduciary service, including local and offshore trusts and the administration of deceased estates. For businesses, we offer a full suite of employee benefits and bespoke multi-managed investment solutions.

ASSET MANAGEMENT

A recognised investment management company with a simple, but comprehensive, range of local unit trusts and international funds. PSG Asset Management offers investment management to long-term retail and institutional investors based on a bottom-up approach with a strong emphasis on risk management.

INSURE

We offer a full range of short-term insurance products for individuals and businesses to cater to everyday, commercial and specialist insurance needs. We partner with leading insurance providers so that our clients have access to a wide range of insurance options.

Our values

VISION

To be the leading independent financial services group in Southern Africa and selected regions abroad.

MISSION STATEMENT

To make a difference in the lives of all our stakeholders by creating and preserving wealth through excellence.

CORE PRINCIPLES

Our clients are our priority
We undertake to advise clients at all times with the highest level of good faith, integrity, professional knowledge and diligence.

Our people are our strength
We will always prefer internal promotion, and when we hire externally we will hire the very best people.

We are a team
We fundamentally believe that providing excellent service to our customers and building a great business is a team effort. In our firm, 'we' and 'our' take precedence over 'me' and 'my'.

We will provide clients with the best products, backed by superb systems
Our entire approach is based on building multi-generational relationships with families or forging long-term ties with organisations we service. We believe that outstanding long-term service is dependent on skilled and reliable staff, and superb platforms and systems. We strive for excellence in both areas.

Growth is part of our DNA
We prefer organic to acquisition growth and will only acquire a business if there is a compelling strategic rationale, clearly definable synergies, the people are culturally aligned to our own, it can be integrated immediately, the price is acceptable and we have completed a thorough due diligence.

We will adapt to the constantly changing business environment
Creativity and innovation are at the heart of our business model. We constantly aim to identify new trends and potential risks.

We are first and foremost a South African company
We want to be a good corporate citizen that will actively seek ways to contribute to the betterment of our country. We undertake to comply with all legislation and regulations.


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