033 345 1666
11 Wembley Terrace, Wembley, Pietermaritzburg, 3201
info@greshamfsg.co.za

INVESTMENT. ESTATES. RISK.

Services

FAMILY. HISTORY. EXPERIENCE.

About Us

OLD CLIENTS AND NEW

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FROM OUR FAMILY TO YOURS
Comprehensive Wealth Management

With its origins dating back to 1969, Gresham Wealth is a well-established, leading independent boutique wealth management practice based in KwaZulu-Natal. We provide a bespoke blend of wealth management solutions to both individual and corporate clients, with a strong reputation for providing sound client-centric advice. Our focus is on the protection, management, and growth of wealth through trusted personal relationships and independent objective advice. Our standing as one of the top wealth management providers has been earned through meaningful service to our clients – and we owe our long-standing prestige to our vision, innovation, and passion for this evolving industry.

Sit down with an advisor for a no-obligation consultation. 

OUR SERVICES
Futureproof Your Family’s Financial Security

Through financial planning, portfolio management, and sound financial advice, Gresham Wealth is guided by a single aim: to help our clients meet their financial goals. From meeting today’s business needs and challenges to working towards tomorrow’s dreams, we aim to be a source of constant, reliable guidance, service, and support as you map life’s milestones.

Investment Planning
Investment strategies tailored to your goals, risk appetite, and anticipated investment term - with hand-picked local and offshore fund options.
Retirement Planning
Helping you to make prudent, strategic plans for retirement through your working years - and structuring plans for post-retirement financial freedom.
Risk Solutions
Financial protection for every eventuality with life insurance, dread disease cover, disability cover, healthcare cover, and asset protection.
Estate Planning & Wills
Working with you to devise a tax efficient plan that gives life to your wishes after you pass away to leave a lasting legacy.
Trust & Estate Administration
Skilled trust and estate attorneys are here to help you protect your assets through inter-vivos trusts and assist with succession planning.
Private Banking Services
Personalised banking services for high net worth individuals, with a range of exclusive benefits including preferential pricing.
Pension & Provident Funds
We work with employers to compile employee investment and risk schemes with tax efficiency and cost effectiveness in mind.
Group Retirement Annuities
Helping employers to cost-effectively and efficiently establish retirement fund options for eligible employees.
Business Assurance
Safeguard your business interests as an owner or executive through risk solutions such as keyman insurance, buy-and-sell policies, and contingent liability cover.
OUR STRATEGY
Trusted and Independent Financial Advisors

At Gresham Wealth, our ever-evolving methodologies are applied with total transparency and accountability to best serve the interests of our clients.

EXPERTISE

Our highly-skilled team of specialists balances traditional values, innovation, and expertise. This means we are uniquely placed to meet the needs of each and every one of our clients in an evolving global marketplace with integrity and purpose.

FAMILY

The Gresham story is one of family. It is also one of growth. With a rich legacy passed on through generations, the Gresham family is bound by a shared dedication to our clients. Our family is here to serve yours to our unwavering standards.

EXPERIENCE

We’ve earned our reputation by achieving demonstrable results and through consistent service excellence. Our history has a distinct combination of local and international influences. Our many years in the industry have culminated in our ever-expanding client base – relationships we value and nurture while calling it business.

OUR DIRECTORS
Meet Our Leadership Team

The Gresham difference comes down to relationships. This gives us the understanding we need to best advise you on business finance, personal wealth, and the long-term wellbeing of your family when you’re gone. 

Mark Daniel

Director, Gresham Wealth

Derek Brauteseth

Director, Gresham Wealth