Advantage Securities

Advantage Securities is a specialised division of Advantage.

We are a dedicated team of portfolio managers and analysts, offering diversified, actively managed, and cost-efficient Equity and Multi-Asset Securities Portfolios.

Our expertise lies in managed private share portfolios and segregated mandates, delivering tailored investment solutions designed specifically for financial advisers and their clients.

What sets us apart

Globally Positioned

Our specialists remain attuned to global market developments, supporting a disciplined and forward-looking investment process.

Local and Global Expertise

With deep local insight and international reach, we manage portfolios for ultra-high-net-worth individuals with precision and care.

Longevity and Consistency

Our team offers over 200 years of combined industry experience, bringing stability, continuity, and reputable advice to every relationship.

Proven Track Record

As the first independent retail consulting business in South Africa, our 20-year history reflects our commitment to innovation and enduring client value.

At Advantage, we are dedicated to delivering exceptional client service, backed by a focused team with extensive investment experience.

Actively managed portfolios with access to a broad universe of asset classes across geographies, sectors, and strategies.

A highly experienced investment team focused on crafting tailored, high-quality solutions to meet your unique financial goals.

Our solutions are designed to integrate seamlessly with various custody platforms, providing flexibility and ease of administration.

Transparent fee structures that prioritise long-term value and accountability.

Philosophy
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Meet our Securities team

We are a team of portfolio managers and analysts, offering diversified, actively managed, cost-efficient Equity and Multi-Asset Securities Portfolios. We specialise in managed private share portfolios and segregated mandates, offering tailored solutions for financial advisers and their clients.

Partner with us

Whether you’re a financial advisory firm, wealth manager, or institutional partner, we take pride in offering a service that is strategic, collaborative, and always aligned with your clients’ best interests.