History of Rosebank Wealth Group

Rose PaintStripesRosebank Wealth Group is an owner-managed family wealth management company based in Rosebank, Johannesburg and was launched in June 2009. Shareholders include the company’s three directors; George Kontominas, Peter Nurcombe-Thorne and John Harman.

Rosebank Wealth Group has eight employees and R4 billion in assets under advice across 80 high-net-worth individuals and family offices.


Rosebank Wealth Group is an owner-managed strategic investments,
financial planning and family wealth management
company based in Rosebank, Johannesburg
.

 

 

 

 

 

 

 

Our services

Rose BlueMountainsRWG provides financial planning and investment services to family offices, high-net worth individuals and young professionals. We pride ourselves on our relationship with our clients. We go the extra mile to ensure that we exceed our clients’ expectations.

Our expertise lies in exploring, investigating and investing in investment vehicles and regions that add performance and diversity at reduced risk to our clients. We have a Category II licence which permits us to manage investment solutions and offer investment advice on any investment alternative suitable for our clients.

Our reporting process

Rose BlueMountains We are proud of our proprietary monthly reports which have been designed to provide clients with a consolidated view of investments across geographic regions, investment products and asset classes.

Our reports generate information on fees paid by different entities and can be used as a tax management tool. They review risk and return statistics over numerous time frames relative to specific indices and detail asset allocations and liquidity profiles.