Overview Founder Our history & business

Our history & business

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After acquiring an established business in 2001 with a track record of nearly 20 years, Ian Martens changed the name of the entity to Futurity Wealth Management in 2004, and consolidated the regional offices to operate from Sandton, Gauteng.

Futurity Wealth Management is a Category II Authorised Financial Services Provider with the Financial Services Board, FSP # 811

Despite the effects of the Asian Crisis (1997-1998) the Dotcom Bubble (1999 - 2000), the Global Financial Crisis (2007- 2008) and the Global Credit Crisis (2011 – 2012), Futurity can be proud that through effective Asset Allocation and risk-adjusted Portfolio construction, clients’ investment returns remained robust and performance through these periods remained consistent with benchmarks and expectations set.

Futurity, as an entity, places significant focus on client service and communication with their clients. Other than having acquired an existing client base upon acquisition in 2001, Futurity’s strength in having grown significantly since then, has been as a result of client referrals, which we continue to be so grateful for, and believe that this is an endorsement and testimony of Futurity’s reputation amongst their clients.

With the ever-changing and much needed Compliance, Legislation, Regulation and Disclosure requirements within our industry, as well as ensuring robust and effective Portfolio Construction and Management, Futurity believe that these imperative prerequisites within any Financial Planning and Wealth Management business can only be achieved through utilising independent and external service providers that specialise in such areas of expertise.

As such, Futurity utilizes the specialist services of PortfolioMetrix, Miton Optimal and Momentum Outcome based Solutions to construct and managed the solutions and investment portfolios for our Local and Global investors

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Copyright © 2014 futurity Wealth Management (Pty) Ltd. All rights reserved - Disclaimer
Futurity Wealth Management (Pty) Ltd | Registration No. (2000/081629/07) - Authorised Financial Services Provider - #811

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