Our story

About Futurity
Wealth ManagementGautengSandtonOperates fromby Ian Martens
(founder)2001Established inAuthorised Financial Services Provider
FSP no. 811Significant focus on personalisedCategory IIclient service &
communication
Why choose Futurity
Wealth Managementconstruction,
administration
and managementeffective
portfolioEnsures robust andsignificantly as a
result of client
referralsGrownWe manage and construct clients’ portfolios
with no bias towards any investment
management companiessuch as: compliance, legislation, regulation,
and disclosure requirementsUtilises externalAffinity Capital Management and
Analytics Consulting to construct and manage
local and global solutionsExtensive use of qualitative and quantitative
input, sourced from leading research houses,
economists and other industry specialists.Independentservice providers
that specialised in
areas of expertiseDedicated team of
global specialist
advisorsPartners with
Our solutions include
regulated, local and
international equities,
mutual funds, structured
products and private equity
using selected portfolio and
fund managers, specifically
designed to meet the
investment outcomes and
requirements of our clients.We focus on capital
preservation and target
inflation-adjusted returns,
taking each investors’
specific risk profiles
into consideration.Through investor education
and understanding, we
advocate the philosophy
of managing risk as opposed
to avoiding risk, and through
effective risk management
and portfolio construction,
investment returns are
managed against
predetermined and agreed
benchmarks set for
each investor.Each investor’s portfolio
is reviewed quarterly and
visited personally, either
quarterly, biannually,
annually or as agreed
to with each investor.Key Service DifferentiatorsWe design our clients’ portfolios in a risk-adjusted manner specifically suited to each Investor’s needs, profile and desired outcomes01020304