HIS invites speakers to debate/ present on various wealth management & investment topics. Events are designed to inform investors, entrepreneur & retirees
The Hermanus Investment Society will invite speakers to debate and present on various wealth management and investment topics. Events are designed to inform investors, entrepreneurs, corporate executives & retirees. Currently sponsored by Sterling Wealth who pride ourselves in developing close relationships with their clients, enabling them to act as your partners in providing professional guidan
ce on the management of all aspects of your wealth. Sterling Wealth regard themselves as their clients Chief Financial Officer and Trusted Advisor. This Trust is not guaranteed. It is earned over time by consistently applying a sensible and rigorous approach to decision-making. It appears, via their many referrals, that this role is highly valued. Sterling Wealth place a strong focus on maintaining an appropriate client base that does not compromise their ability to provide this service. As we ensure our underlying managers are not compromised in terms of asset growth, so we carefully select client numbers in order to ensure a common vision and to ensure that brand integrity is maintained. We are conservative in a measured manner and single minded. This is a trait many of our clients have displayed in growing their own wealth operationally. The avoidance of the permanent impairment of client assets, regardless of market conditions, is of paramount importance. Hermanus Investment society is sponsored by Sterling Private Clients (Pty) Ltd who is an authorised financial services provider, FSB licence No. 10537
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