The company was established in 2002 when Stehan Potgieter and FC Greeff merged their respective practices to form Quantum Wealth Management (QWM).
QWM was one of the pioneers of the third party multi-manager concept in South Africa. Our original three funds have a five-year track recordwhich started as wrapped portfolios and since March 2004, as formally constituted unit trusts. Over this period we have built up a proud reputation for admirable risk-adjusted returns.
Today, the business manages over R2 billion of assets in our unit trusts (collective investment schemes) and over R200 million of private clients’ money in our private share portfolios. Our employee benefits division consults on a further R1.2 billion of assets and provide consulting and administrative services to just under 20 000 clients.
FC Greeff and Stehan Potgieter founded Quantum Wealth Management by merging their two respective practices.
The company started out with a combined client base with approximately R70 million in assets under management.
THREE QUANTUM FUNDS LAUNCHED
The first three Quantum multi-manager funds were launched and managed as wrap funds.
In August Quantum bought RBK Wealth Management’s client book and took over an additional R105 million in assets under management.
UNIT TRUSTS LAUNCHED
1 March marked the introduction of our own fund of funds range with the launch of the Quantum Balanced-, Capital Plus, Conservative and Core Income Funds.
WORLDWIDE FLEXIBLE FUND
On 20 November Quantum released an additional fund in the Worldwide-Multi-Asset-Flexible category, namely the Quantum Worldwide Flexible FoF.
LAUNCH PRIVATE SHARE PORTFOLIOS
In June Dr. Theo van der Lingen started managing private share portfolios as a value adding service for high net worth clients.
FREE STATE OFFICE LAUNCHED
Riaan Venter joined the Quantum team and opened an office in the Free State.
LAUNCH EMPLOYEE BENEFITS
Quantum started its employee benefits department in March and opened an office in Hatfield.
LAUNCH OF THE QUANTUM BCI MANAGED FOF
Quantum launched this new SA Multi-Asset High Equity fund to join its existing range.
LAUNCH OF THE QUANTUM BCI FACTOR EQUITY FUND
Quantum launched the new Quantum BCI Factor Equity Fund.