Our History
A Legacy of Success Since 2002
Quantum Wealth has been a trusted provider of financial planning and investment services for over 20 years. Founded on the principle that everyone deserves access to high-quality financial guidance, our company has grown steadily, driven by our commitment to client success. From our early days as a small advisory firm to becoming a comprehensive wealth management provider, we’ve expanded our services and expertise to meet the evolving needs of our clients. This dedication to excellence and innovation has shaped Quantum Wealth’s history and continues to guide our future.
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.
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
The company was established in 2002 when Stehan Potgieter and FC Greeff merged their respective practices to form Quantum Wealth Management (QWM).
Founded
FC Greeff and Stehan Potgieter founded Quantum Wealth Management by merging their two respective practices.
First Clients
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.