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 provides 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 built a proud reputation for admirable risk-adjusted returns.
Our journey
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.
Securities Increased
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 the Quantum Worldwide Flexible FoF in the Worldwide Multi-Asset Flexible category.
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.
Employee Benefits
Quantum started its employee benefits department in March and opened an office in Hatfield.
Quantum BCI Managed FoF
Quantum launched this new SA Multi-Asset High Equity fund to join its existing range.
Quantum BCI Factor Equity Fund
Quantum launched the new Quantum BCI Factor Equity Fund.