Frequently Asked Questions

We work with individuals, pension and insurance funds, and corporate and institutional clients across Zimbabwe and the region, offering tailored investment management for each type of mandate.

Start a conversation with our team through our Contact page or by phone or email. We'll discuss your objectives, risk appetite, and time horizon, then recommend the mandate or fund that best fits your needs.

Minimums vary depending on the service — asset and portfolio management, pension and insurance fund advisory, and wealth planning mandates each have different entry requirements. Speak to our team for the specifics that apply to your situation.

Asset and Portfolio Management focuses on building and actively managing your investment portfolio. Wealth Planning and Advisory takes a broader view, creating a comprehensive financial roadmap — from estate planning to retirement — that your portfolio sits within.

Yes. Our Pension and Insurance Fund Advisory service supports trustees and fiduciaries in structuring fund portfolios for sustainable, long-term performance and regulatory compliance.

Yes. Our Sustainable and Community-Impact Investing service manages investments that deliver strong financial returns while creating measurable positive impact on local communities and sustainable development.

Yes. We are regulated by the Securities and Exchange Commission of Zimbabwe (SECZim). See our Regulatory Disclosures page for further detail on our regulatory status and client protections.

Yes — all investments carry risk, and the value of a portfolio can go down as well as up. We manage this through disciplined risk control and margin-of-safety principles, but we cannot guarantee returns or protect against loss of capital.

Risk control is the first of our six core investment principles. We apply rigorous company-level analysis, diversification, and a long-term, consistency-focused approach rather than chasing short-term market speculation.

Fee structures depend on the mandate or fund — they are set out clearly in the relevant client agreement or fund prospectus before you invest. Contact us for a breakdown specific to the service you're interested in.

Reporting frequency depends on the mandate, but clients typically receive regular statements and portfolio updates from their relationship manager. Institutional and pension clients receive reporting aligned to their governance requirements.