“Straightforward investing, backed by real expertise.”
Operates Prism, the Group's investment platform, and Mzansi Private Clients for high-net-worth individuals and family offices.
Mzansi Wealth is where investments are actually held and managed on a day-to-day basis. Through its Prism Advice platform, financial advisers — including those at Mzansi Advisors and completely unrelated independent advisers — can invest client money across a wide range of funds, including funds built by Mzansi Investments and by outside fund managers, all in one place.
For people who prefer to manage their own money without an adviser, Mzansi Wealth also runs Prism Direct, a simple investing app anyone can join directly. For wealthy individuals and families with more complex needs, Mzansi Wealth runs Mzansi Private Clients, a specialist team that works alongside a client's existing Mzansi Advisors adviser rather than replacing them.
Full product detail lives on the Personal and Business sections of the site — here's the picture of all three, in one place.
Our adviser-only platform, open to Mzansi Advisors and completely unrelated independent advisers alike.
A self-directed investing app for people who'd rather manage their own money, no adviser required.
Bespoke portfolio management and fiduciary services for HNW individuals and family offices.
We administer member records, contributions, benefit statements and section switches for the Group-sponsored umbrella retirement fund, on the same Prism platform infrastructure.
Mzansi Investments supplies our shelf. We hold no investment discretion ourselves — Mzansi Investments builds the unit trusts and model portfolios that sit on our platform, alongside completely unrelated fund managers' funds.
Mzansi Advisors places client money with us. When an adviser recommends an investment, it's typically implemented and held on our Prism Advice platform.
Private Clients works alongside your adviser, not instead of them. A Mzansi Advisors planner refers HNW clients to us for specialist portfolio and fiduciary work, but keeps the overall relationship and advice accountability themselves.
We administer the Mzansi Umbrella Retirement Fund, we don't govern it. Mzansi Advisors' Corporate & Institutional Consulting unit sells and services employer participation; the Fund's own independent Board of Trustees — not Mzansi Wealth — governs investment menu and benefit decisions on members' behalf.
Consistent contributions count toward Mzansi Rewards. Uninterrupted investment contributions earn points across the whole Group.
The people responsible for the Prism platform and Mzansi Private Clients.
Leads the Prism platform business and Mzansi Private Clients, with a mandate to grow external adviser adoption.
Responsible for platform administration, fund onboarding and the adviser and IFA relationship management team.
Leads bespoke portfolio management and fiduciary services for HNW individuals and family offices.
Mzansi Wealth (Pty) Ltd holds two separate licence categories: one for platform administration, and a second, specifically for Mzansi Private Clients' discretionary work.
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