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Momentum Wealth – building capital and preserving wealth

Momentum Wealth provides retail clients with access to a range of investment and retirement products for single premium investors.

Investors can select from:

  • Endowment and linked products - for discretionary investments
  • Retirement annuity products - to invest for retirement
  • Preservation funds - to preserve their retirement fund proceeds and
  • Income-generating products - to provide income after retirement

All these investment products provide you with access to the universe of South African unit trusts, selected share investment platforms and a wide range of offshore funds.

RMB Unit Trusts form part of the wealth product range, as well as the Momentum Advisory Service offering that provides intermediaries with advice.