Wealth Management

What we do

Wealth
Management

Nucleus does not merely offer financial advice and management. The team at Nucleus are different, and approach what they do differently. They understand that the decisions their clients are asked to make, is much more than mere money decisions. Nucleus understands, there is a huge difference between money and wealth.

These are the bricks we use to lay the foundation to your Wealth Management:

Financial Planning

Designed around you, our plans are unique and bespoke, taking into account your current financial situation, your goals, your risk tolerance, your values and your desired legacy.

Investment Management

Working closely with you, we select and manage investments such as stocks, bonds, property and cash, building your personalised portfolio with the aim of maximising returns and minimising risk.

Tax Planning

Our network of acclaimed Tax Professionals will assist you with your tax structures and advise what is best suited for your circumstances.

Estate Planning

Your legacy wishes on paper. Through our dedicated network of Professionals, we will assist you in compiling and structuring your estate.

Cash Management

We offer you a ‘Investment Cash’ holding facility through Investec with a superior interest rate and zero costs. Included in the facility is a Foreign Exchange service offering you the best exchange rates available in the markets, all this, hassle free.

The Family Manifesto

Our Family Manifesto outlines some of the softer aspects of your Legacy, such as your Values and your Wishes. This document will be a tangible piece of you left behind, brimming with detailed and personal information, giving the readers intimate insight into the kind of person you are.

Our Experience

At Nucleus, we have spent more than 3 decades dedicated to the Personal Wealth Management of our clients. We are humans first and Financial Planners second, a unique approach which combines world-class financial expertise with a desire to intimately understand our clients’ personal values and goals. This allows us to create bespoke wealth management solutions that reflect the individual and family needs and aspirations, assisting our clients to build and protect Legacies that extend beyond their financial wealth. We know what we do is immensely personal to our clients.

This relentless drive to secure your legacy is what led to the development of a unique database-driven reporting system which captures your and/or your entire family’s financial information, giving your loved one’s peace of mind when planning for the future.

Our Network

The fundamentals of family are part of the Nucleus DNA, and as such, we know that we will never be as strong on our own, as we are when we are surrounded by others who share our vision. We have spent years building a tight network of Professionals , each with an impeccable record in their specific field of expertise, allowing us to develop the best possible plan, ensuring that every aspect aligns with your unique needs, values and goals.

Our Approach

Because we know it means everything to our clients, we approach their financial planning with unwavering discipline, sticking to a long-term plan despite the volatility in financial markets. We believe volatility is not risk and does not result in permanent destruction of capital, but rather, deviating from the plan is risk. However, what we believe doesn’t matter if our clients do not believe it as well. That is why building a long-term and deeply trusting relationship between advisor and client, forms a key part of how we do things.

The success of this approach is best observed in the wealth of many of the family systems we manage, some of which span over four generations. These well-designed and collaboratively managed plans can only work if there is deeply-held trust between the family and the advisors from generation to generation. These high net-worth families understand and live the core ethos of: this generation is the custodian for the next. It has always been and will always be our absolute privilege to work with them to achieve this goal.