Crafting Wealth That Never Quits

For Infiniti, services does not simply mean financial products and offerings. At the heart of our High-Net-Worth wealth management is service.

Our unparalleled client service levels are delivered though our unique private wealth management offering. Each one of our clients is personally managed, serviced and cared for by a team of three specialists. Each client has the benefit of access to their own dedicated professionally qualified Wealth Specialist, together with a Client Relationship Specialist and supported by a Client Relationship Officer.

We believe that this level of client care configuration to be unique in the world of High-Net-Worth private wealth management.

Also unique to Infiniti Wealth is the design, configuration and crafting of investment funds to meet the specific requirements of our clients. At Infiniti, we do not offer ‘off-the-shelf’ investments. Rather, each local or international fund is tailored to the specific investment needs of the client.

Each client meets with a qualified Infiniti professional to determine their specific financial needs and requirements which ensures that Infiniti provides the best possible financial solution tailored to the specific needs of each client.

Tailored Services
for Your Needs

As a local and international High-Net-Worth wealth management specialist, Infiniti offers exceptional investment products to meet the diverse needs of our clients. Each Infiniti Wealth client receives a bespoke investment plan that caters for their financial goals and needs which is enhanced by a client-centric approach that delivers superb client service.

Local and international Collective Investment Schemes and Personal Share Portfolios (PSPs) are utilised to meet the needs of Infiniti’s local and international clients.

We recognise that High-Net-Worth Clients have a range of investment houses and vehicles to choose from. Orion Investment Managers (OIM) is a preferred asset management house utilised by Infiniti. OIM houses several asset management companies including: Cadiz Asset Management, Accorn Investment Management, Capita Asset Management, Palmyra Asset Management, Starfunds.ai and Investin Asset Management. OIM operates in several jurisdictions, managing billions of rands on behalf of private and institutional clients.

Constant monitoring ensures that client monies are invested in accordance with their chosen risk profile. All clients are invested via a bespoke investment plan, whether via a PSP, a Wrap fund or an individual fund, locally and/or internationally.

All funds are monitored constantly by internal and external compliance teams to ensure they conform to and comply with their stated objectives. All OIM funds are fully regulated and approved by the relevant regulator.

All Infiniti Wealth Specialists, Planners and Financial Advisors are qualified to provide High-Net-Worth Clients with a comprehensive estate plan. Estate planning is not simply drafting of a Will, or the structuring of an estate plan to limit estate duty. Estate planning involves far more, such as consulting with our clients on their future needs, risks and goals to ensure their requirements are met and legacy is preserved. As an Infiniti Wealth High-Net-Worth Client your wealth plan, estate plan and portfolio of investments are reviewed with you on a regular basis to ensure that as your needs and goals change, so does your estate plan.

All Infiniti Wealth High-Net-Worth Clients receive a personalised High Interest Cash Account (HICA) at no cost. This provides them with a secure, flexible and high yielding bank account with a reputable bank. The dedicated Infiniti Cash Account Administrators manage each client’s payments and balances based on their requirements and needs. The personal HICA ensures that all Infiniti clients have immediate access to cash, while receiving an exceptional return on their monies through our scale and bargaining power with banks.

All Infiniti Wealth clients are offered a personalised and professionally drafted Will at no charge with excellent discounted executorship fees as part of their financial planning requirements. Infiniti Wealth has appointed Appleton Fiduciary Services as our preferred Wills and Executorship partner. Established in 1992, Appleton Fiduciary Services is focused exclusively on the drafting of personalised Wills and efficiently administering the estates of High-Net-Worth Clients.

Crafting Wealth That Never Quits

Tailored Services
for Your Needs

Bespoke Local and International Investments

Personalised Estate Planning

A Private Wealth High Interest Cash Account

Bespoke Wills and Executorships

Portfolio Secured Credit

Wealth Without Limits,
Dreams Without Boundaries

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Crafting Wealth That Never Quits

Tailored Services for Your Needs

Bespoke Local and International Investments

Personalised Estate Planning

A Private Wealth High Interest Cash Account

Bespoke Wills and Executorships

Portfolio Secured Credit

Wealth Without Limits, Dreams Without Boundaries

Tailored Services
for Your Needs

Wealth Without Limits,
Dreams Without Boundaries