What Simonis Storm does

Simonis Storm is a Namibian-owned wealth and financial management firm founded in 1996 and headquartered in Windhoek, with a second office in Swakopmund. The firm operates across four integrated service lines: Wealth Management (portfolio management focused on blue-chip equities, retirement planning, estate planning, and investment services); Securities Trading (execution on NSX, JSE, and global exchanges via agency agreements with international stockbrokers, plus money market, fixed income, equity dealing, and custom indices); Corporate Advisory (NSX listings, capital and debt raising, structured finance, M&A support, valuations, treasury services, and listed-company sponsorship); and Research Services (macroeconomic, equity, fixed income, and sector research published via a dedicated Research Hub). It is a Licensed NSX Stockbroker (CY1996/0421), a NAMFISA-registered Financial Service Provider, and reports N$7 billion+ in assets under management with 2,000+ clients over 29+ years of operation.

The business operates on a relationship-driven, advisor-led go-to-market model: prospective clients submit a contact form specifying investable assets and service needs, after which an advisor follows up for a private consultation across two physical offices. Revenue is generated through four streams — recurring wealth management fees, securities trading commissions, corporate finance and advisory fees, and short-term insurance brokerage commissions — with pricing set on a consultative basis rather than published schedules. The firm serves a horizontally segmented client base spanning first-time wealth builders, high-net-worth individuals and families, executives, business owners, retirees, NGOs, institutional investors, and international investors seeking African market exposure, supported by content marketing through its Research Hub, News & Insights blog, and 'Wealth Matters' educational series.

Name

Simonis Storm

Legal name

Simonis Storm

Website

https://sss.com.na

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

11–50 employees

Short description

Simonis Storm is a Namibian wealth and financial management firm providing portfolio management, securities trading on NSX/JSE/global exchanges, corporate advisory, and research services to HNW individuals, families, executives, business owners, and institutional investors across Namibia.

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940), Investment Banking and Securities Intermediation (523150)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)

akta.pro secondary industries

Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

Keywords

• Wealth management services
• Securities trading
• Corporate finance advisory
• Investment research
• Portfolio management

Headquarters

HQ city

Windhoek

HQ country

Namibia

HQ region

Africa

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Fees: Advisory and portfolio management fees charged to clients for investment advice, retirement planning, estate planning, and ongoing portfolio management services. The firm manages full client portfolios encompassing investments, insurance, and wealth transfer.
2. Securities Trading Commissions: Commissions and fees earned from executing securities transactions on the NSX, JSE, and global stock exchanges on behalf of institutional and private clients. Also includes fixed income dealing and money market broking.
3. Corporate Finance and Advisory Fees: Fees for NSX listings, capital and debt raising, structured finance, corporate finance advisory, M&A support, valuations, and treasury services for corporate clients.
4. Insurance Brokerage: Commissions earned as a short-term insurance broker placing coverage for clients (property, liability, travel, and other short-term insurance lines).

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Simonis Storm is a Namibian wealth and financial management firm offering an integrated suite of wealth management (portfolio management, estate and retirement planning, investment services), securities trading (fixed income, equity, money market, custom indices) on the NSX, JSE and global exchanges, corporate advisory (NSX listings, capital and debt raising, structured finance, valuations, M&A support, treasury services), and dedicated macroeconomic, equity, fixed income and sector research. Services are delivered through direct advisor-led consultations from offices in Windhoek and Swakopmund.

Product overview

Simonis Storm is a Namibian wealth and financial management firm offering an integrated suite of four core services: Wealth Management (portfolio management, estate planning, retirement planning, investment services), Securities Trading (fixed income dealing, equity dealing, money market, indices), Corporate Advisory (NSX listings, capital/debt raising, corporate finance, treasury services, sponsored clients), and Research Services (macroeconomic, equity, fixed income, sector research). The company operates as a licensed stockbroker and investment advisor with agency agreements enabling execution on NSX, JSE, and global stock exchanges. Their platform provides end-to-end financial solutions from investment advice and retirement planning to wills and estate planning, insurance, and corporate finance services for individuals, families, institutions, and businesses.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Comprehensive wealth management service providing portfolio management focused on blue-chip stocks, estate planning, retirement planning, and investment services with online trading system access via agency agreements with leading regional and international stockbrokers for NSX, JSE, and global stock exchange trades. Targeted at high-net-worth individuals, families, executives, retirees, and institutional clients in Namibia.
• Securities Trading Market-leading equity and fixed income trading service executing securities on the Namibian Stock Exchange (NSX), Johannesburg Stock Exchange (JSE), and global stock exchanges through agency agreements with top regional and international stockbrokers. Includes money market services, fixed income dealing, equity dealing, and custom indices for pension funds.
• Corporate Advisory Corporate finance services including NSX listings (IPOs, equity and debt issues), capital and debt raising, structured finance, corporate finance advisory, company valuations, due diligence, M&A support, treasury services, and sponsor client services for listed companies. Targeted at business owners, corporate leaders, and companies seeking to list or raise capital on the NSX.
• Research Services Dedicated research team providing macroeconomic research, equity research, fixed income research, and sector research with up-to-date market information and analysis for market participants. Content is distributed via the firm's Research Hub and News & Insights blog.
• Short-term Insurance Brokerage Short-term insurance brokerage service placing coverage for clients across property, liability, travel, and other short-term insurance lines as part of Simonis Storm's integrated wealth solutions offering.

Quantifiable outcome

• Year-to-date return of 34.62% and one-year return of 32.30% for the South African Equity Portfolio (as of November 2025)

Segments7 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Arysteq Asset ManagementminorStrategic or Co-development PartnerSimonis Storm and Arysteq Asset Management co-sponsor the Arysteq and Simonis Storm Schools Table Tennis Series, a youth sports development initiative launched in 2023. The partnership supports grassroots table tennis across Namibian schools, with the goal of expanding the initiative to additional regions including ||Kharas, Erongo, Otjozondjupa, Oshikoto, and Oshana. The collaboration reflects a shared belief in investing in young people and communities, focusing on participation, skill development, and inclusion.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Foord Asset Management: Privately owned South African investment manager running multi-asset portfolios for private and institutional clients. Comparable on long-term, conservative wealth philosophy and independent ownership structure.
• IJG Securities: Namibian-headquartered stockbroker and wealth manager offering securities trading, corporate advisory and portfolio management. Directly comparable to Simonis Storm as a domestic Namibian full-service brokerage competing for the same local clients and NSX mandates.
• Allan Gray South Africa: Independent, founder-influenced South African investment management firm with a long-term, benchmark-driven philosophy similar to Simonis Storm's blue-chip approach. Comparable on investment style, client base (HNWIs and institutions) and emphasis on long-term wealth creation.
• Coronation Fund Managers: Independent, founder-influenced South African asset manager with long-term institutional and retail strategies. Comparable investment philosophy and reliance on track record to win mandates from HNWIs and institutions.
• Cirrus Capital: Namibian investment management and corporate finance advisory firm with similar focus on portfolio management, NSX activity and capital raising. Closest direct peer by geography, service mix and target client segments.

Broad incumbents

• PSG Wealth: South African wealth and advisory business offering portfolio management, stockbroking and corporate advisory under the PSG group. Comparable integrated offering and target HNW client base, but with materially larger scale and broader product menu.
• Investec Wealth & Investment: International private bank and wealth manager with South African and UK operations serving HNW clients with portfolio management, advisory and capital markets execution. Comparable client segments but at substantially larger scale and broader geographic footprint.
• Old Mutual Investment Group Namibia: Namibian operations of Old Mutual, providing wealth management, asset management and corporate advisory. Comparable on wealth and corporate advisory, with broader group capabilities and deeper product set than Simonis Storm.
• RMB (Rand Merchant Bank) Private Banking: South African private banking and wealth franchise with execution across local and global markets. Comparable on integrated wealth, trading and corporate finance capabilities, though operating at significantly larger scale as part of FirstRand.
• Sanlam Investments Namibia: Namibian arm of Sanlam, the pan-African financial services group, offering wealth management, investments and insurance. Comparable on wealth and investment products but operates as a much larger, multi-product incumbent rather than a focused domestic advisor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/simonisstorm
• LinkedInlinkedin.com/company/simonis-storm-securities
• Xx.com/simonisstorm

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles22 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Simonis Storm