Iza Wealth

What Iza Wealth does

Iza Wealth is a South African independently owned financial advisory company founded in 2011 by John Rose, headquartered in Bryanston with operational offices in Johannesburg (Melrose Arch) and Cape Town (Century City). The firm provides objective offshore wealth management services to high-net-worth individuals and families, addressing investment planning, retirement planning, estate planning, offshore trusts, and foreign exchange needs through face-to-face engagement with dedicated Wealth Managers. Its distribution model is sales-led and regionally anchored, with minimum investment thresholds of GBP 15,000 for offshore direct investment and GBP 100,000 for the International Endowment wrapper, plus a SIPP service targeted at non-UK tax residents with UK pension accumulations.

The company's core technology and product surface consists of a multi-manager open architecture investment platform fronting two proprietary Collective Investment Schemes — the Iza Global Balanced Fund (moderate-high risk, targeting UK CPI +5% over rolling 6-year periods) and the Iza Global Equity Fund (high risk, targeting UK CPI +7% over rolling 6-year periods) — both managed by PIM Capital Management and backed by Iza Capital Partners, a Mauritian FSC-regulated GBC1 entity providing investment committee services. The firm also operates FX-TT, a dedicated foreign exchange division that handles international transfers and provides specialist guidance through South Africa's exchange control regime.

Revenue is generated through recurring advisory fees on financial planning services and recurring fund management fees on the two flagship funds, with the International Endowment wrapper carrying a 12% tax-at-source mechanism. The firm holds FAIS Act authorisation (License No. 44013) and POPI Act compliance, and is a member of CAIA, SAICA, FPI, IAS, and CFA. The 11-person team includes a Founder, Managing Director, Non-Executive Director (CFA Charterholder), Operations & Compliance Manager who also heads the FX division, a Fund & Portfolio Analyst, two Wealth Managers, and four Paraplanners, with no disclosed external capital, parent entity, or acquisitions.

Name

Iza Wealth

Legal name

Iza Wealth (Pty) Ltd

Website

https://izawealth.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Iza Wealth is an independently owned South African financial advisory firm providing offshore wealth management — investment, retirement, and estate planning — to high-net-worth individuals and families via two flagship funds (Iza Global Balanced Fund and Iza Global Equity Fund), a SIPP service, and a dedicated FX division, distributed through Wealth Managers in Johannesburg, Cape Town, and the Garden Route.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Multi-Asset Income Funds (Diversified Income) (FSAAAJAG)

Keywords

• Offshore wealth management
• Financial advisory services
• Investment planning
• Retirement planning
• Estate planning

Headquarters

HQ city

Bryanston

HQ country

South Africa

HQ region

Africa

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory Services: Objective offshore financial advice provided to individuals and families through skilled wealth managers, charging advisory fees for personalized financial planning and investment guidance.
2. Fund Management Fees: Management fees charged on the Iza Global Balanced Fund and Iza Global Equity Fund. Returns are net of fund management fees but exclude advice and administration fees. Portfolio Managers: PIM Capital Management.
3. International Endowment Taxation: Taxed at source at 12% within International Endowment Policy with funds received net of tax in South Africa. Gains taxed at source at 12% for endowment wrapper.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Iza Wealth is an independently owned financial advisory company that provides objective offshore financial advice and wealth management services to individuals and families through skilled Wealth Managers. The firm manages two flagship multi-manager funds (Iza Global Balanced Fund and Iza Global Equity Fund) and offers dedicated advisory solutions in investment planning, retirement planning, estate planning, offshore trusts, foreign exchange (FX-TT), and pension wrappers (SIPP, International Endowment, International Retirement & Savings Plan).

Product overview

Iza Wealth is an independently owned financial advisory company offering a comprehensive suite of offshore wealth management products and services. The core offering consists of two investment funds: the Iza Global Balanced Fund (moderate-high risk, targeting UK CPI +5%) and the Iza Global Equity Fund (high risk, targeting UK CPI +7%). These funds are complemented by a range of advisory services including Investment Planning, Retirement Planning, Estate Planning, and Offshore Trusts. The company also operates FX-TT, its dedicated foreign exchange division, providing international transfer solutions. Additionally, the company offers specialized pension products (SIPP), tax-efficient investment wrappers (International Endowment), and retirement planning solutions (International Retirement & Savings Plan), all designed for individuals and families seeking offshore financial advisory services.

Differentiator

Problem solved

Functional benefit

Products and services

• Iza Global Balanced Fund A diversified multi-manager collective investment scheme designed to achieve medium to long term capital appreciation through exposure to global equity, bond, and money markets, targeting UK CPI +5% over rolling 6-year periods with a moderate-high risk rating. Portfolio managed by PIM Capital Management and intended for affluent clients seeking diversified global exposure.
• Iza Global Equity Fund A multi-manager equity fund aiming to achieve returns in excess of the MSCI All Country World Index over rolling six-year periods through dividend income and capital growth, with a high risk rating and a target return of UK CPI +7%. Portfolio managed by PIM Capital Management and intended for affluent clients with higher risk tolerance seeking global equity exposure.
• Investment Planning Expert advisory service helping individuals and families generate and protect international wealth through a broad range of investment opportunities tailored to growth, risk, liquidity, and diversity requirements, delivered through dedicated Wealth Managers.
• Retirement Planning Global retirement planning service helping clients at all stages of life prepare for retirement, addressing concerns around political upheaval, emerging market devaluations, and tax legislation through tailored offshore retirement strategies.
• Estate Planning Specialist advisory service protecting clients' estates across multiple jurisdictions and domiciles, addressing cross-border succession and asset protection needs for international families.
• Offshore Trusts Specialist service helping clients establish and review offshore trust structures for efficient tax and estate planning, as well as asset protection across various asset classes and jurisdictions.
• FX-TT Foreign Exchange Services Foreign exchange and treasury services providing international money transfers, offshore investment funding, corporate forex solutions, exchange control guidance, and competitive live exchange rates for both private and corporate clients navigating South Africa's exchange control environment.
• Self-Invested Personal Pension (SIPP) Pension wrapper specifically designed for non-UK tax residents who have contributed to UK pensions and wish to manage their own fund and investments, offering flexible investment choices, a 25% pension commencement lump sum from age 55, and flexi-access drawdown options.
• International Endowment Tax-efficient offshore investment solution with a minimum investment of GBP 100,000 (USD/EUR 150,000), taxed at source at 12% within an International Endowment Policy with funds received net of tax in South Africa, designed for individuals, companies, or trusts.
• International Retirement & Savings Plan Offshore retirement solution eliminating estate duty by contributing to an international retirement plan, offering full asset accessibility at retirement age (50), no tax on repatriation of capital, with capital gains tax rates applying to gains.
• Offshore Direct Investment Open architecture investment platform with a minimum investment of GBP 15,000 (USD/EUR 25,000), providing a low-cost, flexible, liquid offshore investment solution where assets remain in the client's estate and gains are taxed at capital gains tax rates (16.4% or 18%).

Quantifiable outcome

• Iza Global Balanced Fund: 21.2% 1-year return (GBP), 9.3% YTD 2026 (GBP)
• +1 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Five partnerships are on record, tiered core and minor.

• PIM Capital ManagementcoreTechnology or IntegrationPortfolio manager for the Iza Global Balanced Fund and Iza Global Equity Fund. Provides investment management services as part of the multi-manager investment approach.
• Iza Capital PartnerscoreStrategic or Co-development PartnerLicensed Mauritian entity regulated by the FSC holding a GBC1 Discretionary licence. Comprises the experienced professional team behind Iza Wealth's investment committee, utilizing leading global fund manager research and portfolio construction techniques.
• FundsmithminorStrategic or Co-development PartnerIza Wealth hosted Fundsmith Senior Partner Greville Ward for a Market Warfare client presentation discussing current market battles and investment strategies.
• NomuraminorStrategic or Co-development PartnerIza Wealth hosted a Nomura Client Presentation in August 2023, featuring investment insights and market analysis.
• FX-TTcoreTechnology or IntegrationDedicated foreign exchange division of Iza Wealth providing competitive exchange rates, efficient offshore transfer solutions, and specialist guidance through South Africa's exchange control environment.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Regional players

• Ninety One: South Africa-rooted, UK-listed asset manager with HNW wealth offerings in addition to institutional funds — comparable multi-manager, multi-geography investment capability with a SA heritage similar to Iza Wealth's investment approach.
• PSG Wealth: South African wealth management division of PSG Group offering advisory, stockbroking, and offshore solutions to affluent individuals and families — same HNW SA clientele but broader scale and product suite than Iza Wealth.
• Coronation Fund Managers: South African long-term investment manager running multi-asset funds for institutional and retail HNW clients — comparable multi-asset, multi-manager philosophy and SA client base to Iza Wealth.

Direct peers

• Glacier by Sanlam: Sanlam's offshore investment platform targeting South African investors with linked investment products, endowments, and tax wrappers — directly competes with Iza Wealth's International Endowment and Offshore Direct Investment offerings.
• WealthOn (Emperor Asset Management): South African independent wealth advisory practice providing investment planning, retirement, and offshore structuring services to HNW clients — same niche and target market as Iza Wealth.
• Brenthurst Wealth Management: South African independent wealth advisory firm offering financial planning, offshore structuring, and investment management to HNW individuals and families — directly comparable niche, geography, and target client to Iza Wealth.

Broad incumbents

• Investec Wealth & Investment: Wealth management arm of Investec providing discretionary portfolio management, advisory, and offshore structuring to HNW clients — comparable in offering breadth and SA-UK dual market presence.
• Quilter: UK-listed wealth advisory business providing investment platforms, SIPPs, and financial planning — directly comparable SIPP and retirement-planning capability to Iza Wealth's SIPP and International Retirement offerings.
• Allan Gray: One of South Africa's largest independent investment managers offering balanced, equity, and offshore unit trusts to retail and HNW investors — overlaps with Iza Wealth's Balanced and Equity fund categories and South African HNW target.
• Old Mutual Wealth: Established South African wealth and investment business within Old Mutual offering unit trusts, endowments, and offshore-linked products — competes for the same SA HNW offshore-investor segment as Iza Wealth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/iza-wealth
• Xx.com/izawealth

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 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 Iza Wealth