Pointbreak
PointBreak Wealth Management is a Namibian wealth management and independent advisory firm founded in 1999, serving individual and high-net-worth clients via offices in Windhoek and Swakopmund under the FirstRand Namibia Group, offering money market funds, portfolio management, retirement planning, and fiduciary services.
- Company typePrivate
- Founded1999
- HeadquartersWindhoek, Namibia
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Pointbreak does
PointBreak Wealth Management is a Namibian wealth management and independent advisory firm founded in 1999 and headquartered in Windhoek, with a secondary office in Swakopmund. The company offers four core service lines: money market and financial transaction services (anchored by two disclosed funds — the Pointbreak Money Market Fund and the Pointbreak Institutional Money Fund), investment portfolio management, financial and retirement planning, and trust, wills and estate services. Pointbreak serves individual wealth clients and high-net-worth individuals in Namibia on a personalized, relationship-driven basis, with a stated philosophy emphasizing simplicity, confidentiality, direct fund ownership in client names, fee transparency, and personal advisory attention.
The firm operates as part of the FirstRand Namibia Group, a diversified African financial services conglomerate, providing institutional credibility and operational alignment with a larger parent. The technology footprint is minimal and primarily outsourced: client account access is delivered through the Ashburton Investments online portal (a separate Ashburton platform), while a Weekly Dashboard provides market updates. No proprietary technology stack, APIs, digital onboarding flows, mobile applications, or AI-driven analytics are disclosed. The firm's distribution model is direct advisory via two physical offices, with no evidence of self-service digital channels or external distribution partnerships beyond the Ashburton integration.
Pointbreak generates revenue through professional advisory fees, investment management services, and related wealth management products offered to individual and institutional clients (described as recurring/subscription in nature in the source data). The firm is dual-licensed by the Namibia Financial Institutions Supervisory Authority (NAMFISA) and the Financial Sector Conduct Authority (FSCA) in South Africa, and holds corporate membership with the Namibia Stock Exchange (NSX). Revenue figures, AUM, and pricing models are not publicly disclosed; services are indicated to be quote-based and tailored per client. The company is privately held, with no disclosed funding events, acquisitions, or subsidiaries.
Pointbreak firmographics
Firmographics- Name
- Pointbreak
- Legal name
- PointBreak Wealth Management
- Website
- https://pointbreak.com.na
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- PointBreak Wealth Management is a Namibian wealth management and independent advisory firm founded in 1999, serving individual and high-net-worth clients via offices in Windhoek and Swakopmund under the FirstRand Namibia Group, offering money market funds, portfolio management, retirement planning, and fiduciary services.
- Ownership category
- akta.pro rank
Pointbreak industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Private Banking & UHNW Wealth Advisory (FSAEABAC), Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)
Keywords
Where Pointbreak is headquartered
LocationHeadquarters
- HQ city
- Windhoek
- HQ country
- Namibia
- HQ region
- Africa
Offices2 records
Markets served
Pointbreak business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Wealth Management and Advisory Services: Pointbreak generates revenue through professional financial advisory fees, investment management services, and related wealth management products offered to individual and institutional clients.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Pointbreak product offering
Product offeringCore offering
Pointbreak Wealth Management provides professional financial advice and investment services to individual and institutional clients in Namibia. Its core offerings include money market and financial transaction services, discretionary investment portfolio management, financial and retirement planning, and trust, wills and estate (fiduciary) services, delivered through physical advisory offices in Windhoek and Swakopmund.
Product overview
Pointbreak Wealth Management is a wealth management and independent advisory company offering a unified suite of financial services. The core offering includes money market and financial transaction services, investment portfolio management, financial and retirement planning, and trust, wills and estate services. The company manages two specific investment funds: the Pointbreak Institutional Money Fund (for institutional investors) and the Pointbreak Money Market Fund (for retail investors), both available through their fact sheet and market info page. Additionally, they provide a Weekly Dashboard for market research and updates. Pointbreak operates as part of the FirstRand Namibia Group with offices in Windhoek and Swakopmund since 1999.
Differentiator
Problem solved
Functional benefit
Products and services
- Money Market & Financial Transaction Services
Companies that use Pointbreak
Customer profileSegments2 records
Ideal customer profiles2 records
Pointbreak technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Pointbreak partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- FirstRand Namibia GroupcorePointbreak is proud to be part of the FirstRand Namibia Group, providing institutional backing, brand credibility, and operational synergies within a major African financial services group.
- Namibia Stock Exchange (NSX)corePointbreak Wealth Management is a Corporate member of the NSX, enabling participation in Namibia's stock market and reinforcing regulatory compliance and market standing.
Scale indicators3 records
Recent moves7 records
Expansion highlights4 records
Pointbreak competitors and assessment
Company assessmentDirect peers
- Momentum Wealth (Namibia): Provides wealth management, retirement and fiduciary services in Namibia and across Southern Africa; closely comparable in product mix (advice-led, HNW focus, estate services) and client segments.
- Ashburton Investments: Multi-asset investment manager within the FirstRand group that already provides Pointbreak's client portal and fund administration infrastructure. Directly comparable multi-asset and money-market offerings targeting Southern African HNW and institutional clients.
- Nedbank Private Wealth (Namibia): Private banking and wealth advisory arm of Nedbank operating in Namibia, offering HNW portfolio management, fiduciary and advisory services analogous to Pointbreak's offering.
- Old Mutual Namibia: Major Namibian wealth, life insurance and investment provider competing for the same individual and HNW clients with portfolio management, retirement and estate services — directly comparable to Pointbreak's bundled offering.
- Sanlam Namibia: One of Namibia's largest wealth and insurance groups, offering wealth management, retirement planning, and fiduciary services directly competitive with Pointbreak's HNW-focused advisory and estate offering.
- Liberty Life Namibia: Provides life insurance, investment-linked products and wealth advisory in Namibia, overlapping with Pointbreak's investment, retirement and estate planning offerings for HNW individuals.
Regional players
- Coronation Fund Managers: Southern African asset manager offering institutional and HNW investment products including money-market and balanced funds; comparable product architecture though institutionally-led rather than HNW advisory-led.
- PSG Wealth: South African boutique wealth and advisory group with growing cross-border reach into Namibia, offering personalized portfolio management and fiduciary services comparable to Pointbreak's client profile.
- Allan Gray Namibia: South African-founded boutique asset and wealth manager with a Namibian footprint, focused on long-term unit trusts and HNW advisory — comparable advisory-led, fund-driven business model for similar Southern African HNW clients.
Broad incumbents
- FNB Wealth (FirstRand Namibia): FirstRand Namibia's broader retail and commercial banking franchise offering wealth capabilities as part of a full-service suite. Sibling brand under the same parent; competes for clients but with broader banking rather than boutique positioning.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Pointbreak social profiles
Digital presencePointbreak compliance and trust
Trust signalCompliance3 records
Pointbreak financial estimates
Financial estimateRevenue estimate
Valuation estimate
Pointbreak leadership team
Management profileNumber of profiles
Profiles10 records
Pointbreak funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Pointbreak M&A and investment
M&A and investmentM&A
Investments2 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Pointbreak
What does Pointbreak do?
Pointbreak Wealth Management provides professional financial advice and investment services to individual and institutional clients in Namibia. Its core offerings include money market and financial transaction services, discretionary investment portfolio management, financial and retirement planning, and trust, wills and estate (fiduciary) services, delivered through physical advisory offices in Windhoek and Swakopmund.
Is Pointbreak a public or private company?
Pointbreak is a private company. It is classified as corporate owned and is currently operating.
When was Pointbreak founded?
Pointbreak was founded in 1999. It employs 1 to 10 people.
Where is Pointbreak based?
Pointbreak is headquartered in Windhoek, Namibia, in the Africa region.
How does Pointbreak make money?
One revenue line is on record: wealth Management and Advisory Services.
Who are Pointbreak's main competitors?
Direct peers on record are Momentum Wealth (Namibia), Ashburton Investments, Nedbank Private Wealth (Namibia), Old Mutual Namibia, Sanlam Namibia and Liberty Life Namibia. Regional players are Coronation Fund Managers, PSG Wealth and Allan Gray Namibia. FNB Wealth (FirstRand Namibia) is listed as a broad incumbent.
Does Pointbreak have an API?
No public API is recorded for Pointbreak.
What industry is Pointbreak in?
Pointbreak's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.