Consilium Capital Group

What Consilium Capital Group does

Consilium Capital Group is a privately held South African financial services provider founded in 1996 and headquartered in Johannesburg, operating as an authorised Financial Service Provider (FSP Number 5654) under FAIS Act oversight. The firm serves high-net-worth individuals and families, institutional and retirement fund investors, and — through its CCESSM subsidiary — listed companies requiring employee share scheme administration. Its core offerings span investment management (unit trusts including the Consilium BCI Worldwide Flexible Fund), bespoke structured products (MSCI-linked, S&P-linked, Alpha Transport), pension fund solutions, cash management, share trading, Section 12J investments, and transformation investment portfolios (TIPS). Wealth services include discretionary and non-discretionary investment advice, estate planning, retirement planning, offshore family office services through a Dublin affiliate, and proprietary risk and valuation software supporting strategic financial advice.

The firm generates revenue through recurring investment management and advisory fees, professional services fees from CCESSM for employee share scheme administration, and transaction fees on structured products. Distribution occurs through direct advisory relationships, third-party investment platforms (Glacier, Hollard, Momentum, Investec, PSG), a BCI partnership for CIS-compliant unit trust vehicles, a joint venture with Capital Link Partners for investment management, and a proprietary eCube+ client portal. Operations span Johannesburg (headquarters), Bloemfontein and Paarl satellite offices in South Africa, and a Dublin offshore affiliate, with a global third-party service provider network across Hong Kong, London, Luxembourg, Shanghai, Mauritius, and the Cayman Islands.

Consilium is founder/director-owned with no disclosed external institutional or private equity ownership. Leadership includes Xolani Matthew Nhlapo (CEO, CFA), Mark Sonik (Director with multiple directorships and CIO role at PM Mutual Fund), and William Ofosu (CIO, Executive Director in Waiting, with prior senior trading roles at UBS, JP Morgan, and BNP Paribas). The firm received the 2016 Batseta Imbasa Yegolide Balanced Fund Manager of the Year award and has been operating continuously for 30 years. No public revenue, AUM, funding, or headcount growth metrics are disclosed.

Name

Consilium Capital Group

Legal name

Consilium Capital SA Proprietary Limited

Website

https://consiliumcapital.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

11–50 employees

Short description

Consilium Capital Group is a privately held South African authorised Financial Service Provider (FSP 5654) founded in 1996, offering investment management, bespoke structured products, wealth advisory, and employee share scheme administration (via CCESSM) primarily to high-net-worth individuals, families, and institutional investors, with distribution through major platforms and a Dublin offshore affiliate.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

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

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Wealth management services
• Investment management
• Asset management
• Structured products
• Private wealth advisory

Headquarters

HQ city

Johannesburg

HQ country

South Africa

HQ region

Africa

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Management and Advisory Fees: Consilium Capital generates revenue through fees charged for investment management, financial advisory, and discretionary portfolio management services provided to high-net-worth individuals and families. This includes management of unit trusts, structured products, pension funds, and share trading.
2. Employee Share Scheme Management (CCESSM): The subsidiary, Consilium Corporate & Employee Share Scheme Manager (CCESSM), provides integrated support systems for equity-based compensation plan management to listed companies, generating fees for plan administration and management.
3. Structured Products: Bespoke structured products (MSCI-linked, S&P-linked, Top 40 Defender, client-tailored market-linked investments) generate fees and spreads for Consilium Capital as the structuring and distribution intermediary.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels4 records

Core offering

Consilium Capital Group is a South African broad-based financial services provider (FSP Number 5654) offering investment management, discretionary and non-discretionary wealth advisory, structured products, pension fund solutions, share trading, and offshore family office services to affluent individuals, families, and institutional clients. It also operates the CCESSM subsidiary delivering employee share scheme administration to listed companies.

Product overview

Consilium Capital Group offers a multi-product financial services platform built around investment management and wealth creation. The core investment products include the Worldwide Unit Trust and Consilium BCI Worldwide Flexible Fund for equity-centric investing, alongside bespoke Structured Products (including Alpha Transport) that offer customized risk-return profiles with capital guarantee options. Additional investment offerings encompass Pension Fund Solutions, Cash Management services, Section 12J tax-enabled investments, and Share Trading capabilities. For wealth management, the company provides advisory services including estate planning, retirement planning, offshore family office services through its Dublin affiliate, and proprietary valuation and risk assessment tools. The company also operates the CCESSM subsidiary for employee share scheme management and provides clients with access to the eCube+ client portal platform.

Differentiator

Problem solved

Functional benefit

Brands

• CCESSM (Consilium Corporate & Employee Share Scheme Manager): Provides companies with integrated support systems to manage equity-based compensation plans. Offers a secure platform ensuring employees have knowledge and pathways to navigate compensation benefits.
• eCube+
• Consilium BCI Worldwide Flexible Fund

Products and services

• Worldwide Unit Trust A flexible international equity-centric unit trust fund managed by a dedicated portfolio manager; investors hold units whose value fluctuates with the underlying portfolio.
• Consilium BCI Worldwide Flexible Fund A CIS-compliant vehicle (via BCI) targeting long-term capital growth supplemented by interest and dividend income, investing locally and globally across listed equities, bonds, debentures, property shares, preference shares, and money market instruments.
• Structured Products Bespoke structured products offering customised risk-return profiles, typically with capital guarantee elements; includes MSCI All Country World Index, SWIX, CAP SWIX, S&P, S&P Plus, R2030, Top 40 Defender, and client-tailored market-linked investments.
• Alpha Transport An investment structure allowing investors to generate consistent returns above a chosen benchmark (e.g., MSCI +1.5%, CAP SWIX +2.5%), enhanced through bond allocation.
• Pension Fund Solutions Pension fund investment solutions delivered with proprietary research, personal service, strict internal compliance, and structured investment processes for institutional retirement fund clients.
• Cash Management Corporate cash management and easy access to managed Money Market Funds with flexible call account features, variable interest rate returns, and income funds enhanced through longer maturity corporate and government bonds.
• Section 12J Investment (CUBE Capital) Tax-enabled, lower-risk Section 12J venture capital investment distributed in partnership with The Capital Hotels & Apartments' CUBE Capital fund, with reported returns exceeding 50% ROE.
• TIPS (Transformation Investment Portfolios) Impact fund supporting transformation investment portfolios intended to optimise value for special purpose vehicles benefiting qualifying BEE shareholders.
• Share Trading Execution-only share trading service for buying and selling on the JSE and global exchanges, providing best price execution for non-retail clients.
• Wealth Management Services Comprehensive wealth services including discretionary and non-discretionary investment advice, bespoke portfolio construction, retirement planning, estate planning, financial planning, and stock broking for high-net-worth individuals and families.
• Offshore Family Office Services Offshore wealth solutions delivered via an affiliate in Dublin, Republic of Ireland, supporting tax-efficient financial restructuring, currency hedging, and financial emigration for South African clients.
• Project Management Project management services for implementation of investment strategies, legal undertakings, business structuring, and other client initiatives.
• CCESSM (Consilium Corporate & Employee Share Scheme Manager) Integrated support system for listed companies to manage equity-based compensation plans; provides a secure platform for employee navigation of compensation benefits, supporting recruitment, engagement, and retention.

Quantifiable outcome

• Consilium BCI Worldwide Fund outperformed MSCI World Index in September 2022 (fund down 2.6% vs index down 4.3%) and in October 2022 (fund up 2.3% vs index down 3.1%)
• +2 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• Glacier by SanlamcoreChannel Partner/ Reseller/ DistributorConsilium Capital distributes its unit trust and managed portfolio products through Glacier's investment platform network, one of South Africa's largest multi-manager platforms, enabling broad retail and institutional investor access.
• MomentumcoreChannel Partner/ Reseller/ DistributorConsilium Capital distributes its investment products through Momentum's investment platform, extending reach to Momentum's client base of affluent and institutional investors in South Africa.
• InvesteccoreChannel Partner/ Reseller/ DistributorConsilium Capital distributes investment products through Investec's wealth and investment platform, targeting high-net-worth clients and institutional investors.
• PSGcoreChannel Partner/ Reseller/ DistributorConsilium Capital distributes its investment products through PSG's advisory and wealth management network, targeting affluent individuals and families.
• HollardcoreChannel Partner/ Reseller/ DistributorConsilium Capital distributes its investment products through Hollard's financial services network, extending distribution reach in the South African market.
• Capital Link PartnerscoreStrategic or Co-development PartnerConsilium Capital operates in a joint venture with Capital Link Partners for investment management, with investment professionals Similo Dingile (Investment Manager) and Kamogelo Maishoane (Analyst) powered by JV with Capital Link Partners.
• The Capital Hotels & Apartments (CUBE Capital Section 12J Fund)minorStrategic or Co-development PartnerConsilium Capital has acted as an agent promoting the CUBE Capital Section 12J venture capital fund managed by The Capital Hotels & Apartments for the past 3 years, providing tax-enabled low-risk investment opportunities to clients.
• BCI (Boutique Collective Investments)coreStrategic or Co-development PartnerConsilium Capital partners with BCI (Boutique Collective Investments) for its unit trust products, including the Consilium BCI Worldwide Flexible Fund and Consilium BCI Worldwide Fund, with BCI serving as the CIS-compliant vehicle.
• Global Third-Party Service Provider NetworkcoreStrategic or Co-development PartnerConsilium Capital has built a global network of third-party service providers spanning Hong Kong, London, Luxembourg, Shanghai, Mauritius, and the Cayman Islands, providing law, wealth management, trading, and banking services to support its offshore family office and comprehensive wealth solutions.

Scale indicators4 records

Recent moves10 records

Expansion highlights6 records

Direct peers

• Ninety One: South African-headquartered global asset manager (formerly Investec Asset Management) offering HNW, institutional, and offshore products. Closely comparable to Consilium in multi-asset, global mandate, and pension fund solutions.
• Alexforbes: South African wealth and investment manager focused on HNW advisory, institutional consulting, and member benefits. Highly comparable to Consilium's institutional consulting and discretionary wealth proposition.
• Coronation Fund Managers: JSE-listed South African asset manager serving institutional and retail clients across unit trusts, segregated mandates, and offshore funds. Directly comparable to Consilium across the full investment product set including the BCI Worldwide-style flexible funds.
• PSG Wealth: South African wealth and investment platform serving affluent individuals and families with discretionary portfolio management and financial planning. Direct competitor in the HNW relationship-led advisory segment; also a Consilium distribution partner.
• Allan Gray: Largest privately-owned South African investment manager offering unit trusts, balanced funds, and institutional mandates. Directly competes with Consilium in the HNW balanced/flexible fund category and institutional pension space.

Broad incumbents

• Stanlib: South African investment manager offering multi-asset funds, institutional mandates, and wealth solutions. Comparable to Consilium across unit trust, pension, and structured product offerings.
• Sanlam Investments: Large South African investment management group (parent of Glacier) offering a full suite of unit trusts, institutional mandates, and wealth solutions. Overlaps with Consilium broadly; also serves as platform partner via Glacier.
• Old Mutual Investment Group: Major South African asset manager covering retail unit trusts, institutional segregated mandates, and alternative investments. Competes with Consilium across pension fund, balanced fund, and HNW discretionary mandates.
• Momentum Investments: South African investment manager and platform with multi-asset funds, institutional products, and wealth solutions. Overlaps with Consilium across retail and institutional channels; also a Consilium distribution partner.

Regional players

• Maitland Group: Offshore wealth administration and family office services group with South African roots. Comparable to Consilium's Dublin-based offshore family office offering for HNW clients seeking cross-border structuring.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/consiliumza
• LinkedInlinkedin.com/company/consilim-capital

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries1 record

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 Consilium Capital Group