Asset Management

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Wealth Strategies & Securities

Fisher Dugmore Securities (Pty) Ltd, is our in-house investment team, specialising in structuring investment solutions that complement each client’s financial plan and strategy. As a licensed financial services provider Fisher Dugmore Securities is authorised by the FSCA to manage investment funds on a discretionary basis.

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Our approach to investments focus on making sure that the investor’s return objectives are achieved, within an optimal structure, aligned to the advice provided. Fisher Dugmore takes a fully independent view on placing investments, whether through third party funds or our own suite, with the primary objective of treating the client’s capital with the utmost integrity.

Fisher Dugmore Securities works together with highly qualified and competent external investment consultants including Analytics Consulting to ensure investment advice and analysis is of an exceptional standard.

Our Investment Beliefs

01

Maintain a large core portion of the portfolio in cost
effective instruments

Over the long run markets are efficient

02

Over the short-term markets are inefficient due to
investor behaviour

Utilise a satellite portfolio to capture shorter-term investment opportunities

03

Broader asset class diversification leads to more optimal
portfolios

Invest across a broader set of asset classes

Our clients are
the wind in our sails.

We serve people who want world class financial solutions, specific to their goals, by providing a working plan to grow their financial context, and guide them throughout their journey to ensure its success.

Allow us to assist you in charting the course to your wealth destination.