Wealth Management
Committed to fully understanding your personal financial aspirations
Optimizing your asset allocation across a full spectrum of financial service solutions to realize your objectives.
Our Advice
Focused
We understand that permanent loss of capital, not volatility, is the true measure of investment risk and accordingly keep our eyes focussed on protecting our clients against permanent loss of capital. We minimize the effect of volatility by matching the time horizon of the investment objective with that of the investment solution.
Independent
We will take the time to thoroughly understand your bigger picture, where you are in your life cycle, what you need and what you aspire to, to offer independent advice aimed at realising your goals. For us, advice always come first and then solutions, never the other way around.
Personalized
Truly and fully understanding where you are in your journey allows us to leverage our wide array of investment solutions, which includes financial, estate, retirement and education planning tools, to tailor our services to fit your personal needs. We simply don’t do one-size-fits-all.
Our Expertise
IJG offers a wide range of segregated portfolios for institutional clients, including a variety of single asset class portfolios and asset allocation portfolios.
Education Planning
Our team of professionals cares about good education just as much as you and has put together a solid stable of education planning tools that will allow you to unlock the doors to top-class education for your children.
Estate Planning
Estate planning should make things as easy, smooth and fair for those you care about most. That’s exactly what we aim to do by ensuring that the right legal vehicles are used and that the estate has sufficient liquidity.
Financial Planning
Whatever your investment goal is, we have a range of investment solutions to meet your needs, including, but not limited to, stock portfolios, unit trusts, money market, government bonds, treasury bills and long-term insurance products.
Government Bonds
We tender directly to provide our clients of different sizes with very competitive rates that suits their needs. We also offer bond portfolio management solutions.
Insurance
Our independent long-term insurance products are there to guard you and the ones that matter most to you against the vicissitudes of an eventful and adventurous life.
Money Market
Service and competitive returns are everything in our Money Market solution. We invite you to compare our rates, you will be surprised.
Offshore Solutions
Whether you wish to diversify your portfolio geopolitically or whether you would simply prefer to hold some of your assets in forex, we have vetted a suite of solutions to select the ones for you that have proved their mettle over time. This includes ZAR based offshore exposure as well as direct hard currency exposure. Solutions vary from unit trusts to bespoke direct access to a wide array of asset classes. Furthermore, we provide access to a Swiss bank account that can be linked to your investments and that is accessible as well when you travel overseas.
Stock Portfolios
We make use the EasyEquities trading platform which offers all Namibians the most diverse range of cost-effective investment solutions available in the market. Our managed share portfolios are underpinned by thorough research and tried and tested portfolio management principles and processes as a result of having proper asset management experience.
Retirement Planning
Our retirement planning makes provision for discretionary as well as non-discretionary solutions to provide you with the financial independence and freedom to make the most of your retirement and fully enjoy the things you were rationed on during your working life.
Treasury Bills
We tender directly to provide our clients of different sizes with very competitive rates that suits their needs.
Unit Trusts
With access to unit trust solutions that range from conservative mandates all the way through to aggressive ones, we know where best to invest for the long term based on our own internal research.
Are you in need of any of the above?
Get in touch with us to book a consultation.
Meet the Team
Wealth Management Specialists
IJG Wealth Management is additionally supported by the IJG Group’s administrative backbone and works closely with the IJG Research team in its economic and portfolio research.
Andri Ntema
Ross Rudd
Wim Boshoff
Aretha Burger
Katja Greeff
Lorein Kazombaruru
Madeline Olivier
Andri Ntema
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Andri Ntema joined IJG Wealth in October 2018 as a Wealth Manager and was recently appointed as its CEO. Andri is enthusiastic about service delivery and the investment arena and adamant about providing our clients with appropriate and bespoke wealth solutions. During his four-year tenure at IJG Wealth Management Andri has been responsible for business development, primarily with corporate and institutional clients as well as young professionals, and took responsibility for risk planning. As CEO, he will oversee IJG Wealth Management’s growth and strategy, as well as increase access to wealth management solutions for the rest of Namibia’s population through digital transformation |
Ross Rudd
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Ross Rudd joined IJG in December 2017 as a senior Wealth and Portfolio Manager. Ross holds a BCom degree from Rhodes University and is currently enrolled in the CFA program as a level 2 candidate. Furthermore, Ross has completed his applicable registered persons exams with an emphasis on Equities. His experience includes Portfolio Management, Security Analysis, Research Analysis and Private Client Wealth. Prior to joining IJG, Ross worked as a Senior Portfolio Manager at Karlein International Investments in Cape Town before moving to Capricorn Asset Management in Namibia. He has over eight years Financial industry experience and has made the transition to IJG Wealth with ease. |
Wim Boshoff
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Wim Boshoff joined IJG in October of 2019. He finished a BCom degree in Investment Management at Stellenbosch University in 2009. In 2010 he returned to Namibia and worked at Capricorn Asset Management for nine and a half years, focusing on Capricorn Private Wealth for the last two and a half years. Wim has extended experience in wealth management, including both individual and corporate clients. He has a passion for investments and dealing with clients from all walks of life. |
Aretha Burger
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Aretha Burger joined IJG in April 2022. She finished her BCom degree in Economics at Northwest University in 1991. She worked in Pretoria for two years at Department of Finance. She married a Namibian and moved to Namibia in 1994. She started as an Office Administrator in the stockbroking/Money Market division at Huysamer Stals in 1994. In 1995 she joined Femming Martin and was part of the team that founded the Money Market division. In 2001 she got an opportunity to join IJG Money Market as a Money Market Manager. In 2009, IJG Money Market was taken over by Pointbreak Wealth Management. She spent there for 13 years of her career at Pointbreak. She also worked at EBank for two and a half years as Head of Business accounts. In 2022 she returned home to IJG Wealth Management as a Wealth Manager. Her upbeat personality and engaging personal style enable her to interact effectively with clients and colleagues. |
Katja Greeff
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Katja Greeff has been involved in the Wealth Management and Wealth Administration industry for over 20 years, holding various positions including Head of Administration, Offshore trading, and Settlements. In 2001 she studied at the Volkshochschule Langenfeld in Germany. Her career started back in Namibia with Nedbank Namibia in the Treasury department for 2 years where she completed her CIS Banking and holds various certificates relating to Money Market, Capital markets and Client Service. She worked at Pointbreak Wealth Management for 18 years and joined IJG from April 2022. Client service will always be her top priority. Consistently maintaining high standards of quality and accuracy is a true reflection of her professional aptitudes. |
Lorein Kazombaruru
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Lorein Kazombaruru joined IJG Wealth Management in January 2018 as a Wealth Administrator. Prior to joining IJG Wealth Management, Lorein worked as a receptionist at IJG Securities for over seven years. Her experience includes interacting and assisting clients with money market, stockbroking and unit trust administration services. |
Madeline Olivier
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Madeline Olivier joined IJG Wealth in August 2019 as a Wealth Administrator. Prior to joining IJG Wealth, Madeline worked as a Client Service Consultant for over 14 years in the medical aid field. Her experience includes interacting and assisting clients as well as administration services. |
We’re Waiting To Help You
Get in touch with us today and let’s transform your finances.