WE HAVE BEEN PROVIDING PERSONALISED FINANCIAL ADVICE TO PRIVATE CLIENTS SINCE OUR INCEPTION IN 1987 – NEARLY THIRTY YEARS OF DEDICATION.

 

The experience we have gained through advising and investing for individuals and their families over this period of time, is a strength that sets us apart.

From a core group of valued clients, WellsFaber is today a well established business that advises clients on assets worth R2.6 billion.

As market regulation increases, the value of independent good quality advice also increases.

Our advisors all have between ten and thirty years of experience working with a range of clients. We come from a variety of backgrounds, which strengthens our collective knowledge and expertise.

Being a truly independent advisory, we are unique in having formidable shareholders in RECM Holdings and Mazars Cape Town (Pty) Ltd. Both companies represent brands with a significant amount invested in their reputation, and their association with WellsFaber is testament to the high standard of governance, transparency and advisory ethics that we uphold.

Our board of directors is incredibly strong and includes three actuaries and three chartered accountants. The board is led by JD Krige, a Professor at the Business School of the University of Stellenbosch who has over thirty years of senior business experience in the financial services industry.

FOUNDED IN 1987 BY RAY FABER, WELLSFABER HAS GROWN INTO A BUSINESS THAT ADVISES CLIENTS ON ASSETS TOTALLING R2.6 BILLION.

 

In 2002, WellsFaber acquired a stake in Mazars Financial Services, the financial advisory arm of Mazars, Cape Town. Mazars is a nationwide firm of accountants specialising in audit, tax, legal and advisory services. The two businesses ran side-by-side for the following 12 years.

In 2014, WellsFaber began a new and exciting chapter in its history. RECM Holdings, an asset management company purchased a majority stake in our business.

On the strength of the shared vision of their respective shareholders, WellsFaber merged with Mazars Financial Services, with Mazars joining RECM as our shareholders, adding to a formidable team.

With both RECM and Mazars representation on the board it brings an extraordinary depth of financial, professional and business acumen, which in turn deepens our thinking and strengthens our business. This comes at a time when both clients and regulatory change demand strong governance, transparency and compliance.