GraySwan

GraySwan We provide investment advice to institutional and corporate investors and wealth management solution

Behind every portfolio is a person.A family planning for the future.A retiree seeking peace of mind.A business owner nav...
09/06/2026

Behind every portfolio is a person.

A family planning for the future.
A retiree seeking peace of mind.
A business owner navigating important financial decisions.
A life story that extends far beyond investments.

Led by Tania Theron, our Wealth team works alongside clients through every stage of their financial journey — providing guidance, perspective, and a long-term approach to building and protecting wealth.

While markets and investment strategies play an important role, we believe the best outcomes begin with understanding the people behind the numbers.

Because wealth management is ultimately about more than money.

It's about helping people live with confidence today, while planning for tomorrow.





08/06/2026

Every portfolio tells a story.

Not just of returns or market movements, but of decisions.

The decision to start.
The decision to stay invested.
The decision to think long term when short-term noise is loudest.

At GraySwan, we've learned that successful investing is rarely about predicting the future. It's about consistently making thoughtful decisions over time.

The outcomes follow.




🎉 Happy Birthday, Mart-Marie! 🎉Today we celebrate not only your birthday, but also the incredible person you are.As one ...
03/06/2026

🎉 Happy Birthday, Mart-Marie! 🎉

Today we celebrate not only your birthday, but also the incredible person you are.

As one of our Investment Consultants, you bring a unique combination of professionalism, care, and dedication to everything you do. Whether you're guiding clients through important financial decisions, supporting colleagues, or simply bringing your positive energy to the office, your impact is felt every day.

Your commitment to building meaningful relationships and helping clients navigate their financial journeys is something we value greatly at GraySwan.

We hope your day is filled with laughter, special moments, and the opportunity to celebrate with those who matter most.

From all of us at GraySwan, thank you for being such an important part of our team.

Happy Birthday, Mart-Marie!




When Time Is Treated WellOur latest Stellenbosch Visio insert explores one of life’s most valuable assets: time.In a wor...
02/06/2026

When Time Is Treated Well

Our latest Stellenbosch Visio insert explores one of life’s most valuable assets: time.

In a world that often celebrates speed, we reflected on the quiet power of patience, perspective, and taking the long view, both in life and in investing.

Because meaningful wealth is rarely built overnight. It is shaped through thoughtful decisions, discipline, and time.

A special thank you to Stellenbosch Visio for once again providing a platform for stories that encourage reflection and conversation.

If you happen to pick up the latest Winter edition, keep an eye out for "When Time Is Treated Well" featuring our own Mart-Marie de Jongh, Investment Consultant at GraySwan Wealth.

Because when wealth is held with care, time becomes one of its greatest allies.








29/05/2026

Some investments are made in relationships.
Some in discipline.
Some in taking the long view when others focus on the short term.

The same principles that guide successful investing often guide successful businesses, families, and lives.

As another week draws to a close, we're reminded that the most meaningful outcomes are rarely built overnight. They are built through consistency, patience, and purpose.

Wishing you a restful weekend and a Happy Friday from the GraySwan team.





April 2026 Fact Sheet now available.Agile. Global. Unrestricted.The GraySwan SCI Worldwide Flexible Fund aims to consist...
27/05/2026

April 2026 Fact Sheet now available.

Agile. Global. Unrestricted.

The GraySwan SCI Worldwide Flexible Fund aims to consistently outperform the ASISA South African Worldwide Flexible category over any rolling 5-year period.

The Fund therefore targets high real returns and is aimed at investors with:
• A medium to high-risk tolerance
• A minimum investment horizon of 5 years

The Fund allows GraySwan to dynamically manage local and offshore asset class exposure without traditional constraints.




April 2026 Fact Sheet now available.Perspective builds the bridge.Wisdom walks across.The GraySwan SCI Moderate Fund aim...
27/05/2026

April 2026 Fact Sheet now available.

Perspective builds the bridge.
Wisdom walks across.

The GraySwan SCI Moderate Fund aims to consistently outperform the ASISA South African Multi-Asset Medium Equity category (after investment management fees) over any rolling 3-year period.

The Fund therefore targets moderate real returns and is aimed at investors with:
• A medium risk tolerance
• A minimum investment horizon of 3 years

The portfolio is actively managed and diversified across multiple asset classes in line with ASISA and Regulation 28 guidelines.





April 2026 Fact Sheet now available.Long-term investing requires conviction.The GraySwan SCI Aggressive Fund aims to con...
27/05/2026

April 2026 Fact Sheet now available.

Long-term investing requires conviction.

The GraySwan SCI Aggressive Fund aims to consistently outperform the ASISA South African Multi-Asset High Equity category over any rolling 3-year period.

The Fund therefore targets high real returns and is aimed at investors with:
• A medium to high-risk tolerance
• A minimum investment horizon of 5 years

The portfolio provides actively managed multi-asset exposure in line with ASISA and Regulation 28 guidelines.





April 2026 Fact Sheet now available.Measured moments matter.The GraySwan SCI Cautious Fund aims to consistently outperfo...
27/05/2026

April 2026 Fact Sheet now available.

Measured moments matter.

The GraySwan SCI Cautious Fund aims to consistently outperform the ASISA South African Multi-Asset Low Equity category over any rolling 3-year period.

The Fund therefore targets:
• High income
• Stable reasonable growth
• Capital preservation over shorter-term periods (no guarantee)

The Fund is aimed at investors with a low-risk tolerance and an investment horizon of 3 years.




When it comes to investing, risk is often confused with volatility.But should strong positive returns really be viewed a...
26/05/2026

When it comes to investing, risk is often confused with volatility.

But should strong positive returns really be viewed as “risky” in the same way as losses?

Traditional risk measures treat both upside and downside movements equally, even though investors are far more concerned about losing capital than outperforming expectations.

This is where downside risk becomes important.

In our latest article, we explore why the Sortino Ratio has become one of the most insightful measures of risk-adjusted performance — focusing specifically on negative returns and the outcomes investors are trying to avoid.

It’s also why the Raging Bull Awards place significant emphasis on the 5-year Sortino Ratio when assessing fund performance — recognising that managing downside risk matters just as much as generating returns. Based on their current Sortino Ratios, all four of our GraySwan Funds are currently ranked in the top quartile of their respective unit trust multi asset peer groups.

Understanding the difference between overall volatility and downside risk can completely change how investors evaluate long-term portfolio quality, consistency, and risk.

Read here >https://grayswan.co.za/wp-content/uploads/2026/05/Sortino-Ratio-2026.pdf

Address

Lourensford Wine Estate, Lourensford Road
Somerset West
7130

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00

Telephone

+27218529092

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