An Independant platfoRm profiling asset managers, discretionary fund managers, investment platforms and solution providers.

Solution Provider Category

Currency Partners

About Currency Partners

As South Africa’s largest Private Client foreign exchange intermediary, Currency Partners is the trusted choice for leading financial service providers.

Whether you’re investing or buying property abroad, emigrating, or making an international transfer, we provide market-leading pricing and service.

We secure exchange rates in advance to provide price certainty, manage currency risk, and handle exchange control requirements seamlessly.

With an international UK platform, national offices in South Africa, and bulk currency order volumes, we deliver global currency solutions with preferential pricing – helping you maximise savings on every transfer.

Value for you

  • Complimentary Approval for International Transfers (AIT) from SARS
  • South African Reserve Bank exchange control applications
  • Special SARB Applications for currency transfers of more than the annual allowances
  • Local and international cash management accounts
  • Dedicated dealing to help you manage currency risk
  • Rate alerts and automatic market orders
  • Specialist Tax Emigration services
  • Assistance with Inheritance and Estate Late transfers
  • Annual Allowance transfers for Offshore Investments
  • Foreign Currency Accounts
 
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JTC

JTC is a publicly listed, global professional services business with deep expertise in fund, corporate and private client services. JTC’s fund solutions are driven by a partner-led approach. Our senior leadership team comprises of experienced professionals who take a proactive role in managing client relationships with clients, ensuring that solutions are delivered with the a high degree of excellence. We possess the capabilities to help clients navigate the complexities of the local financial landscape and provide tailor-made solutions to meet their requirements.

JTC’s fund solutions are driven by a partner-led approach. Our senior leadership team comprises of experienced professionals who take a proactive role in managing client relationships with clients, ensuring that solutions are delivered with a high degree of excellence. We possess the capabilities to help clients navigate the complexities of the local financial landscape and provide tailor-made solutions to meet their requirements.

At JTC, we offer a full suite of solutions in South Africa and can support all fund types across multiple jurisdictions and asset classes. We understand that each client is unique. That’s why we handpick the best team to meet your specific needs, consistently delivering tailored and effective solutions to the highest standards.

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PortfolioMetrix

With PortfolioMetrix as investment partner, advisers are free from the distractions that hold them back, giving them the space to achieve their full potential. We are a global investment management and technology partner to financial professionals, with a focus on high-performing advisers and specialist multi-managers. Financial advisers benefit from our ability to customise portfolios and from our proprietary WealthExplorer™️ technology, which enhances adviser effectiveness, business efficiency and the client journey. PortfolioMetrix manages over R90 billion, and employs 65 people in offices in London, Johannesburg, Dublin, and Cape Town. We achieve consistent, market-leading investment outcomes through our precision-engineered portfolios, and have been recognised by the industry, our peers and financial advisers through multiple awards, which span investment outcomes, best DFM services, best technology, best client service, and best risk profiling service.
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