Momentum Wealth celebrates its 30th anniversary in September 2026. This milestone is an opportunity to recognise the partnerships that have shaped us and the future we continue to build with financial advisers and clients.
From the start, when the business was founded as Momentum Administration Services in September 1996, the focus was clear: We wanted to support financial advisers with reliable investment administration, practical access to investments, and a personal approach to helping clients implement their investment plans.
Thirty years later, that focus still guides us.
Momentum Wealth has grown into one of South Africa’s largest linked investment service providers. The platform gives advisers access to a broad range of local and global investment and retirement solutions. These include unit trusts, model portfolios, exchange-traded funds, direct shares, personal share portfolios and specialised investment solutions. Our tax wrappers also help advisers structure portfolios around each client’s tax position, life stage and financial objectives.
The way advisers work has changed over three decades. Client needs have changed, too. Advice practices manage more complexity, more investment choice and higher client expectations. The role of an investment platform has grown from administration into a broader support role that helps advisers manage clients’ investment strategies clearly, efficiently and consistently.
We continue to invest in technology because they help reduce friction in the advice process. Faster processing, less paperwork and more intuitive online experiences help advisers spend more time on client communication and planning. Technology matters most when it supports the adviser relationship, keeps implementation clear and helps create confidence for clients.
Personalised New Business is an example of these capabilities in action, giving advisers a tailored onboarding system on the Momentum Wealth platform to capture client information, customise investment solutions and implement investments more efficiently, while improving the client experience. Click here to watch a short video.
That human relationship remains central. Investing is personal because money is connected to people’s goals, families and future choices. Advisers understand this better than anyone. They help clients stay focused through uncertainty, make informed decisions and translate long-term goals into practical investment actions.
This is why partnerships sit at the centre of our anniversary. Momentum Wealth has grown through trusted relationships with advisers, distribution teams, investment partners and internal teams. Each relationship has played a role in helping clients build and protect their financial dreams.
We are celebrating our journey by recognising the platform’s history and evolution. We are celebrating our partnerships by acknowledging advisers, teams and business partners who have shaped the business. We are investing in the future by continuing to enhance our platform capability, digital experiences and support for advice-led investing.
This anniversary is a moment of pride. It is also a moment of responsibility. The next chapter of wealth management will require investment platforms to remain efficient, flexible and deeply connected to the realities of advice practices. It will require technology that supports better decisions without replacing human judgement. It will require a continued commitment to singular personalisation.
Momentum Wealth enters its next chapter with gratitude for the journey and confidence in the future. We remain committed to supporting financial advisers as they help clients build and protect their financial dreams on their journey to success.
To learn more, speak to your Momentum consultant or visit momentum.co.za and select Investments.
Momentum Wealth is part of Momentum Investments and Momentum Group Limited. Momentum Wealth (Pty) Ltd is an authorised financial services provider (registration number 1995/008800/07, FSP number 657). Momentum Metropolitan Life Limited is an authorised financial services and credit provider (registration number 1904/002186/06, FSP number 6406).
