CONSISTENTLY EXCELLENT
Efficient Private Clients (EFPC) is an advisor centric, global investment specialist firm for high net-worth individuals.
ADVISOR CENTRIC
Clients often make use of advisors to assist them in making better personal and business-related asset allocation decisions. We partner with these advisors not only to grow and preserve wealth, but to co-create wealth for our clients.
GLOBAL INVESTMENT SPECIALISTS
At EFPC, we are more than asset managers. We are global investment specialists that steward the scarce resources of our clients through high-touch, quality relationships. Our experts assist clients to:
GLOBAL MODEL PORTFOLIO |
The EFPC Global Model Portfolio is suitable for investors seeking actively managed, strategically diversified, global exposure to equities across developed markets.
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GLOBAL WEALTH OPTIMIZER |
The EFPC Global Wealth Optimizer is suitable for investors who require direct offshore exposure, with less absolute risk than the equity market as well as clients with a multi-generational view of wealth preservation.
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EFPC DYNAMIC EQUITY BLEND PORTFOLIO |
The EFPC Dynamic Equity Blend Portfolio is suitable for investors seeking actively managed and strategically diversified exposure to local and global equities. |
100% LOCAL PORTFOLIO |
The EFPC 100% Local Portfolio is suitable for long term investors seeking an actively managed portfolio of South African equities, with an investment horizon of more than 7 years.
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SELECT BCI GLOBAL EQUITY FUND |
This portfolio is a global equity portfolio that aims to provide investors with high long-term capital growth.
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SOLUTIONS |
We are changing the narrative for high-net worth individuals in South Africa. Our solutions combine superior structures with specialised products to generate consistently excellent results that are cost and tax-efficient. In doing this, we can create wealth for our clients. |
Nobel Prize winner Harry Markowitz famously said that diversification is the only free lunch in investing. In simple terms, this means that you can quite easily keep your expected level of return constant, or even increase your expected return, without taking on additional risk. Diversification is one of the most important principles in investing: It involves spreading your money across a variety of assets or even across asset classes....
The year began with a familiar mix of market concentration, heightened geopolitical tensions, and uneven economic signals, all of which contributed to elevated volatility. The United States (US), once again, sat at the centre of global market narratives, as renewed tariff threats and foreign policy actions revived the “Sell America” theme....
Following a broadly weaker performance in November, most asset classes saw modest stabilisation towards the end of the year, although gains remained limited and uneven. Risk appetite remained cautious, and market leadership narrowed, as investors increasingly focused on locking in profits after a strong year....
After a strong run in the first ten months of 2025, global stock markets slowed in November. This was despite a robust earnings season and rising hopes for a United States (US) interest-rate cut in December. Although an end to the longest-ever US government shutdown on record (43 days) brought some relief, market uncertainty around economic data and the impact on growth, as well as monetary policy, resulted in a slightly more toned-down approach to risk assets....
Global financial markets entered October riding the tailwind from September’s excitement. Optimism, however, faded somewhat as trade tensions between the United States (US) and China resurfaced, economic data underwhelmed, and the lingering US government shutdown began to test investor sentiment....