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:
BEST VIEW MODEL PORTFOLIO |
The EFPC Best View portfolio is an enhanced equity portfolio that combines the EFPC local and global equity portfolios with additional asset classes such as private equity, real estate, and commodities, amongst others.
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GLOBAL MODEL PORTFOLIO |
The EFPC Global Model Portfolio (GMP) is a well-diversified global equity portfolio. The main purpose of the EFPC GMP is to find favourable long-term investment opportunities.
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GLOBAl WEALTH OPTIMIZER |
The EFPC Global Wealth Optimizer (GWO) Portfolio is a risk-managed solution that is well-diversified and actively managed by a team of industry leading experts. The GWO is a share portfolio consisting of a basket of cost-efficient, diversified instruments that stretches across various asset classes and geographies.
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100% Local Portfolio |
The EFPC 100% Local Portfolio aims to preserve and grow wealth. This well-diversified portfolio consists of 18 to 26 quality shares listed on the JSE.
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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....
In the ever-evolving landscape of global economics, recent political and financial developments offer valuable insights into market dynamics and investment principles. In this economic commentary, we explore how leadership, market sentiment, and strategic decision-making shape economic outcomes....
The latest United States (US) Consumer Price Index (CPI) report, released in May, provides valuable insights into the current economic landscape and its implications for investors and financial advisors in South Africa (SA). Understanding these dynamics is crucial to making informed investment decisions in today’s global market....
The latest United States (US) Consumer Price Index (CPI) report, released in May, provides valuable insights into the current economic landscape and its implications for investors and financial advisors in South Africa (SA). Understanding these dynamics is crucial to making informed investment decisions in today’s global market....
Is investing for you like going to war? Or struggling for survival in the wilderness? This misconception about investing often leads investor to prioritise beating the market in an effort to ‘win’ instead of adhering to their own goals and strategies. Consequently, we become our own worst enemy by listening to Mr Market. Mr. Market says “Buy!” when the markets are high and then shouts “Sell!” when there is a low....