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CONSISTENTLY EXCELLENT

 

ABOUT EFFICIENT PRIVATE CLIENTS (EFPC)

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:

  • Invest in appropriate investment solutions
  • Make better asset allocation decisions
  • Consider their wealth holistically to include future generations
  • Have peace of mind about their generational wealth
BEST VIEW MODEL PORTFOLIO

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

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

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

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....

The world of investing thrives on making informed decisions, navigating risk, and aiming for profitable outcomes. In this bustling market, valuation acts as a compass, guiding investors towards potentially undervalued gems or warning against overinflated bubbles. But is valuation truly essential?...

Battered by low wage growth, high interest rates, and increasing debt levels, many South African consumers are in the worst financial shape that they have been in for years, maybe even decades. The result is a persistently weak economy. But, the worst might be over....

Long-term investing shares parallels with the Tour de France – a strategic journey where endurance prevails over short-term sprints. Much like cyclists navigating diverse terrains, investors navigate market fluctuations from quarter to quarter and year to year. Success demands patience, resilience, and a strategic approach, underscoring the significance of steadfast commitment in the financial race for wealth....

During the last few years, it seems as though we have started each year in the same way: Warning investors about potential market volatility. This year, as local and global factors converge into a cooking pot of uncertainty, seems to be no different. In the end, however, our advice has been stellar and has rewarded investors who stayed the course....

It has been a tough year for South Africans. In fact, we have been having tough years for as long as we can remember. Inflation has slowly been increasing since the 4% levels that we saw pre-COVID. In 2022, inflation reached nearly 7% and will most likely be around 6% in 2023. Higher inflation means that buying power deteriorates faster, making South Africans feel poorer. Interest rates, which are also higher than they should be, are doing their share to make us feel miserable....