Individuals

Tailored Solutions and Individualised Support

We are dedicated to helping you achieve your financial goals through offering a range of products and services designed with your unique needs in mind.

Whether you are looking for asset finance, treasury solutions, investment advice or private wealth services we have the expertise and resources to help you succeed.

Our team of financial professionals is committed to providing you with personalised guidance and support every step of the way.

Tailored Solutions and Individualised Support

We are dedicated to helping you achieve your financial goals through offering a range of products and services designed with your unique needs in mind.

Whether you are looking for asset finance, treasury solutions, investment advice or private wealth services we have the expertise and resources to help you succeed.

Our team of financial professionals is committed to providing you with personalised guidance and support every step of the way.

SPECIALISED FINANCE. BY DESIGN. FAST

Asset Finance

We make it possible to help you get the assets and equipment you want. Our specialists can design a financial solution that is tailored to your specific needs.

AVIATION

Enhance your flying experience by structuring financial solutions that allow you to take to the sky.

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LEISURE

Do not limit your leisure. Our tailored financing offers immediate access to recreational assets with flexible terms.

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RENEWABLE ENERGY

We finance renewable energy solutions for your home, giving you and your family energy security when you need it most.

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SECURE YOUR TOMORROW

Investments

Merchant West Investments is an award-winning multi-strategy asset management business.

The investment house covers a variety of strategies and asset classes, with money market, income, multi-asset class, listed property and domestic and global equity funds.

Private Client Discretionary Portfolio Management

Domestic and global portfolio management solutions for qualifying investors.

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Tax-free Investments

All our unit trust funds can be held within a tax-free plan.

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Unit Trust Investments

We offer a range of domestic and global unit trust funds covering equities, property, cash, bonds, and balanced fund solutions.

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FOCUS ON VALUE

Private Wealth

Sterling Private Wealth is a niche wealth management and consulting business that provides holistic wealth management advice to successful entrepreneurs, corporate executives, and retirees.

Estate Planning

We offer assistance in drafting and protecting your wills, managing estates, and administering deceased estates to ensure that your wishes are respected, and your assets are managed appropriately.

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Investment Planning

We offer investment advice tailored to your unique circumstances, financial needs, objectives and risk appetite.

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Offshore Financial Services

Offshore diversification is crucial in building lasting wealth and we offer you professional advice on a range of investment funds and structures to meet your specific needs.

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Retirement Planning

We offer personalised retirement planning solutions to assist you in achieving your long-term financial objectives, allowing you to enjoy a comfortable retirement and secure your financial future.

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Risk Planning

We provide an unbiased insurance advisory service. We find the most appropriate product for your specific needs.

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Tax Planning

We offer tax guidance, in conjunction with third-party specialists, on your financial position and how investment planning can optimise your tax structuring.

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CROSS BORDERS, CONTROL CASH

Treasury Solutions

Merchant West Incompass is a specialist provider of treasury products and solutions to clients with foreign exchange, cash management and risk management requirements.

International Transfers

Receive or send funds in South Africa with competitive exchange rates and ISO accredited service and security standards.

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Cash Management

Maximise your cash deposits with competitive interest rates for residents and non-residents. Start earning more today with our cash management service.

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Exchange Control Advice

Get expert exchange control advice and free tax clearance certificates for transfers above our minimum threshold. Let us simplify your transactions today.

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Foreign Currency Accounts

Open an interest bearing foreign currency account from the comfort of your own home with no monthly charges. Available in most major currencies.

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Non-Rand Forex Transfers

Experience fast and secure non-Rand international transfers with our cutting-edge platform. Join now to enjoy seamless transactions.

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ENQUIRE

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Become a part of Merchant West and leverage our extensive experience in the financial services industry.