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EXPECT MORE.
We look to the future to deliver efficient wealth management.
AT A GLANCE.
Founded in 2006, we have always held a long-term view of how our business must adapt to the demands of the environment in which it operates.
More so today, we see an ever evolving set of global, socio-economic, political and regulatory demands that require our skilful response. At Balamory, sustainable business practice means recognising both our broader responsibilities to our clients, and the new opportunities that arise from this thinking.
It is because of this thinking and response that Balamory has grown, since its inception, to becoming a fully fledged Wealth Manager, which includes holistic financial planning services to a diverse client base of private individuals and businesses.
We want to empower our clients to take control of their finances and manage them in a simple and efficient manner.
Giuseppe Lorusso - Managing Director & Co-Founder
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AT A GLANCE
VALUE PROPOSITION
In a continuously changing environment, your Wealth Management strategy needs to extend beyond borders.
Balamory understands the ever-changing global and socio-economic landscape.
Our focus, technical knowledge and dedication allow us to manage your wealth across borders and continents.
An effective Wealth Management strategy requires long-term perspective.
It should be tailored to meet your specific needs, taking into account your investments, retirement and estate planning.
With this in mind, Balamory delivers independent advisory services specialising in offshore investment and asset protection advice, encompassing reliable retirement, estate and succession planning.
With a thorough understanding of international tax legislation and the structuring of offshore investment opportunities, we have established ourselves as advisors of choice to highly successful individuals and families.
We pride ourselves in offering personalised, uncomplicated, cost effective and tax efficient service.
We offer bespoke structures designed specifically for the South African resident who wishes to invest funds offshore, using their current offshore allowance, or as a vehicle to consolidate existing offshore assets with considerable tax and cost benefits.
OUR VALUE PROPOSITION
It is only with the determination and dedication of our people that we can serve our clients, generate long-term value for our shareholders and contribute to the broader public. Balamory's commitment to challenging the industry status quo, delivering excellent client service supported by strong compliance practices, is due to our strong leadership team.
KEY INDIVIDUALS
Giuseppe Lorusso
Managing Director, Co-Founder
Qualifications:
BCom Financial Management
JSE Securities Trader
SAIFM
Franette Blom
Director of Financial Planning, Co-Founder
Qualifications:
Certified Financial Planner
Post-graduate Diploma in Financial Planning (US)
BBA
SAIFM
PEOPLE & CULTURE
Would you like to join our team?
Click here to view our current career opportunities.
PEOPLE & CULTURE
BUSINESS PRINCIPLES
Our Business Principles, the foundation of our culture of client service, teamwork, excellence, personal initiative and accountability, are fundamental to our long-term sustainability and success.
OUR CLIENTS’ INTERESTS ALWAYS COME FIRST.
Our experience shows that if we serve our clients well, our own success will follow.
OUR ASSETS ARE OUR PEOPLE, CAPITAL AND REPUTATION.
If any of these is ever diminished, the last is the most difficult to restore. We are dedicated to complying fully with the letter and spirit of the laws, rules and ethical principles that govern us. Our continued success depends upon unswerving adherence to this standard.
BUSINESS PRINCIPLES
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