Our core purpose is to deliver consistent, above-average returns and provide superior service to our clients. Access to Investments that protect and grow your wealth At Aluma Capital (Pty) Ltd (“Aluma”), our unwavering commitment to safeguarding your financial well-being is the cornerstone of our philosophy. We have cultivated enduring relationships with our clients by prioritizing transparency, compliance, and ethical practices. As a fully licensed multi-asset product manager and authorised financial services provider, we operate under the highest standards set by the Financial Sector Conduct Authority (FSCA). Our FSP license number (FSP 46449) proudly attests to our compliance with regulatory standards, and we are recognized as an Accountable Institution by the Financial Intelligence Centre (FIC). In our dedication to transparency, we actively engage with our clients through various social media platforms and maintain an up-to-date website, ensuring they stay informed about our business activities. To underscore our commitment, we undergo monthly external compliance monitoring, a testament to our adherence to the most rigorous standards. Membership in the Financial Intermediaries Association of Southern Africa (FIA) further exemplifies our active participation in the financial industry, reinforcing our pledge to excellence. Established in 2015, Aluma has evolved into a distinguished and diversified asset and fund manager, specialising in bespoke cash management solutions tailored to the unique goals of corporates, funds, and various institutions. Our holistic approach to financial well-being extends to individuals, families, and businesses, addressing their specific needs with proactive and personalised strategies. Our comprehensive suite of financial products, services, and solutions reflects our commitment to crafting strategies aligned with the desired protection and investment outcomes of our clients. Guided by a well-established investment process and philosophy, we seamlessly cater to diverse financial needs, including corporate cash management, 100% capital-protected investments, goal-based portfolio construction customized for monthly cash flow requirements, private share portfolios, and asset and fund management. Despite the challenges posed by the Covid-19 pandemic, Aluma successfully launched the Global Note Product – the USD Offshore Global Note – with initial approval in March 2020, just before the Covid lockdown. The official start of this product occurred during Level 4 lockdown in May 2020. Aluma remained resilient and productive, obtaining additional Short-Term Insurance Licences in June 2020. Our commitment to innovation is exemplified by the Robo Advice License granted by the FSCA, reflecting our dedication to providing clients with an online automated investment process that combines convenience with quality advice. From our initial focus on tailored cash management solutions, Aluma Capital has evolved into a leading wealth manager, expanding our product offerings to include niche investment products such as the Global Note and Fixed Income Products. With both Category I and Category II licenses (multi asset product manager), Aluma is well-equipped to provide clients with a comprehensive range of financial products, addressing their unique needs and contributing to their long-term financial success. Our commitment to excellence, innovation, and personalised service remains unwavering as we continue to be a trusted partner in financial management. Compliant and licensed Financial Services Provider Aluma Capital (Pty) Ltd is an authorised Financial Services Provider (FSP 46449) in terms of The Financial Advisory and Intermediary Services Act (37 of 2002)
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