INSTITUTIONAL WEALTH MANAGEMENT

Systematic
Capital Deployment.

EFG Capital delivers institutional-grade investment strategies across public and private markets, with a focus on risk-adjusted returns and long-term value creation for South African and global institutions.

Why EFG
  • R880+ billion assets under management
  • Proprietary quantitative research
  • Direct access to private credit & infrastructure
  • Dedicated institutional coverage

Investment Outcome Simulator (ZAR)

R 500,000
5 Years

Expected Return (p.a.)

7.2%

Projected Final Value

R 707,000

BlackRock
MSCI
CDP
PIMCO
Investment team meeting

Conviction-Driven
Asset Management.

Founded in 2008, EFG Capital has grown into a trusted partner for institutions, family offices, and sovereign wealth funds across Africa and globally.

We combine macroeconomic research with bottom-up fundamental analysis to identify inefficiencies across global markets. Our investment committee maintains a disciplined, long-term approach focused on capital preservation and compounding. With offices in Johannesburg, London, and New York, we deliver local expertise with global reach.

R880B+

AUM

22

Countries

2008

Founded

Institutional Investment Strategies

Diversified solutions across liquid and illiquid asset classes.

Private Credit

Private Credit

Senior secured direct lending to middle-market companies, offering floating-rate yield and low correlation to public markets.

Infrastructure

Real Assets

Equity and debt investments in renewable energy, digital infrastructure, and transportation assets with long-term contracted cash flows.

Quantitative

Systematic Alpha

Factor-based equity and multi-asset strategies designed to generate uncorrelated returns across market cycles.

Frequently Asked Questions

Answers to common questions about our investment process and offerings.

Our institutional strategies typically require a minimum deployment of R5 million. However, certain pooled vehicles may offer lower entry points for qualifying investors. Please contact our advisory desk for specific details.

Returns vary by strategy. Our private credit strategies target net IRRs of 8-12%, while real assets target 9-11% with inflation linkage. Systematic strategies aim for 6-8% with lower volatility. Historical performance is available upon request.

Private credit and real assets generally have 3-7 year lock-ups with quarterly liquidity thereafter. Liquid strategies offer daily or monthly redemptions. Custom mandates can be structured flexibly.

Yes. EFG Capital is an authorized financial services provider (FSP) under the Financial Sector Conduct Authority (FSCA) and holds relevant licenses in the UK and US for cross-border institutional business.

Click the "Apply for Investment" button in our calculator or use the contact form below. A relationship manager will arrange a confidential consultation and provide subscription documents.

Institutional Desk.

Connect with our global investment team for tailored mandates.

JOHANNESBURG (HQ)

150 West Street, Sandton, 2196

CAPE TOWN

2 Portswood Road, V&A Waterfront, 8001

EMAIL

institutional@efg-capital.co.za

PHONE

+27 (0)11 123 4567