Courtney Capital Private Wealth
You are in safe hands
FSP & PI. We are an Authorised Financial Services Provider, with FSP number 43057. This entails having the necessary operational abilities, being fit and proper, acting with honesty and integrity, and having all the necessary Professional Indemnity cover and insurances and guarantees in place.
Why use a broker?
Execute & ideas. To execute your trades. Keep in mind that not all brokers cater for smaller or retail clients. Some have got strict minimums, where you have to invest R1m or more in order to become one of their clients. We cater for bigger and for smaller investors alike. You can invest R100,000 or more in a managed account, or you can start small, by opening your trading account and deciding how much you want to invest; or even sign a debit order form and invest as little as R300pm in products like Satrix 40 or ETF’s. A broker is also the so that you have someone to bounce your ideas off, someone who speaks the same language.
Who we are
Our company started with Arthur Buchner, who was the Head of Derivatives at Nedbank Capital for many a year. Now we have 18 bright young minds, trading from SA and the UK. We’ve got backgrounds in Statistics, Economics, Accounting, Finance, CFA. We do all kinds of trading, including short term, long term, technical, fundamental, day trading, swing trading, pairs trading, algo trading and more. There are 100’s of articles & transcripts on this site, where we have given past market commentary & more. Meet the team here.
Why choose us?
Performance & Rates & Systems & Ideas.
It’s a smart move. Switch to us and pay lower rates. We believe we have the best value proposition in the country. We can assist you to move over your portfolio to us. We also have various trading platforms to suit your needs. You can trade via web-based platforms, comprehensive software packages, or on your tablet or smartphone. Find out more about our platforms here.
We also have trading ideas that we send out to clients. And if you are new to the markets, we can assist you with decision making tools like VectorVest, or setting up a managed account with our professional portfolio managers.
Security & fees
We act as an Introducing broker. We open client accounts through Nedbank , Peregrine, Saxo, etc. All much bigger than us. They’re not geared to deal with thousands of retail clients. We then act as the IB, open the accounts, do the admin, speak to the clients – and you get the service & security benefits plus lower rates.
How to trade
Call / Platform / Managed / Debit order. You decide. Pick up the phone and call us to execute your trades. Or trade yourself on one of the award winning trading platforms. Or open a managed account where a portfolio manager will decide what and when to trade on your account. Or sign up to invest monthly via debit order. The choice is yours.
Trade anything, anywhere
Locally, we can assist you to open a JSE BDA account for shares, Safex account for futures trading, Yield-X account for currencies, and a CFD account to trades contracts for difference. And through our international accounts you can trade almost 25,000 instruments, in over 30 different exchanges across the globe. This includes the following and more:
- Shares – local & international equities
- ETF – exchange traded funds, ie Satrix
- CFD – contracts for difference
- SSF – single stock futures
- IDX – international futures
- ALSI – index futures contracts
- Offshore – international instruments
- FX – ZAR contracts or crosses, eg cable
- Commodities – gold, oil, grains, etc
- Options – on above, local & offshore
- TFSA – tax free savings accounts, becoming popular in SA
We also offer dummy accounts. So you can try before you buy. The dummy accounts allow you to play with plastic money, execute trades, and get used to the platforms. We have dummy accounts available to cater for every need – for long term investors, for short term traders, for clients looking to trade on their phones, tablets, mobile devices, desktop computers or the internet.
What makes us different
Open door, simplicity & transfers.
We have an open door policy. You can set up an appointment and come and chat to one of our portfolio managers, or maybe spend a short while looking at how things work in the dealing room. We also have a wealth of client education, presentations, online tools, decision making tools, trading ideas and more to get you going.
Some of our trading platforms also have built-in trading ideas that is available for free to all clients/account holders. We try to simplify things. And we will gladly assist you in transferring your account from another broker to us.
You are more than welcome to call us and set up an appointment with one of our friendly brokers and portfolio managers. Don’t delay – invest in your future today. It might be a lot easier than you think.
Simple. Never invest in any idea you can’t illustrate with a crayon. – Peter Lynch
Goals. An investor without investment objectives is like a traveler without a destination. – Ralph Seger
Love. I hate weekends because there is no stock market. – Rene Rivkin