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?
To execute your trades. Keep in mind that not all brokers cater for smaller or retail clients. Some have strict minimums, where you have to invest upwards of R1 million in order to become one of their clients. We cater for larger and smaller clients alike. You can invest a minimum of R250,000 in a managed account, or start with a non-discretionary account with no minimum value. Your assigned broker is also someone to bounce your ideas off, someone who speaks the same language.
Who we are
Our company started with Arthur Buchner, former Head of Derivatives at Nedbank Capital. Now we have 18 bright individuals, trading from SA and the UK, with backgrounds in Statistics, Economics, Accounting, Finance and Capital Markets. Our trading strategies include 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.
Why choose us?
Performance, Rates, Systems & Ideas.
We believe we have the best value proposition in the country and we would gladly assist you in transferring your portfolio over 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. Alternatively you can set up a managed account with our professional portfolio managers.
Security & fees
We mainly open client accounts through Nedbank Capital & Peregrine Securities. We then act as the Introducing Broker, open the accounts, do the admin, speak to 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