Sagewise Financial

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e are a leading global securities and investment company providing a full spectrum of products to institutional and corporate clients, intermediaries and governments worldwide.

Sagewise specializes in investment banking services, funds management, consultancy, training, management development, forex trading portfolio management and securities trading.

Generally, our exposure to any single transaction is between $1 million and $10 million. Our syndicate relationships allow us to issue terms sheets of up to $20 million, where appropriate. Sagewise Financial clients vary in size and business model, but generally have current year run rate revenue in excess of $5 million. We will advance funds for as short as three months, and for as long as three years; subject to the needs of our entrepreneur partners and public company clientele. Sectors of focus include automation, business services, communications, healthcare, industrial products, light manufacturing, oil & gas services, and technology.

Investment Advisory Services

The fund specialises in equity investments, and does not provide commercial loans. Typically investments will range in size between US$1 million and US$50 million in companies

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Wealth Management

To build and then preserve wealth you have to be an investor – not merely a saver. And no matter what you invest in, your investments will have an element of risk associated with them.

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Asset Management

You have financial goals but do not have the time to devote to managing your assets. You want to be able to call on experts for advice with investment issues.

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Retirement Planning

One of the most important life events many of us will ever experience. From both a personal and financial perspective, realizing a comfortable retirement.

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Insurance

As life changes, insurance needs can change too. Having an insurance is a way to help ensure that your family’s financial future will be protected.

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