BComm (FInancial Analysis)

BComm Hons (Financial Analysis)

Finanical Planning Certificate (CFP)

JSE Traders Exam

Barnard Jacobs Mellet

Our success has been built around long-term partnerships with our clients built on the values of integrity and independence. Our independence ensures that our investment advice and decisions can be taken in the best interest of our clients.

Barnard Jacobs Mellet (BJM) is a separate fully South African broking and asset management company. BJM has achieved much in a relatively short period of time. The company provides its services to individuals and currently has more than R30.0 billion under administration, on behalf of 11,000 active clients. Dedicated to bringing wealth creation services to private clients, BJM offers the following to its clients:

Transactions we deal in all financial assets with advice from qualified stockbrokers;
Private Asset Management individually managed portfolios of shares, bonds and money market instruments managed by a designated portfolio manager, individually structured to each clients income, risk exposure and financial needs. Individually managed portfolios are also generally tax advantaged relative to funds;
International Fund Investments a range of BJM global funds;
Structured Products offering tax-efficient structures tailored to cater for clients specific financial needs, including guaranteed products;
Money Market / Cash Management presently there are two options for cash: directly into the money market or into JSE Trustees;
Administration - full, administration of all listed financial assets including the collection of dividends and the administering of corporate actions.

The fundamental value proposition offered by BJM is a focus on the client and creating unique, unbiased solutions that fulfil the particular clients long-term investment requirements. The client can choose how much they want to manage themselves and how much to outsource to BJM. The BJM professional team use their diverse qualifications and backgrounds along with the outstanding research available within BJM and from other sources in making astute investment decisions. Independent local and international surveys rate the BJM investment research as one of the top two available on South African equities.

BJM is also known for its strength in administration services which, together with Finsettle Services (the administrative arm of the BJM group), is rated as one of the foremost stock broking administration services teams in the country. It is our belief that the most cost-effective investment a client can make is as directly as possible into the financial markets.

At BJM, we bring the private client directly to the financial markets, if at all possible and when suitable for the client. If not, we search for, and where necessary create, the best possible alternative for our clients.