PSG Financial Services Ltd

PSG Financial Services Ltd Organogram

PSG Financial Services Ltd is the holding company of various operating subsidiaries that provide financial services, including investment management, stockbroking, short-term insurance, financial planning and advice, healthcare brokerage and administration, employment wealth benefits, asset management, estate planning, and fiduciary services. Subsidiaries are divisionalised into 3 operating segments: • PSG Wealth - Wealth management services to individuals, families and businesses, including investment opportunities, stockbroking, estate planning, life insurance and fiduciary services. • PSG Asset Management - Investment management services to both retail and institutional investors, with a range of local unit trusts and international funds across the investment risk spectrum. • PSG Insure - Insurance advice and the underwriting and administration of short-term insurance policies in both personal (including household and vehicle) and commercial lines, through its registered insurance brokers and PSG’s non-life insurance company, Western National Insurance Company Ltd. The group comprises 263 adviser offices across South Africa, Namibia, and Mauritius, with 952 advisers (financial planners, portfolio managers, stockbrokers, and asset managers). As of 28 February 2023, assets under management amounted to R354.1bn.