Wealth with purpose.
Advice with care.
Investing in what matters to you.
Independent and owner-operated since 2002, Definitive supports individuals, families, and institutions with local and global investment needs. With offices in Cape Town and a Swiss alliance, we combine global reach with personal care.
Our approach is straightforward: disciplined, equity-centric, and long-term. We focus on quality businesses, mindful valuation, and the balance of risk and return. Portfolios are built on diversified, cost-efficient passive instruments – actively overseen to remain dynamic. This blend gives clients the efficiency of passive investing with the discipline and insight of active management.
At our core, we value clarity, independence, and care. Clients know their wealth is managed with integrity and consistency, allowing them to focus on living well while their capital works with purpose.
Meet the team
Directors And Senior Staff
Brett Immerman
Jackie Solomon
Juanita Dawson
Alix Clarke
PORTFOLIO MANAGERS
Jonathan Maingard
Mark Fussell
Samantha Bradley
Nicolo Egidi
INVESTMENT TEAM
Diane Laas
Stuart Polden
Lamon Theron
Trenton Wiseman
Joshua Moodley
Werner Leicher
PORTFOLIO OPERATIONS
Lerusha Chetty
Mishka Dhanjee
Natalie Van Zyl
Taryn Abrahams
ADMINISTRATION TEAM
Margaux Kalil
Lisa Thaver
Pauline Adams
Christel de Vos
Our values
Composed
We bring calm clarity to complex financial decisions, creating space for thoughtful choices. Our composed approach ensures clients feel guided, supported, and confident – even in uncertain times.
Refined
We continuously refine our thinking, our solutions, and our processes. By distilling complexity into clear strategies, we help clients achieve precision and elegance in how their wealth is structured.
Considerate
We listen carefully and act with empathy. Being considerate means we understand what truly matters to our clients, ensuring their goals, values, and families remain at the heart of every decision.
Assured
Our expertise gives clients peace of mind. Assured means delivering advice with certainty, structure, and strength, enabling clients to move forward confidently, knowing their wealth is secure and well-managed.
Astute
We apply sharp insight and intelligent foresight to every strategy. Being astute means anticipating challenges, seizing opportunities, and guiding clients with the clarity and wisdom required to protect and grow their wealth.
