Fund Management

Our Investment Objective on all the portfolios that we manage is to “Exceed agreed benchmarked returns over a rolling three year period using a Balanced Methodology.
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Money Market

Datvest Asset Management provides short-term money market investments for both corporate and individual clients at competitive rates.
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Equities

These are a selection of listed securities all combined to make a single investment.
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Unit Trusts

Unit trusts are collective investment schemes which involve the pooling of funds on behalf of a large number of investors, with each investor buying a certain number of units in the total fund representing their proportional investment.
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Alternative Investment

Datvest offers advisory services to individual and institutional investors who are interested in getting exposure to real estate and private equity.
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Financial

Reports

 

Get the CBZ Holdings Financial & Annual Reports. » Read more