Private Wealth · North Coast KZN

Live local,
invest globally.

The Robert Group gives astute investors access to specialised global managers and themes, with the personal service of a coastal private-wealth practice.

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R4bn+

Assets under management

10+

Years of offshore solutions

7×

Citywire DFM Awards in five consecutive years

What we do

One partner for your whole financial life

Advice, protection and investment under one roof: coordinated, independent and personal.

Financial planning

Independent advisers who build the plan around your life: risk, retirement and estate.

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Insurance

Independent broking for your home, life and business — the whole market, not one insurer.

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Investments

The award-winning WealthBuilder range, cash, shares and digital assets, managed in-house.

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Corporate benefits

Pension, provident and group risk that help you attract and keep great people.

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Recognised by Citywire South Africa

Seven DFM awards in five years

Our funds have won seven Citywire South Africa DFM Awards since 2022, including Multi-Asset SA Flexible five years running, 2022 to 2026.

See the awards Read about the 2026 award

Citywire 2022: Multi-Asset SA High Equity winner

Citywire 2022: Multi-Asset SA Flexible winner

Citywire 2023: Multi-Asset SA Flexible winner

Citywire 2024: Multi-Asset SA Flexible winner

Citywire 2025: Multi-Asset SA Flexible winner

Citywire 2025: Multi-Asset Income winner

Citywire 2026: Multi-Asset SA Flexible winner

Citywire judges its performance awards on risk-adjusted returns over a set period. Past performance is not necessarily a guide to future performance.

Insights

Latest from TRG

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The Money Minute

Markets

26 Oct 2026

The Ownership Mindset: How to Give Your Kids a Financial Head Start

This week, Devin unpacks Elon Musk’s headline-grabbing plan to gift a SpaceX share to every child in America, a staggering $10.5 billion wealth transfer.

Watch on YouTube

From the blog

Markets

10 Nov 2026 · Devin Shutte

Two Chinas

Nine days in Shanghai, Beijing and Chengdu: what we saw on the ground in China, and what it means for South African investors.

Rooted on the North Coast

We live where our clients live, and invest where the world is going.

From Umhlanga and Umhlali, we manage wealth with the intimacy of a local practice and the reach of a global investment desk.

Live local, invest globally

Geographical and currency diversification wherever you are: access specialised global managers with one investment.

Disciplined & compliant

An Authorised Financial Services Provider with a clear, transparent investment process you can trust.

Integrated planning

Wealth, protection, estate and tax planning brought together in one coordinated, tax-efficient strategy.

A family firm, built on relationships

The people who look after your wealth

Established in 2010 by the Robert family, TRG is a genuinely independent practice, free to choose the best of the market on your behalf. You deal directly with senior, qualified advisers and an award-winning investment team who know you by name, not by account number.

Meet the full team