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At STRATEGIQ Capital we are committed to long-term investing, which is why we value lasting partnerships built on shared trust and a relentless commitment to building our clients’ wealth.

We pride ourselves on being a truly owner-managed and independent investment manager with offices in Cape Town & Johannesburg.

Our portfolio solutions span across the risk spectrum, helping clients achieve their unique investment goals.

10 Years of Disciplined Investing
A Decade of Consistent Performance, Stability and Sustainable Growth
STRATEGIQ for Advisors:
Our discretionary service is ideal for financial advisers who wish to delegate the responsibility of the day-to-day management of their clients’ investments to a professional investment manager.
STRATEGIQ for Corporates:
We focus on structuring customised corporate cash management solutions across various providers and market offerings, specifically supporting operational, core and targeted cash positions.
Portfolio IQ:
The Portfolio IQ advisor portal equips sophisticated advisors with a modern, easy-to-use, white-labelled user interface. The automated platform is specifically aimed at advisers who prefer personalised investment solutions for their high net worth clients.

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    PortfolioIQ is an integrated adviser ecosystem connecting the full client journey—from co-branded risk profiling and cash-flow planning to portfolio construction, digital onboarding and ongoing portfolio intelligence.

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    Why us?

    Commitment
    We are committed to long-term investing, which is why we value lasting partnerships built on shared trust and a deep understanding of our client’s needs.

    Independent
    Owner-managed and independent, allowing us the necessary flexibility to put clients first.

    Experienced team
    Highly qualified and experienced, our investment team is focused on investment research and portfolio management, while the highest standards of client service are provided by an experienced support team capable of delivering high-quality administrative support.

    Dynamic process
    A dynamic investment process that is personalised to meet clients’ specific needs and requirements.

    Innovative
    Embracing product innovation and digital transformation to enhance transparency and expand investors’ access to a broader spectrum of investment opportunities.

    At STRATEGIQ we understand that every investor is different, requiring a personalised investment strategy that will meet their long-term goals and objectives.
    HOW CAN WE HELP YOU?
    Portfolio IQ is an adviser-directed portal that has taken the complexity out of investing, to bring financial advisers and ultimately their clients the transparency and simplicity they deserve.

    Advisers play an important role in clients’ achieving their long-term financial goals. Portfolio IQ enables sophisticated advisers to interact with their clients through a series of questions to analyse their risk and find the best way to achieve their client’s goals.

    Our smart risk-profiled investment solutions then go to work to create a personalised investment strategy.

    SIGN UP TO RECEIVE OUR WEEKLY STRATEGIQ REVIEW:

    Get our weekly analysis of the market, delivered straight to your inbox.

     

      Portfolio IQ is an adviser-directed portal that has taken the complexity out of investing, to bring financial advisers and ultimately their clients the transparency and simplicity they deserve.

      Advisers play an important role in clients’ achieving their long-term financial goals. Portfolio IQ enables sophisticated advisers to interact with their clients through a series of questions to analyse their risk and find the best way to achieve their client’s goals.

      Our smart risk-profiled investment solutions then go to work to create a personalised investment strategy.

      SIGN UP TO RECEIVE OUR WEEKLY STRATEGIQ REVIEW:

      Get our weekly analysis of the market, delivered straight to your inbox.