About
Who We Are
IOTA is an independent financial services firm offering a range of specialist services designed to meet the needs of our global clients. These services, offered in conjunction with our worldwide partners, include investment management, financial and retirement planning, tax planning, estate planning, accounting services, emigration advice, life assurance and other niche investment opportunities.
Our perspective is global. Our commitment is to provide independent objective advice and in-depth knowledge to our worldwide clients and to support them as financial partners of exceptional quality.
Our Passion Is Our Relationships
We blend our intellectual capital and experience with that of our selected partners. We continue to explore new and innovative products and focus on the offerings that are suitable to our high-net-worth clients.
This, combined with a commitment to quality, professionalism, independence and innovation, allows IOTA to strive to enable our discerning clients to meet not only their objectives, but their desired legacies. Not being influenced by the short-term demands of external shareholders allows a long-term and logical approach to be adopted in conducting our relationships and ensures our advice is objective.
What We Do
We partner with like-minded individuals with whom we can build sustainable and successful partnerships. This lays the foundation for a mutually beneficial relationship. Our clients are typically successful entrepreneurs, directors and senior members of large multinational and national companies, or members of families with established wealth.
We seek first and foremost to understand the client following which creative solutions are sought to meet their needs and objectives. Being a fully integrated financial services provider, we are able to consult with legal, tax and other experts and draw on the expertise of our trusted partners as required.
Company History
IOTA Investment Services (Pty) Ltd was established in 1993 as a subsidiary of IOTA Financial Services Ltd, which was listed on the Johannesburg Stock Exchange in 1998. A management buy-out of IOTA Investment Services (Pty) Ltd was concluded in 2002.
