David Garrioch, CFP® and Brandon Ellse, CFP®, CFA, CAIA®, TEP, FPSA® unpack our innovative approach to financial advice fees. #financialadvicefees #fees #financialadvice #wealthmanagement
Garrioch & Ellse
Financial Services
Cape Town, Western Cape 119 followers
We're in the business of improving lives.
About us
At Garrioch & Ellse, we're in the business of improving lives. Conflict-free Wealth Advice with a disciplined, evidence-based approach is hard to come by. Fortunately, that's precisely what Garrioch & Ellse delivers. Obsessed in our pursuit of the truth. It's what drives us to find clear, academically-informed answers to your every question, culminating in a wealth plan designed to your specific needs and values. Our vision is to leave you with a sense of clarity, comfort, and control. Live in the now. We'll keep our eye on what's ahead. Guided by evidence and fueled by your ambitions, our team will design, build and protect a wealth plan distinctly tailored to your needs. Helping you focus on the now and letting us prepare for what's next. --- Garrioch & Ellse is an authorised financial services provider. FSP number: 52064.
- Website
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http://www.garriochandellse.co.za
External link for Garrioch & Ellse
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Cape Town, Western Cape
- Type
- Privately Held
- Founded
- 2022
Locations
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Primary
Get directions
Steenberg Office Park
Block A, Silverwood
Cape Town, Western Cape 7945, ZA
Updates
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Garrioch & Ellse reposted this
The Krutham 2024 Top Private Banks and Wealth Managers Awards, now in its 13th year, has again set the benchmark for excellence in the industry. This year 12,317 clients of private banks and wealth managers participated in the survey. Wealth Management Archetypes · Archetype Award Lump-Sum Investor: PSG Wealth · Archetype Award Young Professional: PSG Wealth · Archetype Award Entrepreneur: PSG Wealth · Archetype Award Executive: Gradidge-Mahura Investments and PSG Wealth · Archetype Award Retiree: PSG Wealth · Archetype Award Wealthy Family: Garrioch & Ellse Private Banking Archetypes · Archetype Award Lump-Sum Investor: FNB Private Wealth · Archetype Award Young Professional: FNB Private Wealth · Archetype Award Entrepreneur: FNB Private Wealth · Archetype Award Executive: RMB - Private Bank · Archetype Award Retiree: FNB Private Wealth Overall Awards · Top Relationship Manager: Renee Eagar - Brenthurst Wealth Management (Pty) Ltd · Top Private Banker: Louise Davies - Nedbank Private Wealth South Africa · Top Wealth Managers (Large Institutions): PSG Wealth · Top Wealth Managers (Boutiques): Private Client Holdings · Top Private Bank: FNB Private Wealth · People’s Choice Wealth Management: Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023 and Gradidge-Mahura Investments · People’s Choice Private Banking: Investec Private Bank This year's survey results reflect the dedication and excellence of our winners in providing top-notch financial services. Special thanks to Iress, our event sponsor, for its support. Iress is a globally recognised technology powerhouse dedicated to revolutionising the financial services industry through cutting-edge software solutions.
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Thank you, Eleanor B. and Citywire SA Adviser, for the feature 🙏
What happens when two Durbanites, determined to offer a transparent, impartial and holistic #IFA practice for wealthy clients – charging flat retainer fees in rands and cents – are told it cannot be done? In the case of co-directors and wealth advisers David Garrioch, CFP® and Brandon Ellse, CFP®, CFA, CAIA®, TEP, FPSA®, they are proving the naysayers wrong with Garrioch & Ellse. #wealthmanagement #wealthmanagers #familyoffice #HNWIs #financialplanning
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We are so proud and honoured to announce that we have been named the Top Advisory Firm in the "Wealthy Family" category at the 13th annual Krutham Top Private Banks & Wealth Managers Awards - South Africa 2024. With 164 firms across South Africa participating in these prestigious awards across multiple categories, we would like to congratulate all the winners and participants for their dedication to excellence in the financial advice profession. At Garrioch & Ellse we believe that the financial advice profession has a unique opportunity to make a meaningful and positive impact in the lives of the clients we serve. It is awards such as these that push advisory firms to be the best they can be, and ultimately that leads to better outcomes for clients and the community as a whole. Thank you to the team at Krutham, the judges, and the event organisers for putting on an exceptional event, and for their continued commitment to the profession. #krutham #wealthadvisor #garriochandellse
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Garrioch & Ellse reposted this
Passionate about shaping the financial advice industry into the profession it needs to be.
We’re thrilled to be named as finalists in the 19th Annual STEP Private Client Awards 2024 in the following categories: - Financial Advisor Team of the Year - Multi-Family Office Team of the Year Best of luck to all the finalists: https://lnkd.in/dc7c3JaB "This year has seen a record number of nominations, with 373 submissions across 28 countries." Thank you, STEP – Advising Families Across Generations
We are very pleased to announce the finalists for this year's STEP Private Client Awards! Congratulations to Accuro, Affinity Private Wealth, Anthony Gold Solicitors, Arkwood SCP, Axis Fiduciary Ltd, Baker McKenzie, Bär & Karrer, Barclays Private Bank, BDO, Bilzin Sumberg, Blick Rothenberg, Boodle Hatfield LLP, Capital Generation Partners, Carey Olsen, Charities Aid Foundation (CAF), Charles Lloyd (from Macfarlanes), Charles Russell Speechlys, Circe Law Ltd, CLA Global TS Tax Services, Collas Crill, Crysalia, Deacons, Dixon Wilson Chartered Accountants, Dolce Vita Advisors, Elisabeth Squires from Britton and Time Solicitors, Ellis Jones Solicitors LLP, Esther Lee from KITH & KIN Law Corporation, Ethan Yu from Withersworldwide, Evelyn Partners, EY Private Client Services, Farrer & Co, Fischer Ramp Buchmann, Fladgate LLP, Forsters LLP, Gail Cohen TEP from Fiduciary Trust International, Garrioch & Ellse, Grassi, Harbottle & Lewis, Harneys, Herbert Smith Freehills, HSBC Trustee (Hong Kong), Hugh Jones Solicitors, Huzaifa Moosa from Brabners, Irwin Mitchell, Jonathan Conder TEP (from Stephenson Harwood), John Riches TEP from RMW Law, JTC, Kith & Kin Law Corporation, KPMG UK, Lenz & Staehelin, Macfarlanes, Maisto e Associati, Michael Betley TEP (from Ocorian), Mishcon de Reya, Nicholas Jacob TEP (from Forsters), Nicholas Le Poidevin KC TEP from New Square Chambers, NIKA LAW, Northwood Family Office, Ocorian, Ogier, Our Family Office, Pamela L. Cross from Borden Ladner Gervais, Praxis, PwC UK, RBC Wealth Management, Redmayne Bentley, Rogério Fernandes Ferreira TEP from RFF Lawyers, RSM UK, Saffery Trust, Samuel Hilton (from Affinity Private Wealth), Schellenberg Wittmer, Spring IM, Standard Bank, Stephenson Harwood, Stonehage Fleming, Summit Trust International, Taylor Wessing, TD Wealth, Telic Advisory, Waverton Investment Management, Whittier Trust Company, Wingspan Legacy Partners and ZEDRA. Thank you this year's judges Stella Mitchell-Voisin TEP, Dominic Lawton-Smith TEP, Sunny Liew TEP, Stefano Loconte TEP, Chris Ireland TEP, Vanessa King TEP, Henry Lam TEP, Betty Andrikopoulos TEP, Henry Brandts-Giesen TEP, Dr. Guillaume Grisel TEP, Nathalie Marchand TEP, Fiona McFarlane TEP, Shelly Meerovitch TEP, Asher Noor TEP, Greta Pender TEP, Gina M. Pereira TEP, Edward Reed TEP, Charlotte Thorne, Claire Weeks TEP and Valerie Wu TEP. Read more in our press release: https://bit.ly/4bcBKSW #STEPPCA #FinalistsAnnounced
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We’re thrilled to be named as finalists in the 19th Annual STEP Private Client Awards 2024 in the following categories: - Financial Advisor Team of the Year - Multi-Family Office Team of the Year Best of luck to all the finalists: https://lnkd.in/dc7c3JaB "This year has seen a record number of nominations, with 373 submissions across 28 countries." Thank you, STEP – Advising Families Across Generations
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