About Us

Our Company

Constellation was founded in January 2014 and is a boutique financial services company with an experienced team of professionals that leverages innovative thinking, deep product knowledge and networks to deliver exceptional tailor-made investment solutions to retail and institutional clients in South Africa.

“It is insane to risk what you have and need to obtain what you don’t have and don’t need.”
– Warren Buffet

“Pundits forecast not because they know, but because they are asked.”
– John Kenneth Galbraith

“Rule #1: Never lose money
Rule #2: Never forget rule #1”
– Warren Buffet

“Surprise is the mother of all panic.”
– Nick Murray

“Minimising downside risk, while maximising the upside is a powerful concept.”
– Mohnish Prabai

“If you can’t find a way to make money while you sleep, you will work until you die”
– Warren Buffet

Why Constellation?

Team experience

Our team is highly experienced thereby ensuring effective and appropriate investment decision making.

Proven track record

A track record of delivering strong investment performance that exceeds our clients’ expectations.

Personal approach

Our clients’ can rely on personal service underpinned by direct access to all our senior professionals.

Tailor-made philosophy

We build investment solutions specifically suited to meet client risk and return requirements.

Strong relationships

Enduring relationships, developed over time, ensure our team has access to best price and execution.


We are a Level 2 B-BBEE contributor

Our History


2014 –

Constellation founded


2014 –

Received Category I Financial Services License


2016 –

Received Category II and IIA Financial Services Licences


2016 –

Appointed to manage first segregated mandate


2017 –

Partnered with African Rainbow Capital (ARC)


2018 –

Appointed to manage first unit trust mandate under CICSA


2022 –

Appointed to manage first QIHF under CICSA