Services
Our service offering is tailored to ensure you are adequately served in your jurisdiction.
Investment Advisory
With years of experience, Virtual Capital has earned a reputation for trust and superior client management. At Virtual Capital, our clients have access to certified investment advisors with expertise from domestic investments to international investment opportunities. We integrate traditional brokerage and advisory services into a single client solution while offering ready access to your personal investment advisor. The Virtual Capital team has the experience to address the different needs of our clients and help them move closer to their financial goals.
For investors seeking to grow assets, generate income and meet investment goals, an investment strategy is essential; our Private Client Investment Service addresses the most common concerns investors have:
- Will a government pension or provident fund be enough to maintain a quality retirement lifestyle?
- How can I save for education funding?
- Meeting short-term goals i.e. new house, boat etc.
- Leaving behind a financial legacy to family members.
Through a structured investment process, Virtual Capital can help you to create and maintain an investment strategy that can combine a long-term perspective.
Sub Advisory
Virtual Capital can act as a non-discretionary sub advisor to investment managers of equity funds. We can offer daily monitoring of positions and the provision of specific buy and sell recommendations.
Our sub-advisory services are available to:
- Provident funds.
- Fund mangers.
- Private wealth managers & family offices.
- Investment advisors.
- Insurance companies.
- Financial service companies.
Asset Management
Virtual Capital is regional, growing and continuously outperforming the market.
Virtual Capital is one of the most innovative asset managers in the Africa Region, with a track record of outstanding performance and an extensive portfolio of mandates spanning the region. We offer equity and fixed-income solutions through funds and portfolios, in addition to the team’s strong offering of diverse products which serves an equally diverse range of institutional and individual investors.
Our diversified product offering spans asset classes and geographies. With an on-the-ground presence in key regional markets, Virtual Capital offers a robust portfolio of funds spanning the African continent.
Equity
Our team offers a range of diverse equity investment options, from index, capital guaranteed and sharia-compliant funds to country-specific, sector-specific and regional-specific mandates — each tailored to an investor’s targeted objectives and risk appetite.
Fixed Income
We offer clients fixed-income investment solutions informed by years of expertise, including money market and balanced funds individually catered to each investor’s risk profile and investment objectives.
Financial Planning
What is Financial Planning?
Financial planning is about you and your money. It involves (1) identifying your goals, both qualitative and quantitative, and (2) using planning strategies, which include identifying your risk tolerance, investment objectives, and time frames in order to achieve your goals.
Many people typically buy investments without a well thought out financial plan. This can lead to trouble down the road.
At Virtual Capital, financial planning is a long-term approach to managing client relationships. Our goal – oriented process assists clients in organizing their financial information and understanding their financial situation.
The financial planning process includes helping our clients identify their financial goals, prioritize them, and then implement strategies to achieve them.
Here’s how it works:
- Step1. Profile meeting: You will meet for about an hour with one of our Certified Financial Advisors to gather some information about you and your family’s goals, needs and resources.
- Step 2. Prepare Plan: Your data will be analysed and a financial plan will be developed based on the information you provide us.
- Step 3. Present & Implement: Within 2-3 weeks, we will review your plan together and you can then decide if you want to implement the steps needed to set the plan into action.
- Step 4. Update & Review: Your personal Financial Advisor will monitor and update this plan with you on a regular basis to ensure that we are on target with your goals and objectives.
These four steps are the key to your financial plan, and the key to your financial future.
Remember, financial planning is not a one-time event. It is a process that will put your money to work for you and enable you to achieve your financial goals. Results do not occur overnight, they take place over time. Your personal Financial Advisor at Virtual Capital will be there for you throughout this effort to assist you in achieving your financial goals.
Investment Financing
The trusted partner of regional corporations, multinationals and governments across Africa, Virtual Capital deploys the largest and most diverse group of professionals in the region combining deep knowledge of companies, markets and economies with proven global expertise.
Mergers & Acquisitions
Our very strong M&A; franchise has made us the advisor of choice for multinationals looking to invest across Africa. Our range of services include:
- Identifying potential acquisition / divestiture targets.
- Creating detailed valuation analysis and transactional structures.
- Negotiating transaction documentation and agreements.
- Deal execution.
- Developing fairness opinions.
- M&A; major transactions.
Equity Capital Markets
Virtual Capital acts as the placement manager of choice for equity-related transactions executed in the region.
Debt Capital Markets
As part of our effort in providing comprehensive solutions to our clients we have begun to focus on expanding our debt capital market activities.
Virtual Capital has a competitive edge in the debt market as a result of its exposure to unique pockets of liquidity and its ability to tailor products to the interests of all parties. This is supported by the placement power of securities brokerage arm.
Here’s how it works:
Portfolio Transfer Service
Transfer your domestic or foreign stock portfolio from another broker to Virtual Capital. Transferring your portfolio to us is easy and straightforward. In most cases all you need to do is instruct your current broker that you would like to transfer your portfolio and we will do the rest for you.
One of our experienced brokers will be in touch to discuss your portfolio, including your investment objectives and overall attitude to risk.
Private Equity
Virtual Capital is one of the fastest growing private equity houses. Our competitive position leverages the power of the Virtual Capital distribution platform across the region, including the firm’s network of relationships with major regional corporations, governments and financial institutions as well as public market intelligence through Virtual Capital’ group-wide accrued insight. Our value proposition is grounded in unparalleled knowledge of the region, its business climate and its opportunities.
Strategy and Operations
Private Equity at Virtual Capital engages in direct investment activity to create a diversified portfolio through the application of various private equity strategies. We manage investments across the Africa, providing broad exposure to such strategies as leveraged buy-outs, growth and venture capital, distressed, turnaround, industry focused and natural resources.
We utilise a flexible approach to fund-raising, employing both traditional funds and transaction-based approaches as we look to acquire, grow and exit investments in sectors including consumer goods, retail, tourism, real estate, financial services, manufacturing, building materials, oil and gas, food, agriculture and infrastructure, among others.
Our Focused Approach
Private Equity at Virtual Capital:
- Favours sectors where competitive advantage can be achieved and sustained.
- Invests in businesses with strong catalysts and ability to deploy capital profitably.
- Focuses on proven business models and management teams with strong track record.
- Supports management of portfolio companies in creating value through strategic and financial assistance.
- Fully incentivises management of portfolio companies to act as partners in the company.
- Enhances corporate governance and actively supports the process of business institutionalisation.
- Focuses on proprietary, non-competitive opportunities nurtured through Virtual Capital’ network, such as bolt-on acquisitions.
- Tailors investment structure to each type of investment: growth capital, transition capital, financial restructuring capital and PIPE/Take Private transactions.
- Follows a rigorous investment decision process to enforce investment discipline
- Has a clear view on path to exit at the time of investment
Here’s how it works:
Securities Brokerage
Virtual Capital is one of Africa’s most innovative Securities Brokerage Houses.
We strive to be the partner of choice for major international institutions, but also the region’s largest brokerage team, serving the needs of individual investors.
We offer our individual and institutional clients an unparalleled range of products and services backed up by the region’s most innovative research house, providing fast, secure and multi-platform trading tools that allow you to buy and sell a wide range of securities.
Virtual Capital offers a comprehensive offering including Equities covering all major Markets, Foreign Exchange, Contracts for Difference, Sales and Trading and Advisory Services.
- Equities – the core of the Virtual Capital offering with the ability to execute transactions in over 100 countries.
- Exchange Traded Funds (ETFs) – Direct Market Access to ETFs across multiple countries.
- Foreign Exchange (FX) – anonymously trade with 100% DMA, 100% Fill or Fill model, No Re-quotes, No Mark Up, Pre and Post Trade Transparency, No conflict of interest and High Capacity Server Technology.
- Contracts for Difference (CFDs) – Buy or Sell Short multiple asset classes i.e. 600+ instruments via a 100% DMA/STP Ultra Low Latency Access to 80+ Primary and Secondary Derivatives and Commodities Exchanges.
- Futures and Options on various Markets – trade Futures and options based on various multi-market financial assets including, stocks, stock indices, interest rates and bonds.
If you are unable to locate a specific financial instrument within any of our existing systems, please provide us with the name of the instrument, exchange it trades on, and the ISIN number, and we will enable trading. We can find and trade in almost any financial market, so please don’t hesitate to contact us if you need something specific.
Institutions – Your Partner of Choice
Virtual Capital specialises in providing most innovative global and regional investors access to the African Market. We are the region’s most innovative brokerage house and have a proven track record of structuring and executing large, complex transactions on behalf of the most demanding clients.
Our clients benefit from deep regional contacts; a robust approach to governance; compliance and risk-management; and state-of-the-art systems designed with the needs and security concerns of institutions in mind.
Execution: Our team facilitates transactions and provides execution for our institutional clients in all major markets.
Expertise: We pride ourselves on knowing our markets best, and have an Institutional Sales and Trading Team with extensive regional investment expertise, as well as global experience. Our team has helped clients with their portfolios/investments and are well acquainted with localised features of each regional exchange.
Research: Your investment decisions will be supported by our Research division, widely acknowledged as the regional authority, giving you unrivalled insights into the Africa’s most promising companies.
Service: All of our clients are served by a designated account manager. Your account manager will serve as your point of access to all regional markets, sourcing and executing trades on your behalf. You will also have convenient access to the most innovative web-based trading system in the region, Online Trading. Moreover, in this fast-paced investment climate, we are constantly working to improve our line of services to keep pace with the changing needs of our clients.
Individuals
We provide you with a full-fledged bouquet of convenient services, allowing you to trade securities and manage portfolios easily.
As a most innovative securities broker in Africa, we offer an unrivalled range of products and services to suit your investment portfolio while providing fast, secure, multi-platform and multi-market trading tools that enable you to buy and sell a wide range of securities with ease. With multiple trading platforms that allow you flexibility, security and speed in placing and tracking orders anytime, anywhere.
As a testament to our comprehensive package, the Securities Brokerage Team has received a number of prestigious recognitions for our achievements over the years, a further affirmation of our unparalleled ability to provide advanced trading platforms, experienced on-the-ground teams, and exceptional corporate access to C-suite executives of publicly listed equities across the region.
At Virtual Capital, our full suite of unique, comprehensive and easy-to-use trading and financial services are conveniently available with a click, call, or visit, providing you with the all-inclusive package needed to keep you one step ahead.
Technical Platforms
Virtual Capital offers its clients a suite of technology platforms for ease and convenience while trading.
Our platform is designed for occasional investors and serious, active traders seeking multiple global products. It has the requisite power, flexibility and customization to suit each investor’s needs. With capability for high-volume, in-depth news, technical research and risk analysis tools, we offer cutting edge technology.
Virtual Capital clients enjoy the power and simplicity of our feature-rich platforms, optimizing their trading speed and efficiency with our powerful suite of trading platforms.
Contact your Relationship Manager for more details.