CBZ Asset Management (Private) Limited Trading as Datvest was incorporated under the CBZ Group in 2005 as CBZH diversified and positioned itself to be a one stop shop for various financial services.
Datvest Asset Management is the Asset Management arm of the CBZ Holdings Group.
- Private Equity Portfolio
- Pension Fund
- Management Unit Trusts
- Money Markets
- Custodial of Shares
Datvest's approach is to ensure the enhanced performance of its client's investment. Datvest strive to fully understand its clients and use this knowledge to provide personalised service. The Datvest team upholds the standards of flexibility and prompt response time in meeting its clients' needs. Datvest actively manage client investments based on comprehensive research and solid risk assessment.
Datvest provide monthly and quarterly client services that compliment our product offering and provide a completely rewarding service experience:
- Valuation statements and transaction listing
- Market updates through Datvest Newsletter
- Fund Managers Executive Summary
- Equity and Interest Market Review
- IMMR Performance versus Agreed Benchmark
Datvest also ensures that there is constant two-way communication between the client and Datvest. As and when necessary Datvest will proactively call for Fund Management Meetings where salient investment matters are discussed on an open platform.
Sectorial Award : Best Fund Manager - 2006
CBZ Asset Management T/a Datvest
2 Central Avenue
P O Box HG 480, Highlands
Phone: (04) 702809; 724333 ; 733450 ; 799655-57; 735417; 792907; 700871; 708246; 799648-52
Fax: (04) 700669 ; 708956