Peregrine Holdings

R103bn in assets under management

Peregrine Group, one of South Africa’s premier wealth & alternative investments specialists.

Peregrine is a leading financial services group that caters to the financial needs of both individuals and institutions, and offers best-of-breed investment management solutions and advice.

Founded in 1996, the Peregrine Group comprises a number of diversified, industry leading, financial services businesses, including Citadel Holdings, Peregrine Capital, Peregrine Securities, Stenham, Green Oak Capital and SA Alpha. Peregrine also owns 50% of Java Capital, which is widely regarded as the premier independent corporate advisory house in South Africa.

Over the past two decades, Peregrine has earned a reputation for delivering consistently high levels of risk-adjusted returns over both the medium and long-term, even in difficult market conditions, a snapshot of which is evidenced in the Five Year Review. This is primarily driven by Peregrine’s resources and personnel, which the Group regards as being of unrivalled calibre. Wealth created by Peregrine Group amounted to R1,76 billion for the year to 31 March 2018 (2017: R1,74 billion). Distributions to stakeholders are set out in the Value Added Statement.

Driven by an owner-managed and entrepreneurial culture, Peregrine invests on behalf of its clients, facilitates investments and provides comprehensive advice across four business segments:

 

Wealth Management;
Asset Management;
Broking and Structuring; and
Advisory.

Through its various subsidiaries, Peregrine can draw on an enviable field of expertise in private client wealth management, global funds-of-funds, single manager hedge funds, broking and structuring, trusts services, corporate finance and advisory services, as well as foreign exchange and treasury management. In addition to this, the Group is committed to good governance and transparency, which has generated a business model that is well-respected by partners, peers and clients, and is recognised for its quality by the financial services industry at large.

Peregrine listed on the JSE, under the Financial Services sector, in June 1998, and, as at 31 March 2018, had a market capitalisation of R4.7 billion. The Group is responsible for some R103 billion in total gross assets under management and or administration/advice.

The Group focuses predominantly on operating financial services businesses in South Africa, the United Kingdom and the Channel Islands, and employs more than 750 individuals across its operations. The South Africa business maintains an appropriate and sustainable B-BBEE shareholding via Peregrine SA Holdings.
 

As at 31 March 2018