About Us
Boutique Asset Management delivers tailored investment solutions through thoughtful strategy, disciplined execution, and a client-focused approach. We build resilient portfolios designed to grow and protect your wealth, adapting to market changes while prioritising transparency and purposeful investing.
Get to know the experienced experts driving our investment strategies and client success.
Our disciplined and thoughtful approach to navigating markets and delivering long-term value.
Guided by integrity, partnership, and a commitment to delivering tailored investment solutions.
A proven, step-by-step process carefully designed to manage risk and maximize returns.
Get to know the experienced experts driving our investment strategies and client success.
Our disciplined and thoughtful approach to navigating markets and delivering long-term value.
Guided by integrity, partnership, and a commitment to delivering tailored investment solutions.
A proven, step-by-step process carefully designed to manage risk and maximize returns.
Wian van Wyk, CFP®
Wian van Wyk is a founding director and portfolio manager at Boutique Asset Management, specialising in tailored investment strategies and financial planning. A Certified Financial Planner®, he brings a client-centric approach to wealth management while balancing his passion for travel, nature, and outdoor pursuits.
Hubert Sherratt
Hubert Sherratt is a seasoned financial advisor and entrepreneur with over 30 years of experience in estate planning, retirement solutions, and investment management. Known for his client-focused approach and strategic expertise, he has a proven track record of helping individuals and businesses achieve financial clarity and long-term security.
Dr. Adrian Saville
Adrian Saville brings 30 years of experience in capital markets and investment management, having worked across public and private markets and founded a successful boutique investment firm. Alongside his industry expertise, he is a Professor of Economics and Finance, holding multiple academic accolades and international qualifications in competitive strategy, financial markets, and investment management
Investment Philosophy
Thoughtful Strategy, Disciplined Execution
- We focus on owning quality assets at attractive prices to compound returns for long-term wealth protection and growth.
- Low fees and cost efficiency are central to enhancing overall results.
- Strategic asset allocation is the foundation of our approach, ensuring resilient portfolios that adapt to global market shifts.
- Our forward-looking process optimises returns by adjusting the investment mix based on economic trends and emerging opportunities.
Visible and Hidden Risk Management
- Visible Risks: Market volatility, economic stress, and geopolitical uncertainty can impact performance. We actively monitor and mitigate these factors.
- Hidden Risks: Inflation, technological shifts, and industrial disruption quietly erode investment value. We focus on quality assets that protect against these threats.
- A disciplined investment process ensures a strong defence against both visible and hidden risks, safeguarding long-term purchasing power and real returns.
Diversified & Focused Investing
- Diversification across asset classes, sectors, and geographies balances risk and enhances stability.
- We prioritise high-quality assets with strong fundamentals and reliable cash flows.
- Our Boutique Global Equity and Hummingbird portfolios focus on high-conviction investments, leveraging deep research to capture long-term growth.
- A concentrated, quality-focused strategy allows us to deliver tailored investment solutions that align with your financial objectives.
Company Philosophy
Company Philosophy
Client-Centric Investing
We prioritise your unique goals, risk tolerance, and investment preferences, ensuring tailored solutions—not just products. By leveraging technology, research, and deep client understanding, we build strategies that align with your financial objectives.
Purpose-Driven Investments
Strong financial returns and meaningful impact go hand in hand. We invest with a long-term vision, integrating ESG factors and supporting businesses that drive innovation and societal change, ensuring sustainability and prosperity.
Transparency & Continuous Improvement
Clear communication and adaptability are key to our approach. We demystify complex investment concepts, embrace global best practices, and refine our strategies to keep your investments ahead in an evolving market.
Investment Process
Research​
Insights & Analysis:​
Macro-level analysis: Global trends, interest rates, geopolitics​
Sector & asset class evaluation using proprietary tools​
Macro-level analysis: Global trends, interest rates, geopolitics​
Factor-based company research: Financial health, growth potential​
Strategic Application​
Execution & Strategy​
Thoughtful asset allocation: Balancing classes, sectors, geographies​
High-conviction opportunities aligned with client objectives​
Precision execution: Advanced trading techniques, cost efficiency​
Research​
Insights & Analysis:​
Macro-level analysis: Global trends, interest rates, geopolitics​
Sector & asset class evaluation using proprietary tools​
Macro-level analysis: Global trends, interest rates, geopolitics​
Factor-based company research: Financial health, growth potential​
Strategic Application​
Execution & Strategy​
Thoughtful asset allocation: Balancing classes, sectors, geographies​
High-conviction opportunities aligned with client objectives​
Precision execution: Advanced trading techniques, cost efficiency​
Disciplined Diversification​
Risk Management & Portfolio Structure​​
Multi-layered diversification. Asset Classes, Geographies & Sectors​
Adaptive allocation: Adjusting exposure based on market conditions.​
Built to weather volatility while capturing opportunities​
Dynamic Adjustments​
Monitoring & Adaptation​
Continuous monitoring against benchmarks and objectives​
Transparent client communication: Regular updates & strategy insights​
Factor-based company research: Financial health, growth potential​