We're building the future of financial advice.
We help families manage their wealth faster, more affordably, and more accurately.
Our Team
Marco Bauer, CA(SA)
Chairman
Ross Reuvers, MBA
Non-Executive Director
Amanda Swanepoel
Head of Administration
Luca Bersella, CA(SA)
CEO
Our Approach
Starting with the human experience.
The journey begins with our team of expert advisors, who understand your unique financial needs. Backed by an AI-first platform built from the ground up, they craft every recommendation with care and context.
Pioneering intelligent financial automation.
Our advisors work hand-in-hand with state-of-the-art AI agents to create seamless, data-driven solutions across the entire advice stack.
Revolutionary financial intelligence.
Our vision is to create a system that can provide expert-level financial advice autonomously. Today, our advisors are at the core of delivering personalised guidance, but we are building a future where AI can offer this same tailored service.
Our Manifesto.
This is the AI-first vision behind BRWM and our mission to transform financial advice.
We're hiring.
We're building an all-star team to build our vision.
Proudly South African, globally connected
We understand the unique challenges of living and investing in our country because we live them too. Our roots are here, but our reach is global.
Our Values
Personal relationships that last forever
We prioritise deeply personal relationships with our clients. Your life is unique, and we're with you for the long haul.
True independence
No bank or corporation owns us. We provide world-class financial advice without needless investment products or hidden agendas.
Plain English without jargon
We explain things clearly and transparently. Your wealth is too important for confusing financial terminology and opaque reporting.
Freedom to leave
You can leave anytime, and we'll help you do it properly. Trust is earned every day, not locked in by contracts.
This isn't just how we do business. It's why families trust us with their futures.