● FCA AUTHORISED · FRN 1031752

The standard set
at institutions —
now available to selected clients.

Chartered Financial AnalystProfessional risk managerinvestment management certificatemasters in economics
chief executive officerchief risk officerinvestment committeeboard membersovereign wealth fund

Investment management shaped by C-suite experience at global institutions — applied with the personal attention your wealth deserves.

apply to become a clientOur Approach →
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What We Do

Institutional expertise.
Personal service.

Comprehensive financial services built on the same disciplines used to manage billion-dollar institutional portfolios — now accessible to selected clients.

01

Financial Planning

You earn well but your wealth isn't working as hard as you are. No clear path from income to independence.
We map the route from active income to financial freedom — tax, pensions, investments — with institutional precision.

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02

Investment Management

Your current adviser recommends funds they didn't build, based on research they didn't do.
We construct portfolios from scratch using the same value investing discipline applied at sovereign wealth fund level.

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03

Corporate Strategy

You've built a business but the structure around it — tax, succession, protection — hasn't kept pace.
We treat your business and personal wealth as one integrated architecture.

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A Different Standard

Most advisers have never managed institutional money. We have.

The difference isn't subtle. It's structural.

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Typical Adviser
Textbook risk frameworks
Commission-driven product selection
20-year projections on optimistic assumptions
Generalist qualifications
Portfolio risk as a number on a page
Single regulatory approval
Wealth Max
Built and led risk management at sovereign wealth funds and private banks
No commissions. Fee-only, aligned entirely with your outcomes
Honest analysis. No projections designed to impress
CFA, PRM, IMC — the qualifications institutional investment committees require
Look-through risk analysis — the method used to manage billions
Personal regulatory approval across four jurisdictions — FCA, CSSF, PRA, DFSA
Track Record
350.7%

Personal track record over six years

39.6%
Annualised Return
5.8%
Market Benchmark
6.8x
Outperformance
Six years.A return that speaks for itself.

Returns reflect the personal investment track record of Martin Botha over a six-year period ending prior to FCA authorisation (March 2026). These are not client returns and do not represent the performance of Wealth Max Limited. Annualised return: 39.6% vs market benchmark 5.8%. Past performance is not a reliable indicator of future results. All investments carry risk and the value of your portfolio may fall as well as rise. Returns shown are gross of fees.

by invitation

We do not takeevery client.

Wealth Max exists to deliver an institutional standard of care. That requires limiting the number of clients we serve.
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get started

Ready to experience
a different standard?

The first conversation is always free.
We will tell you honestly whether Wealth Max is the right fit.

apply to become a client