Perhaps you're considering starting a business, transforming a hobby into something greater, or revitalizing an existing business. Regardless of the scenario, achieving financial freedom is a crucial part of that journey.

My journey echoes this sentiment. Having dedicated 27 years to financial risk management, serving as Chief Risk Officer for banks, asset managers, and sovereign wealth funds with notable success, I've always harboured the dream of founding my own firm. The goal is to democratise knowledge, making it accessible to the general public, not just the privileged few.

With that in mind we started Wealth Max which provides our clients with tailored investment solutions that align with their financial goals and risk tolerance.

Investment Objectives

To achieve consistent and sustainable growth of client assets.

To provide a portfolio that balances risk and return in line with risk appetite.

To cater to the varying risk appetites and financial goals of our clients.

Investment Philosophy

Wealth Max employs a strategy that focuses on finding undervalued value stocks.  For our higher risk product, we also leveraging the portfolio in consideration with the leverage taken by each of the portfolio companies. This approach is based on the principle that applying portfolio leverage to a value stock portfolio is inherently safer than investing in growth stocks that are themselves highly leveraged. By leveraging a value stock portfolio, Wealth Max aims to amplify potential returns while maintaining a lower risk profile compared to both leveraged and un-leveraged growth stocks. This strategy allows for enhanced portfolio performance through careful selection and management of undervalued value stocks, ensuring that the overall risk remains aligned with the client's financial goals and risk appetite.

MEET the TEAM

  • Martin Botha, CFA, PRM

    MANAGING PARTNER

    Martin Botha has extensive experience in investment management, particularly in risk management within the financial services industry. At Pemberton Asset Management, he developed a comprehensive risk framework covering various jurisdictions and investment approaches. This framework included policies, procedures, controls, and systems for a growing private debt asset manager. He managed and mitigated risks for Pemberton's global investments, addressing market, credit, liquidity, operational, information security, and cyber risks. He also oversaw hedging strategies for FX exposures across EUR, USD, and GBP investments.

    At the Public Investment Fund (PIF) of Saudi Arabia, Martin was instrumental in establishing and leading the risk management division. He facilitated billion-dollar investments, led strategic asset allocation, and capital deployment. He designed structures for public and private investments, covering investment, credit, counterparty, operational risks, and information security. Martin also secured over $3BN funding, including the first margin loan, and coordinated with lending banks on margin monitoring and collateral management. He was in charge and a voting member of the Investment Committee during his time in Riyadh.


    Martin currently dedicates his time to establishing his own business, leveraging his extensive knowledge to assist individuals and other businesses in achieving financial independence. His adherence to a disciplined investment strategy has yielded significant successes.

  • Professor Omer Devaja

    PARTNER

    As the Clinical Director for Specialised Surgery at Maidstone and Tunbridge Wells NHS Trust, and as a surgeon with my own private practice, I have developed a passion for combining my professional medical expertise with the financial savvy necessary to operate a thriving business.