Global & Local is not merely a company of financial planners, but more client portfolio managers, along the lines of a private banking-type service.
Global & Local was formed approximately 16 years ago by its current Managing Director and Founder Michael Haldane with the ideal of providing investment and financial planning advice to individual and corporate clients independent from any one particular product provider.
For instant access to your cash, our new corporate cash manager is now available. Global & Local has partnered with Investec to offer you cash solutions that can be tailored to meet your savings needs. Global & Local uses Investec's Corporate Cash Manager (CCM) - an innovative, secure online banking system - to transact on your behalf.
Global & Local is a fully-fledged financial advisory company and as such we are registered with the Financial Services Board in terms of the Financial Advisory and Intermediary Services Act (FAIS).
Global & Local recently welcomed the addition of a foreign exchange department. Now you can trade through us at competitive rates.