Zaina Wealth Management (ZWM) was founded in 2001 by Luciano Zaina in Johannesburg.

Since founding the business, it has lived through the Dot-com bubble, September 11th, The Global Financial Crisis in 2008 and more recently, the Covid-19 pandemic in 2020.

The chart below shows the MSCI World Index since the business was founded.

At Zaina Wealth, we do not believe there is one way to meet an investment goal. Satisfying a client’s expectations is best achieved through an individual approach which is aligned to your family values. Our skill, resources and experience are channeled into understanding your preferences and ensuring the choices adhere to sound investment principles, that we can deliver at a profit. Our track record of identifying outperforming fund managers is due to our independence and rigour as we search beyond the immediately assessable universe of offshore investment options.

Zaina Wealth Management was the first South African firm to invest clients’ money in Fundsmith. Zaina Wealth Management invested clients’ money in Orbis, before they were represented in South Africa by the sister company Allan Gray. We don’t select funds whilly-nilly. It is not luck, it’s diligence and putting clients first. This doesn’t mean we always get it right either, but more often than not, we do.

Investment is half science, half art – we accomplish this through a partnership with our clients. We would be honoured to engage with you in achieving sound returns over the next investment cycle.

Who we serve

We serve families looking to invest in foreign markets.


Gone are the days of entrusting your wealth management solely to faceless institutions. We exist solely to manage the financial affairs of your family and preserving your hard-earned legacy.

By integrating the aspirations, goals, and legacies of your family into a comprehensive financial plan, our office helps you chart a course towards long-term success, both financially and interpersonally.

Core Values

  • We avoid conflict in the advice we provide to clients. This ensures that we are always placing our client needs first and delivering value.

  • We believe we are in business to serve the needs of families. Our existence depends on delivering on this promise.

  • Having a global paradigm allows us to learn from other cultures, explore new opportunities and adapt to a rapidly changing political economic environment.

  • Quality investment research is challenging and time-consuming, but it is a rewarding and satisfying approach for investors who seek long-term wealth creation.