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Independent Global Wealth Management

That Puts You First

Our Key Investment Partners

Why us?

Personalisation

We build permanent relationships for the long term.

Independence

We aren't owned by an institution. We don't sell in-house portfolios.

Fees

We don't charge for our initial consultation and proposal.

Our Investment Philosophy

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Avoiding Investment Pitfalls

Most investors never achieve better-than-average results because they are a) unfamiliar with market cycles, b) believe past performance is a good indicator of the future, and c) think market movements are predictable. When we approach markets, we avoid these pitfalls at all costs.

Portfolios Built For Success

We construct your portfolio on five foundational pillars that ensure its success in unpredictable markets: we don't gamble with your capital, strategic asset allocation across diverse investment classes, careful optimisation of each asset class through top-performing managers, vigilant cost control, and intelligent investment and personal tax management.

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Monitoring & Reassessment

We continuously reassess your portfolio’s foundation to ensure it doesn’t topple. Our approach includes annual performance assessments and reviews, fee optimisation, and tax efficiency reviews, which can deliver additional returns of 2-5% annually alone.

Meet Marco Bauer - Our Key Individual

He's been in the business for 35 years and is one of the top-rated independent advisors in South Africa.

Our team

MARCO

Marco Bauer

Marco obtained his Bachelor of Commerce and Bachelor of Accounting degrees at the University of the Witwatersrand in 1986.

He then joined the international auditing and accounting firm Deloitte. In 1989, he qualified as a Chartered Accountant.

That same year, he formed Marco Bauer Financial Services (now Bauer Reuvers & Associates (Pty) Ltd), which provides individuals with independent global tax and investment advice.

He is registered with the South African Financial Services Conduct Authority as an approved Investment Manager under the Financial Advisory and Intermediary Services Act.

ROSS

Ross Reuvers

Ross is the co-founder and CEO of Methodical Investment Management and a Key Individual at Bauer Reuvers and Associates.

With 34 years of experience spanning asset management, derivative structuring, venture capital, and financial services, Ross has held pivotal roles, including establishing Investec Asset Management in the U.S. in 2000.

A Harvard alumnus and SAIFM, SAFEX, and BESA fellow, Ross brings unparalleled expertise to investment management and succession planning.

AMANDA

Amanda Swanepoel

Amanda is our Head of Administration, bringing over two decades of invaluable experience in wealth management and client services.

Her exceptional organisational prowess and deep understanding of industry operations make her the cornerstone of our day-to-day functionality.

Her expertise in managing complex processes and maintaining client relationships has been instrumental in building our reputation for excellence.

LUCA

Luca Bersella

Luca holds a Bachelor of Business Science in Finance and Accounting (2018) and a Postgraduate Diploma in Accounting (2019) from the University of Cape Town.

After qualifying as a CA(SA) with BDO UK in London in 2023, Luca gained experience at a boutique hedge fund and software company.

Returning to South Africa in 2024, he joined Bauer Reuvers and Associates, where he serves as an advisor representative under Marco Bauer's supervision, aligning with FAIS requirements.

Talk to an advisor

Interested in working with us? Fill out the form for a free discovery call.