With us, investing is personal. Momentum Investments helps you grow your wealth, whether you're an individual saving for your retirement, a business looking to build your portfolio or a financial adviser in need of practical tools and customised solutions. We understand that your investment isn't just another investment. It's unique to you.

Product Business Analyst

Momentum Investments

Service Account Manager

Share Dealer

Operations Specialist

Acting Team Lead

Executive Office Assistant

Customer Service Specialist

Call Center Agent

Fee Analyst

Intern

Business Analyst

Portfolio Manager: Corporate Portfolio Solutions

Portfolio Manager

Lecturer

Responsible Investment Specialist

Alternate Trustee

Marketing Actuary

Investment Professional

Investment Committee Member

Investment Associate

Investment Analyst

Investment Specialist

Senior Specialist

Financial and Risk Graduate- Majors Team

Investment Administration Intern

Wealth Advisor Assistant

Manager: Public Relations and Communication

Book Author

Communications Manager

Financial and Professional Services Specialist

Independent Entrepreneur

Specialist writer

Associate Digital Editor

Financial Journalist

Part time lecturer

Audit manager

Trainee accountant

Bookkeeper

Head: Corporate Portfolio Solutions

Deputy Chief Investment Officer

Head: Portfolio Management

Equity Analyst

Research Analyst

Equity Analyst trainee

Financial Advisor

Investment Financial Advisor

Financial Advisor Consultant

AOS is leading independent fund administration company with specialties in Exchange Trade Funds, Structured Products / Portfolios, Transfer Agency, Asset Administration, Fund Accounting, Fund Pricing and Alternative Investments Administration, Share Registry and FinTech products and Services. These service offerings are underpinned by complex integrated technology solutions partially vendor provided partially AOS developed and allow the organisation to operate in very niche and complex markets with relative ease. AOS's fund services offering consist of the following administration competencies.TRANSFER AGENCY SERVICES•Collective Investment Scheme [CIS] administration•Exchange Traded Fund [ETF] administration•Structured Product administration•Contact centre services•Bank account reconciliation •Income distributions•Trade Settlements•Fund distributions•Commission calculation and payments •FICA•Fund reporting and client communications FUND ACCOUNTING & PRICING SERVICES•Calculation of the Net Asset Value (NAV) •Calculation of fund income and expense accruals •Preparation of annual financial statements•Maintenance of the fund's financial books and records •Payment of the funds expenses •Payment of dividends and distributions •Corporate Actions•Settlements via custodian banks•Fund valuationsOFFSHORE FUND ADMINISTRATION SERVICES .Global custody services•Trustee services•Compliance services•Company secretarial services•Transfer agency services•Fund accounting & pricing services

Automated Outsourcing Services

Salesforce

Cloudflare DNS

Mimecast

Outlook

CloudFlare Hosting

WordPress.org

Exchange Traded Funds officer

Securities Administrator

Momentum is a trusted financial services company that forms part of the Momentum Metropolitan Group, a listed company on the Johannesburg Stock Exchange (JSE). We believe that with the right #AdviceForSuccess, you can turn small steps into giant feats, with tailored solutions and advice that can accelerate your journey to success.

Amanda Matirekwe

Investment Financial Advisor at Momentum Investments

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