Robert Cowen Investments
Growing Families' Wealth Since 1982


Robert Cowen Investments was started in 1982 by Robert Cowen in order to manage private client assets, and is now positioned as a niche investment house, specializing in family wealth management. Robert Cowen Investments prides itself on being able to provide a comprehensive investment, administration and accounting service with a great deal of emphasis on personal service.


Heading into February, we have seen the JSE following the lead of the US markets. The JSE is down 5.5% for the month to the 12th of February, with both the S&P 500 and Dow Jones Industrial Average down 5.9%. This fall was becoming overdue and only takes the S&P back to November levels. As the tax changes in America are going to kick in in 2018, the forward Price Earnings ratio drops to 16x, at which level, it becomes reasonable value again.

Investment Strategy

Investment Style

International & Local Investment

Unit Trust Performance

Investment Services

Bespoke Portfolios

Unit Trusts

Retirement Products

Estates, Trusts, Wills


RCI BCI Flexible Fund closed January at 368.32, down 1.20% for the month. We continue to see a strong Rand caused by Cyril Ramaphosa, as well as further strengthening from a potential Zuma exit.


RCI BCI Worldwide Flex closed January at 103.32, up 1.42%. The fund is up 2.62% over the past 12 months in Rand terms despite the Rand strengthening 12.17% over the same period. The fund is up 16.84% in Dollar terms since January 2017.





Cash Management

Links & Downloads

About Us

From 1992 until 1996

The primary areas for investment were equities, bonds and cash in the South African markets. Our focus was to invest in shares listed on the Johannesburg Stock Exchange unless clients had a need for income. Equities have been the only asset class to outperform inflation on a long-term basis.

Sending Funds Offshore

Individuals have been allowed to send ever increasing capital sums offshore in the form of exchange control allowances, and portfolio managers have been able to send 30% of assets under management offshore in the form of asset swaps. This has enabled the South African investing public to participate not only in South African investments but also in investments of a global nature.

1997 Onwards

Depending on the individual’s circumstances, we recommend that an appropriate amount be transferred offshore and that the client keeps what is required locally to fund the individual’s chosen lifestyle, subject to exchange control regulations in force.


Di Haiden


Alan McConnochie


Peter Armitage

Non-Executive Director

Andrew Haiden

Non-Executive Director

Contact Us


    25 Culross Road, Bryanston, Sandton, 2191, South Africa, P.O. Box 784, Saxonwold, 2132, South Africa.
    Direct Line: 011 591 0551
    Main Line: 011 591 0585