About Our Investment Services

Caveat is a distributor of financial products for


Caveat Investments is a proud member of the Cape Chamber of Commerce



Caveat Hedge Portfolio Management (PTY) is a CATII – Authorised Financial Services Provider ( FSP no. 24777) registered at the South African Financial Services Conduct Authority (FSCA).

We are a strategic advisory firm based in Cape Town. We specialise in structuring investment portfolios that serve your needs now and grow with you as your needs change. From savings and strategic markets investments through to specialist M&A and structured investment portfolio management, Caveat works to maximise your gains and minimise the risk.

The Caveat Team

Founder and CEO – Tertius Relihan

Hanres Beukes – Head of Trading and Strategy


Marketing Specialist – Blacky Swart

Administrator – Denise Janse van Vuuren