- Advice on strategic and tactical asset allocation
- Manager selection
- Investment due diligence
- Global investment strategy research
- Chairing of investment committees
- Tailored investment reporting
Providing you with exceptional service and attaining your long-term investment objectives are the core of our business existence.
As a key player in the retail multi-manager industry in South Africa, prominent South African independent financial advisors, investment managers and collective investment scheme managers, along with their retail and institutional clients, choose our investment management and consulting services to maintain a competitive edge.
R65Bn
Assets under management and consulting
100
years of combined team experience in multi-manager investment management
10
dedicated investment professionals
40+
reputable independent financial advisor clients
- Your investments administered in collective investment schemes (unit trusts)
- Wrap funds and model portfolios on various linked investment service provider platforms
- Employee benefit platforms
- A well-defined, globally competitive, robust, and repeatable investment idea generation process
- An intellectually grounded, fundamental valuations-driven macro
- research, and active asset allocation process
- An innovative and dynamic portfolio construction process
- A prudently informed manager selection process
- A rational and therefore unemotional manager deselection process
- A robust risk management framework and process
