We focus on growing our financial advisory footprint both through recruitment and acquisitions by offering advisors a business from which they can offer independent advice to their clients. We do this by providing clients and advisors competitive and cost-effective solutions and products, leading to the growth of the Group’s services, products, and brands.
We are an independent investment management and consulting firm. We specialise in providing globally-focussed multi-manager investment management and consulting services to leading South African independent financial advisors, including their retail and institutional clients.
We are a leading independent Collective Investments Scheme (CIS) service provider in South Africa. As an independent CIS manager, we provide own-brand as well as co-branded CIS portfolios to wealth managers and boutique partners. Our core business is to support our boutique partners in growing their assets under management by providing high-quality products and administration services.