FINANCIAL ADVISERS DIRECTORY 2016 - MoneyMarketing
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F I N AN C I A L A DV I S E R S
DIRECTORY 2016
CONTENTS
Editorial Comment 4 LISPS 43
Alternative Investments 5 Long-term Insurance 46
~ Hedge Funds 7 Medical 49
Beneficiary Funds 11 Multi-Managers 52
Broker Networks 13 Offshore 54
Collective Investments 15 Private Clients 60
Compliance 21 Short-term Insurance 61
Employee Benefits 22 ~ Underwriting Managers 64
ETF’s 27 Technology 67
Financial Planning Solutions 30 Trusts 69
Fund Managers 33 Wealth Management 70
Industry Bodies 42
EDITORIAL PUBLISHING TEAM
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Felicity Garbers
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Directory 2016 3
EDITOR’S NOTE
S
ome are now of the opinion that For example, to illustrate how indispensable
financial advisers are beginning to they are to clients, consider how financial
be replaced by robo-advisers. advisers assist with guidance during life
I wholeheartedly disagree. transitions. Clients may be faced with highly
Yes, our environment has become emotional decisions, such as whether or
more digitised with the pace of the not to help their child with a deposit on his
transformation speeding up in recent or her first home. Some parents worry that
months. There is, however, still a need for should they assist, their child may feel that
human personalised advice and clients’ he or she has a right to the money. Refusing
emotions need to be assessed, as well as to assist, might make the child bitter. It is in
their individual needs. this situation that a financial adviser’s touch is
A good financial adviser must not invaluable, as he or she help clients to find a
only be able to provide a viable financial solution that will make all parties happy.
plan to clients: that adviser must also It is also in times of serious illness and
know how to customise the plan to his death that financial advisers are able to make
or her clients’ circumstances, taking into a valuable contribution to their clients’ lives.
account how the plan will assist them in Having a spouse die is an emotional trauma.
achieving their goals. Clients’ emotional Yet the situation requires immediate and
responses are key and will enable advisers good decision making by the family’s financial
to make all the necessary adjustments to adviser. It is this type of support that no robo-
personalised financial plans. adviser can give.
Pensions, investing and insurance
involve emotion and dealing capably with Janice
the concerns caused by that emotion janice.roberts@newmediapub.co.za
requires good, human financial advice. @MMMagza
4 Directory 2016
ALTERNATIVE INVESTMENTS
CAPRICORN FUND MANAGERS (PTY) LTD
32 Impala Road, Chislehurston, 2196
(011) 666-0700
www.capricorncapital.com
Capricorn Fund Managers is a leading emerging market boutique equity manager.
Founded in 2003 with offices in Johannesburg and London we are one of the pioneers
of the hedge fund industry in South Africa. Currently managing in excess of R10 billion
across our alternative and long only product suite. A multi-award winning hedge fund
offering investing in Global Emerging markets and South Africa with dollarized offshore
funds and local ZAR across the risk spectrum, catering to varying client needs.
ITRANSACT
P.O. Box 4769, Randburg, 2194
0861 432 383
0867 436 959
www.itransact.co.za
Itransact makes the market simple. We are South Africa’s leading Exchange Traded
Products Investment Platform that brings ETFs, ETNs, ETF portfolios, ETF retirement
products and capital protected structured products together, with all their investment
benefits, in one convenient place where financial advisers and their clients can access and
profit from low cost index products.
Itransact distributes products from Satrix, Investec, db x-trackers, RMB, Stanlib, Absa
Capital, Grindrod Bank, Nedbank, Societe Generale, BNP Paribas and Barclays.
SEED INVESTMENTS
810 The Cliffs,
Block 1, Niagara Road,
Tygerfalls, Bellville, 7530
(021) 914-4966
(021) 914-4912
www.seedinvestments.co.za
Seed manages local and global investments for amongst others, financial advisers;
collective investment schemes; life assurers; LISP’s; businesses; retirement funds; medical
aids, trusts, Family Offices and high net worth investors.
We are multi-managers at heart and by embracing technology and innovation; passive,
active and alternative investment strategies and quality administration we deliver
sustainable investment solutions.
In business as in life we practice a mutually beneficial partnership model practicing the
mastermind principle to achieve the best outcome for our investors.
Directory 2016 5
ALTERNATIVE INVESTMENTS
ALPHA WEALTH ITRANSACT
The Terraces, P.O. Box 4769, Randburg, 2194
25 Protea Road, 0861 432 383
Claremont, 7708 0867 436 959
(021) 683-1354 www.itransact.co.za
(021) 683-1396
www.aam.co.za NEDBANK CAPITAL
P.O. Box 1144, Johannesburg, 2000
ASHBURTON INVESTMENTS (011) 294-3217
P.O. Box 653780, (011) 295-3217
Benmore, 2010 www.nedbankcapital.co.za
(011) 282-8800
www.ashburtoninvestments.com SANLAM INVESTMENTS
Private Bag X8, Tygervalley, 7536
BLUE INK INVESTMENTS (PTY) LTD (021) 950-2500
Private Bag X8, www.sanlaminvestments.com
Tygervalley, 7536
(021) 950-2500 SEED INVESTMENTS
clientservices@blueink.co.za 810 The Cliffs,
www.blueink.co.za Block 1, Niagara Road,
Tygerfalls, Bellville, 7530
CAPITAL INTERNATIONAL (021) 914-4966
P.O. Box 25, (021) 914-4912
Newlands, 7725 www.seedinvestments.co.za
(021) 201-1070
www.capital-iom.com STANLIB
P.O. Box 202, Melrose Arch, 2076
CAPRICORN FUND (011) 448-5000 / 6000
MANAGERS (PTY) LTD 086 727 7501
32 Impala Road, www.stanlib.com
Chislehurston, 2196
(011) 666-0700 SYGNIA ASSET MANAGEMENT
www.capricorncapital.com P.O. Box 51591,
Waterfront, 8002
CATALYST FUND MANAGERS (021) 446-4940
P.O. Box 44845, (021) 446-4950
Claremont, 7735 www.sygnia.co.za
(021) 657-5500
www.catalyst.co.za WORLDWIDE CAPITAL
Postnet Suite 26,
CORESHARES Private Bag X9,
P.O. Box 78011, Benmore, 2010
Sandton, 2146 (011) 685-1000
(011) 459-1866 | (011) 388-2341 (011) 685-1018
www.coreshares.co.za www.worldwidecapital.com
6 Directory 2016
ALTERNATIVE INVESTMENTS | HEDGE FUNDS
CAPRICORN FUND MANAGERS (PTY) LTD
32 Impala Road, Chislehurston, 2196
(011) 666-0700
www.capricorncapital.com
Capricorn Fund Managers is a leading emerging market boutique equity manager.
Founded in 2003 with offices in Johannesburg and London we are one of the pioneers
of the hedge fund industry in South Africa. Currently managing in excess of R10 billion
across our alternative and long only product suite. A multi-award winning hedge fund
offering investing in Global Emerging markets and South Africa with dollarized offshore
funds and local ZAR across the risk spectrum, catering to varying client needs.
LAURIUM CAPITAL (PTY) LTD
Ninth Floor 90 Grayston,
90 Grayston Drive, Sandown
(011) 263-7700
(011) 784-0773
www.lauriumcapital.com
Laurium Capital is an independent and owner managed boutique asset manager
managing or advising several hedge and long only funds investing in Pan Africa. The
Company was founded in 2008 by Murray Winckler, former CEO and head of research at
Deutsche Bank South Africa, and long-time colleague Gavin Vorwerg, who was Deutsche’s
deputy head of research. Laurium has two unit trusts, the Laurium Flexible Prescient Fund
(Domestic Multi-Asset Flexible Category) launched on 1 Feb 2013, and Laurium Equity
Prescient Fund (Domestic Equity General) launched on 27 March 2014 as well as award
winning hedge funds that have an excellent long term track record.
NOVARE INVESTMENTS
P.O. Box 4742, Tygervalley, 7536
(021) 914-7730
(021) 914-7733
www.novareinvestments.com
Novare was founded in October 2000 as an independent investment advisory business.
In 2001, the management of Novare identified opportunities within the alternative
investments space, and Novare Investments, an independent, multi-manager was
established providing investment solutions to both institutional and retail investors.
All products are multi-manager, multi-strategy fund of hedge funds and are designed to
reduce risk, enhance returns and preserve capital over the longer term.
Over the years, Novare Investments has been nominated for and has received several
prestigious national and international awards. In addition, we publish the annual Novare
Investments South Africa Hedge Fund Survey since 2004.
Directory 2016 7
ALTERNATIVE INVESTMENTS | HEDGE FUNDS
SEED INVESTMENTS
810 The Cliffs, Block 1, Niagara Road, Tygerfalls, Bellville, 7530
(021) 914-4966
(021) 914-4912
www.seedinvestments.co.za
Seed manages local and global investments for amongst others,
financial advisers; collective investment schemes; life assurers;
LISP’s; businesses; retirement funds; medical aids, trusts, Family Offices and high
net worth investors. We are multi-managers at heart and by embracing technology
and innovation; passive, active and alternative investment strategies and quality
administration we deliver sustainable investment solutions.
In business as in life we practice a mutually beneficial partnership model practicing
the mastermind principle to achieve the best outcome for our investors.
SENTIO CAPITAL MANAGEMENT (PTY) LTD
3rd Floor Global House, 28 Sturdee Avenue,
Crn Jellicoe Ave, Rosebank, 2196
(011) 880-1994
(011) 447-8818
www.sentio-capital.com
Sentio Capital Management is an independent manager associated
with the RMI Group. Sentio combines the discipline that comes from
an experienced and prdigreed investment team together with the nimbleness of
a specialist manager. Its unique investment process has been tried and tested over
some of the most difficult markets in history. Sentio stands for sustainable, repeatable
returns over time and a proven track record of solid risk-adjusted returns.
“Invest for Good” is our philosophy in partnering with clients.
27FOUR INVESTMENT MANAGERS BLUE INK INVESTMENTS (PTY) LTD
54 on Bath (Ground Floor), Private Bag X8, Tygervalley, 7536
54 Bath Avenue, Rosebank, (021) 950-2500
Johannesburg, 2196 clientservices@blueink.co.za
(011) 442-2464 www.blueink.co.za
(011) 442-2465
www.27four.com BLUEALPHA INVESTMENT MANAGEMENT
Postnet Suite 33,
36ONE ASSET MANAGEMENT Private Bag X3, Roggebaai, 8012
Private Bag 10361, (021) 409-7100
Sandton, 2146 (021) 425-6560
(011) 722-7390 www.bluealphafunds.com
(011) 722-7391
www.36one.co.za CAPRICORN FUND
MANAGERS (PTY) LTD
ASHBURTON INVESTMENTS 32 Impala Road,
P.O. Box 653780, Benmore, 2010 Chislehurston, 2196
(011) 282-8800 (011) 666-0700
www.ashburtoninvestments.com www.capricorncapital.com
8 Directory 2016
ALTERNATIVE INVESTMENTS | HEDGE FUNDS
CATALYST FUND MANAGERS SENTIO CAPITAL
P.O. Box 44845, Claremont, 7735 MANAGEMENT (PTY) LTD
(021) 657-5500 3rd Floor Global House,
www.catalyst.co.za 28 Sturdee Avenue,
Crn Jellicoe Ave, Rosebank,
EDGE CAPITAL (PTY) LTD South Africa, 2196
P.O. Box 4188, Tygervalley, 7536 (011) 880-1994
(021) 976-1012 (011) 447-8818
(021) 976-1096 www.sentio-capital.com
www.edge.co.za
SYGNIA ASSET MANAGEMENT
INVESTMENT SOLUTIONS LTD P.O. Box 51591,
P.O. Box 786055, Sandton, 2146 Waterfront, 8002
(011) 505-6000 (021) 446-4940
(011) 263-1227 (021) 446-4950
www.investmentsolutions.co.za www.sygnia.co.za
LAURIUM CAPITAL (PTY) LTD TANTALUM CAPITAL
Ninth Floor 90 Grayston, Great Westerford,
90 Grayston Drive, 240 Main Road,
Sandown Rondebosch, Cape Town, 7700
(011) 263-7700 (021) 680-6500
(011) 784-0773 (021) 680-6529
www.lauriumcapital.com www.tantalum.co.za
NOVARE INVESTMENTS WORLDWIDE CAPITAL
P.O. Box 4742, Postnet Suite 26,
Tygervalley, 7536 Private Bag X9,
(021) 914-7730 Benmore, 2010
(021) 914-7733 (011) 685-1000
www.novareinvestments.com (011) 685-1018
www.worldwidecapital.com
RISCURA SOLUTIONS (PTY) LTD
P.O. Box 23983, Claremont, 7735
(021) 673-6999
(021) 673-6998
www.riscura.com
SANLAM INVESTMENTS
Private Bag X8,
Tygervalley, 7536
(021) 950-2500
www.sanlaminvestments.com
SEED INVESTMENTS
810 The Cliffs, Block 1,
Niagara Road, Tygerfalls,
Bellville, 7530
(021) 914-4966
(021) 914-4912
www.seedinvestments.co.za
Directory 2016 9
BENEFICIARY FUNDS
Delivering value:
importance of
fee interrogation
when selecting a
beneficiary
fund provider
By Jeanetta Hendricks, Business Development Manager, FedGroup
Beneficiary funds are unique financial instruments that have been
established to meet a specific and very important function – the care,
benefit and upliftment of minors who would otherwise be left destitute
following the loss of a primary breadwinner.
Should a board of trustees determine structures, administrative costs and other
that a Beneficiary Fund is the best tool to charges do not erode the value of the fund as
administer the pension fund of the deceased this will materially impact the benefit that the
on behalf of beneficiaries and dependants, a beneficiaries receive. Unfortunately this is not
key consideration when selecting a provider an easy task due to the level of complexity
should be fee structure. inherent in the market. Comparing apples
Essentially fulfilling the role of a pension with apples when it comes to costs, fees and
fund for minors, this money needs to be charges is virtually impossible as structures
invested with the best interests of the child differ greatly from one provider to the next.
in mind. The main goal of a Beneficiary Fund Some providers charge rand-based fees
should therefore be capital preservation – while others charge based on a percentage
and costs and fees are the greatest threat of the fund value. There are also those that
to this. use a combination of the two. Additional and
Accordingly, both fund returns and hidden costs such as audit fees, statutory
costs should be considered to determine levies, taxes and multi-manager and asset
the ultimate value that a beneficiary will manager fees also need to be considered.
derive. Ideally this approach will ensure that As an example, provider one may charge
Beneficiary Funds will meet the basic needs an induction fee of 1% excluding VAT, and
of beneficiaries, be it the payment of school an annual administration and reporting fee,
fees or the purchase of books and clothing, while provider two may offer the same but
with sufficient funds left over for a lump sum with a minimum fee. While this may not seem
payment when they reach the age of majority. significant on the surface, it is the smaller
While there will always be a cost linked funds that get penalised most when minimum
to administering any fund in this manner, values are applied as it eats into more of the
trustees are tasked with ensuring fee capital sum.
10 Directory 2016BENEFICIARY FUNDS
And with funds of between R20,000 and can have on the principle sum. Trustees then
R100,000 making up the majority of the need to interrogate the fee structures of the
market, every rand saved at the inception providers they are considering to ensure they
stage can have a significant impact over time. understand the cost implications of their
Additional fee structures, often hidden choice. They also need to ensure that the
in the fine print, can also be found in charges are fair and commensurate with the
administration costs. Where provider one level of service offered and the returns that
includes everything in the annual admin fee, are delivered by the provider.
provider two may charge an annual admin Industry regulators could greatly improve
fee with additional costs like bank fees the ability of trustees to deliberate on fee
charged over and above. structures by implementing a standardised
Dissolution fees, which can often run as industry measure that could help trustees
high as 2% of the fund value, are also often compare costs, fees and charges on a like-
charged when a fund is closed, further for-like basis.
eroding what is often a recipient’s only Regulatory changes to cost disclosure
form of financial support as they start their requirements would also deliver greater
adult life. transparency in this regard to further assist in
As such, without the ability to easily the decision-making process.
compare fee structures before placing funds, Without these tools it becomes extremely
trustees are tasked with the onerous job of difficult for trustees to make the all-important
interrogating fund costs and fees before decision of appointing a beneficiary fund
selecting a provider. They therefore need provider that will ensure beneficiaries derive
the right tools to enable them to make more the greatest value, which is, ultimately, the
informed decisions in this regard. purpose of these funds.
Trustees need to, first and foremost, Beneficiary funds are unique financial
understand how high fee structures can instruments that have been established to
erode the fund value over time by looking at meet a specific and very important function
the investment horizon and determining how – the care, benefit and upliftment of minors
initial, annual and other administrative fees who would otherwise be left destitute
reduce the impact that compound interest following the loss of a primary breadwinner.
Directory 2016 11BENEFICIARY FUNDS
FEDGROUP
89 Bute Lane, Sandown
(011) 305-2300
(011) 305-2500
www.fedgroup.co.za
FedGroup Trust Administrators (Pty) Ltd
FedGroup’s Beneficiary Care is the market leader within the
Beneficiary Fund industry. Our value proposition resides in the investment that we make in
our Beneficiaries. This investment is evident in our product offering, transparent fee structure,
an average experience of 10 years within our administration team and the involvement of our
Trustees. Our fee structure has established industry firsts, among these being unique for many
years in charging zero dissolution fee.
info@fedgroup.co.za
www.fedgroup.co.za
ABSA TRUST FAIRHEADS BENEFIT SERVICES
P.O. Box 7735, P.O. Box 781066, Sandton, 2146
Johannesburg, 2000 (011) 883-9755
(011) 846-5015 giselle@fairheads.com
086 753 2871 www.fairheads.com
www.absa.co.za
FEDGROUP
AKANI BENEFICIARY 89 Bute Lane, Sandown
FUND (PTY) LIMITED (011) 305-2300
Private Bag X36, (011) 305-2500
Kempton Park, 1620 www.fedgroup.co.za
(011) 578-5333
(011) 578-5300 SALA PENSION FUND
www.akanibenefit.co.za Postnet Suite 512, Private Bag x9,
Benmore, 2010
ALEXANDER FORBES FINANCIAL (011) 282-3000
SERVICES (PTY) LIMITED www.salapensionfund.co.za
P.O. Box 787240,
Sandton, 2146 SOUTHERN CHARTER WEALTH
(011) 269-0000 Postnet Suite 62,
www.alexanderforbes.co.za Private Bag X12, Tokai, 7966
(021) 700-1000
(021) 701-6145
12 Directory 2016BROKER NETWORKS
ITRANSACT
P.O. Box 4769, Randburg, 2194
0861 432 383
0867 436 959
www.itransact.co.za
Itransact makes the market simple. We are South Africa’s leading Exchange Traded Products
Investment Platform that brings ETFs, ETNs, ETF portfolios, ETF retirement products and capital
protected structured products together, with all their investment benefits, in one convenient
place where financial advisers and their clients can access and profit from low cost index products.
Itransact distributes products from Satrix, Investec, db x-trackers, RMB, Stanlib, Absa Capital,
Grindrod Bank, Nedbank, Societe Generale, BNP Paribas and Barclays.
SEED INVESTMENTS
810 The Cliffs, Block 1,
Niagara Road, Tygerfalls, Bellville, 7530
(021) 914-4966
(021) 914-4912
www.seedinvestments.co.za
Seed manages local and global investments for amongst others, financial advisers; collective
investment schemes; life assurers; LISP’s; businesses; retirement funds; medical aids, trusts, Family
Offices and high net worth investors.
We are multi-managers at heart and by embracing technology and innovation; passive, active and
alternative investment strategies and quality administration we deliver sustainable investment
solutions.
In business as in life we practice a mutually beneficial partnership model practicing the
mastermind principle to achieve the best outcome for our investors.
SELFMED MEDICAL SCHEME
P.O. Box 5543, Tyger Valley, 7536
(021) 943-2300
(021) 943-2301
tanyab@selfmed.co.za
At Selfmed our members come first. We don’t offer unnecessary bells and whistles.
Rather, we believe in offering excellent individualised service to our members, which is achieved
by managing our own administration and Member Excellence Centre. Our Excellence Centre
is staffed and run by highly trained, knowledgeable experts. Every query is handles promptly
and efficiently. What’s more, Selfmed believes in recognising our members’ loyalty through low
annual increases and constantly improving benefts. Selfmed - the obvious choice!
Directory 2016 13BROKER NETWORKS
THE HOLLARD INSURANCE COMPANY LTD
P.O. Box 87419, Houghton, 2041
(011) 351-5000
www.hollard.co.za
The Hollard Insurance Group is South Africa’s largest privately-owned insurance group and
includes the Hollard Insurance Company, Hollard Life Assurance Company and Hollard Investment
Managers. Established in 1980, the Group posted R15,3bn in premium income in the year to June
2014 and has assets of over R27,4bn. It provides investment products, short-term insurance and
life cover to a diverse customer base including individual consumers, commercial entities and
corporate clients.
CENTRIQ INSURANCE ITRANSACT
COMPANY LTD P.O. Box 4769,
P.O. Box 55674, Randburg, 2194
Northlands, 2116 0861 432 383
(011) 268-6490 0867 436 959
(011) 268-6495 www.itransact.co.za
www.centriq.co.za
SEED INVESTMENTS
FSP SOLUTIONS 810 The Cliffs,
P.O. Box 50030, Block 1,
Randjesfontein, 1683 Niagara Road,
(011) 206-5004 Tygerfalls,
(011) 206-5005 Bellville, 7530
www.fspsolutions.com (021) 914-4966
(021) 914-4912
ICHOICES www.seedinvestments.co.za
296 Kent Ave,
2nd Floor, SELFMED MEDICAL SCHEME
Randburg, 2194 P.O. Box 5543,
0860 300 901 Tyger Valley, 7536
(011) 716-6104 (021) 943-2300
www.ichoicesoutsourcing.co.za (021) 93-2301
tanyab@selfmed.co.za
IFANET
P.O. Box 87077, SOUTHERN
Houghton, 2041 CHARTER WEALTH
(011) 484-9454 Postnet Suite 62,
(011) 484-9469 Private Bag X12,
www.ifanet.co.za Tokai, 7966
(021) 700-1000
IMPREXXION (021) 701-6145
FOOTPRINT (PTY) LTD
Postnet Suite 109, THE HOLLARD INSURANCE
Private Bag X04, COMPANY LTD
Fontainebleau, 2032 P.O. Box 87419,
(011) 399-2600 Houghton, 2041
(011) 781-8669 (011) 351-5000
www.imprexxion.com www.hollard.co.za
14 Directory 2016COLLECTIVE INVESTMENTS
CORONATION FUND MANAGERS
P.O. Box 44684, Claremont, 7735
Seventh Floor, Montclare Place,
Cnr Campground and Main Roads, Claremont, 7798
(021) 680-2000
clientservice@coronation.co.za
www.coronation.co.za
Coronation Fund Managers is an independent asset management company that was founded
more than 20 years ago in 1993. We are an investment-led, owner-managed business, with a
long-term, valuation-driven investment approach. Our focus is solely on fund management and
earning our clients’ trust through the generation of strong investment performance over the
long term and an appropriate product offering. Headquartered in Cape Town, we are one of the
leading managers of third-party assets in South Africa.
FEDGROUP
89 Bute Lane, Sandown
(011) 305-2300
(011) 305-2500
www.fedgroup.co.za
FedGroup Participation Bond Managers (Pty) Ltd
Investing should be simple. FedGroup’s Participation Bond offering is as simple as it gets. A
Participation Bond provides an Investor with the certainty of capital preservation, coupled with
a consistency of interest. Feeding a conservative appetite, Participation Bonds are popular with
individuals of all ages, Pension Funds, Retirees, Fund Managers, Trusts, Charities and Schools.
The FedGroup Part Bond Fund holds a portfolio of first mortgage bonds over South African
commercial, industrial and retail properties.
info@fedgroup.co.za
www.fedgroup.co.za
HOLLARD INVESTMENT MANAGERS (PTY) LTD
P.O. Box 87428, Houghton, 2041
0860 202 202
www.hollard.co.za
The Hollard Insurance Group is South Africa’s largest privately-owned insurance group and
includes the Hollard Insurance Company, Hollard Life Assurance Company and Hollard Investment
Managers. Established in 1980, the Group posted R15,3bn in premium income in the year to June
2014 and has assets of over R27,4bn. It provides investment products, short-term insurance and
life cover to a diverse customer base including individual consumers, commercial entities and
corporate clients.
Directory 2016 15COLLECTIVE INVESTMENTS
INVESTEC ASSET MANAGEMENT
P.O. Box 1655,
Cape Town, 8000
0860 500 900
www.investecassetmanagement.com
Investec Asset Management is a global investment management firm serving institutional investors,
advisors and individual savers. Established as a start-up in 1991 in South Africa, we have grown to
an international business managing R1.6 trillion* on behalf of clients based all over the world.
The firm seeks to create a profitable partnership between clients, shareholders and employees,
and to exceed clients’ performance and service expectations. Investec Asset Management is a
independently managed part of the Investec Group, which is listed in London and Johannesburg.
Employees are equity stakeholders in the firm.
* As at 31 March 2016
ITRANSACT
P.O. Box 4769, Randburg, 2194
0861 432 383
0867 436 959
www.itransact.co.za
Itransact makes the market simple. We are South Africa’s leading Exchange Traded Products
Investment Platform that brings ETFs, ETNs, ETF portfolios, ETF retirement products and capital
protected structured products together, with all their investment benefits, in one convenient
place where financial advisers and their clients can access and profit from low cost index products.
Itransact distributes products from Satrix, Investec, db x-trackers, RMB, Stanlib, Absa Capital,
Grindrod Bank, Nedbank, Societe Generale, BNP Paribas and Barclays
LAURIUM CAPITAL (PTY) LTD
Ninth Floor 90 Grayston,
90 Grayston Drive, Sandown
(011) 263-7700
(011) 784-0773
www.lauriumcapital.com
Laurium Capital is an independent and owner managed boutique asset manager managing or
advising several hedge and long only funds investing in Pan Africa. The Company was founded in
2008 by Murray Winckler, former CEO and head of research at Deutsche Bank South Africa, and
long-time colleague Gavin Vorwerg, who was Deutsche’s deputy head of research. Laurium has two
unit trusts, the Laurium Flexible Prescient Fund (Domestic Multi-Asset Flexible Category) launched
on 1 Feb 2013, and Laurium Equity Prescient Fund (Domestic Equity General) launched on 27 March
2014 as well as award winning hedge funds that have an excellent long term track record.
16 Directory 2016COLLECTIVE INVESTMENTS
NOVARE CAPITAL
P.O. Box 4742, Tygervalley, 7536
(021) 914-7730
(021) 914-7733
www.novare.com
Novare was founded in October 2000 as an independent investment advisory business. In 2001,
Novare Investments, an independent, multi-manager was established providing investment
solutions to both institutional and retail investors.
Keeping in line with the business strategy, Novare Capital was launched in 2014 to facilitate the
current range of investment products and solutions offered by the group. Products such as unit
trusts, retail retirement vehicles, post-retirement solutions and effective pooling vehicles through
our own licensed entities are on offer.
We are able to provide clients with unique and cost-effective solutions. In addition, we were
granted a Section 13B licence, which enables us to provide a suite of retirement funds such as
Preservation Funds.
REZCO ASSET MANAGEMENT
Unit 33, 4th Floor, Katherine & West Building,
114 West Street, Sandton, Johannesburg, 2196
0861 739 468
www.rezco.co.za
Rezco is a specialized investment boutique managed by a team of dedicated investment
professionals.
Wally Gray established Rezco Asset Management in 1981 with a deliberate focus on preserving
capital while at the same time creating wealth. This is not only a slogan but a deeply rooted
philosophy, which is fundamental to our approach to risk management and reflected in our
historical performance.
Our funds are available on various platforms, visit our website for more info.
SEED INVESTMENTS
810 The Cliffs, Block 1, Niagara Road, Tygerfalls, Bellville, 7530
(021) 914-4966
(021) 914-4912
www.seedinvestments.co.za
Seed manages local and global investments for amongst others,
financial advisers; collective investment schemes; life assurers; LISP’s; businesses;
retirement funds; medical aids, trusts, Family Offices and high net worth investors.
We are multi-managers at heart and by embracing technology and innovation; passive, active
and alternative investment strategies and quality administration we deliver sustainable investment
solutions.
In business as in life we practice a mutually beneficial partnership model practicing the
mastermind principle to achieve the best outcome for our investors.
Directory 2016 17COLLECTIVE INVESTMENTS
SENTIO CAPITAL MANAGEMENT (PTY) LTD
3rd Floor Global House, 28 Sturdee Avenue,
Crn Jellicoe Ave, Rosebank, South Africa, 2196
(011) 880-1994
(011) 447-8818
www.sentio-capital.com
Sentio Capital Management is an independent manager associated
with the RMI Group. Sentio combines the discipline that comes from an experienced
and prdigreed investment team together with the nimbleness of a specialist manager.
Its unique investment process has been tried and tested over some of the most difficult markets
in history. Sentio stands for sustainable, repeatable returns over time and a proven track record
of solid risk-adjusted returns. “Invest for Good” is our philosophy in partnering with clients.
36ONE ASSET MANAGEMENT BRENTHURST WEALTH
Private Bag 10361, MANAGEMENT (PTY ) LTD
Sandton, 2146 P.O. Box 10150,
(011) 722-7390 Fourways East, 2055
(011) 722-7391 (011) 799-8100
www.36one.co.za (011) 799-8029
www.brenthurstwealth.co.za
ABSA FUND MANAGERS
P.O. Box 6115, CAPITAL INTERNATIONAL
Johannesburg, 2000 P.O. Box 25, Newlands, 7725
(011) 480-5000 (021) 201-1070
(011) 480-5481 www.capital-iom.com
www.absa.co.za
CAPSTONE
AEON INVESTMENT MANAGEMENT P.O. Box 6098, Weltevreden Park, 1715
P.O. Box 24020, Claremont, 7735 (011) 447-0062
(021) 697-5299 086 608 5761
www.aeonim.co.za www.cstone.co.za
AFRICA COLLECTIVE INVESTMENTS CATALYST FUND MANAGERS
54 on Bath (First Floor), 54 Bath P.O. Box 44845, Claremont, 7735
Avenue,Rosebank, Johannesburg (021) 657-5500
(011) 880-4710 www.catalyst.co.za
www.africaci.com
CORESHARES
ANALYTICS P.O. Box 78011, Sandton, 2146
P.O. Box 411939, Craighall, 2024 (011) 459-1866
(011) 463-9654 (011) 388-2341
(011) 463-8279 www.coreshares.co.za
www.analytics.co.za
CORONATION FUND MANAGERS
ASHBURTON INVESTMENTS P.O. Box 44684,
P.O. Box 653780, Claremont, 7708
Benmore, 2010 (021) 680-2000
(011) 282-8800 clientservice@coronation.co.za
www.ashburtoninvestments.com www.coronation.co.za
18 Directory 2016COLLECTIVE INVESTMENTS
ELEMENT INVESTMENT MANAGERS INTEGRAL WEALTH
P.O. Box 13, Cape Town, 8000 MANAGEMENT (PTY) LTD
(021) 426-1313 | (021) 426-0999 P.O. Box 1601, Parklands, 2121
www.elementim.co.za 087 985 0300
086 206 0087
FEDGROUP www.integralwealth.co.za
89 Bute Lane, Sandown
(011) 305-2300 | (011) 305-2500 INVESTEC ASSET MANAGEMENT
www.fedgroup.co.za P.O. Box 1655, Cape Town, 8000
0860 500 900
FLAGSHIP ASSET www.investecassetmanagement.com
MANAGEMENT (PTY) LTD
Private Bag X21, Constantia, 7848 INVESTMENT SOLUTIONS LIMITED
(021) 794-3140 | (021) 794-3135 P.O. Box 786055, Sandton, 2146
www.flagshipsa.com (011) 505-6000
(011) 263-1227
FOORD ASSET MANAGEMENT www.investmentsolutions.co.za
P.O. Box 135, Howard Place, 7450
(021) 532-6988 | (021) 532-6999 ITRANSACT
www.foord.co.za P.O. Box 4769, Randburg, 2194
0861 432 383
GLACIER BY SANLAM 0867 436 959
Private Bag X5, Tyger Valley, 7536 www.itransact.co.za
(021) 917-9002 / 0860 GLA ENG
(021) 917-9000 / 0860 GLA AFR JM BUSHA INVESTMENT GROUP
(021) 947-9210 P.O. Box 31250, Braamfontein, 2017
www.glacier.co.za (011) 325-2027
(011) 325-2047
GRINDROD ASSET www.jmbusha.co.za
MANAGEMENT
P.O. Box 78011, Sandton, 2194 LAURIUM CAPITAL (PTY) LTD
(011) 459-1860 | (011) 388-2341 Ninth Floor 90 Grayston,
www.grindrodam.co.za 90 Grayston Drive, Sandown
(011) 263-7700
HOLLARD INVESTMENT (011) 784-0773
MANAGERS (PTY LTD www.lauriumcapital.com
P.O. Box 87428, Houghton, 2041
0860 202 202 MARRIOTT ASSET MANAGEMENT
www.hollard.co.za P.O. Box 2099, Hillcrest, 3650
(031) 765-0700
IMARA ASSET MANAGEMENT (031) 765-0790
P.O. Box 701, Northlands, 2116 www.marriott.co.za
(011) 550-6196 | (011) 550-6194
www.imara.co MITONOPTIMAL
MULTI ASSET MANAGEMENT
INTEGRAL ASSET 2nd Floor,
MANAGEMENT (PTY) LTD Dean Street Arcade,
P.O. Box 1601, Parklands, 2121 Dean Street, Newlands, 7701
087 985 0300 (021) 689-3579
086 206 0087 (021) 685-6944
www.integralasset.co.za www.mitonoptimal.com
Directory 2016 19COLLECTIVE INVESTMENTS
NEDGROUP INVESTMENTS RMI SPECIALIST MANAGERS
P.O. Box 1510, Cape Town, 8000 P.O. Box 786273, Sandton, 2146
0860 123 263 (021) 446 9426
0861 119 733 (011) 282 4210
www.nedgroupinvestments.co.za www.rmih.co.za
NOVARE CAPITAL SANLAM COLLECTIVE
P.O. Box 4742, Tygervalley, 7536 INVESTMENTS
(021) 914-7730 2nd Strand Road, Bellville, 7530
(021) 914-7733 0860 100 266
www.novare.com (021) 916 1800
www.sanlamunittrusts.co.za
PPS INVESTMENTS
P.O. Box 44507, Claremont, 7735 SANLAM INVESTMENTS
0860 468 777 (0860 INV PPS) Private Bag X8, Tygervalley, 7536
(021) 680-3680 (021) 950-2500
www.ppsinvestments.co.za www.sanlaminvestments.com
PRUDENTIAL INVESTMENT MANAGERS SARASIN FUNDS MANAGEMENT
7th Floor Protea Place, 40 Dreyer Street, (IRELAND) LTD
Claremont, 7735 George’s Court, 54-62 Townsend Street,
0860 105 775 Dublin 2, Ireland
(021) 683-7156 + 353 1 434 5111
www.prudential.co.za + 353 1 434 5264
www.sarasin.co.uk
PSG ASSET MANAGEMENT (PTY) LTD
Private Bag X3, Constantia, 7848 SASFIN FINANCIAL ADVISORY SERVICES
(021) 799-8000 P.O. Box 95104, Grant Park, 2051
(021) 799-8181 (011) 809-7500 | (011) 809-7794
www.psgam.co.za www.sasfin.com
PSG KONSULT HEAD OFFICE SEED INVESTMENTS
Building A, Pro Sano Park South Gate, 810 The Cliffs, Block 1, Niagara Road,
Carl Cronje Drive, Tyger Waterfront, Tygerfalls, Bellville, 7530
Tyger Valley, Bellville, 750 (021) 914-4966 | (021) 914-4912
(021) 915-4160 www.seedinvestments.co.za
www.psg.co.za
SEI INVESTMENTS (SOUTH AFRICA) LTD
REGARDING CAPITAL Postnet Suite 426, Private Bag X1,
MANAGEMENT (PTY) LTD Melrose Arch, 2076
P.O. Box 45040, Claremont, 7735 (011) 994-4200
(021) 657-3440 (011) 684-2159
(021) 674-1085 www.seic.com
www.recm.co.za
SENTIO CAPITAL MANAGEMENT (PTY) LTD
REZCO ASSET MANAGEMENT 3rd Floor Global House, 28 Sturdee Avenue,
Unit 33, 4th Floor, Katherine & West Building, Crn Jellicoe Ave, Rosebank,
114 West Street, Sandton, South Africa, 2196
Johannesburg, 2196 (011) 880-1994
0861 739 468 (011) 447-8818
www.rezco.co.za www.sentio-capital.com
20 Directory 2016COLLECTIVE INVESTMENTS
SOUTHERN CHARTER WEALTH TANTALUM CAPITAL
Postnet Suite 62, Private Bag X12, Great Westerford,
Tokai, 7966 240 Main Road,
(021) 700-1000 Rondebosch, Cape Town, 7700
(021) 701-6145 (021) 680-6500
(021) 680-6529
STANLIB www.tantalum.co.za
P.O. Box 202, Melrose Arch, 2076
(011) 448-5000 / 6000 THIRD CIRCLE ASSET
086 727 7501 MANAGEMENT (PTY) LITD
www.stanlib.com P.O. Box 50371,
Wierda Park, 0149
SYGNIA ASSET MANAGEMENT 086 111 4560
P.O. Box 51591, Waterfront, 8002 (012) 345-5629
(021) 446-4940 www.thirdcircle.co.za
(021) 446-4950
www.sygnia.co.za
COMPLIANCE
COMPLI-SERVE (SA) (PTY) LIMITED
P.O. Box 2358, Clareinch, 7740
0861 273 783 (CSERVE)
info@compliserve.co.za
www.compliserve.co.za
Compli-Serve is an authorised compliance practice (license number
CO194) and currently works with a wide spectrum of both local and
offshore clients in the financial services sector. Compli Serve’s team of compliance professionals
has considerable skill and expertise with the implementation and monitoring of regulatory
compliance in the financial sector.The firm works with a wide variety of clients including
independent financial advisors, asset managers, hedge fund managers, private equity funds ,
insurers , underwriting managers , auditors and call centres.
ATWORK INTERNET COMPLIANCE CONSULTING
SOFTWARE SIMPLER BY DESIGN 71 Lurgan Road, Parkview, 2193
Postnet Suite 202, (011) 486-0729 | (011) 646-1587
Private Bag X10, www.complianceconsulting.co.za
Elarduspark, 0047
0861 289 675 COMPLIANCE INSTITUTE OF SOUTH AFRICA
(012) 345-6290 P.O. Box 72335, Parkview, 2122
www.atwork.co.za (011) 642-7974 | 086 508 3831
www.compliancesa.com
COMPLI-SERVE (SA) (PTY) LIMITED
P.O. Box 2358, Clareinch, 7740 CRUX CONSULTING
0861 273 783 (CSERVE) P.O. Box 2762, Sunninghill, 2157
info@compliserve.co.za (011) 234-4991 | 086 504 0010
www.compliserve.co.za www.cruxconsulting.co.za
Directory 2016 21COMPLIANCE
FINANCIAL PLANNING INSTITUTE NATIONAL COMPLIANCE COMPANY
OF SOUTHERN AFRICA (FPI) P.O. Box 6869,
P.O. Box 6493, Weltevredenpark, 1715 Zimbali, 4418
086 1000 FPI (374) (032) 946-2921
086 634 7987 (032) 946-2225
www.fpi.co.za www.nationalcompliance.co.za
ISS COMPLIANCE ORACLE COMPLIANCE
P.O. Box 940, Houghton, 2041 P.O. Box 413163,
0861 COMPLY (266759) Craighall, 2024
086 504 4119 (011) 325-4908
www.isssa.co.za www.oraclecompliance.com
LOGIKAL CONSULTING SIMEKA CONSULTANTS & ACTUARIES
SBV House, Cnr 11th Avenue & 8th Street, P.O. Box 350,
Houghton Estate Sanlamhof, 7532
(011) 100-0651 | (011) 100-0658 (021) 912-3300 | (021) 912-3341
www.logikalconsulting.com www.simekaconsult.co.za
MASTHEAD (PTY) LIMITED SOUTHERN CHARTER WEALTH
1st Floor, Park Terraces, Postnet Suite 62,
Mowbray Golf Park (off Raapenburg Rd), Private Bag X12,
Mowbray, Cape Town, 7700 Tokai, 7966
(021) 686-3588 | (021) 686-3589 (021) 700-1000
www.masthead.co.za (021) 701-6145
MOONSTONE COMPLIANCE TRUSTCO FINANCIAL SERVICES
P.O. Box 12662, Die Boord, P.O. Box 6984,
Stellenbosch, 7613 Johannesburg, 2000
(021) 883 8000 (011) 644-6500
www.moonstone.co.za/services/compliance- (011) 644-6789
risk-management/ www.trustcofs.com
EMPLOYEE BENEFITS
FEDGROUP
89 Bute Lane, Sandown
(011) 305-2300
(011) 305-2500
www.fedgroup.co.za
FedGroup Employee Benefits (Pty) Ltd
With FedGroup’s Umbrella Fund, our aim is to maximise your final pay-out – not our monthly
payments. Sounds easy enough, but our industry has become very complex. Impressive sounding
strategies – member choice or life-staging – can cost in the long run. We firmly believe in being
transparent in our dealings, and fair in our fees. No one should pay hidden charges that may
eventually affect their lifestyle.
info@fedgroup.co.za
www.fedgroup.co.za
22 Directory 2016An employee
benefits package
trusted by 10 000
employers.
We don’t know if one of your employees is ready to resign. We don’t know if they’ve
had an interview already, or signed that letter of intent. But we do know, replacing an
employee can cost your company up to 9 times their salary.
Which is why we give you comprehensive benefits, to help you engage and retain staff.Benefits
like Trauma Counselling, Retirement, and Life Cover. Benefits that will make your employees stay,
and benefit your bottom line. It’s why more employers trust us with their employee benefits than
any other.
To give your bottom line the Liberty Corporate Advantage, speak to your Financial Adviser,
visit liberty.co.za, or call us on 011 408 2999.
The Advantage of Knowing
Directory 2016 23EMPLOYEE BENEFITS
HOLLARD LIFE ASSURANCE COMPANY LTD
P.O. Box 87428, Houghton, 2041
(011) 351-5000
www.hollard.co.za
The Hollard Insurance Group is South Africa’s largest privately-owned insurance group and includes
the Hollard Insurance Company, Hollard Life Assurance Company and Hollard Investment Managers.
Established in 1980, the Group posted R15,3bn in premium income in the year to June 2014 and
has assets of over R27,4bn. It provides investment products, short-term insurance and life cover to a
diverse customer base including individual consumers, commercial entities and corporate clients.
LIBERTY CORPORATE
No 1 Ameshoff Street, Braamfontein, Johannesburg
(011) 408-2000
www.libertycorporate.co.za
Liberty Holdings Limited is a leading Pan African financial services group
with a presence in 14 countries, R566 billion assets under management,
more than 2, 5 million clients and properties covering 1, 1 million square
meters. We offer a full suite of solutions from asset management and
investment to insurance and health products.
Liberty Corporate is a core division within the Liberty Group and part of the greater Standard
Bank Group. We have over 50 years’ experience, more than 8500 funds currently under
administration, presence in 17 African countries and are considered market leaders in employee
benefits, investment and risk solutions in the South African and Sub-Saharan African business
communities. We partner with SME’s, Large corporates, Multinational and Institutional clients
to enhance the lives of their most valuable asset; their employees. We achieve this by providing
a holistic range of risk and retirement solutions, that extends beyond the provision of health,
investment, risk and post retirement. Our vision is to partner with companies throughout Africa by
2020, offering them peace of mind by addressing challenges they and their staff members face.
Liberty Corporate is the proud winner of several prestigious industry awards, including being voted
No 1 in the Sunday Times Top Brands Survey 2014; Top Brand B2B Longterm insurance category.
Liberty is a Level 2 BBBEE contributor.
NOVARE ACTUARIES AND CONSULTANTS
P.O. Box 4742, Tygervalley, 7536
(021) 914-7730
(021) 914-7733
www.novare.com
Novare Actuaries and Consultants was founded in October 2000 as an independent advisory
business providing investment consulting services to institutional clients throughout Southern
Africa. In 2007, we expended into Africa with our first satellite office in Gaborone, Botswana
where we act as the investment consultants to the Botswana Public Officers Pension Fund.
We believe that the steady growth of our business, and our ability to retain clients for the long-
term, is due to consistent performance, continuous product innovation and a solid track record in
successful fund management.
Over the years, Novare has been nominated for and has received several prestigious national
and international awards.
24 Directory 2016We’re not going to brag
about the fact that
we’ve won gold for our
Group Risk product at
the 2016 PMR Awards, as
voted for by independent
financial advisors.
OK, maybe just this once.
FedGroup Life Ltd (Reg. No. 2007/018003/06)
fedgroup.co.za An authorised financial services provider. FAIS No. 40607 FedGroup
Directory 2016 25EMPLOYEE BENEFITS
SEED INVESTMENTS
810 The Cliffs, Block 1, Niagara Road, Tygerfalls, Bellville, 7530
(021) 914-4966
(021) 914-4912
www.seedinvestments.co.za
Seed manages local and global investments for amongst others,
financial advisers; collective investment schemes; life assurers; LISP’s; businesses; retirement
funds; medical aids, trusts, Family Offices and high net worth investors. We are multi-managers
at heart and by embracing technology and innovation; passive, active and alternative investment
strategies and quality administration we deliver sustainable investment solutions. In business as
in life we practice a mutually beneficial partnership model practicing the mastermind principle to
achieve the best outcome for our investors.
ABSA CONSULTANTS & ACTUARIES GUARDRISK
P.O. Box 4167, Fourways, 2055 P.O. Box 786015, Sandton, 2146
(011) 244-9000 (011) 669-1000
(011) 467-8481 www.guardrisk.co.za
www.absa.co.za
HOLLARD LIFE ASSURANCE COMPANY LTD
ALEXANDER FORBES P.O. Box 87428, Houghton, 2041
FINANCIAL SERVICES (PTY) LTD (011) 351-5000
P.O. Box 787240, Sandton, 2146 www.hollard.co.za
(011) 269-0000
www.alexanderforbes.co.za IMPREXXION FOOTPRINT (PTY) LTD
Postnet Suite 109, Private Bag X04,
AON SOUTH AFRICA (PTY) LTD Fontainebleau, 2032
P.O. Box 1874, Parklands, 2121 (011) 399-2600
(011) 944-7000 (011) 781-8669
(011) 944-8000 www.imprexxion.com
www.aon.co.za
LIBERTY CORPORATE
BRENTHURST WEALTH No 1 Ameshoff Street,
MANAGEMENT (PTY ) LTD Braamfontein, Johannesburg
P.O. Box 10150, (011) 408-2000
Fourways East, 2055 www.libertycorporate.co.za
(011) 799-8100
(011) 799-8029 NBC HOLDINGS (PTY) LTD
www.brenthurstwealth.co.za P.O. Box 32528, Braamfontein, 2017
(010) 206-0000 | 086 688 5566
FEDGROUP www.nbc.co.za
89 Bute Lane, Sandown
(011) 305-2300 NEDGROUP INVESTMENTS
(011) 305-2500 P.O. Box 1510, Cape Town, 8000
www.fedgroup.co.za 0860 123 263 | 0861 119 733
www.nedgroupinvestments.co.za
GTC (PTY) LTD
P.O. Box 55118, Illovo, 2116 NOVARE ACTUARIES & CONSULTANTS
(010) 597-6800 P.O. Box 4742, Tygervalley, 7536
(010) 597-6801 (021) 914-7730 | (021) 914-7733
www.gtc.co.za www.novare.com
26 Directory 2016EMPLOYEE BENEFITS
PSG KONSULT CORPORATE SEED INVESTMENTS
2 Trident Office Park, 810 The Cliffs,
Niblick Way, Somerset West, 7130 Block 1, Niagara Road,
(021) 852-1138 Tygerfalls, Bellville, 7530
(021) 852-1190 (021) 914-4966
www.psgkcorporate.co.za (021) 914-4912
www.seedinvestments.co.za
RISCURA SOLUTIONS (PTY) LTD
P.O. Box 23983, SIMEKA CONSULTANTS & ACTUARIES
Claremont, 7735 P.O. Box 350,
(021) 673-6999 Sanlamhof, 7532
(021) 673-6998 (021) 912-3300
www.riscura.com (021) 912-3341
www.simekaconsult.co.za
RISK BENEFIT SOLUTIONS
P.O. Box 449, SOUTHERN CHARTER WEALTH
Cape Town, 8000 Postnet Suite 62,
(021) 443-4400 Private Bag X12, Tokai, 7966
(021) 443-4444 (021) 700-1000
www.rbs.co.za (021) 701-6145
SANLAM EMPLOYEE BENEFITS SYGNIA ASSET MANAGEMENT
P.O. Box 1, Sanlamhof, 7532 P.O. Box 51591,
(021) 947-1341 Waterfront, 8002
(021) 947-6338 (021) 446-4940
www.sanlam.co.za (021) 446-4950
www.sygnia.co.za
SASFIN BANK LTD
P.O. Box 95104, WORKERS RETIREMENT FUND
Grant Park, 2051 54 on Bath (First Floor), 54 Bath Avenue,
(011) 809-7500 Rosebank, Johannesburg
(011) 887-2489 (011) 880-4710
www.sasfin.com www.workersretirementfund.com
ETF’S
ETFSA
P.O. Box 36, Cresta, Johannesburg, 2118
(011) 274-6170
086 692 4543
www.etfsa.co.za
etfSA.co.za is a specialized financial services provider focusing on ETFs.
Products offered include:
• Retirement and Living Annuity Funds
• Tax Free Investment accounts
• Discretionary accounts
• Portfolio Management Services
Directory 2016 27ETF’S
ITRANSACT
P.O. Box 4769, Randburg, 2194
0861 432 383
0867 436 959
www.itransact.co.za
Itransact makes the market simple. We are South Africa’s leading Exchange Traded Products
Investment Platform that brings ETFs, ETNs, ETF portfolios, ETF retirement products and capital
protected structured products together, with all their investment benefits, in one convenient
place where financial advisers and their clients can access and profit from low cost index products
Itransact distributes products from Satrix, Investec, db x-trackers, RMB, Stanlib, Absa Capital,
Grindrod Bank, Nedbank, Societe Generale, BNP Paribas and Barclays
SEED INVESTMENTS
810 The Cliffs, Block 1, Niagara Road, Tygerfalls, Bellville, 7530
(021) 914-4966
(021) 914-4912
www.seedinvestments.co.za
Seed manages local and global investments for amongst others, financial advisers; collective
investment schemes; life assurers; LISP’s; businesses; retirement funds; medical aids, trusts, Family
Offices and high net worth investors. We are multi-managers at heart and by embracing technology
and innovation; passive, active and alternative investment strategies and quality administration
we deliver sustainable investment solutions. In business as in life we practice a mutually beneficial
partnership model practicing the mastermind principle to achieve the best outcome for our investors.
ASHBURTON INVESTMENTS ETFSA
P.O. Box 653780, P.O. Box 36, Cresta,
Benmore, 2010 Johannesburg, 2118
(011) 282-8800 (011) 274-6170 | 086 692 4543
www.ashburtoninvestments.com www.etfsa.co.za
CAPITAL INTERNATIONAL ITRANSACT
P.O. Box 25, Newlands, 7725 P.O. Box 4769,
(021) 201-1070 Randburg, 2194
www.capital-iom.com 0861 432 383
0867 436 959
CORESHARES www.itransact.co.za
P.O. Box 78011, Sandton, 2146
(011) 459-1866 NEDBANK CAPITAL
(011) 388-2341 P.O. Box 1144,
www.coreshares.co.za Johannesburg, 2000
(011) 294-3217
DB X-TRACKERS (011) 295-3217
Private Bag X9933, www.nedbankcapital.co.za
Sandton, 2146
(011) 775-7000
(011) 775-7701
www.dbxtrackers.co.za
28 Directory 2016ETF’S
PSG KONSULT SEED INVESTMENTS
HEAD OFFICE 810 The Cliffs, Block 1,
Building A, Niagara Road, Tygerfalls,
Pro Sano Park South Gate, Bellville, 7530
Carl Cronje Drive, (021) 914-4966
Tyger Waterfront, (021) 914-4912
Tyger Valley, Bellville, 750 www.seedinvestments.co.za
(021) 915-4160
www.psg.co.za
SANLAM INVESTMENTS
Private Bag X8,
Tygervalley, 7536
(021) 950-2500
www.sanlaminvestments.com
SATRIX MANAGERS (RF) (PTY) LTD
P.O. Box 653477,
Benmore, 2010
0861 100 670
www.satrix.co.za
Itransact retirement annuity – key benefits for your clients
Affordable: Invest by debit order for as lile Tax Efficient: No income tax, capital gains tax,
as R300 per month or with a once-off R5000 or dividend - withholding tax that diminishes
retirement savings
Penalty Free: Able to transfer to another Transparent Costs: No layering of administration costs,
fund and stop or start premiums at any time or hidden fees to undermine retirement income
No Complexity: Invest in simple, low-cost, risk-appropriate Strict Governance: Regulation 28 of the Pension Funds Act
Exchange Traded Fund portfolios ensures that all retirement funds are properly diversified across
and within appropriate asset classes to reduce investment risk
South Africa’s only Exchange Traded Products Investment Platform for Financial Advisors
80 Funds, 12 Product Providers, 1 Investment Platform
Directory 2016 29FINANCIAL PLANNING SOLUTIONS
DEVERE INVESTMENTS SOUTH AFRICA (PTY) LTD
1st Floor Office Premises, Crystal Towers,
Century Boulevard, Century City, Cape Town, 7441
(021) 831-0900 | capetown@devere-southafrica.co.za
www.devere-group.com
deVere Acuma (Pty) Limited, part of deVere group, is one of the world’s largest independent
financial advisory organisations with $10bn under advice from 80,000 clients, specialising in UK
pension transfers and international pension and retirement structures for residents of South Africa.
Registered with and regulated by South Africa’s Financial Services Board (FSB), deVere Acuma is the
longest-standing and most-recognised international wealth management company in the country.
HOLLARD INVESTMENT MANAGERS (PTY) LTD
P.O. Box 87428, Houghton, 2041
0860 202 202
www.hollard.co.za
The Hollard Insurance Group is South Africa’s largest privately-owned insurance group and includes
the Hollard Insurance Company, Hollard Life Assurance Company and Hollard Investment Managers.
Established in 1980, the Group posted R15,3bn in premium income in the year to June 2014 and
has assets of over R27,4bn. It provides investment products, short-term insurance and life cover to a
diverse customer base including individual consumers, commercial entities and corporate clients.
INVESTEC BANK LTD
P.O. Box 785700, Sandton, 2146
(011) 286-7000
www.investec.com
Since its inception in October 2002, Investec Structured Products, an operating unit of Investec
Corporate and Institutional Banking, has successfully incorporated and registered 15 Guernsey
companies, and listed their shares on the Bermuda Stock Exchange.
The products, which are linked to selected international indices, are specifically tailored to offer
clients unique investment opportunities, principle protection and gearing.
Investec Structured Products has recently been awarded SRP Best Distributor for Africa.
OLD MUTUAL WEALTH
P.O. Box 207, Cape Town,
(021) 524 4400 | (021) 441 1060
www.omwealth.co.za
Our vision is to be the most trusted partner in empowering South Africans to achieve lasting financial
well-being. To maintain and grow true wealth, clients need the right guidance and plan. That’s why
Old Mutual Wealth has brought together the expertise of a number of specialists in one business,
dedicated to growing their wealth. We’ve designed our business to give clients a meaningful
experience that fits their individual needs. Our expert planners know that advice considers clients’
goals and aspirations and delivers an integrated plan aimed at achieving those goals. Our investment
team ensures that our recommended solutions are fully aligned to these goals. We put our clients’
needs at the centre of our business and offer solutions that are truly geared for the future.
30 Directory 2016FINANCIAL PLANNING SOLUTIONS
SEED INVESTMENTS
810 The Cliffs, Block 1, Niagara Road, Tygerfalls, Bellville, 7530
(021) 914-4966
(021) 914-4912
www.seedinvestments.co.za
Seed manages local and global investments for amongst others,
financial advisers; collective investment schemes; life assurers; LISP’s; businesses;
retirement funds; medical aids, trusts, Family Offices and high net worth investors.
We are multi-managers at heart and by embracing technology and innovation; passive,
active and alternative investment strategies and quality administration we deliver
sustainable investment solutions.
In business as in life we practice a mutually beneficial partnership model practicing
the mastermind principle to achieve the best outcome for our investors.
ALEXANDER FORBES FINANCIAL CITADEL INVESTMENT
SERVICES (PTY) LTD SERVICES LTD
P.O. Box 787240, Sandton, 2146 P.O. Box 650777, Benmore, 2010
(011) 269-0000 (011) 722-7600
www.alexanderforbes.co.za www.citadel.co.za
ALLEGIANCE CONSULTING DEVERE INVESTMENTS
(PTY) LTD SOUTH AFRICA (PTY) LTD
Postnet Suite 231, 1st Floor Office Premises,
Private Bag X25723, Crystal Towers, Century Boulevard,
Monument Park, 0105 Century City, Cape Town, 7441
(012) 360-0040 (021) 831-0900
(012) 347-0354 capetown@devere-southafrica.co.za
www.allegiance.co.za www.devere-group.com
ATWORK INTERNET SOFTWARE GRAVITON FINANCIAL
SIMPLER BY DESIGN PARTNERS (PTY) LTD
Postnet Suite 202, The Oval, Kildare House,
Private Bag X10, Elarduspark, 0047 1 Oakdale Road, Newlands, 7700
0861 289 675 (021) 671-0630
(012) 345-6290 info@gravitonfp.com
www.atwork.co.za www.gravitonfp.com
BRENTHURST WEALTH GTC (PTY) LTD
P.O. Box 10150, Fourways, 2055 P.O. Box 55118, Illovo, 2116
(011) 799-8100 (010) 597-6800
(011) 799-8101 (010) 597-6801
www.brenthurstwealth.co.za www.gtc.co.za
CAPSTONE HEIN KRIGER INTERNASIONALE
P.O. Box 6098, FONDSBESTUUR (PTY) LTD
Weltevreden Park, 1715 P.O. Box 72260, Parkview, 2122
(011) 447-0062 (011) 726-7700
086 608 5761 (011) 219-7111
www.cstone.co.za www.krugerinternasionaal.co.za
Directory 2016 31You can also read
