BLUECHIP2025 DFM GUIDE -
BLUECHIP2025 DFM GUIDE - PROFILEThe Robert GroupPartnering for successSince 2010, we at TRG Private Wealthhave been dedicated to empoweringfinancial advisors with innovativesolutions that drive success. Built on afoundation of independence, expertiseand a commitment to excellence, wework hand-in-hand with advisors toenhance their practices and help themdeliver exceptional client outcomes.How our DFM services empower youOur Discretionary Fund Management(DFM) service is here to make your lifeeasier. We take on the responsibility ofselecting, maintaining and servicing acarefully blended portfolio of managers,both locally and offshore. This frees youto focus on what you do best: providingfinancial planning and building strongclient relationships.Our DFM service doesn’t just save youtime – up to 40 hours a year with toolslike our bespoke calculators – it alsominimises the risk of underperformingor neglected portfolios. By employinga consistent, well-executed investmentstrategy, we help you deliver predictableoutcomes tailored to your clients’ riskprofiles. This approach enhances thevalue of your book of business andsimplifies succession planning.Our fund range standsout for its risk-adjustedperformance, earningus accolades at theCitywire DFM Awardsfor the past three yearsAward-winning fund rangeOur fund range stands out for its riskadjustedperformance, earning usaccolades at the Citywire DFM Awards for36the last three consecutive years. Thesefunds are designed to provide consistentand predictable outcomes throughstrategic asset allocation. They’reseamlessly global and scalable, cateringto a wide range of client needs. Forforward-thinking advisors, our offeringalso includes managed crypto solutions.Supporting your practicebeyond investmentsWe know that successful partnershipsgo beyond great funds. That’s why weprovide bespoke, white-labelled toolsand marketing support to enhance yourpractice. These resources are designedto help you create a client experiencethat’s uniquely yours while leveragingour expertise and infrastructure.Your partner for the long haulOur solutions are built to scale, whetheryou’re working with high-net-worthindividuals or serving a broader clientbase. We ensure every portfolio alignswith individual objectives, deliveringlong-term value and peace of mind foryou and your clients.We don’t see ourselves as just a serviceprovider – we’re your partner in success.Our goal is to complement and enhanceJohn Robinson, DFM specialist,The Robert Group.Over my 17 years in wealthmanagement, I’ve seen howinvestment management can takeadvisors away from what mattersmost – their clients. That’s why atThe Robert Group, I help advisorsstreamline their process with a fullserviceDFM solution. By handlinginvestment selection and portfoliomanagement, we free up your time,reduce complexity and ensure yourclients’ investments stay aligned withtheir financial goals.Our solutions are builtto scale, whetheryou’re working withhigh-net-worthindividuals or servinga broader client baseyour practice with the tools, expertise andinnovative solutions you need to thrivein an ever-evolving financial landscape.With no additional fees for our DFMservices (subject to a minimum AUM),we’re here to help you optimise yourtime and deliver exceptional outcomesfor your clients. Let’s take your practiceto the next level.Contact informationFor more information, reach out toour dedicated DFM specialist and let’sexplore how we can work together:• John Robinson• Telephone: 032 947 1132• Email: john@robertgroup.co.za• Website: www.robertgroup.co.za
2025 DFM GUIDE - PROFILEBLUECHIPMitonOptimal South AfricaMitonOptimal is a trusted andindependent DiscretionaryFund Manager (DFM) offeringtailored investment solutionsto financial advisors and their clients.For over 25 years, Cape Town-basedMitonOptimal has established enduringpartnerships with advisors by emphasisinginnovation, adaptability and a steadfastclient-centric approach.As a DFM, our mission is to provideadvisors with the assurance that their clients’investments are expertly managed. Westreamline client onboarding, compliance,reporting and regulatory processes whileserving as a reliable investment partnerthrough all market conditions.Providing peace ofmind to financialadvisors andtheir clients forover 25 yearsHeart of our successAt the heart of our success is ourexperienced and collaborative team.Roeloff Horne, Head of PortfolioManagement, leads a skilled committeeof investment specialists dedicated tomanaging local and global portfolios.Supporting this team are ExecutiveDirectors George Dell and Jolandi Slabbertwho lead professionals in compliance,operations, marketing, client relationsand back-office support; all workingtogether to deliver a seamless experience.Our collective expertise enables us toconfidently navigate volatile markets,adapt to evolving regulations and embracetechnological advancements.MitonOptimal’s investment philosophyMitonOptimal’s investment philosophyprioritises capital preservation, downsiderisk management and strategic assetallocation. By combining insights fromboth global and local markets, we strive todeliver consistent returns with a focus onsafeguarding client assets. This approachaligns with the long-term goals of financialadvisors and their clients, providing peace ofmind through expert portfolio managementand robust regulatory support.Our client-focused investment solutionsare built on a rigorous process of strategicand tactical asset allocation, designed tomeet the unique needs of advisors, theirclients and assets under management:• Core Model Portfolios: A diverse rangeof portfolios available via most local andoffshore LISPs.• Hedge Fund Model Portfolios: TheASTUTE range, comprising two portfoliosconsisting of only absolute return fundsand hedge funds.• Tailored Model Portfolios: Customdesignedsolutions in collaborationwith advisors for specific client needs,accessible on preferred LISPs.Our mission is toprovide advisorswith the assurancethat their clients'investments areexpertly managed• Collective Investment Schemes (CISs): Avariety of CIS options, including bespokesolutions for specific requirements.• Financial Planning Solutions: A selectionof innovative retirement and tax planningGeorge Dell, Executive Director,MitonOptimalsolutions – the Managed Life LivingAnnuity and Tax-Free Savings Accounts.Beyond investment management,our DFM offering includes comprehensivesupport services such as fund manager duediligence, research, onboarding, complianceand portfolio implementation. Theseservices enable financial advisors to focuson strengthening their client relationships.MitonOptimal’s focusMitonOptimal is focused on deliveringconsistent results, reflecting ourcommitment to client success. Throughdisciplined processes and an innovativemindset, we provide the confidence andpeace of mind financial advisors and theirclients deserve.Contact informationFor more details or to explorepartnership opportunities, contact:• George Dell, Executive Director,Discretionary Fund Management• Telephone: 021 689 3579• Email: george@mitonoptimal.com• Website: www.mitonoptimal.co.zaMitonOptimal South Africa (Pty) Limited is an Authorised Financial Services Provider License No. 28160 | Registered No. 2005/032750/0737
