BLUECHIP2025 DFM
BLUECHIP2025 DFM GUIDECONTENTS2025 DFM GUIDEIntroduction4 What is a DFM actually?Providing well-managed and defendable investment solutions6 Why should a financial planner use a DFM?Performance, time saving and compliance are among the benefits8 Choosing the right DFMDue diligence and ensuring the right fit are key10 What are the alternatives to using a DFM?Alternatives are available, but be aware of drawbacks11 Should a financial planner use more than one DFM?Pros and cons of using more than one DFM12 How important is investment performance for a DFM?Performance is key, but the clients’ overall goals are also important14 Who should pay the DFM fees?Where the cost should sit is an ongoing debateFeatured DFMs16 Amity Investment Solutions – Profile17 Amity Investment Solutions – Interview18 Analytics – Profile19 Analytics – Interview20 Capital International Group – Profile21 Capital International Group – Interview22 Equilibrium – Profile23 Equilibrium – Interview24 INN8 Invest – Profile25 INN8 Invest – Interview26 Investment Solutions by Alexforbes – Profile27 Investment Solutions by Alexforbes – Focus28 Investment Solutions by Alexforbes – Interview29 Investment Solutions by Alexforbes – Interview30 PortfolioMetrix – Profile32 PortfolioMetrix – Interview34 STRATEGIQ Capital – Profile36 The Robert Group – Profile37 MitonOptimal South Africa – Profile41 Glacier Invest – ProfileReference38 DFM ListingsPublisher: Chris WhalesIntroductory features: Laura du PreezEditor: Ralph StaniforthDigital manager: Kerenza LundeDesigner: Elmethra de BruynProduction: Ashley van SchalkwykAccount managers:Gavin van der MerweSam OliverChris HoffmanManaging Director: Clive DuringAdministration & accounts:Charlene SteynbergKathy WoottonSharon Angus-LeppanDistribution and circulation manager:Edward MacDonaldPrinting: FA PrintPUBLISHED BYGlobal Africa Network Media (Pty) LtdCompany Registration No:2004/004982/07Directors: Clive During, Chris WhalesPhysical address: 28 Main Road,Rondebosch 7700Postal address: PO Box 292, Newlands,7701Tel: +27 21 657 6200Email: info@gan.co.zaWebsite: www.gan.co.zaNo portion of this book may be reproduced without written consentof the copyright owner. The opinions expressed are not necessarilythose of the DFM Guide 2025, nor the publisher, none of whom,together with the writers and parties quoted, referenced or advertisingin the publication, accept liability of any nature arising out of, or inconnection with, the contents of this book. The publishers wouldlike to express thanks to those who support this publication by theirsubmission of articles and with their advertising. All rights reserved.
Partner with GlacierInvest to unlock infiniteinvestment opportunitiesfor your clients.As the leaders in discretionary fundmanagement, Glacier Invest blends world-classinvestment capability, superior operational scaleand pricing power, and revolutionary technologyto bring you the future of portfolio construction.Learn more at www.glacierinvest.co.zaGlacier Financial Solutions (Pty) Ltd. | A member of the Sanlam Group | Private Bag X5 | Tyger Valley 7536 |Email client.services@glacier.co.za | Tel +27 21 917 9002 / 0860 452 364 | Fax +27 21 947 9210 | Web www.glacier.co.za |Reg No 1999/025360/07 | Licensed Discretionary Financial Services Provider FSP 770, trading as Glacier Invest.Sanlam Multi-Manager International (Pty) Ltd. | A member of the Sanlam Group | Private Bag X8 | Tyger Valley 7536 | Tel+27 21 950 2600 | Fax +27 21 950 2126 | Web www.smmi.com | Reg No 2002/030939/07 | Licensed Discretionary FinancialServices Provider FSP 845, acting as a Juristic Representative under Glacier Invest.
