BLUECHIP2025 DFM GUIDE -
BLUECHIP2025 DFM GUIDE - REFERENCE2025 DFM GUIDE LISTINGThis list of DFMs has been collated on the basis of publicly available information. It does not claimto be an exhaustive list of DFMs, but rather gives an indication of the range of businesses providingDFM services.27four www.27four.com2IP Independent Investment Partnerswww.2ip.co.za2IP is a truly independent DFM with a proven long-term trackrecord in delivering above-average returns across a rangeof model portfolios and unit trusts on all the major LISPplatforms. We give IFAs and end-clients the most valuableresource – more time to focus on what is important to them.Amity Investment Solutionsamity.co.zaAmity Investment Solutions is an independently ownedboutique DFM which helps its national network ofindependent advisors to differentiate their advice offering,grow their business, enhance their client service andimprove overall business efficiency. We provide advisorswith integrated investment management tools, client serviceresources, personalised support and outcomes-basedinvestment solutions.Analyticswww.analytics.co.zaPortfolio Analytics, founded in 2004 through a managementbuyout from Investec Asset Management, is a privatelyowned Discretionary Fund Manager. Specialising in bespoke,risk-profiled solutions, we offer branded model portfoliosand advisory services to independent FSPs. As a group wemanage assets over R96-billion, delivering tailored exposureto local and global financial markets.Apex Investment Consulting SAwww.apexgroup.com/apex-invest/investment-consulting-south-africaAs a key player in the retail multi-manager industry in SouthAfrica, prominent South African independent financialadvisors, investment managers and collective investmentscheme managers, along with their retail and institutionalclients, choose investment management and consultingservices from Apex Investment Consulting SA to maintain acompetitive edge.Capital International Groupwww.capital-iom.comCapital International Group specialises in the provision offinancial services, including Trading & Stockbroking, Custody& Administration, Cash & Investment Management andInvestment Structuring. Headquartered and regulated fromthe Isle of Man, we recognise the importance of buildingtrusted, transparent relationships and work collaborativelywith our clients to understand their requirements anddeliver the most effective solutions to meet individual shortand long-term financial goals.Cogence www.cogence.co.zaDFM Global www.dfm.co.zaEdify Fund Managersedifyinvest.co.zaEdify Fund Managers is an independent, owner-managedDFM based in Paarl. We provide tailored investmentsolutions, from model portfolios to bespoke investmentconsulting. Leveraging technology, boutique fund managersand alternative investments, we aim to deliver superior riskadjustedreturns while prioritising exceptional client service.Our expertise in hedge funds and global investments sets usapart.Equilibriumeqinvest.co.zaEquilibrium provides Discretionary Fund Management (DFM)services and investment solutions to help financial advisorsand their clients achieve their objectives. Our advice-driven,optimised model portfolios are designed to navigate marketcycles. Available on leading LISP platforms, we offer a proventrack record of both customised and standard solutions thatmeet investors’ goals.Fundhouse www.fundhouse.co.zaGlacier Investwww.glacier.co.za/investAs Sanlam’s subsidiary and a leader in Discretionary FundManagement, Glacier Invest blends world-class investmentcapability, superior operational scale and pricing power,and revolutionary technology to bring you the future ofportfolio construction. Glacier Invest’s Discretionary FundManagement and portfolio management capabilities helpfinancial advisors meet their clients’ investment objectivesand needs, while building tailored portfolios targeted tospecific goals.38
2025 DFM GUIDE - REFERENCEBLUECHIPGraviton Wealth Managementwww.gravitonwm.comGraviton’s DFM offering leverages off the scale and expertiseof the Sanlam Investments Multi-Manager team. The DFMapproach is advice-led, serving a vital role of managinginvestment portfolios which cater for client outcomesacross a wide range of needs and stages of the investmentlifecycle.Harbour Wealth harbourwealth.comIndependent Investment Solutionsi2solutions.co.zaINN8 Investinn8.co.zaINN8 Invest is an independent Discretionary Fund Manager(DFM) for the wealth manager of the future that placesglobal, best-in-class expertise at your fingertips. We aimto inspire adviser confidence, grow client portfolios andfacilitate business growth. We understand that solutionsshould be designed to meet the everchanging investmentneeds of South African investors. By putting the advisor atthe centre of our process, we make sure that we buildfuture-focused investments designed to deliver superiorclient outcomes.Investment Solutions by Alexforbesinvestmentsolutions.alexforbes.comInvestment Solutions is an independent Discretionary FundManager backed by Alexforbes’ scale and expertise. WithR450-billion in assets under management, we empowerindependent financial advisers by streamlining investmentprocesses, offering tailored solutions and providing access toglobal opportunities – helping you enhance your service andmake a greater impact.Mentenovawww.mentenova.co.zaMentenova is an award-winning financial services groupdedicated to providing goals-driven investment solutionstailored to individual needs. With a focus on innovation,independence and integrity, we prioritise understandingyour long-term objectives to maximise investmentsuccess and reduce stress in managing your financialfuture.MI-PLANwww.miplan.co.zaMI-PLAN partners with IFAs to create strategies that deliverconsistent returns while considering the complexitiesinherent in the risk-return relationship. We work alongsideIFAs, guiding them through each phase of their journey. Ourtailored solutions, integrated into our financial planningsoftware, enable the creation of dynamic client reporting forcontinuous adaptation.MitonOptimalwww.mitonoptimal.co.zaMitonOptimal is an independent, owner-managedinvestment management business delivering focusedinvestment solutions and support to enable advisors tomeet their clients’ investment objectives. We offer a range ofinvestment solutions to cater to an advisor’s unique needs,assets under management and client book.Morningstar Investment ManagementSouth Africawww.morningstar.com/en-za/products/investment-managementSupporting you across your entire practice, the heart of ourservice program are regular feedback loops. What we hearfrom advisors directly influences the content, tools andresources we produce.Mosaic Investment Consultingmosaicinvestments.co.zaEstablished in 2015, Mosaic Investment Consulting providesindependent investment advice to institutional and retailclients across South Africa. 51% black-owned and a level 2B-BBEE contributor, Mosaic advises on over R40-billion inassets, including retirement funds and model portfolios forindependent financial advisors, with offices in Cape Town andJohannesburg.Multivest Asset Managementwww.multivest.co.zaMultivest Asset Management is an independently ownedfinancial services business, offering specialist investmentmanagement and asset consulting to financial advisors. Weoffer discretionary portfolio management aligned to specificinvestment objectives, while we help financial advisors growtheir business and assist with prudent investment choices fortheir clients.Naviga Solutionswww.naviga.co.zaNaviga Solutions offers an extensive range of more than 20portfolios across 11 platforms, catering for all risk profiles.We offer innovative post-retirement solutions focused onincome security, while our range also covers direct offshoreinvestments, tax-free savings and hedge funds. We providea paraplanning service through a team of experienced CFPsand quarterly reporting at investor level.39
