BLUECHIP2025 DFM GUIDE -
BLUECHIP2025 DFM GUIDE - REFERENCE2025 DFM GUIDE LISTINGOld Mutual Wealth TailoredFund Portfolioswww.oldmutual.co.za/wealth/solutions/tailored-fund-portfoliosTailored Fund Portfolios is the Discretionary FundManagement capability offered by Old Mutual Wealth. Theirconsistent process of asset allocation, manager selection andinvestment philosophy has resulted in a range of solutionsto meet all investment objectives. As the first InvestmentManager in South Africa certified for fiduciary excellence,Old Mutual Wealth believes it is crucial for asset managementbusinesses to recognise that responsible investing andfiduciary care are essential to driving sustainable businesspractices.Optimum Investment Groupoig-invest.comYour bespoke legacy partner | Building wealth for aprosperous tomorrow. At the Optimum Investment Group,we prioritise personalised investment management, fosteringlong-term relationships based on trust, transparency andintegrity. Our seasoned professionals blend market expertisewith a deep understanding of client needs to craft bespokestrategies. Winner of the “Equity General – S.A. Equity”Category at the Citywire DFM of the Year Awards 2024.PortfolioMetrixwww.portfoliometrix.comPortfolioMetrix is a global investment management andtechnology partner to financial professionals, with a focuson high-performing advisors and specialist multi-managers.We achieve consistent, market-leading investment outcomesthrough our precision-engineered portfolios, flexiblyoffering a wide range of products and services. Financialadvisors benefit from our ability to customise portfolios andfrom our proprietary WealthExplorer technology, whichenhances advisor effectiveness, business efficiency and theclient journey. PortfolioMetrix manages over R90-billion,and employs 65 people in offices in London, Johannesburg,Dublin and Cape Town.PSG Wealthwww.psg.co.zaRamsey Crookallramseycrookall.comRutherford Asset Managementrutherfordam.co.zaSA Asset Managementsaassetmanagement.co.zaSeed Investments www.seedinvestments.co.zaSeed Investments is a high-conviction multi-manager,delivering expertly curated DFM solutions backed by deepresearch, institutional-grade risk management and fulltransparency. Our strategic asset allocation and fund selectioncut through complexity, empowering IFAs with nimble,performance-driven solutions that enhance client outcomes.Built for advisors – driven by experts who care.Sequoia Capital Managementwww.sequoiacapital.co.zaAt Sequoia Capital Management, we help you navigate thecomplexities of investment management – delivering strategic,diversified and resilient solutions for sustainable growth.The relationship between the DFM, advisor and client is ofparamount importance in understanding the needs of the client.Our DFM service model offers portfolio management, portfolioreporting and consolidated client reporting.Southern Charter www.southerncharter.co.zaSTAR Investment Partnerswww.starip.co.zaSTAR, a hybrid, local and global DFM, partners with financialadvisors to integrate their business, advice and investment modelneeds into sustainable portfolio solutions. We’re platform andfund management style agnostic, incorporating traditional andalternative asset classes. As a hybrid DFM, we can include STARmanagedunit trusts in our portfolio offerings.STRATEGIQ Capitalwww.strategiq.co.zaSTRATEGIQ Capital is a leading independent Discretionary FundManager with offices in Cape Town and Johannesburg. With anine-year track record, we deliver innovative, research-driveninvestment solutions. Our client-focused approach, advisorcentrictools and dedication to long-term goals empowerfinancial advisors and investors to achieve optimal outcomes ina complex financial landscape.The Robert Groupwww.robertgroup.co.zaTRG Private Wealth empowers financial advisors withinnovative Discretionary Fund Management (DFM) solutionssince 2014. Our award-winning, globally scalable funds andbespoke tools save time, reduce risk and enhance clientoutcomes. Partner with us to strengthen your practice, delivertailored investment strategies and achieve long-term success ina dynamic financial landscapeWeaver Investment Managementwww.weaverinvest.co.za40
Partner with GlacierInvest to unlock infiniteinvestment opportunitiesfor your clients.As an independent discretionary fund manager, GlacierInvest draws on the full expertise and capabilities withinthe Sanlam Group to deliver a world-class portfoliomanagement and consulting value proposition.Our highly experienced investment professionals work withfinancial intermediaries to create and manage bespokeportfolios. These skilled individuals conduct robustmacroeconomic and fund manager research to informthe portfolio construction process, and provide unique,independent and objective insights to help intermediariesmake informed investment choices for their clients.Why partner with Glacier Invest?LARGEST DISCRETIONARY FUNDMANAGER IN SOUTH AFRICAHOLISTIC INVESTMENT CAPABILITYCLIENT-FOCUSEDACCESS TOINVESTMENT TECHNOLOGYWORLD-CLASSINVESTMENT CAPABILITYSIGNIFICANTOPERATIONAL CAPABILITYInvestment teamOur skill is embedded in an experienced and diverseinvestment team, renowned for their portfoliomanagement, research and portfolio constructioncapabilities, with an exceptional portfolio managementtrack record. The combined efforts of professionals fromGlacier and Sanlam Investments Multi-Manager, allow usto increase the depth and breadth of our research, toidentify truly skilful managers and unique and rewardinginvestment opportunities.Our business development managers provide holisticinvestment and operational support and insights tofinancial advisers. They are poised to partner with youto assist with the intricate processes related to portfolioconstruction, retirement income planning and discretionaryfund management for your clients.Investment philosophyWe believe that capital markets are inherently inefficientin the short term. These inefficiencies provide us withopportunities to add value through:• the selection of truly skilful managers,• the strategic combination of complementary managers,• and deliberate tactical asset allocation and riskmanagement in accordance with the overarchingstrategy.This can only be done successfully through rigorousresearch, which is fundamental to sound investmentdecisions.PURPOSEFULACTIVE MANAGEMENTUNRIVALLEDPRICING POWERPortfolio construction processGlacier Invest’s leading position in the discretionary fundmanagement space in South Africa gives us the ability tooffer unmatched investment and operational support tofinancial intermediaries.Our scale enables us to negotiate more favourable pricingwith asset managers, thereby affording our investorscost-effective access to the best managers, portfolioconstruction techniques and tactical expertise. As thelargest discretionary fund manager in terms of assets undermanagement (AUM), we are able to invest in operationalcapabilities that create practice efficiencies and investmenttechnology that empowers intermediaries to make betterinvestment decisions.Portfolio construction is guided by the client’s objectivesand preferences, including their risk/return preference. Wefollow a structured and disciplined process with a strongemphasis on rigorous manager and market research.The process focuses on both quantitative and qualitativeassessments, and fund selection is objective andindependent. We continually analyse the way managersconstruct portfolios to understand their performancedrivers in light of their management style to form clearexpectations. We seek asset managers who collectivelyfulfill specific client needs, for example capital protection,high performance or an income requirement.To learn more, visit www.glacierinvest.co.zaSolutions architectureWe provide financial intermediaries with an unrivalledand fully customisable investment proposition thatenhances the investment experience for clients. Ourphilosophy entails a deliberate focus on clients’ investmentrequirements to consciously construct portfolios that caterto the needs of various client segments.Glacier 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 Financial Services Provider FSP 845, actingas a Juristic Representative under Glacier Invest.
