FINANCIAL ADVISERS DIRECTORY 2016 - MoneyMarketing · 2020-02-28 · S ome are now of the opinion that fi nancial advisers are beginning to be replaced by robo-advisers. I wholeheartedly

F I N A N C I A L A D V I S E R SD I R E C T O R Y 2 0 1 6

Editorial Comment 4

Alternative Investments 5

~ Hedge Funds 7

Benefi ciary Funds 11

Broker Networks 13

Collective Investments 15

Compliance 21

Employee Benefi ts 22

ETF’s 27

Financial Planning Solutions 30

Fund Managers 33

Industry Bodies 42

LISPS 43

Long-term Insurance 46

Medical 49

Multi-Managers 52

Offshore 54

Private Clients 60

Short-term Insurance 61

~ Underwriting Managers 64

Technology 67

Trusts 69

Wealth Management 70

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C O N T E N T S

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EDITORIAL

EDITOR: Janice RobertsEmail: [email protected]

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3 Directory 2016

Some are now of the opinion that fi nancial advisers are beginning to be replaced by robo-advisers.

I wholeheartedly disagree.Yes, our environment has become

more digitised with the pace of the transformation speeding up in recent months. There is, however, still a need for human personalised advice and clients’ emotions need to be assessed, as well as their individual needs.

A good fi nancial adviser must not only be able to provide a viable fi nancial plan to clients: that adviser must also know how to customise the plan to his or her clients’ circumstances, taking into account how the plan will assist them in achieving their goals. Clients’ emotional responses are key and will enable advisers to make all the necessary adjustments to personalised fi nancial plans.

Pensions, investing and insurance involve emotion and dealing capably with the concerns caused by that emotion requires good, human fi nancial advice.

For example, to illustrate how indispensable they are to clients, consider how fi nancial advisers assist with guidance during life transitions. Clients may be faced with highly emotional decisions, such as whether or not to help their child with a deposit on his or her fi rst home. Some parents worry that should they assist, their child may feel that he or she has a right to the money. Refusing to assist, might make the child bitter. It is in this situation that a fi nancial adviser’s touch is invaluable, as he or she help clients to fi nd a solution that will make all parties happy.

It is also in times of serious illness and death that fi nancial advisers are able to make a valuable contribution to their clients’ lives. Having a spouse die is an emotional trauma. Yet the situation requires immediate and good decision making by the family’s fi nancial adviser. It is this type of support that no robo-adviser can give.

Janice [email protected]@MMMagza

E D I T O R ’ S N O T E

Directory 20164

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.

A L T E R N A T I V E I N V E S T M E N T S

5 Directory 2016

ALPHA WEALTH The Terraces, 25 Protea Road, Claremont, 7708 (021) 683-1354 (021) 683-1396 www.aam.co.za ASHBURTON INVESTMENTS P.O. Box 653780, Benmore, 2010 (011) 282-8800 www.ashburtoninvestments.com BLUE INK INVESTMENTS (PTY) LTD Private Bag X8, Tygervalley, 7536 (021) 950-2500 [email protected] www.blueink.co.za

CAPITAL INTERNATIONAL P.O. Box 25, Newlands, 7725 (021) 201-1070 www.capital-iom.com CAPRICORN FUND MANAGERS (PTY) LTD 32 Impala Road, Chislehurston, 2196(011) 666-0700 www.capricorncapital.com CATALYST FUND MANAGERSP.O. Box 44845, Claremont, 7735(021) 657-5500www.catalyst.co.za CORESHARES P.O. Box 78011, Sandton, 2146 (011) 459-1866 | (011) 388-2341 www.coreshares.co.za

ITRANSACT P.O. Box 4769, Randburg, 2194 0861 432 383 0867 436 959 www.itransact.co.za NEDBANK CAPITAL P.O. Box 1144, Johannesburg, 2000 (011) 294-3217 (011) 295-3217 www.nedbankcapital.co.za 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 STANLIB P.O. Box 202, Melrose Arch, 2076 (011) 448-5000 / 6000 086 727 7501 www.stanlib.com SYGNIA ASSET MANAGEMENT P.O. Box 51591, Waterfront, 8002 (021) 446-4940 (021) 446-4950 www.sygnia.co.za WORLDWIDE CAPITAL Postnet Suite 26, Private Bag X9, Benmore, 2010 (011) 685-1000 (011) 685-1018 www.worldwidecapital.com

A L T E R N A T I V E I N V E S T M E N T S A L T E R N A T I V E I N V E S T M E N T S | H E D G E F U N D S

Directory 20166

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) LTDNinth 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.

A L T E R N A T I V E I N V E S T M E N T S A L T E R N A T I V E I N V E S T M E N T S | H E D G E F U N D S

7 Directory 2016

A L T E R N A T I V E I N V E S T M E N T S | H E D G E F U N D S


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.


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.

BLUE INK INVESTMENTS (PTY) LTDPrivate Bag X8, Tygervalley, 7536 (021) 950-2500 [email protected] www.blueink.co.za BLUEALPHA INVESTMENT MANAGEMENTPostnet Suite 33, Private Bag X3, Roggebaai, 8012 (021) 409-7100 (021) 425-6560 www.bluealphafunds.com

CAPRICORN FUND MANAGERS (PTY) LTD32 Impala Road, Chislehurston, 2196(011) 666-0700 www.capricorncapital.com

27FOUR INVESTMENT MANAGERS 54 on Bath (Ground Floor), 54 Bath Avenue, Rosebank, Johannesburg, 2196 (011) 442-2464 (011) 442-2465 www.27four.com 36ONE ASSET MANAGEMENTPrivate Bag 10361, Sandton, 2146 (011) 722-7390 (011) 722-7391 www.36one.co.za ASHBURTON INVESTMENTS P.O. Box 653780, Benmore, 2010 (011) 282-8800 www.ashburtoninvestments.com


Directory 20168


CATALYST FUND MANAGERSP.O. Box 44845, Claremont, 7735(021) 657-5500www.catalyst.co.za

EDGE CAPITAL (PTY) LTDP.O. Box 4188, Tygervalley, 7536 (021) 976-1012 (021) 976-1096 www.edge.co.za INVESTMENT SOLUTIONS LTDP.O. Box 786055, Sandton, 2146 (011) 505-6000 (011) 263-1227 www.investmentsolutions.co.za LAURIUM CAPITAL (PTY) LTD Ninth Floor 90 Grayston, 90 Grayston Drive, Sandown (011) 263-7700 (011) 784-0773 www.lauriumcapital.com NOVARE INVESTMENTSP.O. Box 4742, Tygervalley, 7536 (021) 914-7730 (021) 914-7733 www.novareinvestments.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

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 SYGNIA ASSET MANAGEMENT P.O. Box 51591, Waterfront, 8002 (021) 446-4940 (021) 446-4950 www.sygnia.co.za TANTALUM CAPITAL Great Westerford, 240 Main Road, Rondebosch, Cape Town, 7700 (021) 680-6500 (021) 680-6529 www.tantalum.co.za WORLDWIDE CAPITAL Postnet Suite 26, Private Bag X9, Benmore, 2010 (011) 685-1000 (011) 685-1018 www.worldwidecapital.com


9 Directory 2016

Should a board of trustees determine that a Benefi ciary Fund is the best tool to administer the pension fund of the deceased on behalf of benefi ciaries and dependants, a key consideration when selecting a provider should be fee stru cture.

Essentially fulfi lling the role of a pension fund for minors, this money needs to be invested with the best interests of the child in mind. The main goal of a Benefi ciary Fund should therefore be capital preservation – and costs and fees are the greatest threat to this.

Accordingly, both fund returns and costs should be considered to determine the ultimate value that a benefi ciary will derive. Ideally this approach will ensure that Benefi ciary Funds will meet the basic needs of benefi ciaries, be it the payment of school fees or the purchase of books and clothing, with suffi cient funds left over for a lump sum payment when they reach the age of majority.

While there will always be a cost linked to administering any fund in this manner, trustees are tasked with ensuring fee

structures, administrative costs and other charges do not erode the value of the fund as this will materially impact the benefi t that the benefi ciaries receive. Unfortunately this is not an easy task due to the level of complexity inherent in the market. Comparing apples with apples when it comes to costs, fees and charges is virtually impossible as structures differ greatly from one provider to the next.

Some providers charge rand-based fees while others charge based on a percentage of the fund value. There are also those that use a combination of the two. Additional and hidden costs such as audit fees, statutory levies, taxes and multi-manager and asset manager fees also need to be considered.

As an example, provider one may charge an induction fee of 1% excluding VAT, and an annual administration and reporting fee, while provider two may offer the same but with a minimum fee. While this may not seem signifi cant on the surface, it is the smaller funds that get penalised most when minimum values are applied as it eats into more of the capital sum.

Delivering value: importance of fee interrogation when selecting a benefi ciary fund provider

Delivering value:

fee interrogation when selecting a fee interrogation when selecting a fee interrogation

By Jeanetta Hendricks, Business Development Manager, FedGroup

Benefi ciary funds are unique fi nancial instruments that have been established to meet a specifi c and very important function – the care, benefi t and upliftment of minors who would otherwise be left destitute following the loss of a primary breadwinner.

B E N E F I C I A R Y F U N D S B E N E F I C I A R Y F U N D S

Directory 201610

B E N E F I C I A R Y F U N D S

And with funds of between R20,000 and R100,000 making up the majority of the market, every rand saved at the inception stage can have a significant impact over time.

Additional fee structures, often hidden in the fine print, can also be found in administration costs. Where provider one includes everything in the annual admin fee, provider two may charge an annual admin fee with additional costs like bank fees charged over and above.

Dissolution fees, which can often run as high as 2% of the fund value, are also often charged when a fund is closed, further eroding what is often a recipient’s only form of financial support as they start their adult life.

As such, without the ability to easily compare fee structures before placing funds, trustees are tasked with the onerous job of interrogating fund costs and fees before selecting a provider. They therefore need the right tools to enable them to make more informed decisions in this regard.

Trustees need to, first and foremost, understand how high fee structures can erode the fund value over time by looking at the investment horizon and determining how initial, annual and other administrative fees reduce the impact that compound interest

can have on the principle sum. Trustees then need to interrogate the fee structures of the providers they are considering to ensure they understand the cost implications of their choice. They also need to ensure that the charges are fair and commensurate with the level of service offered and the returns that are delivered by the provider.

Industry regulators could greatly improve the ability of trustees to deliberate on fee structures by implementing a standardised industry measure that could help trustees compare costs, fees and charges on a like-for-like basis.

Regulatory changes to cost disclosure requirements would also deliver greater transparency in this regard to further assist in the decision-making process.

Without these tools it becomes extremely difficult for trustees to make the all-important decision of appointing a beneficiary fund provider that will ensure beneficiaries derive the greatest value, which is, ultimately, the purpose of these funds.

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.

B E N E F I C I A R Y F U N D S

11 Directory 2016

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. [email protected] www.fedgroup.co.za

ABSA TRUST P.O. Box 7735, Johannesburg, 2000 (011) 846-5015 086 753 2871 www.absa.co.za AKANI BENEFICIARY FUND (PTY) LIMITED Private Bag X36, Kempton Park, 1620 (011) 578-5333 (011) 578-5300 www.akanibenefit.co.za ALEXANDER FORBES FINANCIALSERVICES (PTY) LIMITED P.O. Box 787240, Sandton, 2146 (011) 269-0000 www.alexanderforbes.co.za

FAIRHEADS BENEFIT SERVICES P.O. Box 781066, Sandton, 2146 (011) 883-9755 [email protected] www.fairheads.com FEDGROUP 89 Bute Lane, Sandown (011) 305-2300(011) 305-2500 www.fedgroup.co.za SALA PENSION FUND Postnet Suite 512, Private Bag x9, Benmore, 2010 (011) 282-3000 www.salapensionfund.co.za SOUTHERN CHARTER WEALTH Postnet Suite 62, Private Bag X12, Tokai, 7966 (021) 700-1000 (021) 701-6145

B E N E F I C I A R Y F U N D S B R O K E R N E T W O R K S

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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 benefi ts, in one convenient place where fi nancial advisers and their clients can access and profi t 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, fi nancial advisers; collective investment schemes; life assurers; LISP’s; businesses; retirement funds; medical aids, trusts, Family Offi ces 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 benefi cial 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 [email protected]

At Selfmed our members come fi rst. 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 effi ciently. What’s more, Selfmed believes in recognising our members’ loyalty through low annual increases and constantly improving benefts. Selfmed - the obvious choice!

B E N E F I C I A R Y F U N D S B R O K E R N E T W O R K S

13 Directory 2016

B R O K E R N E T W O R K S

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.

ITRANSACT P.O. Box 4769, Randburg, 2194 0861 432 383 0867 436 959 www.itransact.co.za SEED INVESTMENTS 810 The Cliffs, Block 1, Niagara Road, Tygerfalls, Bellville, 7530 (021) 914-4966 (021) 914-4912 www.seedinvestments.co.za SELFMED MEDICAL SCHEME P.O. Box 5543, Tyger Valley, 7536 (021) 943-2300 (021) 93-2301 [email protected] SOUTHERN CHARTER WEALTHPostnet Suite 62, Private Bag X12, Tokai, 7966(021) 700-1000 (021) 701-6145 THE HOLLARD INSURANCE COMPANY LTDP.O. Box 87419, Houghton, 2041 (011) 351-5000 www.hollard.co.za

CENTRIQ INSURANCE COMPANY LTD P.O. Box 55674, Northlands, 2116 (011) 268-6490 (011) 268-6495 www.centriq.co.za FSP SOLUTIONS P.O. Box 50030, Randjesfontein, 1683 (011) 206-5004 (011) 206-5005 www.fspsolutions.com ICHOICES 296 Kent Ave, 2nd Floor, Randburg, 21940860 300 901 (011) 716-6104 www.ichoicesoutsourcing.co.za IFANET P.O. Box 87077, Houghton, 2041 (011) 484-9454 (011) 484-9469 www.ifanet.co.za IMPREXXION FOOTPRINT (PTY) LTD Postnet Suite 109, Private Bag X04, Fontainebleau, 2032 (011) 399-2600 (011) 781-8669 www.imprexxion.com

C O L L E C T I V E I N V E S T M E N T S

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B R O K E R N E T W O R K S

CORONATION FUND MANAGERS P.O. Box 44684, Claremont, 7735 Seventh Floor, Montclare Place, Cnr Campground and Main Roads, Claremont, 7798(021) 680-2000 [email protected] 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) 305-2500www.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. [email protected]

HOLLARD INVESTMENT MANAGERS (PTY) LTD P.O. Box 87428, Houghton, 2041 0860 202 202 www.hollard.co.za



15 Directory 2016


INVESTEC ASSET MANAGEMENT P.O. Box 1655, Cape Town, 8000 0860 500 900 www.investecassetmanagement.com

Investec Asset Management is a global investment management fi rm 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 fi rm seeks to create a profi table 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 fi rm.* As at 31 March 2016

ITRANSACTP.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 benefi ts, in one convenient place where fi nancial advisers and their clients can access and profi t 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.


Directory 201616


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 refl ected in our historical performance. Our funds are available on various platforms, visit our website for more info.


Seed manages local and global investments for amongst others, fi nancial advisers; collective investment schemes; life assurers; LISP’s; businesses; retirement funds; medical aids, trusts, Family Offi ces 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 benefi cial partnership model practicing the mastermind principle to achieve the best outcome for our investors.

17 Directory 2016

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 diffi cult 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 Private Bag 10361, Sandton, 2146(011) 722-7390 (011) 722-7391 www.36one.co.za ABSA FUND MANAGERS P.O. Box 6115, Johannesburg, 2000 (011) 480-5000 (011) 480-5481 www.absa.co.za

AEON INVESTMENT MANAGEMENTP.O. Box 24020, Claremont, 7735(021) 697-5299www.aeonim.co.za AFRICA COLLECTIVE INVESTMENTS54 on Bath (First Floor), 54 Bath Avenue,Rosebank, Johannesburg (011) 880-4710 www.africaci.com ANALYTICS P.O. Box 411939, Craighall, 2024 (011) 463-9654 (011) 463-8279 www.analytics.co.za ASHBURTON INVESTMENTS P.O. Box 653780, Benmore, 2010 (011) 282-8800 www.ashburtoninvestments.com

BRENTHURST WEALTH MANAGEMENT (PTY ) LTDP.O. Box 10150, Fourways East, 2055 (011) 799-8100 (011) 799-8029 www.brenthurstwealth.co.za

CAPITAL INTERNATIONAL P.O. Box 25, Newlands, 7725 (021) 201-1070 www.capital-iom.com

CAPSTONE P.O. Box 6098, Weltevreden Park, 1715 (011) 447-0062 086 608 5761 www.cstone.co.za

CATALYST FUND MANAGERSP.O. Box 44845, Claremont, 7735(021) 657-5500www.catalyst.co.za CORESHARES P.O. Box 78011, Sandton, 2146(011) 459-1866 (011) 388-2341 www.coreshares.co.za CORONATION FUND MANAGERS P.O. Box 44684, Claremont, 7708(021) 680-2000 [email protected] www.coronation.co.za

C O L L E C T I V E I N V E S T M E N T S C O L L E C T I V E I N V E S T M E N T S

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ELEMENT INVESTMENT MANAGERS P.O. Box 13, Cape Town, 8000(021) 426-1313 | (021) 426-0999 www.elementim.co.za FEDGROUP 89 Bute Lane, Sandown (011) 305-2300 | (011) 305-2500 www.fedgroup.co.za FLAGSHIP ASSET MANAGEMENT (PTY) LTDPrivate Bag X21, Constantia, 7848 (021) 794-3140 | (021) 794-3135 www.flagshipsa.com

FOORD ASSET MANAGEMENT P.O. Box 135, Howard Place, 7450 (021) 532-6988 | (021) 532-6999 www.foord.co.za GLACIER BY SANLAM Private Bag X5, Tyger Valley, 7536 (021) 917-9002 / 0860 GLA ENG (021) 917-9000 / 0860 GLA AFR (021) 947-9210 www.glacier.co.za GRINDROD ASSET MANAGEMENT P.O. Box 78011, Sandton, 2194(011) 459-1860 | (011) 388-2341 www.grindrodam.co.za HOLLARD INVESTMENT MANAGERS (PTY LTD P.O. Box 87428, Houghton, 2041 0860 202 202 www.hollard.co.za IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116 (011) 550-6196 | (011) 550-6194 www.imara.co INTEGRAL ASSET MANAGEMENT (PTY) LTD P.O. Box 1601, Parklands, 2121087 985 0300 086 206 0087 www.integralasset.co.za

INTEGRAL WEALTH MANAGEMENT (PTY) LTD P.O. Box 1601, Parklands, 2121087 985 0300 086 206 0087 www.integralwealth.co.za INVESTEC ASSET MANAGEMENT P.O. Box 1655, Cape Town, 80000860 500 900 www.investecassetmanagement.com INVESTMENT SOLUTIONS LIMITED P.O. Box 786055, Sandton, 2146 (011) 505-6000 (011) 263-1227 www.investmentsolutions.co.za ITRANSACT P.O. Box 4769, Randburg, 2194 0861 432 383 0867 436 959 www.itransact.co.za JM BUSHA INVESTMENT GROUP P.O. Box 31250, Braamfontein, 2017 (011) 325-2027 (011) 325-2047 www.jmbusha.co.za LAURIUM CAPITAL (PTY) LTD Ninth Floor 90 Grayston, 90 Grayston Drive, Sandown (011) 263-7700 (011) 784-0773 www.lauriumcapital.com MARRIOTT ASSET MANAGEMENT P.O. Box 2099, Hillcrest, 3650 (031) 765-0700 (031) 765-0790 www.marriott.co.za MITONOPTIMAL MULTI ASSET MANAGEMENT 2nd Floor, Dean Street Arcade, Dean Street, Newlands, 7701 (021) 689-3579 (021) 685-6944 www.mitonoptimal.com


19 Directory 2016

NEDGROUP INVESTMENTS P.O. Box 1510, Cape Town, 8000 0860 123 263 0861 119 733 www.nedgroupinvestments.co.za NOVARE CAPITAL P.O. Box 4742, Tygervalley, 7536 (021) 914-7730 (021) 914-7733 www.novare.com PPS INVESTMENTS P.O. Box 44507, Claremont, 7735 0860 468 777 (0860 INV PPS)(021) 680-3680 www.ppsinvestments.co.za

PRUDENTIAL INVESTMENT MANAGERS7th Floor Protea Place, 40 Dreyer Street,Claremont, 77350860 105 775 (021) 683-7156 www.prudential.co.za PSG ASSET MANAGEMENT (PTY) LTDPrivate Bag X3, Constantia, 7848 (021) 799-8000 (021) 799-8181 www.psgam.co.za PSG KONSULT HEAD OFFICEBuilding A, Pro Sano Park South Gate, Carl Cronje Drive, Tyger Waterfront, Tyger Valley, Bellville, 750 (021) 915-4160 www.psg.co.za REGARDING CAPITAL MANAGEMENT (PTY) LTD P.O. Box 45040, Claremont, 7735 (021) 657-3440 (021) 674-1085 www.recm.co.za REZCO ASSET MANAGEMENT Unit 33, 4th Floor, Katherine & West Building, 114 West Street, Sandton, Johannesburg, 2196 0861 739 468 www.rezco.co.za

RMI SPECIALIST MANAGERS P.O. Box 786273, Sandton, 2146 (021) 446 9426 (011) 282 4210 www.rmih.co.za SANLAM COLLECTIVE INVESTMENTS 2nd Strand Road, Bellville, 7530 0860 100 266 (021) 916 1800 www.sanlamunittrusts.co.za SANLAM INVESTMENTS Private Bag X8, Tygervalley, 7536 (021) 950-2500 www.sanlaminvestments.com SARASIN FUNDS MANAGEMENT (IRELAND) LTD George’s Court, 54-62 Townsend Street, Dublin 2, Ireland + 353 1 434 5111 + 353 1 434 5264 www.sarasin.co.uk SASFIN FINANCIAL ADVISORY SERVICESP.O. Box 95104, Grant Park, 2051 (011) 809-7500 | (011) 809-7794 www.sasfin.com SEED INVESTMENTS 810 The Cliffs, Block 1, Niagara Road, Tygerfalls, Bellville, 7530 (021) 914-4966 | (021) 914-4912 www.seedinvestments.co.za SEI INVESTMENTS (SOUTH AFRICA) LTDPostnet Suite 426, Private Bag X1, Melrose Arch, 2076 (011) 994-4200 (011) 684-2159 www.seic.com SENTIO CAPITAL MANAGEMENT (PTY) LTD3rd Floor Global House, 28 Sturdee Avenue, Crn Jellicoe Ave, Rosebank, South Africa, 2196 (011) 880-1994 (011) 447-8818 www.sentio-capital.com

C O L L E C T I V E I N V E S T M E N T S C O L L E C T I V E I N V E S T M E N T S

C O M P L I A N C E

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SOUTHERN CHARTER WEALTHPostnet Suite 62, Private Bag X12, Tokai, 7966 (021) 700-1000 (021) 701-6145 STANLIBP.O. Box 202, Melrose Arch, 2076 (011) 448-5000 / 6000 086 727 7501 www.stanlib.com SYGNIA ASSET MANAGEMENT P.O. Box 51591, Waterfront, 8002 (021) 446-4940 (021) 446-4950 www.sygnia.co.za

TANTALUM CAPITAL Great Westerford, 240 Main Road, Rondebosch, Cape Town, 7700(021) 680-6500 (021) 680-6529 www.tantalum.co.za THIRD CIRCLE ASSET MANAGEMENT (PTY) LITD P.O. Box 50371, Wierda Park, 0149 086 111 4560 (012) 345-5629 www.thirdcircle.co.za


C O M P L I A N C E COMPLI-SERVE (SA) (PTY) LIMITED P.O. Box 2358, Clareinch, 7740 0861 273 783 (CSERVE) [email protected] 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 SOFTWARE SIMPLER BY DESIGN Postnet Suite 202, Private Bag X10, Elarduspark, 0047 0861 289 675 (012) 345-6290 www.atwork.co.za COMPLI-SERVE (SA) (PTY) LIMITED P.O. Box 2358, Clareinch, 7740 0861 273 783 (CSERVE) [email protected] www.compliserve.co.za

COMPLIANCE CONSULTING 71 Lurgan Road, Parkview, 2193 (011) 486-0729 | (011) 646-1587 www.complianceconsulting.co.za COMPLIANCE INSTITUTE OF SOUTH AFRICAP.O. Box 72335, Parkview, 2122 (011) 642-7974 | 086 508 3831www.compliancesa.com CRUX CONSULTING P.O. Box 2762, Sunninghill, 2157 (011) 234-4991 | 086 504 0010 www.cruxconsulting.co.za

21 Directory 2016

FINANCIAL PLANNING INSTITUTE OF SOUTHERN AFRICA (FPI) P.O. Box 6493, Weltevredenpark, 1715 086 1000 FPI (374) 086 634 7987 www.fpi.co.za ISS COMPLIANCE P.O. Box 940, Houghton, 2041 0861 COMPLY (266759) 086 504 4119 www.isssa.co.za LOGIKAL CONSULTING SBV House, Cnr 11th Avenue & 8th Street, Houghton Estate (011) 100-0651 | (011) 100-0658 www.logikalconsulting.com

MASTHEAD (PTY) LIMITED1st Floor, Park Terraces, Mowbray Golf Park (off Raapenburg Rd), Mowbray, Cape Town, 7700 (021) 686-3588 | (021) 686-3589 www.masthead.co.za

MOONSTONE COMPLIANCE P.O. Box 12662, Die Boord, Stellenbosch, 7613 (021) 883 8000 www.moonstone.co.za/services/compliance-risk-management/

C O M P L I A N C E

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. [email protected] www.fedgroup.co.za

NATIONAL COMPLIANCE COMPANYP.O. Box 6869, Zimbali, 4418(032) 946-2921(032) 946-2225 www.nationalcompliance.co.za ORACLE COMPLIANCE P.O. Box 413163, Craighall, 2024 (011) 325-4908 www.oraclecompliance.com SIMEKA CONSULTANTS & ACTUARIESP.O. Box 350, Sanlamhof, 7532(021) 912-3300 | (021) 912-3341 www.simekaconsult.co.za SOUTHERN CHARTER WEALTHPostnet Suite 62, Private Bag X12, Tokai, 7966 (021) 700-1000 (021) 701-6145

TRUSTCO FINANCIAL SERVICES P.O. Box 6984, Johannesburg, 2000 (011) 644-6500 (011) 644-6789 www.trustcofs.com

E M P L O Y E E B E N E F I T S

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C O M P L I A N C E

23 Directory 2016

The Advantage of Knowing

An 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.

HOLLARD LIFE ASSURANCE COMPANY LTD P.O. Box 87428, Houghton, 2041 (011) 351-5000 www.hollard.co.za


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.


Directory 201624

25 Directory 2016

We’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.co.za FedGroupFedGroup Life Ltd (Reg. No. 2007/018003/06)

An authorised financial services provider. FAIS No. 40607



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 P.O. Box 4167, Fourways, 2055 (011) 244-9000 (011) 467-8481 www.absa.co.za ALEXANDER FORBES FINANCIAL SERVICES (PTY) LTD P.O. Box 787240, Sandton, 2146 (011) 269-0000 www.alexanderforbes.co.za

AON SOUTH AFRICA (PTY) LTDP.O. Box 1874, Parklands, 2121 (011) 944-7000 (011) 944-8000 www.aon.co.za BRENTHURST WEALTH MANAGEMENT (PTY ) LTDP.O. Box 10150, Fourways East, 2055(011) 799-8100 (011) 799-8029 www.brenthurstwealth.co.za


GTC (PTY) LTD P.O. Box 55118, Illovo, 2116 (010) 597-6800 (010) 597-6801 www.gtc.co.za

GUARDRISK P.O. Box 786015, Sandton, 2146(011) 669-1000www.guardrisk.co.za

HOLLARD LIFE ASSURANCE COMPANY LTDP.O. Box 87428, Houghton, 2041 (011) 351-5000 www.hollard.co.za IMPREXXION FOOTPRINT (PTY) LTDPostnet Suite 109, Private Bag X04, Fontainebleau, 2032 (011) 399-2600 (011) 781-8669 www.imprexxion.com LIBERTY CORPORATE No 1 Ameshoff Street, Braamfontein, Johannesburg (011) 408-2000 www.libertycorporate.co.za NBC HOLDINGS (PTY) LTD P.O. Box 32528, Braamfontein, 2017 (010) 206-0000 | 086 688 5566 www.nbc.co.za NEDGROUP INVESTMENTS P.O. Box 1510, Cape Town, 8000 0860 123 263 | 0861 119 733 www.nedgroupinvestments.co.za NOVARE ACTUARIES & CONSULTANTSP.O. Box 4742, Tygervalley, 7536 (021) 914-7730 | (021) 914-7733 www.novare.com

Directory 201626

PSG KONSULT CORPORATE 2 Trident Office Park, Niblick Way, Somerset West, 7130 (021) 852-1138 (021) 852-1190 www.psgkcorporate.co.za RISCURA SOLUTIONS (PTY) LTDP.O. Box 23983, Claremont, 7735 (021) 673-6999 (021) 673-6998 www.riscura.com RISK BENEFIT SOLUTIONSP.O. Box 449, Cape Town, 8000(021) 443-4400 (021) 443-4444 www.rbs.co.za SANLAM EMPLOYEE BENEFITSP.O. Box 1, Sanlamhof, 7532 (021) 947-1341 (021) 947-6338 www.sanlam.co.za SASFIN BANK LTDP.O. Box 95104, Grant Park, 2051 (011) 809-7500 (011) 887-2489 www.sasfin.com

SEED INVESTMENTS810 The Cliffs, Block 1, Niagara Road, Tygerfalls, Bellville, 7530 (021) 914-4966 (021) 914-4912 www.seedinvestments.co.za SIMEKA CONSULTANTS & ACTUARIES P.O. Box 350, Sanlamhof, 7532(021) 912-3300 (021) 912-3341 www.simekaconsult.co.za SOUTHERN CHARTER WEALTHPostnet Suite 62, Private Bag X12, Tokai, 7966(021) 700-1000 (021) 701-6145 SYGNIA ASSET MANAGEMENTP.O. Box 51591, Waterfront, 8002 (021) 446-4940 (021) 446-4950 www.sygnia.co.za WORKERS RETIREMENT FUND54 on Bath (First Floor), 54 Bath Avenue, Rosebank, Johannesburg (011) 880-4710 www.workersretirementfund.com

ETFSA P.O. Box 36, Cresta, Johannesburg, 2118(011) 274-6170086 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


E T F ’ S

27 Directory 2016

ASHBURTON INVESTMENTS P.O. Box 653780, Benmore, 2010(011) 282-8800 www.ashburtoninvestments.com CAPITAL INTERNATIONAL P.O. Box 25, Newlands, 7725 (021) 201-1070 www.capital-iom.com CORESHARES P.O. Box 78011, Sandton, 2146 (011) 459-1866 (011) 388-2341 www.coreshares.co.za DB X-TRACKERS Private Bag X9933, Sandton, 2146 (011) 775-7000 (011) 775-7701 www.dbxtrackers.co.za

ETFSA P.O. Box 36, Cresta, Johannesburg, 2118(011) 274-6170 | 086 692 4543 www.etfsa.co.za ITRANSACT P.O. Box 4769, Randburg, 2194 0861 432 383 0867 436 959 www.itransact.co.za NEDBANK CAPITAL P.O. Box 1144, Johannesburg, 2000 (011) 294-3217 (011) 295-3217 www.nedbankcapital.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 productsItransact distributes products from Satrix, Investec, db x-trackers, RMB, Stanlib, Absa Capital, Grindrod Bank, Nedbank, Societe Generale, BNP Paribas and Barclays



E T F ’ S

Directory 201628

PSG KONSULT HEAD OFFICEBuilding A, Pro Sano Park South Gate, Carl Cronje Drive, Tyger Waterfront, Tyger Valley, Bellville, 750 (021) 915-4160 www.psg.co.za SANLAM INVESTMENTS Private Bag X8, Tygervalley, 7536(021) 950-2500 www.sanlaminvestments.com SATRIX MANAGERS (RF) (PTY) LTDP.O. Box 653477, Benmore, 20100861 100 670 www.satrix.co.za

SEED INVESTMENTS 810 The Cliffs, Block 1,Niagara Road, Tygerfalls, Bellville, 7530 (021) 914-4966 (021) 914-4912 www.seedinvestments.co.za

E T F ’ S

29 Directory 2016

Itransact retirement annuity – key benefits for your clients

Affordable: Invest by debit order for as li�le as R300 per month or with a once-off R5000

Tax Efficient: No income tax, capital gains tax, or dividend - withholding tax that diminishes

retirement savings

Penalty Free: Able to transfer to another fund and stop or start premiums at any time

Transparent Costs: No layering of administration costs, or hidden fees to undermine retirement income

No Complexity: Invest in simple, low-cost, risk-appropriate Exchange Traded Fund portfolios

Strict Governance: Regulation 28 of the Pension Funds Act 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

F I N A N C I A L P L A N N I N G S O L U T I O N S

DEVERE INVESTMENTS SOUTH AFRICA (PTY) LTD 1st Floor Offi ce Premises, Crystal Towers,Century Boulevard, Century City, Cape Town, 7441 (021) 831-0900 | [email protected] www.devere-group.com

deVere Acuma (Pty) Limited, part of deVere group, is one of the world’s largest independent fi nancial 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) LTDP.O. Box 87428, Houghton, 2041 0860 202 202 www.hollard.co.za


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 specifi cally 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 fi nancial 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 fi ts 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.

Directory 201630

F I N A N C I A L P L A N N I N G S O L U T I O N S SEED INVESTMENTS 810 The Cliffs, Block 1, Niagara Road, Tygerfalls, Bellville, 7530 (021) 914-4966 (021) 914-4912 www.seedinvestments.co.za


ALEXANDER FORBES FINANCIAL SERVICES (PTY) LTD P.O. Box 787240, Sandton, 2146 (011) 269-0000 www.alexanderforbes.co.za ALLEGIANCE CONSULTING(PTY) LTD Postnet Suite 231, Private Bag X25723, Monument Park, 0105 (012) 360-0040 (012) 347-0354 www.allegiance.co.za ATWORK INTERNET SOFTWARE SIMPLER BY DESIGN Postnet Suite 202, Private Bag X10, Elarduspark, 0047 0861 289 675 (012) 345-6290 www.atwork.co.za BRENTHURST WEALTH P.O. Box 10150, Fourways, 2055(011) 799-8100 (011) 799-8101 www.brenthurstwealth.co.za CAPSTONE P.O. Box 6098, Weltevreden Park, 1715 (011) 447-0062 086 608 5761 www.cstone.co.za

CITADEL INVESTMENT SERVICES LTD P.O. Box 650777, Benmore, 2010 (011) 722-7600 www.citadel.co.za DEVERE INVESTMENTS SOUTH AFRICA (PTY) LTD1st Floor Office Premises, Crystal Towers, Century Boulevard, Century City, Cape Town, 7441 (021) 831-0900 [email protected] GRAVITON FINANCIAL PARTNERS (PTY) LTDThe Oval, Kildare House, 1 Oakdale Road, Newlands, 7700 (021) [email protected] www.gravitonfp.com GTC (PTY) LTD P.O. Box 55118, Illovo, 2116 (010) 597-6800 (010) 597-6801 www.gtc.co.za HEIN KRIGER INTERNASIONALE FONDSBESTUUR (PTY) LTD P.O. Box 72260, Parkview, 2122(011) 726-7700 (011) 219-7111 www.krugerinternasionaal.co.za

31 Directory 2016


HOLLARD INVESTMENT MANAGERS (PTY) LTDP.O. Box 87428, Houghton, 20410860 202 202 www.hollard.co.za IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116 (011) 550-6196 (011) 550-6194 www.imara.co

INTEGRAL WEALTH MANAGEMENT (PTY) LTD P.O. Box 1601, Parklands, 2121087 985 0300 086 206 0087 www.integralwealth.co.za

INVESTEC BANK LTD P.O. Box 785700, Sandton, 2146 (011) 286-7000 www.investec.com INVESTMENT SOLUTIONS LTD P.O. Box 786055, Sandton, 2146(011) 505-6000 (011) 263-1227 www.investmentsolutions.co.za IRESS WEALTH MANAGEMENT (PTY) LTDP.O. Box 526, Westville, 3630 (031) 203-7600 086 514 6546 www.iress.co.za MASTHEAD FINANCIAL PLANNINGP.O. Box 765, Howard Place, 74500861 737 858 086 242 4646 www.mastheadfp.co.za

MI-PLAN™ | RETIREMENT PARTNERS3rd floor Letterstedt House, Newlands on Main, Newlands 7700 (021) 671-1650 www.mi-plan.co.za

MOMENTUMP.O. Box 7400, Pretoria, 0046 (012) 673-7858 (012) 671-8313 www.momentum.co.za

NEDGROUP LIFEP.O. Box 149175, East End, 4018(031) 536-5000 (031) 536-5327 www.nedgrouplife.co.za OLD MUTUAL WEALTHP.O. Box 207, Cape Town (021) 524 4400 (021) 441 1060 www.omwealth.co.za PIONEER WEALTH MANAGERS54 on Bath (First Floor), 54 Bath Avenue, Rosebank, Johannesburg, 2196 (011) 880-4710 www.pioneer.co.za PPS INVESTMENTSP.O. Box 44507, Claremont, 77350860 468 777 (0860 INV PPS) (021) 680-3680 www.ppsinvestments.co.za

PRIVATE CLIENT HOLDINGS P.O. Box 24033, Claremont, 773(021) 671-1220 (021) 671-1149 www.privateclient.co.za PROFIDA - COMPUTER SCIENCESOFTWARE (PTY) LTD P.O. Box 1174, Durbanville, 7551 (021) 975-0215 (021) 975-5594 www.profida.co.za PSG KONSULT CORPORATE2 Trident Office Park, Niblick Way, Somerset West, 7130 (021) 852-1138 (021) 852-1190 www.psgkcorporate.co.za

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RISK BENEFIT SOLUTIONP.O. Box 449, Cape Town, 8000 (021) 443-4400(021) 443-4444 www.rbs.co.za 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 SIMEKA CONSULTANTS & ACTUARIES P.O. Box 350, Sanlamhof, 7532(021) 912-3300 (021) 912-3341 www.simekaconsult.co.za

SOUTHERN CHARTER WEALTHPostnet Suite 62, Private Bag X12, Tokai, 7966(021) 700-1000 (021) 701-6145 WARWICK WEALTH (PTY) LTD P.O. Box 816, Constantia, 7848(021) 795-5199 086 726 4359 www.warwickwealth.com WEALTH ASSOCIATES SOUTH AFRICA (PTY) LTD P.O. Box 412636, Craighall, 2024(011) 807-6182 (011) 807-7796 www.wealthassociates.co.za

ALUWANI CAPITAL PARTNERS (PTY) LTDEPPF Office Park, 24 Georgian Crescent East, Bryanston East, Johannesburg, 2052 021 204 3800 www.aluwanicapital.co.za

ALUWANI Capital Partners is an independent owner-managed investment management business, registered with the Financial Services Board (FSB) and is an approved investment manager in terms of the Financial Advisory and Intermediary Services Act (FAIS). Our core offering is investment management with research and product capabilities across all asset classes. With over 20 years of investment management experience, we manage approximately R67 billion, on behalf of institutional clients, which includes Retirement Funds, Medical Schemes, Treasuries, State-Owned, Enterprises, Corporates and Insurers. ALUWANI, meaning “to prosper or to grow”, was created to play a transformational role within South Africa, while positively contributing towards the prosperity of all our stakeholders, including clients, staff, shareholders and communities.

F U N D M A N A G E R S

33 Directory 2016

ARGON ASSET MANAGEMENT P.O. 23254 Claremont, 7735 021 670 6591 www.argonassetmanagement.co.za Argon Asset Management is an independent, owner-managed fi rm that provides investment management services to both institutional and retail clients. Over a period of 11 years of active investment management, we have grown assets under management organically from zero to R30 billion (end May 2016). Through our active research-based fundamental investment process, our award-winning funds have consistently delivered excellent performance, thereby creating sustainable long-term wealth for our clients. Our global offering is through our exclusive partnership with Schroders Investment Management for Southern Africa institutional investors.

BAYHILL CAPITAL P.O. Box 651969, Benmore, 2196 (011) 722-7620 www.bayhillcapital.co.za BayHill Capital specializes in building local and global custom-built private client share portfolios in partnership with fi nancial planners. The shares are held in the client’s name and share selection is done on a highly personalised level. Our services are ideal for investors who are looking for a more hands-on approach around the investment decisions relating to the shares in their portfolios, as opposed to buying a fund.

CAPRICORN FUND MANAGERS (PTY) LTD32 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 offi ces 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.


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CORONATION FUND MANAGERS P.O. Box 44684, Claremont, 7735 Seventh Floor, Montclare Place, Cnr Campground and Main Roads, Claremont, 7798 (021) 680-2000 [email protected] 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. INVESTEC ASSET MANAGEMENT P.O. Box 1655, Cape Town, 8000 0860 500 900 www.investecassetmanagement.com


The fi rm seeks to create a profi table 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 fi rm.*As at 31 March 2016

PERPETUA INVESTMENT MANAGERS (PTY) LTDP.O. Box 44367, Claremont, 7735(021) 674-4274 (021) 674-4599 www.perpetua.co.za

Perpetua Investment Managers is an owner-managed, South African investment fi rm. Perpetua was formed in 2012 by co-founders Delphine Govender and Logan Govender, after Delphine left Allan Gray Limited, where she had spent 11 years and held the position of portfolio manager and executive director. Perpetua is a team of 17 people, currently managing over R5bn across equity and multi-asset class mandates. Perpetua believes in authentic active investment management with an unequivocal value-oriented investment approach.

35 Directory 2016


MAZI ASSET MANAGEMENT P.O. Box 784583, Sandton, 21464th Floor, North Wing, 90 Rivonia Road, Sandton(010) 001-8300 (010) 001-8600 www.mazi.co.za

Mazi is an independent and owner managed boutique investment management business that was founded in 2006 by Malungelo Zilimbola. We manage in excess of R35 billion on behalf of both institutional and retail clients. Our niche product offering spans from equities to multi-asset class and hedge fund portfolios. The Mazi funds have won various performance based industry awards, with the latest being the Raging Bull Awards for the Best Equity Fund on a Risk Adjusted Basis and the Morning Star Award for the Best Equity Fund in SA (2015).

PRESCIENT INVESTMENT MANAGEMENT (PTY) LTD Prescient House, Westlake Business Park, Otto Close, Westlake 7945 (021) 700-3600 (021) 700-3700 www.prescient.co.za

Prescient Investment Management is an independent investment management company specialising in the portfolio and risk management of institutional, pension, provident fund and retail assets.

Our core investment philosophy is centred around capital preservation and the management of downside risk. Our objective is to perform in line with the relevant benchmarks on the upside while focusing on strategies to protect the fund against downside volatility i.e. limiting the losses that any downward movements in the market may have on the portfolio.



Directory 201636


36ONE ASSET MANAGEMENT Private Bag 10361, Sandton, 2146 (011) 722-7390(011) 722-7391 www.36one.co.za ABSA FUND MANAGERS P.O. Box 6115, Johannesburg, 2000 (011) 480-5000 | (011) 480-5481 www.absa.co.za

AEON INVESTMENT MANAGEMENTP.O. Box 24020, Claremont, 7735(021) 697-5299www.aeonim.co.za AFENA CAPITAL P.O. Box 23883, Claremont, 7735 (021) 657-6240 | (021) 671-4658www.afenacapital.com ALLAN GRAY PROPRIETARY LTD P.O. Box 581318, V&A Waterfront, 8002 (021) 415-2300 | (021) 415-2400 www.allangray.co.za ALUWANI CAPITAL PARTNERS (PTY) LTDEPPF Offi ce Park, 24 Georgian Crescent East, Bryanston East, Johannesburg, 2052 021 204 3800 www.aluwanicapital.co.za ARGON ASSET MANAGEMENT P.O. Box 23254, Claremont, 7735 (021) 670-6591 www.argonassetmanagement.co.za

ASHBURTON INVESTMENTS P.O. Box 653780, Benmore, 2010 (011) 282-8800www.ashburtoninvestments.com BAYHILL CAPITAL P.O. Box 651969, Benmore, 2196 (011) 722-7620 www.bayhillcapital.co.za BLUEALPHA INVESTMENT MANAGEMENT Postnet Suite 33, Private Bag X3, Roggebaai, 8012 (021) 409-7100 | (021) 425-6560 www.bluealphafunds.com CADIZ ASSET MANAGEMENT P O Box 44547, Claremont, 7735 (021) 670-4600 | 0861 022 349 www.cadiz.co.za CAPITAL INTERNATIONAL P.O. Box 25, Newlands, 7725 (021) 201-1070 www.capital-iom.com CAPRICORN FUND MANAGERS (PTY) LTD32 Impala Road, Chislehurston, 2196(011) 666-0700www.capricorncapital.com CAPSTONE P.O. Box 6098, Weltevreden Park, 1715 (011) 447-0062 086 608 5761 www.cstone.co.za

SENTIO CAPITAL MANAGEMENT (PTY) LTD3rd 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 diffi cult 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.

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CENTAUR ASSET MANAGEMENT (PTY) LTDP.O. Box 35, Newlands, 7725 (021) 685-2408/9 086 600 1036www.centaur.co.za COLOURFIELD LIABILITYSOLUTIONS (PTY) LTDUnit 16b, 3 Melrose Boulevard, Melrose Arch, Johannesburg 0861 007 656 www.colourfield.co.za CORONATION FUND MANAGERS P.O. Box 44684, Claremont, 7708(021) 680-2000 [email protected] www.coronation.co.za ELEMENT INVESTMENT MANAGERS P.O. Box 13, Cape Town, 8000(021) 426-1313 (021) 426-0999 www.elementim.co.za EMPEROR ASSET MANAGEMENTPostnet Suite 247, Private Bag X1, Melrose Arch, 2076 087 940 6121 086 605 0824 www.emperor.co.za FLAGSHIP ASSET MANAGEMENT (PTY) LTDPrivate Bag X21, Constantia, 7848 (021) 794-3140 | (021) 794-3135 www.flagshipsa.com

FOORD ASSET MANAGEMENT P.O. Box 135, Howard Place, 7450 (021) 532-6988 | (021) 532-6999 www.foord.co.za FUTUREGROWTH ASSET MANAGEMENTPrivate Bag X6, Newlands, 7725(021) 659-5300 | (021) 659-5333 www.futuregrowth.co.za

GRINDROD ASSET MANAGEMENT P.O. Box 78011, Sandton, 2194(011) 459-1860 (011) 388-2341 www.grindrodam.co.za GRYPHON ASSET MANAGEMENT (PTY) LTDPrivate Bag X20, Tygervalley, 7536 (021) 915-5100 | (021) 915-5111 www.gryphon.com GTC (PTY) LTD P.O. Box 55118, Illovo, 2116 (010) 597-6800 | (010) 597-6801 www.gtc.co.za HEIN KRIGER INTERNASIONALEFONDSBESTUUR (PTY) LTD P.O. Box 72260, Parkview, 2122(011) 726-7700 (011) 219-7111 www.krugerinternasionaal.co.za HUYSAMER CAPITAL INVESTMENTS P.O. Box 98663, Sloanpark, 2152(011) 958-0005 086 552 5278 www.huysamersa.com IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116 (011) 550-6196 (011) 550-6194 www.imara.co INTEGRAL ASSET MANAGEMENT (PTY) LTDP.O. Box 1601, Parklands, 2121087 985 0300 086 206 0087 www.integralasset.co.za INVESTEC ASSET MANAGEMENT P.O. Box 1655, Cape Town, 8000 0860 500 900 www.investecassetmanagement.com JM BUSHA INVESTMENT GROUP P.O. Box 31250, Braamfontein, 2017 (011) 325-2027 (011) 325-2047 www.jmbusha.co.za

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Easy money. What’s that?

No doubt you’ve made some sacrifi ces for work. Chances are you’ve pulled all-nighters, missed family dinners, perhaps even given up the odd public holiday. You work hard for your money. If you’re thinking of investing, visit becauseitsyourmoney.com

Coronation is an authorised fi nancial services provider and approved manager of collective investment schemes. Trust is Earned™.


KAGISO ASSET MANAGEMENT P.O. Box 1016, Cape Town, 8000 (021) 673-6300 086 675 8501 www.kagisoam.com MARRIOTT ASSET MANAGEMENT P.O. Box 2099, Hillcrest, 3650 (031) 765-0700 | (031) 765-0790 www.marriott.co.za MAZI ASSET MANAGEMENT P.O. Box 784583, Sandton, 2146 (010) 001-8300 | (010) 001-8600 www.mazi.co.za MERGENCE INVESTMENT MANAGERS6th Floor, The Equinox, Cnr Milton & Main Road, Sea Point, 8005 (021) 433-2960 | (021) 433-0675 www.mergence.co.za

MITONOPTIMAL MULTI ASSETMANAGEMENT 2nd Floor, Dean Street Arcade, Dean Street, Newlands, 7701 (021) 689-3579 | (021) 685-6944 www.mitonoptimal.com

MOMENTUM ASSET MANAGEMENTPrivate Bag 9959, Sandton, 2146 (011) 505-1075 www.momentum.co.za/assetmanagement OBSIDIAN CAPITAL P.O. Box 413407, Craighall, 2024 (011) 219-6328 (011) 268-5251www.obsidiancapital.co.za PAN-AFRICA ASSET MANAGEMENT (PTY) LTDPrivate Bag X9962, Sandton, 2146 (011) 463-0300 | (011) 463-0299 www.pam-asset.co.za PEREGRINE HOLDINGS P.O. Box 650361, Benmore, 2010 (011) 722-7400 (011) 722-7410 www.peregrine.co.za

PERPETUA INVESTMENT MANAGERS (PTY) LTD P.O. Box 44367, Claremont, 7735(021) 674-4274 (021) 674-4599 www.perpetua.co.za PPS INVESTMENTS P.O. Box 44507, Claremont, 7735 0860 468 777 (0860 INV PPS)(021) 680-3680 www.ppsinvestments.co.za

PRESCIENT INVESTMENT MANAGEMENT (PTY) LTD Prescient House, Westlake Business Park, Otto Close, Westlake 7945 (021) 700-3600 | (021) 700-3700 www.prescient.co.za PRIVATE CLIENT HOLDINGS P.O. Box 24033, Claremont, 7735 (021) 671-1220 (021) 671-1149 www.privateclient.co.za

PRUDENTIAL INVESTMENT MANAGERS7th Floor Protea Place, 40 Dreyer Street, Claremont, 7735 0860 105 775 (021) 683-7156 www.prudential.co.za PSG KONSULT HEAD OFFICEBuilding A, Pro Sano Park South Gate, Carl Cronje Drive, Tyger Waterfront, Tyger Valley, Bellville, 750 (021) 915-4160 www.psg.co.za

REGARDING CAPITALMANAGEMENT (PTY) LTDP.O. Box 45040, Claremont, 7735(021) 657-3440(021) 674-1085 www.recm.co.za

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RMI INVESTMENT MANAGERS P.O. Box 786273, Sandton, 2146 (011) 282 8358(011) 282 4210 www.rmih.co.za RMI SPECIALIST MANAGERS P.O. Box 786273, Sandton, 2146 (021) 446 9426 (011) 282 4210 www.rmih.co.za SANLAM INVESTMENTS Private Bag X8, Tygervalley, 7536 (021) 950-2500 www.sanlaminvestments.com SASFIN BANK LTD P.O. Box 95104, Grant Park, 2051 (011) 809-7500 (011) 887-2489 www.sasfin.com SEED INVESTMENTS 810 The Cliffs, Block 1, Niagara Road, Tygerfalls, Bellville, 7530 (021) 914-4966 (021) 914-4912 www.seedinvestments.co.za

SEI INVESTMENTS (SOUTH AFRICA) LTDPostnet Suite 426, Private Bag X1, Melrose Arch, 2076 (011) 994-4200 | (011) 684-2159 www.seic.com SENTIO CAPITAL MANAGEMENT (PTY) LTD3rd Floor Global House, 28 Sturdee Avenue, Crn Jellicoe Ave, Rosebank, South Africa, 2196 (011) 880-1994 (011) 447-8818 www.sentio-capital.com SOUTHERN CHARTER WEALTHPostnet Suite 62, Private Bag X12, Tokai, 7966(021) 700-1000 (021) 701-6145

STANLIB P.O. Box 202, Melrose Arch, 2076 (011) 448-5000 / 6000 086 727 7501 www.stanlib.com SYGNIA ASSET MANAGEMENT P.O. Box 51591, Waterfront, 8002 (021) 446-4940 (021) 446-4950 www.sygnia.co.za TANTALUM CAPITAL Great Westerford, 240 Main Road, Rondebosch, Cape Town, 7700(021) 680-6500 (021) 680-6529 www.tantalum.co.za THIRD CIRCLE ASSET MANAGEMENT (PTY) LTD P.O. Box 50371, Wierda Park, 0149 086 111 4560 (012) 345-5629 www.thirdcircle.co.za UMBONO FUND MANAGERS (PTY) LTDPostnet Suite 201, Private Bag X30500, Houghton, 2041 (011) 484-5005(011) 484-5004 www.umbono.com WARWICK WEALTH (PTY) LTDP.O. Box 816, Constantia, 7848(021) 795-5199 086 726 4359 www.warwickwealth.com WORLDWIDE CAPITALPostnet Suite 26,Private Bag X9, Benmore, 2010(011) 685-1000 (011) 685-1018 www.worldwidecapital.com

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I N D U S T R Y B O D I E S

THE FIDUCIARY INSTITUTE OF SOUTHERN AFRICA (FISA) P.O. Box 67027, Bryanston, 2021 082 449 2569 [email protected] www.fisa.net.za

FISA is a non-profit organisation representing fiduciary practitioners and setting high minimum standards for the industry.

FISA members come from trust companies and banks, as well as the legal, accounting and financial planning professions. They do estate planning, draft wills, administer trusts, deceased estates, and beneficiary funds, supply tax advice and compliance services, and administer client assets.

FISA helps to smooth processes for members and the public, through its good working relationships with the Master’s Office and SARS.

FASSET P.O. Box 6801, Cresta, 2118 (011) 476-8570 | (011) 476-5756 www.fasset.org.za FINANCIAL INTERMEDIARIES ASSOCIATION OF SOUTHERN AFRICA (FIA) P.O. Box 11901, Centurion, 0046 (012) 665-0085 | (012) 665-0534 www.fia.org.za FINANCIAL PLANNING INSTITUTE OF SOUTHERN AFRICA (FPI)P.O. Box 6493, Weltevredenpark, 1715 086 1000 FPI (374) 086 634 7987 www.fpi.co.za FINANCIAL SERVICES BOARD (FSB)P.O. Box 35655, Menlo Park, 0102 (012) 428-8000 (012) 346-6941 www.fsb.co.za INSTITUTE OF RETIREMENT FUNDS P.O. Box 78870, Sandton, 2146 (011) 781-4320 (011) 326-3883 www.irf.org.za INSURANCE SECTOR EDUCATION ANDTRAINING AUTHORITY (INSETA) P.O. Box 32035, Braamfontein, 2017 (011) 381-8900 www.inseta.org.za

ACTUARIAL SOCIETY OF SOUTH AFRICAP.O. Box 4464, Cape Town, 8000(021) 509-8210 (021) 509-0160 www.actuarialsociety.org.za

BOARD OF HEALTHCARE FUNDERS OF SOUTHERN AFRICA (BHF)P.O. Box 2324, Parklands, 2121 0861 30 20 10 (011) 880-8798 www.bhfglobal.com COMPLIANCE INSTITUTE OF SOUTH AFRICAP.O. Box 72335, Parkview, 2122(011) 642-7974 086 508 3831 www.compliancesa.com

COUNCIL FOR MEDICAL SCHEMESPrivate Bag X34, Hatfield, 0028(012) 431-0500 (012) 430-7644 www.medicalschemes.com

FAIS OMBUD FOR FINANCIAL SERVICES PROVIDERS P.O. Box 74571, Lynnwood Ridge, 0040 (012) 470-9080 (012) 348-3447 www.faisombud.co.za

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OMBUDSMAN FOR LONG TERM INSURANCE Private Bag X45, Claremont, 7735 (021) 657-5000 (021) 674-0951 www.ombud.co.za OMBUDSMAN FOR SHORT TERM INSURANCE P.O. Box 32334, Braamfontein, 2017 (011) 726-8900 (011) 726-5501 www.osti.co.za SOUTH AFRICAN INSTITUTE OF FINANCIAL MARKETS (SAIFM) Postnet Suite 673, Private Bag X29, Gallo Manor, 2052(011) 802-4768 (011) 802-3476 www.saifm.co.za THE BANKING ASSOCIATION OF SOUTH AFRICAP.O. Box 61674, Marshalltown, 2107 (011) 645-6700 (011) 645-6800 www.banking.org.za

THE ETHICS INSTITUTE OF SOUTH AFRICAP.O. Box 11233, Hatfield, 0028(012) 342-2799 (012) 342-2790 www.ethicsa.org

THE FIDUCIARY INSTITUTE OF SOUTHERN AFRICA (FISA) P.O. Box 67027, Bryanston, 2021 082 449 2569 [email protected] www.fisa.net.za THE INSTITUTE OF RISK MANAGEMENT SOUTH AFRICA PostNet Suite 616, Private Bag X43, Sunninghill. 2157 (011) 555-1800 086 647 6191 www.irmsa.org.za

THE INSURANCE INSTITUTE OF SOUTH AFRICA P.O. Box 413264, Craighall, 2024 0861 00 IISA (4472) 0861 01 IISA (4472) www.iisa.co.za THE SOUTH AFRICAN INSURANCE ASSOCIATION (SAIA) P.O. Box 30619,Braamfontein, 2017 (011) 726-5381 (011) 726-5351 www.saia.co.za

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INVESTEC INVESTMENT MANAGEMENT SERVICESP.O. Box 1655, Cape Town, 80000860 444 487www.investecassetmanagement.com

Investec Investment Management Services (IMS), established in 1994, is proud to be part of Investec Asset Management. The IMS business has been built on partnerships with investment-focused financial advisors who are industry leaders and pioneers in their field. With more than R130 billion* in AUM, IMS is the largest IFA-focused investment platform in South Africa and has a genuine approach to partnering with independent financial advisors.We are committed to preserving the independence of IFAs and firmly believe in the importance of providing quality advice to investors. Our platform provides investors access to leading South African unit trust funds when saving for retirement, children’s education, or any other goal. Our extensive range of investment solutions offers a seamless integration between local and offshore investments. *As at 31 March 2016


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 INVESTMENTS810 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.

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ABSA INVESTMENT MANAGEMENT SERVICESP.O. Box 974, Johannesburg, 2000 0860 000 022 (011) 259-0051 https://aims.absa.co.za ASHBURTON INVESTMENTS P.O. Box 653780, Benmore, 2010 (011) 282-8800 www.ashburtoninvestments.com

CAPITAL INTERNATIONAL P.O. Box 25, Newlands, 7725(021) 201-1070 www.capital-iom.com GLACIER BY SANLAM Private Bag X5, Tyger Valley, 7536 (021) 917-9002 / 0860 GLA ENG (021) 917-9000 / 0860 GLA AFR (021) 947-9210 www.glacier.co.za HOLLARD INVESTMENT MANAGERS (PTY) LTD P.O. Box 87428, Houghton, 2041 0860 202 202 www.hollard.co.za INTEGRAL WEALTH MANAGEMENT (PTY) LTD P.O. Box 1601, Parklands, 2121 087 985 0300 086 206 0087 www.integralwealth.co.za INVESTEC INVESTMENT MANAGEMENT SERVICES P.O. Box 1655, Cape Town, 8000 0860 444 487 www.investecassetmanagement.com INVESTMENT SOLUTIONS LTD P.O. Box 786055, Sandton, 2146 (011) 505-6000 (011) 263-1227 www.investmentsolutions.co.za

ITRANSACT P.O. Box 4769, Randburg, 2194 0861 432 383 0867 436 959 www.itransact.co.za MOMENTUM WEALTH P.O. Box 7400,Pretoria, 0046 ShareCall number: 0860 546 533 Local Number: (012) 675-3941International number: +27 (0) 675-3000 [email protected] www.momentum.co.za PPS INVESTMENTS P.O. Box 44507,Claremont, 7735 0860 468 777 (0860 INV PPS) (021) 680-3680 www.ppsinvestments.co.za

PSG KONSULT HEAD OFFICEBuilding A, Pro Sano Park South Gate, Carl Cronje Drive, Tyger Waterfront, Tyger Valley, Bellville, 750 (021) 915-4160 www.psg.co.za STANLIB P.O. Box 202, Melrose Arch, 2076 (011) 448-5000 / 6000 086 727 7501 www.stanlib.com SYGNIA ASSET MANAGEMENT P.O. Box 51591, Waterfront, 8002 (021) 446-4940 (021) 446-4950 www.sygnia.co.za SEED INVESTMENTS 810 The Cliffs, Block 1, Niagara Road, Tygerfalls, Bellville, 7530 (021) 914-4966 (021) 914-4912 www.seedinvestments.co.za

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L O N G - T E R M I N S U R A N C E

Directory 201646

ASSUPOL LIFE P.O. Box 35900, Menlo Park, 0102 (012) 366-3700(012) 362-3500 www.assupol.co.za

Assupol was established in 1913 and registered as a long term insurer in terms of the Long term Insurance Act in 1960. In the 1990s it expanded its range of products to the public and is now a fully-fledged life insurance provider, offering funeral cover, pure life cover (both underwritten and not), an education fund, savings and retirement annuity. We know insurance, as we provide products and services designed for South Africans, by South Africans and we pride ourselves in knowing what our people need. Our major shareholders include the International Finance Corporation, Investec Private Equity and WDB Investment Holdings. For more information, please visit www.assupol.co.za

FEDGROUP 89 Bute Lane, Sandown (011) 305-2300 (011) 305-2500www.fedgroup.co.za

FedGroup Life LimitedFedGroup’s Life Group Risk Policy provides cover for groups of employees or members and includes death, disability and critical illness. Group Risk Cover is a simple range of clear and understandable benefits that protects employees and their families throughout their lives. The employer defines the benefit structure and provides the necessary funding for the selected benefits. [email protected] www.fedgroup.co.za

HOLLARD LIFE ASSURANCE COMPANY LIMITEDP.O. Box 87428, Houghton, 2041 (011) 351-5000 www.hollard.co.za



47 Directory 2016



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.


ALEXANDER FORBES FINANCIALSERVICES (PTY) LIMITED P.O. Box 787240, Sandton, 2146(011) 269-0000 www.alexanderforbes.co.za ALLAN GRAY LIFE LIMITEDP.O. Box 51318,V&A Waterfront, 8002(021) 415-2300 (021) 415-2400 www.allangray.co.za AON SOUTH AFRICA (PTY) LIMITED P.O. Box 1874, Parklands, 2121 (011) 944-7000 (011) 944-8000 www.aon.co.za ASSUPOL LIFE P.O. Box 35900, Menlo Park, 0102 (012) 366-3700 (012) 362-3500 www.assupol.co.za ATWORK INTERNET SOFTWARE SIMPLER BY DESIGN Postnet Suite 202, Private Bag X10, Elarduspark, 0047 0861 289 675 (012) 345-6290 www.atwork.co.za

BRENTHURST WEALTH MANAGEMENT (PTY ) LIMITED P.O. Box 10150, Fourways East, 2055(011) 799-8100 (011) 799-8029 www.brenthurstwealth.co.za CADIZ LIFE LIMITED P.O. Box 44547, Claremont, 7735 (021) 657-8300 (021) 657-8301 www.cadiz.co.za CENTRIQ INSURANCE COMPANYLIMITED P.O. Box 55674, Northlands, 2116 (011) 268-6490 (011) 268-6495 www.centriq.co.za

CLIENTELE LIFE ASSURANCE COMPANY LIMITEDP.O. Box 1316, Rivonia, 2128 (011) 320-3000 (011) 320-3133 www.clientelelife.com DISCOVERY LIFE LIMITED P.O. Box 784262, Sandton, 2146 (011) 529-2888 0860 54 33 39 www.discovery.co.za


Directory 201648

FEDGROUP 89 Bute Lane, Sandown (011) 305-2300 (011) 305-2500 www.fedgroup.co.za FMI Postnet Suite 91, Private Bag X01, Umhlanga Rocks, 4320 0860 10 52 08 0861 10 58 20 www.fmi.co.za GLACIER BY SANLAM Private Bag X5, Tyger Valley, 7536 (021) 917-9002 / 0860 GLA ENG (021) 917-9000 / 0860 GLA AFR (021) 947-9210 www.glacier.co.za GUARDRISK P.O. Box 786015, Sandton, 2146 (011) 669-1000 www.guardrisk.co.za

HOLLARD LIFE ASSURANCE COMPANY LIMITEDP.O. Box 87428, Houghton, 2041 (011) 351-5000 www.hollard.co.za IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116(011) 550-6196 (011) 550-6194 www.imara.co IMPREXXION FOOTPRINT (PTY) LTDPostnet Suite 109, Private Bag X04, Fontainebleau, 2032 (011) 399-2600 (011) 781-8669 www.imprexxion.com


KGA LIFE LIMITED P.O. Box 884, Bellville, 7535 (021) 944-6300 (011) 948-4443 www.kga.co.za

LIBERTY GROUP LIMITED P.O. Box 10499, Johannesburg, 2000 (011) 408-3911(011) 408-2767www.liberty.co.za LION OF AFRICA LIFE ASSURANCE The Boulevard Office Park, 1st Floor Block D, Searle Street, Woodstock, Cape Town (021) 461-8233 (021) 461-7280 www.lionlife.co.za MOMENTUM P.O. Box 7400, Pretoria, 0046(012) 673-7858 (012) 671-8313 www.momentum.co.za

NEDGROUP LIFEP.O. Box 149175, East End, 4018(031) 536-5000 (031) 536-5327 www.nedgrouplife.co.za

NESTLIFE ASSURANCE P.O. Box 2919, Houghton, 2041(011) 783-9112 (011) 783-9262 www.nestlife.co.za PPS INSURANCE COMPANY LIMITED P.O. Box 1089. Houghton, 2041 (011) 644- 4200(011) 644-4400 www.pps.co.za REGENT LIFE ASSURANCE COMPANY P.O. Box 674, Edenvale, 1610 0860 54 33 46 www.regent.co.za


M E D I C A L

SEED INVESTMENTS 810 The Cliffs, Block 1, Niagara Road, Tygerfalls, Bellville, 7530 (021) 914-4966(021) 914-4912 www.seedinvestments.co.za


49 Directory 2016

RGA REINSURANCE COMPANY OF SOUTH AFRICA LIMITED 7th Floor, The Terraces, Black River Park, 2 Fir Street, Observatory, Cape Town, 7925 (021) 486 1700 | (021) 486-1800 www.rgare.com

1st Floor, Sentinel House, Sunnyside Office Park, 32 Princess of Wales Terrace, Parktown, Johannesburg, 2193 (011) 484-0577 | (011) 484-0734 www.rgare.com RISK BENEFIT SOLUTIONS P.O. Box 449, Cape Town, 8000 (021) 443-4400(021) 443-4444 www.rbsolutions.co.za SAFRICAN INSURANCE COMPANY LIMITEDP.O. Box 616, Johannesburg, 2000 (011) 778-8000(011) 778-8183 www.safrican.co.za


SIMEKA CONSULTANTS & ACTUARIES P.O. Box 350, Sanlamhof, 7532(021) 912-3300 (021) 912-3341 www.simekaconsult.co.za SOUTHERN CHARTER WEALTHPostnet Suite 62, Private Bag X12, Tokai, 7966(021) 700-1000 (021) 701-6145 WEALTH ASSOCIATES SOUTH AFRICA (PTY) LTD P.O. Box 412636, Craighall, 2024(011) 807-6182 (011) 807-7796 www.wealthassociates.co.za

M E D I C A L

ABSA HEALTH CARE CONSULTANTSP.O. Box 4167, Fourways, 21910860 100 380 www.absa.co.za ALEXANDER FORBES FINANCIALSERVICES (PTY) LTD P.O. Box 787240, Sandton, 2146(011) 269-0000 www.alexanderforbes.co.za BESTMED MEDICAL SCHEME P.O. Box 2297, Pretoria, 0001 086 000 2378 (012) 339-9000 www.bestmed.co.za BONITAS MEDICAL FUND P.O. Box 1101, Florida Glen, 1709 0860 002 108 www.bonitasmedicalfund.co.za BUPA INTERNATIONAL C/o SwissFin, 1st Floor, 204 Oxford Road, Illovo, Johannesburg (011) 268 0211 www.bupa.co.za CAPE MEDICAL PLAN P.O. Box 966, Parow, 7499 (021)-937-8300 COMMUNITY MEDICAL AID SCHEME (COMMED)Private Bag X146, Halfway House, 1685 (011) 290-6200 www.commed.co.za

COMPCARE WELLNESS MEDICAL SCHEMEPrivate Bag X49, Rivonia, 21280861 222 777 www.compcarewellness.co.za DISCOVERY HEALTH MEDICAL SCHEMEP.O. Box 786722, Sandton, 2146 (011) 529-2888 www.discovery.co.za FEDHEALTH MEDICAL SCHEMEPrivate Bag X3045, Randburg, 2125 0860 002 153 (011) 671-5101 www.fedhealth.co.za GENESIS MEDICAL SCHEME P.O. Box 5467, Cape Town, 8000(021) 442-9900 | (021) 447-4707 www.genesismedical.co.za GTC (PTY) LTDP.O. Box 55118, Illovo, 2116 (010) 597-6800 | (010) 597-6801 www.gtc.co.za HOSMED P.O. Box 16148, Doornfontein, 2028 0861 hosmed (467633) www.hosmed.co.za INTEGRAL WEALTH MANAGEMENT (PTY) LTDP.O. Box 1601, Parklands, 2121087 985 0300 | 086 206 0087 www.integralwealth.co.za

SELFMED MEDICAL SCHEME P.O. Box 5543, Tyger Valley, 7536 (021) 943-2300 (021) 943-2301 [email protected]

At Selfmed our members come fi rst. 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 effi ciently. What’s more, Selfmed believes in recognising our members’ loyalty through low annual increases and constantly improving benefts. Selfmed - the obvious choice!

Directory 201650

M E D I C A L

KEY HEALTH MEDICAL SCHEMEP.O. Box 14145, Lyttelton, 01400860 671 050 0860 111 390 www.keyhealthmedical.co.za

MAKOTI MEDICAL SCHEMEPrivate Bag X47, Rivonia, 2128 (011) 208-1000(011) 208-1128 www.universal.co.za MEDIHELPP.O. Box 26004, Arcadia, 0007 0860 100 678 (012) 336-9540 www.medihelp.co.za MEDIMED MEDICAL SCHEME P.O. Box 1672, Port Elizabeth, 6000(041) 395-4474 (041) 395-4596 www.medimed.co.za MEDSHIELD MEDICAL SCHEME P.O. Box 4346, Randburg, 2125 086 000 2120 (011) 339-2465 www.medshield.co.za MOMENTUM HEALTH P.O. Box 2338, Durban, 4000 0860 117 859 (031) 580-0480 www.momentumhealth.co.za PHAROS MEDICAL PLAN P.O. Box 343, Westville, 3630 (031) 267-5000 (031) 267-5169 www.pharosmp.co.za

SECHABA MEDICAL SOLUTIONS P.O. Box 260709, Doornfontein, 2028(011) 353-0000 (011) 353-0317 www.sechabamedical.co.za

SEED INVESTMENTS 810 The Cliffs,Block 1, Niagara Road, Tygerfalls, Bellville, 7530 (021) 914-4966 (021) 914-4912 www.seedinvestments.co.za

SELFMED MEDICAL SCHEME P.O. Box 5543, Tyger Valley, 7536 (021) 943-2300(021) 93-2301 [email protected]

SIZWE MEDICAL FUNDP.O. Box 62345, Marshalltown, 2107 (011) 298-1500 (011) 289-1534 www.sizwe.co.za

SPECTRAMED Private Bag X30, Gallo Manor, 20520861 497 4970861 492 492 www.spectramed.co.za THEBEMED MEDICAL AID SCHEME P.O. Box 4709, Johannesburg, 2000(011) 544-8899 086 636 9067 www.thebemed.co.za TOPMED MEDICAL SCHEME Bella Rosa Village, Bella Rosa Street, Cento Building, 21C East Wing , Bellville, 7530(021) 914-6985 (021) 914-8961 www.topmed.co.za WEALTH ASSOCIATES SOUTH AFRICA (PTY) LTD P.O. Box 412636, Craighall, 2024(011) 807-6182 (011) 807-7796 www.wealthassociates.co.za

51 Directory 2016

M U L T I - M A N A G E R S

HOLLARD INVESTMENT MANAGERS (PTY) LIMITEDP.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. NOVARE INVESTMENTS P.O. Box 4742, Tygervalley, 7536(021) 914-7730 (021) 914-7733 www.novareinvestments.com


Our multi-manager philosophy is centered upon our active investment and risk management process, which allows us to deliver consistent and superior long-term, risk-adjusted returns to our clients.

Over the years, Novare Investments has been nominated for and has received several prestigious national and international awards.



Directory 201652


INVESTMENT SOLUTIONS LIMITED P.O. Box 786055, Sandton, 2146(011) 505-6000 (011) 263-1227 www.investmentsolutions.co.za NOVARE INVESTMENTS P.O. Box 4742, Tygervalley, 7536(021) 914-7730 (021) 914-7733 www.novareinvestments.com MITONOPTIMAL MULTI ASSET MANAGEMENT 2nd Floor, Dean Street Arcade, Dean Street, Newlands, 7701 (021) 689-3579 (021) 685-6944 www.mitonoptimal.com

PPS INVESTMENTS P.O. Box 44507, Claremont, 7735 0860 468 777 (0860 INV PPS) (021) 680-3680 www.ppsinvestments.co.za PRIVATE CLIENT HOLDINGS P.O. Box 24033, Claremont, 773(021) 671-1220 (021) 671-1149 www.privateclient.co.za

PSG KONSULT HEAD OFFICEBuilding A, Pro Sano Park South Gate, Carl Cronje Drive, Tyger Waterfront, Tyger Valley, Bellville, 750 (021) 915-4160 www.psg.co.za SANLAM INVESTMENTS Private Bag X8, Tygervalley, 7536 (021) 950-2500 www.sanlaminvestments.com SANLAM MULTI MANAGEMENTPrivate Bag X8, Tygervalley, 7536 0860 000 706 / (021) 947-8224www.sanlaminvestments.com

27FOUR INVESTMENT MANAGERS 54 on Bath (Ground Floor), 54 Bath Avenue, Rosebank, Johannesburg, 2196 (011) 442-2464 (011) 442-2465 www.27four.com ABSA MUTLI MANAGEMENT Absa Investments Campus, Block E, 1st Floor, 61 Empire Road, Parktown, 2193 (011) 480-5000 | (011) 480-5278 www.absainvestments.co.za

ANALYTICS 54 Peter Place, 1st Floor, Aberdeen House, Bryanston (011) 463-9654 (011) 463-8279www.analytics.co.za CAPITAL INTERNATIONAL P.O. Box 25, Newlands, 7725 (021) 201-1070 www.capital-iom.com EFFICIENT ADVISE 81 Dely Road, Hazelwood, Pretoria, 0081(012) 460-9580 | (012) 460-6950 www.efadvise.co.za EFFICIENT GROUP 81 Dely Road, Hazelwood, Pretoria, 0081(012) 460-9580 | (012) 460-6950 www.efgroup.co.za GTC (PTY) LTD P.O. Box 55118, Illovo, 2116 (010) 597-6800 | (010) 597-6801 www.gtc.co.za HOLLARD INVESTMENT MANAGERS (PTY) LIMITED P.O. Box 87428, Houghton, 2041 0860 202 202 www.hollard.co.za

53 Directory 2016


SOUTHERN CHARTER WEALTHPostnet Suite 62, Private Bag X12, Tokai, 7966(021) 700-1000 (021) 701-6145



About the Capital International GroupThe Capital International Group operates from the Isle of Man and South Africa specialising in the provision of financial services. These include:• Trading & Stockbroking• Custody & Administration• Cash & Investment Management• Investment Structuring Origins date from 1996 when the Group was founded to provide custody, nominee and stockbroking services. Since then it has developed an integrated range of financial services. The Group now has around $4.5 billion of assets under management/administration across 6,000 active client accounts.

CORONATION FUND MANAGERS P.O. Box 44684, Claremont, 7735 Seventh Floor, Montclare Place, Cnr Campground and Main Roads, Claremont, 7798(021) 680-2000 [email protected] 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.

STANLIB P.O. Box 202, Melrose Arch, 2076(011) 448-5000 / 6000 086 727 7501 www.stanlib.com

SYGNIA ASSET MANAGEMENT P.O. Box 51591, Waterfront, 8002 (021) 446-4940 | (021) 446-4950 www.sygnia.co.za

WORLDWIDE CAPITAL Postnet Suite 26, Private Bag X9, Benmore, 2010 (011) 685-1000 | (011) 685-1018 www.worldwidecapital.com

O F F S H O R E

Directory 201654

O F F S H O R E

DEVERE INVESTMENTS SOUTH AFRICA (PTY) LTD 1st Floor Offi ce Premises, Crystal Towers, Century Boulevard, Century City, Cape Town, 7441 (021) 831-0900 [email protected] www.devere-group.com

deVere Acuma (Pty) Limited, part of deVere group, is one of the world’s largest independent fi nancial 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.

INVESTEC ASSET MANAGEMENT P.O. Box 1655, Cape Town, 8000 0860 500 900 www.investecassetmanagement.com


The fi rm seeks to create a profi table 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 fi rm.*As at 31 March 2016


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 benefi ts, in one convenient place where fi nancial advisers and their clients can access and profi t 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

55 Directory 2016

IVORY WEALTH Ground Floor, Block F, The Boulevard Offi ce Park, Searle Street, Woodstock, Cape Town 0861 799 799 www.ivory-wealth.com

“Ivory Wealth Management is an FSB regulated company specialising in offshore investment advice, management and tax structuring. We have a completely unique method of managing a clients assets to minimise downside risk and maximise returns.

Our charging structure is also totally transparent - fee only, traditional AMC basis, or a hybrid of the two.We are Chartered Wealth Managers in the UK and all advice provided confers this level of expertise and excellence.

Contact us for a conversation”


Seed manages local and global investments for amongst others, fi nancial advisers; collective investment schemes; life assurers; LISP’s; businesses; retirement funds; medical aids, trusts, Family Offi ces 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 benefi cial partnership model practicing the mastermind principle to achieve the best outcome for our investors.

O F F S H O R E

27FOUR INVESTMENT MANAGERS 54 on Bath (Ground Floor), 54 Bath Avenue,Rosebank, Johannesburg, 2196 (011) 442-2464 | (011) 442-2465 www.27four.com ACPI (SA) PTY LTD P.O. Box 411325, Craighall, 2024(011) 771-5315 (011) 646-4325 www.acpi.com ALLAN GRAY PROPRIETARY LTD P.O. Box 581318, V&A Waterfront, 8002(021) 415-2300 (021) 415-2400 www.allangray.co.za

ASHBURTON INVESTMENTS P.O. Box 653780, Benmore, 2010 (011) 282-8800 www.ashburtoninvestments.com ATWORK INTERNET SOFTWARE SIMPLER BY DESIGN Postnet Suite 202, Private Bag X10, Elarduspark, 0047 0861 289 675 (012) 345-6290 www.atwork.co.za

BRENTHURST WEALTH P.O. Box 10150, Fourways, 2055(011) 799-8100 (011) 799-8101 www.brenthurstwealth.co.za

Directory 201656



CITADEL INVESTMENT SERVICES LTD P.O. Box 650777, Benmore, 2010 (011) 722-7600 www.citadel.co.za CORONATION FUND MANAGERS P.O. Box 44684, Claremont, 7708 (021) 680-2000 [email protected] www.coronation.co.za

DEVERE INVESTMENTSSOUTH AFRICA (PTY) LTD 1st Floor Office Premises, Crystal Towers, Century Boulevard, Century City, Cape Town, 7441 (021) 831-0900 [email protected] www.devere-group.com

FOORD ASSET MANAGEMENT P.O. Box 135, Howard Place, 7450 (021) 532-6988 (021) 532-6999 www.foord.co.za FRANKLIN TEMPLETON INVESTMENTS (SA) PTY LTDPostnet Suite 12, Private Bag X1005,Claremont, 7735(021) 831-7400(021) 831-7422 www.franklintempleton.co.za GLACIER BY SANLAM Private Bag X5, Tyger Valley, 7536 (021) 917-9002 / 0860 GLA ENG (021) 917-9000 / 0860 GLA AFR (021) 947-9210 www.glacier.co.za

GRINDROD ASSET MANAGEMENT P.O. Box 78011, Sandton, 2194(011) 459-1860 (011) 388-2341 www.grindrodam.co.za

GTC (PTY) LTD P.O. Box 55118, Illovo, 2116(010) 597-6800 (010) 597-6801 www.gtc.co.za

HEIN KRIGER INTERNASIONALEFONDSBESTUUR (PTY) LTD P.O. Box 72260,Parkview, 2122(011) 726-7700 (011) 219-7111www.krugerinternasionaal.co.za IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116 (011) 550-6196 (011) 550-6194 www.imara.co

INTEGRAL WEALTH MANAGEMENT (PTY) LTD P.O. Box 1601, Parklands, 2121087 985 0300 086 206 0087 www.integralwealth.co.za INVESTEC ASSET MANAGEMENT P.O. Box 1655, Cape Town, 80000860 500 900 www.investecassetmanagement.com INVESTMENT SOLUTIONS LTD P.O. Box 786055, Sandton, 2146(011) 505-6000 (011) 263-1227 www.investmentsolutions.co.za ITRANSACT P.O. Box 4769, Randburg, 2194 0861 432 383 0867 436 959 www.itransact.co.za

O F F S H O R E

Directory 201658

IVORY WEALTH Ground Floor, Block F, The Boulevard Office Park, Searle Street, Woodstock, Cape Town0861 799 799 www.ivory-wealth.com

MARRIOTT ASSET MANAGEMENT P.O. Box 2099, Hillcrest, 3650 (031) 765-0700 (031) 765-0790 www.marriott.co.za

MITONOPTIMAL MULTI ASSET MANAGEMENT2nd Floor, Dean Street Arcade, Dean Street, Newlands, 7701 (021) 689-3579 (021) 685-6944 www.mitonoptimal.com PSG KONSULT HEAD OFFICEBuilding A, Pro Sano Park South Gate, Carl Cronje Drive, Tyger Waterfront, Tyger Valley, Bellville, 750 (021) 915-4160 www.psg.co.za

SANLAM INTERNATIONAL INVESTMENTSPrivate Bag X8, Tygervalley, 75360860 000 706 (021) 947-8224www.sanlaminvestments.com

SANLAM INVESTMENTS Private Bag X8, Tygervalley, 7536 (021) 950-2500 www.sanlaminvestments.com SARASIN FUNDS MANAGEMENT (IRELAND) LTD George’s Court, 54-62 Townsend Street, Dublin 2, Ireland + 353 1 434 5111 + 353 1 434 5264 www.sarasin.co.uk

O F F S H O R E

SASFIN BANK LTD P.O. Box 95104, Grant Park, 2051 (011) 809-7500 (011) 887-2489 www.sasfin.com SEED INVESTMENTS 810 The Cliffs, Block 1, Niagara Road, Tygerfalls, Bellville, 7530 (021) 914-4966 (021) 914-4912 www.seedinvestments.co.za

SEI INVESTMENTS (SOUTH AFRICA) LTDPostnet Suite 426, Private Bag X1, Melrose Arch, 2076 (011) 994-4200 (011) 684-2159 www.seic.com

SOUTHERN CHARTER WEALTHPostnet Suite 62, Private Bag X12, Tokai, 7966(021) 700-1000 (021) 701-6145 STANLIB P.O. Box 202, Melrose Arch, 2076 (011) 448-5000 / 6000 086 727 7501 www.stanlib.com

SYGNIA ASSET MANAGEMENT P.O. Box 51591, Waterfront, 8002 (021) 446-4940 (021) 446-4950 www.sygnia.co.za

THE STANDARD BANK OF SOUTH AFRICA LTD 7th Floor, West Wing, 30 Baker Street, Rosebank, 2196 0860 333 383 [email protected]

WARWICK WEALTH (PTY) LTD P.O. Box 816, Constantia, 7848(021) 795-5199 086 726 4359 www.warwickwealth.com

59 Directory 2016

36ONE ASSET MANAGEMENTPrivate Bag 10361, Sandton, 2146 (011) 722-7390 | (011) 722-7391 www.36one.co.za ALEXANDER FORBES FINANCIAL SERVICES (PTY) P.O. Box 787240, Sandton, 2146 (011) 269-0000 www.alexanderforbes.co.za CITADEL INVESTMENT SERVICES LIMITED P.O. Box 650777, Benmore, 2010(011) 722-7600 www.citadel.co.za GRINDROD ASSET MANAGEMENT P.O. Box 78011, Sandton, 2194 (011) 459-1860(011) 388-2341 www.grindrodam.co.za IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116 (011) 550-6196 | (011) 550-6194 www.imara.co MAITLAND GROUP P.O. Box 3149, Cape Town, 8000 (021) 681-8000 | (021) 681-8100 www.maitlandgroup.co.za

PRIVATE CLIENT HOLDINGS P.O. Box 24033, Claremont, 7735 (021) 671-1220 (021) 671-1149 www.privateclient.co.za PSG KONSULT HEAD OFFICE Building A, Pro Sano Park South Gate,Carl Cronje Drive, Tyger Waterfront, Tyger Valley, Bellville, 750 (021) 915-4160 www.psg.co.za

RISK BENEFIT SOLUTIONS P.O. Box 449, Cape Town, 8000 (021) 443-4400(021) 443-4444 www.rbs.co.za

SANLAM PRIVATE INVESTMENTS Private Bag X8, Tygervalley, 7536 (021) 950-2103 | (021) 950-2301 www.spi.sanlam.com SOUTHERN CHARTER WEALTHPostnet Suite 62, Private Bag X12, Tokai, 7966 (021) 700-1000 (021) 701-6145

P R I V A T E C L I E N T S

Directory 201660

CENTRIQ INSURANCE COMPANY LIMITED P.O. Box 55674, Northlands, 2116 The Oval, Second Floor, West Wing, Wanderers Office Park, 52 Corlett Drive, Illovo, 2196 (011) 268-6490 (011) 268-6495 www.centriq.co.za

We are an independent specialist “cell captive” insurance company offering a diverse range of specialist and general insurance solutions. Via an extended network of Underwriting Managers, Brand Affinity partners and an in-house Risk Finance team for the larger corporates insurance needs; we provide our partners and clients with the ability to participate in the risk and benefits related to their individual insurance business. We own and operate both a short-term and life cell captive license.

THE HOLLARD INSURANCE COMPANY LTD P.O. Box 87419, Houghton, 2041 (011) 351-5000 www.hollard.co.za


ACE INSURANCE LTD P.O. Box 1192, Saxonwold, 2132 (011) 722-5700(011) 783-0812 www.acegroup.com

ALEXANDER FORBES INSURANCEP.O. Box 786053, Sandton, 2146 0860 111 234 (011) 669-2795 www.alexanderforbes.co.za

AUTO & GENERALINSURANCE COMPANY LTD P.O. Box 11250,Johannesburg, 2000 0800 100 011 (011) 710-0601 www.autogen.co.za

CENTRIQ INSURANCE COMPANY LIMITED P.O. Box 55674, Northlands, 2116The Oval, Second Floor, West Wing, Wanderers Office Park, 52 Corlett Drive, Illovo, 2196(011) 268-6490 (011) 268-6495 www.centriq.co.za COMPASS INSURANCE P.O. Box 37226, Birnam Park, 2015(011) 745-8333 (011) 745-8444 www.compass.co.za

CONSTANTIA INSURANCE P.O. Box 3518, Cramerview, 2060(011) 686-4200 (011) 789-8828 www.constantiagroup.co.za

S H O R T - T E R M I N S U R A N C E

61 Directory 2016


CREDIT GUARANTEEP.O. Box 125, Randburg, 2125(011) 889-7000 (011) 886-1027 www.creditguarantee.co.za ECONORISK P.O. Box 3428, Rivonia, 2128 (011) 803-7446 (011) 803-5477 www.econorisk.co.za GLACIER BY SANLAM Private Bag X5, Tyger Valley, 7536(021) 917-9002 / 0860 GLA ENG (021) 917-9000 / 0860 GLA AFR(021) 947-9210 www.glacier.co.za

GUARDRISK P.O. Box 786015, Sandton, 2146 (011) 669-1000 (011) 669-1000 www.guardrisk.co.za

IMPREXXION FOOTPRINT (PTY) LTDPostnet Suite 109, Private Bag X04, Fontainebleau, 2032(011) 399-2600 (011) 781-8669 www.imprexxion.co.za

INDWE RISK SERVICES Private Bag X7, Northlands, 2116(011) 912-7300 (011) 912-7399 www.indwerisk.co.za

INFINITI INSURANCE P.O. Box 23, Strathavon, 2031 (011) 718-1200 info@infi nitiafrica.com www.infi nitiafrica.com

KING PRICE INSURANCE P.O. Box 284, Menlyn, 0063 (012) 001 0800 www.kingprice.co.za

LION OF AFRICA INSURANCE Tata House 2, 2nd Floor, 39 Ferguson Road, Illovo, Sandton 0860 102 724 www.lionsure.com

LOMBARD INSURANCE COMPANY LTDP.O. Box 2740, Parklands,2121(011) 551-0600 (011) 551-0603 www.lombardins.com

MOMENTUM SHORT TERM INSURANCEPrivate Bag 6784,Centurion, 00460860 006 784 0860 003 784 www.momentum.co.za

MUA INSURANCE COMPANY LTD P.O. Box 5777, TygerValley, 7536(021) 525-6200 (021) 525-6300 www.mua.co.za

MUTUAL & FEDERAL INSURANCE COMPANY LTD P.O. Box 1120, Johannesburg, 2000(011) 374-9111 (011) 374-2652 www.mf.co.za

PSG KONSULT CORPORATE 2 Trident Offi ce Park, Niblick Way, Somerset West, 7130 (021) 852-1138 (021) 852-1190 www.psgkcorporate.co.za

REGENT INSURANCE COMPANY LTDP.O. Box 674, Edenvale, 1610 0860 73 43 68 www.regent.co.za

RENASA INSURANCE COMPANY LTD P.O. Box 412072, Craighall, 2024(011) 380-3080 (011) 380-3088 www.renasa.co.za

Directory 201662

Hollard brokers know what some well-timed compassion can do. The relationships they build with our clients don’t only make good human sense, they make good business sense too. We don’t just insure the things your clients love, we ensure that they love you back. For more info, text your name to 31160 or visit hollardbrokers.co.za.

Standard SMS rates apply. Source: Financial Intermediaries Association of SA. The Hollard Insurance Co. Ltd (Reg No 1952/003004/06) is an Authorised Financial Services Provider.

home • car • business • life • investments

How do you replace the irreplaceable?

The truth is, you can’t. (But a kind word can help).

4763Hollard Ad.indd 1 2016/07/12 11:10 AM

63 Directory 2016

Hollard brokers know what some well-timed compassion can do. The relationships they build with our clients don’t only make good human sense, they make good business sense too. We don’t just insure the things your clients love, we ensure that they love you back. For more info, text your name to 31160 or visit hollardbrokers.co.za.

Standard SMS rates apply. Source: Financial Intermediaries Association of SA. The Hollard Insurance Co. Ltd (Reg No 1952/003004/06) is an Authorised Financial Services Provider.

home • car • business • life • investments

How do you replace the irreplaceable?

The truth is, you can’t. (But a kind word can help).

4763Hollard Ad.indd 1 2016/07/12 11:10 AM


SANTAM 1 Sportica Crescent, Tyger Valley, Bellville, 7530 (021) 915-7000 www.santam.co.za SASRIA P.O. Box 653367, Benmore, 2010(011) 214-0800 (011) 447-8630 www.sasria.org.za

THE HOLLARD INSURANCE COMPANY LTDP.O. Box 87419, Houghton, 2041(011) 351-5000 www.hollard.co.za

WARWICK WEALTH (PTY) LTDP.O. Box 816, Constantia, 7848(021) 795-5199 086 726 4359 www.warwickwealth.com

WEALTH ASSOCIATES SOUTH AFRICA (PTY) LTD P.O. Box 412636, Craighall, 2024(011) 807-6182 (011) 807-7796 www.wealthassociates.co.za

ZURICH INSURANCE COMPANY LTDP.O. Box 61489, Marshalltown, 2107(011) 370-9111 www.zurich.co.za



ABELARD UNDERWRITING MANAGERSP.O. Box 2155, Pinegowrie, 2123(011) 326-2951 086 635 1124 www.aua.co.za

AC & E UNDERWRITING MANAGERS (PTY) LTD7th Floor, Bedford Centre Office Park, Kloof Road, Bedfordview (011) 615-7529 (011) 615-9360 www.engineeringace.co.za

AFRICAN RAND UNDERWRITING MANAGERS P.O. Box 731386, Fairland, 2030(011) 678-1354 (011) 678-1357 www.africanrand.co.za

AMBLEDOWN RISK & UNDERWRITING MANAGERS P.O. Box 1862, Cramerview, 2060086 126 2533 (011) 463-1600 www.ambledown.co.za

S H O R T - T E R M I N S U R A N C E | U N D E R W R I T I N G M A N A G E R S

Directory 201664

ARTINSURE UNDERWRITINGMANAGERS (PTY) LTD Postnet Suite 243, Private Bag X30500, Houghton, 2041 0861 111 096 086 678 0333 www.artinsure.co.za

ASTRA MARITIME UNDERWRITINGMANAGERS (PTY) LTDP.O. Box 1761, Cramerview, 2060(011) 513-5000 (011) 513-5026 www.astra-maritime.co.za AQUARIUS UNDERWRITING MANAGERSP.O. Box 3002, Bromhof, 2154086 72 77 584 0866 888 361 www.aum.co.za BROLINK (PTY) LTD P.O. Box 9346, Centurion, 0046(012) 673-0000 (012) 673-0011 www.brolink.co.za

CAMARGUE UNDERWRITING MANAGERSPostnet Suite 250,Private Bag X4, Bedfordview, 2008 (011) 778-9140/41/42/43/44 (011) 778-9199 www.camargueum.co.za CAPTIVE BUSINESS CONSULTANTS(PTY) LTD31a Arterial rd West Oriel BedfordviewGauteng 2008 South Africa (011) 615-3640 (011) 615-3678 www.captive.co.za

CENTRIQ INSURANCE COMPANY LTDP.O Box 55674, Northlands, 2116 (011) 268-6490 (011) 268-6495 www.centriq.co.za

CHARTERED AUTO UNDERWRITING AGENCY P.O. Box 78589, Sandton, 2146086 100 2282 086 100 2283 www.caua.co.za

COMMERCIAL AND INDUSTRIALACCEPTANCES P.O. Box 615, Bedfordview, 20080861 CIA 777 086 613 6684 www.cia.co.za

COMPASS INSURANCE P.O. Box 37226, Birnam Park, 2015(011) 745-8333 (011) 745-8444 www.compass.co.za

CONSORT TECHNICAL UNDERWRITING MANAGERS (PTY) LTDP.O. Box 520, Banbury, 2164 (011) 658-1156 (011) 658-1175 www.consort.co.za

CROSS COUNTRY INSURANCECONSULTANTS (PTY) LTD P.O. Box 731065, Fairland, 1733(011) 215-8800 (011) 476-8205 www.ccic.co.za

FACTORY & INDUSTRIAL RISKWMANAGERS (PTY) LTD P.O. Box 615, Bedfordview, 2008(011) 615-1640 086 665 7777 www.facind.co.za FILM & ENTERTAINMENT UNDERWRITERS SA (PTY) LTD Suite 244, Private Bag X17, Weltevredenpark, 1715 (011) 431-3694 (011) 431-4188 www.feusa.co.za


65 Directory 2016


FIREDART & CONSTRUCTIONGUARANTEE UNDERWRITING MANAGERS (PTY) LTDP.O. Box 11653, Randhard, 1457(011) 833-1400 (011) 867-2816 www.firedart.co.za

GARAGESURE CONSULTANTS & ACCEPTANCES P.O. Box 3375, Randburg, 2125(011) 791-6602 www.garagesure.co.za

GEM & JEWEL ACCEPTANCES P.O. Box 70014, Bryanston, 20210861 234 436 0861 235 436 www.gemjewel.co.za

GUARDRISK P.O. Box 786015, Sandton, 2146(011) 669-1000 www.guardrisk.co.za HIC UNDERWRITING MANAGERS (PTY) LTDP.O. Box 2253, Bedfordview, 2008(011) 455-5271 (011) 455-4779 www.hicsa.co.za

INSURANCE UNDERWRITNG MANAGERSPrivate Bag X10, Gardenview, 20470861 949 444 0861 949 999 www.ium.co.za

KEU UNDERWRITING MANAGERS88 Monkor Road, Randpark Ridge0861 00 00 90 0861 00 00 30 www.keu.co.za LEPPARD UNDERWRITING P.O. Box 2730, Houghton, 2041(011) 459-1640 (011) 268-5887 www.leppard.co.za

MERX COMMERCIAL UNDERWRITERS (PTY) LTD P.O. Box 4472, Atlasville, 1465(011) 455-3838 (011) 455-0943 www.merxcu.co.za

MOTORITE INSURANCEADMINISTRATORS (PTY) LTD P.O. Box 1034, Gallo Manor, 20520860 66 22 11 (011) 259-4894 www.motorite.co.za

NETWORK LIABILITY UNDERWRITING MANAGERS (PTY) LITDP.O. Box 1281, Randpark Ridge, 2156(011) 475-0318 (011) 675-0094 www.networkliability.co.za

PALADIN UNDERWRITINGMANAGERS (PTY) LTD P.O. Box 613, Rondebosch, 7701(021) 686-7270 (021) 686-8100 www.paladin.co.za PSG KONSULT HEAD OFFICEBuilding A, Pro Sano Park South Gate, Carl Cronje Drive, Tyger Waterfront, Tyger Valley, Bellville, 750 (021) 915-4160 www.psg.co.za

RESOLUTION UNDERWRITERSP.O. Box 1115, Bromhof, 2154(010) 001-8888 086 555 2682 www.resolutionunderwriters.co.za SA UNDERWRITING AGENCIES (PTY) LTDP.O. Box 3606, Randburg, 2125(011) 777-7200 (011) 777-7345 www.saunderwriters.com

Directory 201666

SENATE TRANSIT UNDERWRITINGMANAGERS (PTY) LTD P.O. Box 1042, Centurion, 0046(012) 663-1004 (012) 663-1518 www.senate-net.co.za


TOP TRANS EXCESS UNDERWRITERSP.O. Box 1568, Lambton, 1414(011) 622-0142086 504 5033 www.roadcom.co.za

WHEELS UNDERWRITING MANAGERS (PTY) LTDPostnet Suite 421, Private Bag X75, Bryanston, 2021 (011) 267-4000 (011) 267-4295www.wheelrite.co.za




CLOUD ATTACHED (PTY) LIMITED 473 Cliff Avenue, Waterkloof Ridge X2, Pretoria 083 284 7719 086 672 5893 www.cloudattached.com DOCUMENT ACCOUNTING SOLUTIONS T/A EQUITRACP.O. Box 240, Wendywood, 2144 (011) 656-5000 086 741 0188 www.equitrac.co.za

DST GLOBAL SOLUTIONS (PTY) LIMITEDP.O. Box 2419, Parklands, 2121(011) 715-5600 (011) 482-1381www.dstglobalsolutions.com

ATWORK INTERNET SOFTWARE SIMPLER BY DESIGN Postnet Suite 202, Private Bag X10, Elarduspark, 0047 0861 289 675 (012) 345-6290 www.atwork.co.za

BARNOWL P.O. Box 3009, Randburg, 2125 (011) 540-9100 (011) 540-9110 www.barnowl.co.za

BUSINESS EDGE P.O. Box 4656, Rivonia, 2128 (011) 706-2930 (011) 706-2991 www.businessedge.co.za


T E C H N O L O G Y

67 Directory 2016

T E C H N O L O G Y

ELITE WEALTH TECHNOLOGY SOLUTIONSP.O. Box 101254, Moreleta Plaza, 01670861 222 378 (012) 991-5054 www.elitewealth.biz

ENTELECT P.O. Box 239, Melrose Arch, 2076 (011) 994-3300 (011) 994-3301 www.entelect.co.za

FASTER FORWARD ELEMENTS 2 Henschell Road, Hout Bay (021) 790-1043 (021) 790-1042 www.fasterforward.co.za

FINTELLIGENCE BUSINESS SYSTEMS (PTY) LIMITED Postnet Suite 231, Private Bag X25723, Monument Park, 0105 (012) 360-0040 (012) 347-0354 www.fintelligence.co.za

GALDON DATA COMPUTER SERVICESP.O. Box 5410, Halfway House, 1685 (011) 805-4420 | (011) 805-4119 www.galdon.co.za

IMPREXXION FOOTPRINT (PTY) LTDPostnet Suite 109, Private Bag X04, Fontainebleau, 2032 (011) 399-2600 (011) 781-8669 www.imprexxion.com IRESS WEALTH MANAGEMENT (PTY) LTDP.O. Box 526, Westville, 3630 (031) 203-7600 086 514 6546 www.iress.co.za

LOGIKAL CONSULTING SBV House, Cnr 11th Avenue & 8th Street, Houghton Estate (011) 100-0651(011) 100-0658 www.logikalconsulting.com

MCI CONSULTANTS (PTY) LIMITED P.O. Box 71, Bruma, 2026 (011) 454-3420 (011) 454-3417 www.mci.co.za

MIP HOLDINGS 2ND Floor, Wrigley Field, The Campus, 57 Sloane Street, Bryanston(011) 575-1800 www.mip.co.za

MOBITRAK (MOBILE LOCATOR MANUFACTURERS (PTY) LTD PO Box 35687, Menlo Park, 0102 (012) 743-6168 (011) 507-5387 www.handymap.co.za

PHOENIX DISTRIBUTION 33 Elevation Close, Waterfall Park Bekker Road, Cnr Allendale, Vama Valley, Midrand(011) 803-5437 www.phoenixsoftware.co.za

PRODIAL P.O. Box 63732, Greenacres, Port Elizabeth (041) 374-0403 086 504 7409 www.prodial.co.za/p2/Professionals.html

PROFIDA - COMPUTER SCIENCE SOFTWARE (PTY) LIMITED P.O. Box 1174, Durbanville, 7551 (021) 975-0215 (021) 975-5594 www.profida.co.za

PROFILE HOLDINGS 2 Hogsback Ave, Quellerina (011) 477-9620 (011) 477-9839 www.profileholdings.co.za


Directory 201668

SSP-WORLDWIDE P.O. Box 1676, Gallo Manor, 2052(011) 384-8600 (011) 384-8601 www.ssp-worldwide.com

TRUSTCO FINANCIAL SERVICESP.O. Box 6984, Johannesburg, 2000 (011) 644-6500 (011) 644-6789 www.trustcofs.com


FedGroup Trust Administrators (Pty) Ltd FedGroup Trust Administrators offers a comprehensive range of trust company services which include the drafting of wills, administration of deceased estates, estate planning and the drafting and registration of inter-vivos and testamentary trusts. [email protected] www.fedgroup.co.za

SEED INVESTMENTS 810 The Cliffs, Block 1, Niagara Road, Tygerfalls, Bellville, 7530(021) 914-4966(021) 914-4912 www.seedinvestments.co.za



ALLEGIANCE CONSULTING (PTY) LTDPostnet Suite 231, Private Bag X25723, Monument Park, 0105 (012) 360-0040 (012) 347-0354 www.allegiance.co.za

BRENTHURST WEALTH P.O. Box 10150, Fourways, 2055(011) 799-8100 | (011) 799-8101 www.brenthurstwealth.co.za

ABSA TRUST P.O. Box 7735, Johannesburg, 2000(011) 846-5015 | 086 753 2871 www.absa.co.za

ALEXANDER FORBES FINANCIAL SERVICES (PTY) LTDP.O. Box 787240, Sandton, 2146 (011) 269-0000 www.alexanderforbes.co.za

T E C H N O L O G Y

T R U S T S

69 Directory 2016

T R U S T S

CITADEL INVESTMENT SERVICES LTDP.O. Box 650777, Benmore, 2010 (011) 722-7600 www.citadel.co.za

FEDGROUP 89 Bute Lane, Sandown (011) 305-2300 | (011) 305-2500 www.fedgroup.co.za

IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116 (011) 550-6196 (011) 550-6194 www.imara.co KRUGER INTERNATIONAL PRIVATE WEALTH MANAGEMENT P.O. Box 72260, Parkview, 2122(011) 726-7700 (011) 219-7111 www.krugerinternational.co.za

MAITLAND GROUPP.O. Box 3149, Cape Town, 8000(021) 681-8000 (021) 681-8100 www.maitlandgroup.co.za

PRIVATE CLIENT HOLDINGS P.O. Box 24033, Claremont, 7735(021) 671-1220 (021) 671-1149 www.privateclient.co.za

PSG KONSULT HEAD OFFICEBuilding A, Pro Sano Park South Gate, Carl Cronje Drive, Tyger Waterfront, Tyger Valley, Bellville, 750 (021) 915-4160 www.psg.co.za

RISK BENEFIT SOLUTIONS P.O. Box 449, Cape Town, 8000 (021) 443-4400 (021) 443-4444 www.rbs.co.za

SEED INVESTMENTS810 The Cliffs, Block 1, Niagara Road, Tygerfalls, Bellville, 7530 (021) 914-4966(021) 914-4912 www.seedinvestments.co.za

SOUTHERN CHARTER WEALTHPostnet Suite 62, Private Bag X12, Tokai, 7966(021) 700-1000 (021) 701-6145 WARWICK WEALTH (PTY) LIMITED P.O. Box 816, Constantia, 7848(021) 795-5199 086 726 4359 www.warwickwealth.com

BAYHILL CAPITAL P.O. Box 651969, Benmore, 2196 (011) 722-7620 www.bayhillcapital.co.za

BayHill Capital specializes in building local and global custom-built private client share portfolios in partnership with financial planners. The shares are held in the client’s name and share selection is done on a highly personalised level. Our services are ideal for investors who are looking for a more hands-on approach around the investment decisions relating to the shares in their portfolios, as opposed to buying a fund.

W E A L T H M A N A G E M E N T

Directory 201670

T R U S T S W E A L T H M A N A G E M E N T




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

NOVARE WEALTH P.O. Box 4742, Tygervalley, 7536 (021) 914-7730 (021) 914-7733 www.novare.com


The group recently took a decision to expand its range of investment products and solutions to include unit trusts and retail vehicle like preservation funds, retirement annuities and other post-retirement solutions.

Novare Wealth is the advisory and distribution component in support of these retail investment solutions, in line with Novare’s progression to become a leading emerging market investor advisor, for both institutional and retail clients.

71 Directory 2016




CITADEL INVESTMENT SERVICES LTDP.O. Box 650777, Benmore, 2010(011) 722-7600 www.citadel.co.za

FOORD ASSET MANAGEMENT P.O. Box 135, Howard Place, 7450 (021) 532-6988 (021) 532-6999 www.foord.co.za

GRINDROD ASSET MANAGEMENT P.O. Box 78011, Sandton, 2194(011) 459-1860 (011) 388-2341 www.grindrodam.co.za GTC (PTY) LTD P.O. Box 55118, Illovo, 2116 (010) 597-6800 (010) 597-6801 www.gtc.co.za

IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116(011) 550-6196 (011) 550-6194 www.imara.co


ALEXANDER FORBESFINANCIAL SERVICES (PTY) LTD P.O. Box 787240, Sandton, 2146 (011) 269-0000 www.alexanderforbes.co.za ATWORK INTERNET SOFTWARE SIMPLER BY DESIGN Postnet Suite 202, Private Bag X10, Elarduspark, 0047 0861 289 675 (012) 345-6290 www.atwork.co.za BAYHILL CAPITAL P.O. Box 651969, Benmore, 2196 (011) 722-7620 www.bayhillcapital.co.za BRENTHURST WEALTH P.O. Box 10150, Fourways, 2055(011) 799-8100 (011) 799-8101 www.brenthurstwealth.co.za CAPITAL INTERNATIONAL P.O. Box 25, Newlands, 7725 (021) 201-1070www.capital-iom.com

CAPSTONE P.O. Box 6098, Weltevreden Park, 1715 (011) 447-0062 086 608 5761 www.cstone.co.za

Directory 201672


IRESS WEALTH MANAGEMENT (PTY) LTDP.O. Box 526, Westville, 3630 (031) 203-7600 086 514 6546 www.iress.co.za ITRANSACT P.O. Box 4769, Randburg, 2194 0861 432 383 0867 436 959 www.itransact.co.za MAITLAND GROUP P.O. Box 3149, Cape Town, 8000(021) 681-8000 (021) 681-8100 www.maitlandgroup.co.za

MARRIOTT ASSET MANAGEMENTP.O. Box 2099, Hillcrest, 3650 (031) 765-0700 (031) 765-0790 www.marriott.co.za

MOMENTUM P.O. Box 7400, Pretoria, 0046 (012) 673-7396 (012) 673-7699 www.momentum.co.za

NEDGROUP INVESTMENTS P.O. Box 1510, Cape Town, 80000860 123 263 0861 119 733 www.nedgroupinvestments.co.za NEDGROUP LIFE P.O. Box 149175, East End, 4018(031) 536-5000 (031) 536-5327 www.nedgrouplife.co.za NOVARE WEALTH P.O. Box 4742, Tygervalley, 7536 (021) 914-7730 (021) 914-7733 www.novare.com

PIONEER WEALTH MANAGERS 54 on Bath (First Floor), 54 Bath Avenue, Rosebank, Johannesburg, 2196 (011) 880-4710 www.pioneer.co.za

PRIVATE CLIENT HOLDINGS P.O. Box 24033, Claremont, 7735 (021) 671-1220 (021) 671-1149 www.privateclient.co.za

BayHill Capital offers you and your clients the ability to have a more hands-on approach to investing in private share portfolios.

www.bayhillcapital.co.zaBayHill Capital Proprietary Limited is licensed as a fi nancial services provider.

Johannesburg +27 (0)11 722 7620 • Durban +27 (0)31 815 8806 • Cape Town +27 (0)21 670 9167

73 Directory 2016

PSG KONSULT HEAD OFFICEBuilding A, Pro Sano Park South Gate,Carl Cronje Drive, Tyger Waterfront, Tyger Valley, Bellville, 750 (021) 915-4160 www.psg.co.za

RISK BENEFIT SOLUTIONS P.O. Box 449, Cape Town, 8000 (021) 443-4400 (021) 443-4444 www.rbs.co.za

SANLAM PRIVATE INVESTMENTSPrivate Bag X8, Tygervalley, 7536 (021) 950-2103 (021) 950-2301 www.spi.sanlam.com SEED INVESTMENTS 810 The Cliffs, Block 1, Niagara Road, Tygerfalls, Bellville, 7530 (021) 914-4966 (021) 914-4912 www.seedinvestments.co.za

SOUTHERN CHARTER WEALTHPostnet Suite 62, Private Bag X12, Tokai, 7966(021) 700-1000(021) 701-6145

STANLIB P.O. Box 202, Melrose Arch, 2076 (011) 448-5000 / 6000086 727 7501 www.stanlib.com

SYGNIA ASSET MANAGEMENT P.O. Box 51591, Waterfront, 8002 (021) 446-4940 (021) 446-4950 www.sygnia.co.za


TANTALUM CAPITALGreat Westerford, 240 Main Road, Rondebosch, Cape Town, 7700(021) 680-6500(021) 680-6529 www.tantalum.co.za WARWICK WEALTH (PTY) LTD P.O. Box 816, Constantia, 7848(021) 795-5199 086 726 4359 www.warwickwealth.com

WEALTH ASSOCIATESSOUTH AFRICA (PTY) LTD P.O. Box 412636, Craighall, 2024(011) 807-6182 (011) 807-7796 www.wealthassociates.co.za

WORLDWIDE CAPITAL Postnet Suite 26, Private Bag X9, Benmore, 2010 (011) 685-1000 (011) 685-1018 www.worldwidecapital.com

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75 Directory 2016

“IT TAKES A VILLAGE TO RAISE A CHILD.”

Cape Town: 1st Floor, Colinton House, The Oval, 1 Oakdale Road, Newlands, 7700, South Africa | T: +27 21 670 6570 | E: [email protected]: 7th Floor, Fredman Towers, 13 Fredman Drive, Sandton, 2146, South Africa | E: [email protected] Asset Management is an authorised Financial Services Provider (FSP 835)

www.argonassetmanagement.co.za

As true for our children, as it is for our organisations. Gratitude for helping us shape ours.

10 years on. Thank you to everyone who has been a part of building an African investment firm with global standards. We look forward to exchanging value in the global village.

Best Asset Management

Company South Africa

2015

Best Investment

Management Company

South Africa 2015


Brand South Africa

2015

Best Asset Management Company in Africa 2015

Company with Global Significance

2015

Best Absolute Return

Manager for 2015


“IT TAKES A VILLAGE TO RAISE A CHILD.”

As true for our children, as it is for our organisations. Gratitude for helping us shape ours.

BambooNetwork/SA/Eng

Cape Town: 1st Floor, Colinton House, The Oval, 1 Oakdale Road, Newlands, 7700, South Africa | T: +27 21 670 6570 | E: [email protected]: 7th Floor, Fredman Towers, 13 Fredman Drive, Sandton, 2146, South Africa | E: [email protected] Asset Management is an authorised Financial Services Provider (FSP 835)




2015

Best Investment

Management Company

South Africa 2015


Brand South Africa

2015



2015


Manager for 2015

Best

Gratitude for helping us shape ours.

10 years on. Thank you to everyone who has been a part of building an African investment firm with global standards. We look forward to exchanging value in the global village.

It is through supporting all aspects of each other as a team that we have built an effective company and awarded service. It is by admiring and learning from our competition that we keep ourselves relevant and motivated. And it is through striving for client service excellence that we produce results.

At Argon, we believe that values equal value.

We value relationships because different perspectives create results.

Bamboo Network/Int/EngCape Town: 1st Floor, Colinton House, The Oval, 1 Oakdale Road, Newlands, 7700, South Africa | T: +27 21 670 6570 | E: [email protected] Network/Int/EngCape Town: 1st Floor, Colinton House, The Oval, 1 Oakdale Road, Newlands, 7700, South Africa | T: +27 21 670 6570 | E: [email protected]



2015

Traditional Equity &

Fund Manager of the Year

2015

Best Investment

Management Company

South Africa 2015


Brand South Africa

2015



2015


Manager for 2015

Best

Cape Town: 1st Floor, Colinton House, The Oval, 1 Oakdale Road, Newlands, 7700, South AfricaT: +27 21 670 6570 | E: [email protected]: 7th Floor, Fredman Towers, 13 Fredman Drive, Sandton, 2146, South Africa

Argon Asset Management is an authorised Financial Services Provider (FSP 835).

Money Market_Argon press ad_148x210_v1_05 JULY 2016.pdf 1 07-Jul-16 11:55:40

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FINANCIAL ADVISERS DIRECTORY 2016 - MoneyMarketing · 2020-02-28 · S ome are now of the opinion that fi nancial advisers are beginning to be replaced by robo-advisers. I wholeheartedly