MoneyMarketing Financial Advisers Directory 2022 by New Media B2B

@MMMagza

@MoneyMarketingSA

First for the professional personal financial adviser

w w w.moneymarketing.co. za

FINANCIAL ADVISER$ DIRECTORY 2022

Brought to you by

cib. absa. africa

Corporate and Investment Banking

No one knows Africa like we do Our industry leaders work in Africa’s key sectors to bring possibilities to life across a comprehensive suite of corporate and investment banking services. As one of Africa’s largest listed banking groups, we harness our deep understanding of investment flows, market participants, sector trends and regulations to unlock value for our clients across the continent.

The bravery to imagine and the will to get things done. That’s Africanacity.

cib.absa.africa

Authorised Financial Services Provider Registered Credit Provider Reg No NCRCP7

EDITOR’S COMMENT

CONTENTS

elcome to the latest edition of MoneyMarketing’s Financial Advisers Directory, your one-stop source of contacts in the financial services industry.

03 Editor’s Comment 04 Alternative Investments

The firms and organisations listed in this directory cover a wide

breadth of financial services, products, and industry knowledge, ranging from alternative investments to exchange-traded funds, compliance, and insurance, among many more. Whether it is partner firms or new strategies that align with client goals that you seek, the directory was designed and compiled to aid in that search and seamlessly get the financial advisory process off the ground. Perhaps you are looking to branch out and expand your business or professional network; the directory contains a plethora of contacts across various fields from which to pursue and seal business opportunities. The financial services industry is also one that is constantly evolving, be it fintech, policies, or the playing field itself. This year’s directory, powered by Absa Corporate and Investment Banking, features two new growing categories in their own right that we are excited about, black-owned asset managers (who recently achieved over R1tn in total assets under management) and Shari’ah investing. We hope that this directory will prove helpful in adding value to

13 Beneficiary Funds 14 Black-Owned Asset Managers 16 Collective Investments 20 Compliance 21 Discretionary Fund Managers 23 Employee Benefits 26 Exchange Traded Funds 29 Fund Managers 38 Industry Bodies 40 Linked Investment 42 Long-Term Insurance 45 Medical

you, your firm, and your clients. @MMMagza Timothy Rangongo

47 Offshore

@MoneyMarketingSA

Editor: MoneyMarketing timothy.rangongo@newmedia.co.za

@MoneyMarketingSA

51 Private Clients 53 Shari’ah Investing

EDITORIAL EDITOR: Timothy Rangongo timothy.rangongo@newmedia.co.za LAYOUT & DESIGN: David Kyslinger

ADVERTISING ADVERTISING SALES EXECUTIVE: Mildred Manthey Direct: +27 (0) 72 832 5104 mildred.manthey@newmedia.co.za

DISTRIBUTION & SUBSCRIPTION Felicity Garbers felicity.garbers@newmedia.co.za

PUBLISHING TEAM GENERAL MANAGER: Dev Naidoo PUBLISHING MANAGER: Sandra Ladas sandra.ladas@newmedia.co.za PRODUCTION MANAGER: Angela Silver angela.silver@newmedia.co.za ART DIRECTOR: David Kyslinger © Copyright MoneyMarketing 2022

Published by New Media, a division of Media24 (Pty) Ltd

MANAGEMENT TEAM MANAGING DIRECTOR: Aileen Lamb COMMERCIAL DIRECTOR: Maria Tiganis BRAND STRATEGY DIRECTOR: Andrew Nunneley CHIEF FINANCIAL OFFICER: Venette Malone CEO: MEDIA24: Ishmet Davidson HEAD OFFICE: New Media House, 19 Bree Street, Cape Town, 8001 Postal Address: PO Box 440, Green Point, Cape Town, 8051 Tel: +27 (0)21 417 1111 Fax: +27 (0)21 417 1112 newmedia@newmedia.co.za JOHANNESBURG OFFICE: New Media, a division of Media24 (Pty) Ltd Ground Floor, 272 Pretoria Avenue Randburg, 2194

54 Short-Term Insurance 56 Software Solutions 59 Underwriting Managers 61 Trusts

Unless previously agreed in writing, MoneyMarketing owns all rights to all contributions, whether image or text. SOURCES: Shutterstock, supplied images, editorial staff. While precautions have been taken to ensure the accuracy of its contents and information given to readers, neither the editor, publisher, or its agents can accept responsibility for damages or injury which may arise therefrom. All rights reserved. © MoneyMarketing. No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, photocopying, electronic, mechanical or otherwise without the prior written permission of the copyright owners. © MoneyMarketing is not a financial adviser. The magazine accepts no responsibility for any decision made by any reader on the basis of information of whatever kind published in the magazine.

While precautions have been taken to ensure the accuracy of its contents and information given to readers, neither the editor, publisher, or its agents can accept responsibility for damages or injury which may arise therefrom. All rights reserved. © MoneyMarketing. No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, photocopying, electronic, mechanical or otherwise without the prior written permission of the copyright owners.

A LT E R N AT I V E I N V E S T M E N T S

ABSA STRUCTURED SOLUTIONS Bringing ultimate choice to investors, through customisable risk and return profiles accessible through a range of investment vehicles. We enable you to structure payoff profiles that express your market outlook and desired investment outcome. Whether you are looking for geared growth, downside protection, fixed returns, FX exposure, access to local or international markets or a combination of these. We have compelling solutions and a broad range of issuance vehicles that stretch beyond what is available from the more traditional investment universe.

27FOUR INVESTMENT MANAGERS Firestation Rosebank, 16 Baker Street, Rosebank, Johannesburg (011) 442 2464 www.27four.com

AG CAPITAL 27 Somerset Road, Green Point, Cape Town, 8000 (021) 401 8900 www.agcapital.co.za

36ONE ASSET MANAGEMENT 6A Sandown Valley Crescent, Sandown, Johannesburg (010) 501 0250 www.36one.co.za

AGIS INVESTMENTS One Vdara, 41 Rivonia Road, Sandhurst, Johannesburg (010) 593 6440 www.agis-holdings.co.za

ABSA ALTERNATIVE ASSET MANAGEMENT Absa Towers North, 180 Commissioner Street, Johannesburg 0860 000 005 www.absainvestmentmanagement.co.za

ALEXANDER FORBES 115 West Street, Sandton, Johannesburg (011) 269 0000 www.alexanderforbes.co.za

ACTIS AFRICA Cradock Heights, 21 Cradock Avenue, Rosebank, Johannesburg (011) 778 5900 www.act.is

ALL WEATHER CAPITAL Katherine Towers, 1 Park Lane, Wierda Valley, Johannesburg, 2196 (011) 722 7382 www.allweather.co.za

ACUMEN CAPITAL Fourways Manor Office Park, Macbeth Street, Johannesburg, 2191 (011) 467 8460 www.acumencapital.co.za AFRICAN INFRASTRUCTURE INVESTMENT MANAGERS 1 Mutual Place, 107 Rivonia Road, Sandton, Johannesburg (011) 217 1000 www.aiimafrica.com

ALPHA WEALTH The Terraces, 25 Protea Road, Claremont, Cape Town (021) 683 1354 www.alphawealth.co.za AMPLIFY Kildare House, 1 Oakdale Road, Newlands, Cape Town, 7700 (021) 671 0630 www.amplify.co.za

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A LT E R N AT I V E I N V E S T M E N T S ANCHOR ASSET MANAGEMENT 25 Cullross Road, Bryanston, Johannesburg (011) 591 0500 www.anchorcapital.co.za ASHBURTON INVESTMENTS 4 Merchant Place, 1 Fredman Drive, Sandton, Johannesburg (011) 282 8800 www.ashburtoninvestments.com ATA CAPITAL 9th Floor, 90 Grayston Drive, Sandton, Johannesburg (011) 321 1636 www.atacapital.co.za ATHENA CAPITAL Fernwood House, The Oval, 1 Oakdale Road, Newlands, Cape Town (021) 657 3810 ww.athenacapital.co.za AWETHU PROJECT CAPITAL 11 Kotze Street, Braamfontein, Johannesburg (011) 024 1606 www.awethuproject.co.za BLUEALPHA INVESTMENT MANAGEMENT Convention Tower, Heerengracht Street,Cape Town, 8001 (021) 409 7100 www.bluealphafunds.com BOPA MORUO PRIVATE EQUITY 3 Exchange Square, 87 Maude Street, Sandton, Johannesburg (010) 900 2019 www.bopamoruo.co.za CAPITAL INTERNATIONAL Great Westerford, 240 Main Road, Rondebosch, Cape Town (021) 201 1070 www.capital-iom.com

DIRECTORY 2022

CAPITALWORKS INVESTMENT PARTNERS Capital Hill, 6 Benmore Road, Benmore, Sandton, Johannesburg (011) 301 3000 www.capitalworksip.com CAPRICORN CAPITAL PARTNERS Capricorn House, 32 Impala Road, Chislehurston, Johannesburg (011) 066 0723 www.capricornsa.com CATALYST FUND MANAGERS Protea Place, Protea Road, Claremont, Cape Town (021) 657 5500 www.catalyst.co.za CONVERGENCE PARTNERS 30 Jellicoe Road, Rosebank, Johannesburg (011) 550 5320 www.convergencepartners.com DESTINATA HOLDINGS Fairways Office Park, 5 Niblick Way, Somerset West, Cape Town (021) 851 3590 www.destinataholdings.com EDGE CAPITAL 3 Heuwelkruin Close, Durbanville, Cape Town, 7550 (021) 976 1012 www.edge.co.za EMPIRIC CAPITAL 24 Gardner Williams Avenue, Paardevlei, Cape Town, 7130 (021) 851 3123 www.empiriccapital.com ETHOS PRIVATE EQUITY 35 Fricker Road, Illovo, Johannesburg (011) 328 7400 www.ethos.co.za

A LT E R N AT I V E I N V E S T M E N T S FAIRTREE CAPITAL Cnr Carl Cronje Dr & Old Oak Rd, Bellville, Cape Town (021) 943 3790 www.fairtree.com

HEWETT WEALTH Block 16 B, Willowbrook Office Park, Ruimsig, Johannesburg, 1724 (010) 597 7506 www.hewettwealth.co.za

GAIA PRIVATE EQUITY 37 Vineyard Road, Claremont, Cape Town (021) 671 7210 www.gaiape.co.za

i-CUBED CAPITAL Greenacres Office Park, Rustenburg Road, Victory Park, Johannesburg (011) 888 0027 www.icubedcapital.co.za

GLOBAL CAPITAL 21 West Street, Houghton, Johannesburg (011) 728 0255 www.glocapital.com GROVEST 64 Katherine Street, Sandton, Johannesburg (011) 262 6433 www.grovest.co.za GROWTHGRID 1 Westlake Dr, Westlake, Cape Town (027) 761 0915 www.growthgrid.co.za HARITH GENERAL PARTNERS Block A1, 34 Impala Road, Chislehurston, Johannesburg (011) 384 4000 www.harith.co.za HAVAÍC The Pavilion, Dock Road, V&A Waterfront, Cape Town (021) 140 3569 www.havaic.com

INDEPENDENT ALTERNATIVES 42 Homestead Road, Jupiter House, River Park, Johannesburg, 2191 (011) 234 0187 www.independentalternatives.co.za INDEPENDENT INVESTMENT SOLUTIONS Block 16 B, Willowbrook Office Park, Ruimsig, Johannesburg, 1724 (010) 597 6687 www.i2solutions.co.za ITRANSACT 15 Philips Street, Ferndale, Randburg, Johannesburg 0861 432 383 www.itransact.co.za KALON VENTURE PARTNERS 71, 4th Street, Houghton, Johannesburg (010) 140 4939 www.kalonvp.com

HELICAL CAPITAL PARTNERS 30 Jellicoe Avenue, Rosebank, Johannesburg (010) 271 0700 www.helicalpartners.com

KENAKO CAPITAL 7 Kildare Centre, Wheelan Road, Newlands, Cape Town (021) 671 3311 www.kenakocapital.co.za

HERITAGE CAPITAL The Place, 1 Sandton Drive, Sandton, Johannesburg (010) 594 4708 www.heritagecapital.co.za

KINGSON CAPITAL 2A, 21 York Road, Gillitts, Durban 278 234 08633 www.kingsoncapital.com

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Corporate and Investment Banking

The freedom to chart your own journey Our Fund Linked Solutions team allow you the freedom to customise your own investment solution. You can enjoy a capital-protected investment with geared equity exposure to counter a low-growth environment, PLUS an element of fixed returns, without having to invest all your money for the long term or risk your capital.

The bravery to imagine and the will to get things done. That’s Africanacity.

aiss.absa.africa/fundsolutions

Authorised Financial Services Provider Registered Credit Provider Reg No NCRCP7

A LT E R N AT I V E I N V E S T M E N T S

Absa’s revolutionary new

Fund Linked Solutions Platform INVESTMENT OBJECTIVES

that could be worth zero can grow to many multiples of the

Why do we invest in financial assets? Irrespective of the

original price. Concentrated investing in potentially volatile

personal investment objectives, we invest in a range of

equities can lead to spectacular returns. However, to have

holdings to grow our wealth. No investor would be content to

the potential for stellar returns, there is a material amount of

have less, rather than more capital as an outcome of the

investment risk associated with the decision. The other mechanism for gains acceleration is the

investing process! Some investors want to grow

use of leverage. Leverage comes in one of two

their wealth rapidly and extensively. In contrast,

forms. Leverage can be inherent to the financial

others are more content to have slower gains

instrument, as with derivative instruments,

over time. Investors all have unique risk profiles that accompany their investment

or leverage means investing with borrowed

objectives and investment time frames.

money. Investing with borrowed money allows investors to increase their exposure

In a traditional investing environment,

to a financial asset. If the asset performs

to have more wealth, investors need the

well, there is plenty of capital to repay the

price of their purchased assets to increase.

borrowed money and make considerable

Unfortunately, asset prices do not always

gains on the original investor amount. It does of

rise within the intended investment time

course, work in the opposite direction, too; leveraged

horizon. Asset prices are influenced by a range of factors, from the economic environment and assetspecific elements, to market sentiment (what other investors think of the asset).

Chris Edwards, Head of Prime Services, Index and ETF

Being reliant on increasing asset prices to generate

investing can lead to material losses. For most investors, the primary risk they seek to avoid is a capital loss, wealth destruction. Many of the complex financial tools used by hedge fund

increased wealth is not always achievable. This dependence

managers allow for strategies that protect capital. Capital

made some financial market practitioners look for other ways to

protection is a way to guarantee that the initial investment will

achieve gains even if prices were not necessarily growing at the

be safe regardless of what happens.

desired pace. The “other ways” is where the hedge fund industry

While a capital loss is a chief investment risk, volatility, the

positioned itself. Initially unregulated, hedge fund managers

potentially wild swings in asset prices, is another type of risk.

sought to use more complex financial instruments to increase

Again, hedge fund managers have tools to control or dampen

wealth or minimise losses, even when asset prices were not

the volatility of some of their investments. It allows them to be

rising. They also sought out mechanisms that could accelerate

“on the roller coaster” but the gentler version.

wealth accumulation or reduce the risk associated with asset

As a retail investor, investing with borrowed money,

investing. Minimising losses and accelerating gains mean

leverage is not a readily available tool. Inserting a level of

compounding investment returns at an increasingly higher base,

capital protection is not an available tool. And mechanisms to

allowing hedge fund managers to outperform general markets.

dampen volatility are also not available in the retail investment

While the hedge fund industry is now globally more regulated, accessing hedge funds still tends to be the domain

space. Retail investors have until now, minimal investment tools at their disposal.

of high-net-worth individuals. The financial complexity and tools remain off limits. In other words, you already have to

DEMOCRATISING THE PLAYING FIELD

have money to make more money! And if money makes money,

The Absa Fund Linked Solutions (FLS) platform is revolutionary

then those that have it keep extending their wealth.

in that it provides a full suite of tools designed to democratise the investment playing field. The tools that were once the

INCREASING INVESTMENT WEALTH

preserve of hedge fund managers alone are now available to all

In pursuing investment wealth growth, there are some typical

investors. With the help of their financial advisor, the platform

ways to accelerate investment gains. Investors can make

allows all investors to combine traditional financial asset

significant returns by investing in volatile financial assets. For

investing with a range of advanced investment features. This

example, if the stars align, a small “penny-stock” company

offering sounds fantastic, but what does this mean?

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A LT E R N AT I V E I N V E S T M E N T S The Absa FLS platform allows retail investors to select from

niche investment fund. Perhaps the manager participates in

their favourite CIS funds, including retail hedge funds and

a smaller market segment, resulting in the fund prices varying

Exchange Traded Funds, and then apply a range of specialist

wildly from day to day. Selecting a niche, more volatile fund and

tools. Those tools include the ability to leverage the fund, add

reducing the volatility of this specialist fund is a scenario suited

a level of capital protection to the investment, manage the

to the Risk Managed strategy. It’s another opportunity to invest in

amount of volatility, or use those tools in combination.

your favourite fund but use the Absa FLS platform tools to tweak

By using the range of tools: leverage, capital protection,

the investment characteristics to suit your investment needs.

volatility control or a combination, investors can tailor the investment characteristics of funds to their specific individual needs.

THE PLATFORM AT WORK The Absa FLS platform achieves this bespoke investment tailoring by offering four different strategies to investors. The Delta One strategy, the Protection strategy, the Leverage strategy and the Risk Managed strategy. What is key to realise is that these are not off-the-shelf products or fixed solutions. Instead, these are strategies in which investors can select their favourite funds and then add leverage, protection, or risk management features. For example, investors may have a range of equity-based

THE POWER OF THE ABSA FLS NOTES As mentioned above, the Absa FLS platform offers four

CIS funds they have invested in over many years. They may

strategies. The delivery vehicle of all the strategies is a Bank

agree with the investment philosophy and approach of the

Note issued by Absa. Inside the Note, investors select the

asset management house and want to remain investors.

funds they love and then change the characteristics of those

However, they may temporarily be unable to tolerate any

funds to suit their investment objectives. By investing in a

investment capital risk. By using the Protection strategy on

strategy via the bank-issued Note, the investor owns the

the Absa FLS platform, the investor can keep investing in their

Note rather than the underlying funds directly. This allows

equity fund favourites and add a level of capital protection.

the Absa FLS platform to manage the strategies inside of

Or imagine an investor who loves a particular balanced

the Note automatically. Investment objectives change over

fund. However, they know that while the fund might be an

time, and all the tools and features provided by the Absa FLS

excellent long-term choice, it is unlikely to “shoot the lights

platform have the flexibility to be turned on and off at the

out” in the shorter term. This scenario is where the Leverage

investor’s sole discretion.

strategy becomes powerful. An investor can keep their favourite more conservative fund but add leverage. Adding leverage means that the Absa FLS platform loans

Feeling bullish about the markets? Turn on leverage… Feeling bearish about the markets? Turn on protection…Feeling like markets are poised for a big move, but uncertain whether

the investor an appropriate amount of money to invest in

it will be a rip higher or a downward crack? opt for leverage

the fund. Suppose the investor had R50 000 of investment

and protection. The power of the Absa FLS platform and

capital and Absa loans the investor another R50 000. Now the

Notes means that investors have all the tools and flexibility to

investor can invest R100 000 in their favourite balanced fund

customise their investment characteristics without having to

with their investor capital plus the Absa loan capital. Imagine

chop and change funds.

the fund rises by 10% over the year. That is a gain of R10 000

Finally, the Delta One strategy is the starting point for

on the combined loan and investor capital allocation of R100

implementing the power and flexibility of the Absa FLS platform.

000. A 10% gain on the investor capital alone without the loan

The Delta One strategy allows investors to select the range of

capital would be R5 000. By increasing the exposure to their

investment funds of their choosing and potentially turn on some

balanced fund using loan capital, the growth is leveraged to

smart rules-based rebalancing. With a Delta One Note in place,

R10 000. Of course, this assumes the fund returns are positive.

the Protection strategy, the Leverage strategy and the Risk

Leveraging up gains is not the only direction in which leverage

Managed strategy or a combination become available.

works – losses can be leveraged down. However, the Absa FLS

The Absa FLS platform is accessible via a LISP platform,

platform opens up this feature for retail investors to alter their

and strategies can be implemented with the help of a financial

investment characteristics appropriately.

advisor. The Absa FLS platform allows investors to keep their

Another example would be an investor who admires the

favourite funds and level up the investment playing field with

analysis and thinking of a fund manager who manages a more

sophisticated, but flexible and accessible investment tools. •

DIRECTORY 2022

A LT E R N AT I V E I N V E S T M E N T S KZN GROWTH FUND Delta Towers, 303 Dr Pixley Kaseme Street, Durban (031) 372 3720 www.kzngrowthfund.co.za LAURIUM CAPITAL 90 Grayston Drive, Sandown, Johannesburg, 2196 (011) 263 7700 www.lauriumcapital.com LUCID VENTURES 32 Kloof Street, Gardens, Cape Town (021) 300 6189 www.lucidventures.co.za

MOMENTUM INVESTMENTS 268 West Avenue, Centurion, Pretoria (012) 671 8911 www.momentuminv.co.za NEDBANK CAPITAL Block F, Nedbank Sandton , 135 Rivonia Road , Sandown, Johannesburg 0860 555 111 www.nedbankcapital.co.za NESA CAPITAL Block 3, Commerce Square, 39 Rivonia Road, Sandhurst, Johannesburg (011) 326 3903 www.nesacapital.co.za

MEDU CAPITAL 35 Ferguson Road, Illovo, Johannesburg (011) 268 9140 www.meducapital.co.za

NINETY ONE 36 Hans Strijdom Avenue, Foreshore, Cape Town (021) 901 1000 www.ninetyone.com

MERGENCE INVESTMENT MANAGERS Cape Town Cruise Terminal, Duncan Road, V&A Waterfront, Cape Town (021) 433 2960 www.mergence.co.za

NITROGEN FUND MANAGERS Illovo Edge, Fricker Road, Illovo, Johannesburg, 2196 (011) 243 5046 www.nitrogenfm.co.za

METIER 5 Commerce Square, 39 Rivonia Road, Sandhurst, Johannesburg (011) 268 4000 www.metier.co.za

NOVARE Cliffs Office Block 1, Carl Cronje Drive, Bellville, Cape Town (021) 914 3944 www.novare.com

METOPE INVESTMENT MANAGERS Portswood Ridge, Portswood Road, V&A Waterfront, Cape Town (021) 418 3760 www.metopegroup.com

OAKTREE VENTURE CAPITAL INVESTMENTS 33 Church St, Cape Town (021) 201 2260 www.theoaktreevcc.co.za

MeTTa CAPITAL 164 Katherine Street, Pinmill Office Park, Strathavon, Johannesburg (011) 568 1312 www.mettacapital.co.za

OBSIDIAN CAPITAL 5 Fricker Road, Illovo, Johannesburg, 2196 (011) 219 6300 www.obsidiancapital.co.za

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A LT E R N AT I V E I N V E S T M E N T S OLD MUTUAL ALTERNATIVE INVESTMENTS Mutualpark, Jan Smuts Drive, Pinelands, Cape Town (021) 509 5022 www.oldmutualinvest.com OPTOMISE Melrose Arch, 14 Whiteley Road, Melrose, Johannesburg 087 153 1192 www.optomise.co.za PERPETUA INVESTMENT MANAGERS The Citadel, 15 Cavendish Street, Claremont, Cape Town (021) 674 4274 (CT Head Office) Tel: (011) 759 4061 (Jhb) www.perpetuaim.co.za PHATISA Ballywoods Office Park, 33 Ballyclare Drive, Bryanston, Johannesburg (011) 463 1920 www.phatisa.com POLAR STAR MANAGEMENT Convention Tower, Heerengracht Street, Foreshore, Cape Town (021) 409 7120 www.polarstarfunds.com PRIME INVESTMENTS 28 Peter Place, Lyme Park, Sandton, Johannesburg (010) 594 2100 www.primeinvestments.co.za PROTEA CAPITAL MANAGEMENT 7 Northridge Avenue, Sunnyridge, Germiston, 1401 (021) 402 1600 www.proteacapitalmanagement.com ROCKWOOD PRIVATE EQUITY Inanda Greens, 54 Wierda Road West, Wierda Valley, Johannesburg (010) 060 4148 www.rockwoodpe.co.za

DIRECTORY 2022

SANARI CAPITAL 90 Grayston Drive, Sandton, Johannesburg 076 456 3339 www.sanari.co.za SANLAM INVESTMENTS 2 Strand Road, Bellville, Cape Town 0860 100 266 www.sanlaminvestments.com SASFIN 29 Scott Street, Waverley, Johannesburg (011) 809 7500 www.sasfin.com SENQU CAPITAL Illovo Edge, Fricker Road, Illovo, Johannesburg, 2196 (011) 243 5059 www.senqucapital.com SPEAR Great Westerford, 240 Main Road Newlands, Cape Town (021) 001 2359 www.spearcapital.com STANLIB 17 Melrose Boulevard, Melrose Arch, Johannesburg 0860 123 003 www.stanlib.com STEYN CAPITAL MANAGEMENT 97 Jip de Jager Drive, Bellville, Cape Town, 7530 (021) 001 4682 www.steyncapitalmanagement.com SUMMIT PRIVATE EQUITY One Vdara Towers, 41 Rivonia Rd, Sandhurst, Johannesburg (010) 880 1812 www.summitafrica.com SYGNIA ASSET MANAGEMENT The Foundry, Cardiff St, Green Point, Cape Town 0860 794 642 www.sygnia.co.za

A LT E R N AT I V E I N V E S T M E N T S TANTALUM CAPITAL South Wing Great Westerford, 240 Main Road, Cape Town (021) 680 6500 www.tantalum.co.za

WEALTHPORT Ballyclare Office Park, 35 Ballyclare Drive, Bryanston, Johannesburg (010) 593 3103 www.wealthport.co.za

TBI INVESTMENT MANAGERS 35 Willie van Schoor Avenue, Bellville, Cape Town (021) 948 0322 www.tbi.co.za

WESTBROOKE ALTERNATIVE ASSET MANAGEMENT 32 Impala Road, Chislehurston, Johannesburg (011) 245 0860 www.westbrooke.co.za

TEREBINTH CAPITAL 4 Bridal Close, Tyger Falls, Tyger Valley, Cape Town, 7530 (021) 943 4823 www.terebinthcapital.com

WORLDWIDE CAPITAL Wanderers Office Park 52 Corlett Drive, Illovo, Johannesburg (011) 685 1000 www.worldwidecapital.com

THIRD WAY INVESTMENT PARTNERS Katherine Towers,Wierda Road West, Wierda Valley, Johannesburg, 2196 (011) 684 1192 www.thirdway.co.za TRINITAS PRIVATE EQUITY 1 Melrose Boulevard, Suite 2 Ground Floor, Melrose Arch, Johannesburg (011) 994 9700 www.trinitaspe.co.za TRUFFLE ASSET MANAGEMENT Hyde Park Lane Business Complex, William Nicol & Jan Smuts, Hyde Park, Johannesburg (011) 325 0030 www.truffle.co.za VANTAGE CAPITAL 3 Melrose Boulevard, Melrose Arch, Johannesburg (011) 530 9100 www.vantagecapital.co.za VISIO CAPITAL MANAGEMENT The Place, Sandton Drive, Sandton, Johannesburg (011) 245 8900 www.visiocapital.co.za

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BENEFICIARY FUNDS ABSA TRUST Absa Towers West, 15 Troye Street, Johannesburg, 2000 (011) 350 4000 www.absa.co.za AKANI BENEFICIARY FUND (PTY) LIMITED 7 Disa Road, Extension 8, Kempton Park, Ekurhuleni, 1620 (011) 578 5333 www.akafin.co.za ALEXANDER FORBES 115 West Street, Sandton, Johannesburg, 2196 (011) 269 0000 www.alexanderforbes.co.za FAIRHEADS BENEFIT SERVICES 2 Long Street, Cape Town, 8001 (021) 410 7500 www.fairheads.com

DIRECTORY 2022

FEDGROUP 89 Bute Lane, Sandown, Johannesburg, 2196 (011) 305 2300 www.fedgroup.co.za NEDGROUP BENEFICIARY SOLUTIONS 135 Rivonia Road, Sandown, Johannesburg, 2196 (011) 294 4444 www.nedbank.co.za SANLAM TRUST BENEFICIARY FUND 2 Strand Rd, Labiance, Cape Town, 7530 (011) 778 6487 www.sanlam.co.za

BLACK-OWNED ASSET MANAGERS 27FOUR INVESTMENT MANAGERS Firestation Rosebank, Fifth Floor, 16 Baker St, Rosebank, Johannesburg (011) 442 2464 www.27four.com

FIRST AVENUE INVESTMENT MANAGEMENT REGUS Business Centre, Ground Floor, Ethos Building 35 Fricker Road, Illovo, Johannesburg (011) 772 2486 www.firstavenue.co.za

AEON INVESTMENT MANAGEMENT 4th Floor, The Citadel, 15 Cavendish St, Claremont, Cape Town (021) 204 6066 www.aeonim.co.za

KAGISO ASSET MANAGEMENT Montclare Place, Main Rd & Camp Ground Road, Claremont, Cape Town (021) 673 6300 www.kagisoam.com

ALUWANI CAPITAL PARTNERS ALUWANI House, EPPF Office Park, 24 Georgian Cres E, Bryanston East, Johannesburg (021) 204 3800 www.aluwani.com

LIMA MBEU INVESTMENT MANAGERS 2nd Floor, Fredman Towers, 13 Fredman Drive, Sandton, Johannesburg (010) 023 0113 www.limambeu.co.za

ARGON ASSET MANAGEMENT 1st Floor Colinton House, The Oval, 1 Oakdale Road, Newlands, Cape Town (021) 670 6570 www.argonassetmanagement.co.za

LUNAR CAPITAL 29 Seventh Street, Houghton Estate, Johannesburg 083 305 7860 www.lunarcapital.co.za

BALONDOLOZI INVESTMENT SERVICES 1st Floor, Building 1 Glenhove Square, 71 4th Street, Houghton Estate, Johannesburg (011) 484 7006 www.balondolozi.co.za

MAKALANI MANAGEMENT COMPANY 261 Oxford Road, Illovo, Johannesburg (011) 428 0680 www.makalani.co.za

BENGUELA GLOBAL FUND MANAGERS 3rd Floor Rivonia Village, Cnr Rivonia Boulevard And Mutual Rd, Rivonia, Johannesburg (010) 596 8500 www.benguelaglobal.com

MAZI CAPITAL 90 Rivonia Rd, Sandhurst, Sandton, Johannesburg (010) 001 8300 www.mazi.co.za

BLUEALPHA INVESTMENT MANAGEMENT 11th Floor Convention Tower, cnr. Heerengracht Street & Walter Sisulu Avenue, Cape Town (021) 409 7100 www.bluealphafunds.com

MEAGO ASSET MANAGERS 73 Oxford Road, Saxonworld, Johannesburg (011) 646 2944 www.meago.co.za

CATALYST FUND MANAGERS Floor 4 Protea Pl, Dreyer St, Claremont, Cape Town (021) 657 5500 www.catalyst.co.za

MERGENCE INVESTMENT MANAGERS 2nd Flr, Cape Town Cruise Terminal, Duncan Road, V&A Waterfront, Cape Town (021) 433 2960 www.mergence.co.za

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BLACK-OWNED ASSET MANAGERS MIANZO ASSET MANAGEMENT EG01, Vesta House, N Bank Ln, Century City, Cape Town (021) 552 3555 www.mianzo.co.za PERPETUA INVESTMENT MANAGERS 15 Cavendish St, Claremont, Cape Town (021) 674 4274 www.perpetuaim.co.za PRESCIENT INVESTMENT MANAGEMENT Steenberg Office Park, Block B, Silverwood, Silverwood Lane, Tokai, Cape Town (021) 700 3600 www.prescient.co.za PROWESS INVESTMENT MANAGERS 20th Floor, 1 Thibault Square, Long St, Cape Town City Centre, Cape Town (021) 565 0065 www.prowessinvestments.com SANLAM INVESTMENT MANAGEMENT 55 Willie van Schoor Avenue, Bellville, Cape Town 0860 100 166 www.sanlaminvestments.com SENTIO CAPITAL Illovo Edge, Building 3, 1st floor, 5 Harries Road, Illovo, Johannesburg (011) 880 1994 www.sentio-capital.com TAQUANTA ASSET MANAGERS Newlands Terraces, 8 Boundary Rd, Newlands, Cape Town (021) 681 5100 www.taquanta.co.za TEREBINTH CAPITAL 1st Floor Willowbridge Place Cnr Carl Cronje Dr &, Old Oak Rd, Bellville, Cape Town (021) 943 4819 www.terebinthcapital.com

DIRECTORY 2022

VUNANI FUND MANAGERS Vunani House, Vunani Office Park, 151 Katherine St, Sandown, Johannesburg (011) 263 9500 www.vunanifm.co.za

COLLECTIVE INVESTMENTS 10X INDEX FUND MANAGERS 34 Somerset Road, Green Point, Cape Town, 8005 (021) 412 1010 www.10x.co.za

ASHBURTON MANAGEMENT COMPANY 1 Fredman Dr, Sandown, Johannesburg, 2196 (011) 282 8800 www.ashburtoninvestments.com

ABSA UNIT TRUST SCHEME 15 Alice Lane, Sandhurst, Johannesburg, 2196 (011) 895 6000 www.absa.co.za

AYANDA COLLECTIVE INVESTMENT SOLUTIONS 16 Baker St, Rosebank, Johannesburg, 2196 (011) 442 2464 www.ayandacapital.com

AFRICA COLLECTIVE INVESTMENTS 54 on Bath, First Floor, 54 Bath Avenue, Rosebank, Johannesburg, 2196 (011) 880 4710 www.africaci.com

BOUTIQUE COLLECTIVE INVESTMENTS 95 Grayston Drive, Morningside, Johannesburg, 2057 (010) 285 0333 www.bcis.co.za

ALEXANDER FORBES INVESTMENTS UNIT TRUST 115 West Street, Sandown, P.O. Box 787240, Sandton, 2146 (011) 269 0000 www.alexanderforbes.co.za

BRIDGE COLLECTIVE INVESTMENTS 40 Dreyer Street, Claremont, Cape Town, 7708 (021) 492 0200 www.bridgefm.co.za

ALLAN GRAY UNIT TRUST MANAGEMENT 1 Silo, V&A Waterfront, Cape Town, 8001 (021) 415 2301 www.allangray.co.za

CI COLLECTIVE INVESTMENTS Peter Place Park, Bryanston, Johannesburg, 2191 (0861) 000 881 www.cicollective.co.za

ALUSI MANAGEMENT COMPANY 3 Heuwelkruin Close, Durbanville, Cape Town, 7550 (021) 976 1012 www.alusi.co.za

CLOUD ATLAS Cnr Jan Smuts and William Nicol, Hyde Park, 2196 (010) 203 9157 www.cloudatlasinvesting.com

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COLLECTIVE INVESTMENTS COMMUNITY GROWTH MANAGEMENT (RF) 85 Main Street, Marshalltown, Johannesburg, 2107 (0861) 774 433 www.comanco.co.za

GLACIER MANAGEMENT COMPANY 1 Sportica Crescent, Tyger Valley, Cape Town, 7530 (021) 917 9002 www.glacier.co.za

CORESHARES INDEX TRACKER MANAGERS 8a Protea Place, Sandton, 2196 (011) 459 1811 www.coreshares.co.za

GRYPHON COLLECTIVE INVESTMENTS Southgate Tyger Waterfront,Carl Cronje Drive, Cape Town, 7530 (021) 915 5100 www.gryphon.com

CORONATION MANAGEMENT COMPANY Corner Campground and Main Roads, Claremont, Cape Town, 7798 (021) 680 2000 www.coronation.co.za

GTC MANAGEMENT COMPANY 52 Corlett Drive, Illovo, Johannesburg,2196 (010) 597 6800 www.gtc.co.za

DISCOVERY LIFE COLLECTIVE INVESTMENTS 1 Discovery Place, Sandhurst, Johannesburg, 2196 (0860) 998 877 www.discovery.co.za

H4 COLLECTIVE INVESTMENTS 15 Cavendish Street, Claremont, Cape Town, 7708 (021) 670 9100 www.peregrine.co.za

FEDGROUP MANAGEMENT 89 Bute Lane, Sandown, Johannesburg, 2196 (011) 305 2300 www.fedgroup.co.za

INVESTEC ASSET MANAGEMENT 36 Hans Strijdom Avenue, Foreshore, Cape Town, 8001 (021) 901 1000 www.ninetyone.com

FEDGROUP PARTICIPATION BOND MANAGERS 89 Bute Lane, Sandown, Johannesburg, 2196 (011) 305 2300 www.fedgroup.co.za FNB CIS MANCO Simmonds St, Johannesburg, 2001 087 575 9404 www.fnb.co.za FOORD UNIT TRUSTS Corner Forest Drive & Lonsdale Way, Pinelands, Cape Town, 7405 (021) 532 6988 www.foord.co.za

DIRECTORY 2022

IP MANAGEMENT COMPANY Main Road, Newlands, Cape Town, 7700 (021) 673 1340 www.mitonoptimal.co.za INVESTEC SPECIALIST INVESTMENTS 100 Grayston Drive, Sandown, Johannesburg, 2196 (011) 286 7000 www,investec.com ITRANSACT FUND MANAGERS 15 Philips Street, Ferndale, Johannesburg, 2194 (011) 561 6812 www.itransactfm.co.za

18 18

COLLECTIVE INVESTMENTS KAGISO COLLECTIVE INVESTMENTS Cnr Campground & Main Roads, Claremont, Cape Town, 7708 (021) 673 6300 www.kagisoam.co.za

OASIS CRESCENT PROPERTY FUND MANAGERS University Estate, Cape Town, 7925 (021) 413 7860 www.oasis.co.za

MARRIOTT UNIT TRUST MANAGEMENT COMPANY Marriott, 2 Delamore Road, Hillcrest, 3610 (031) 765 0700 www.marriott.co.za

OLD MUTUAL UNIT TRUST MANAGERS Mutualpark, Jan Smuts Drive, Cape Town, 7405 (0860) 50 60 70 www.oldmutual.co.za

MET COLLECTIVE INVESTMENTS 268 West Avenue Centurion, Pretoria, 0157 (012) 671 8911 www.metci.co.za MOMENTUM COLLECTIVE INVESTMENTS 268 West Avenue Centurion, Pretoria, 0157 (012) 671 8911 www.momentuminv.co.za NEDGROUP COLLECTIVE INVESTMENTS 135 Rivonia Road, Sandton, Johannesburg, 2196 0860 123 263 www.nedgroupinvestments.co.za NEWFUNDS 15 Alice Lane, Sandton, Johannesburg, 2146 (011) 895 5517 www.absa.co.za NINETY ONE FUND MANAGERS SA 36 Hans Strijdom Avenue, Foreshore, Cape Town, 8001 (021) 901 1000 www.ninetyone.com NOVARE CIS Carl Cronje Drive, Bellville, Cape Town, 7530 (021) 914 7730 www.novare.com

PERSONAL TRUST INTERNATIONAL MANAGEMENT COMPANY Belmont Road, Rondebosch, Cape Town, 7700 (021) 689 8975 www.personaltrust.co.za PRESCIENT MANAGEMENT COMPANY Westlake Business Park, Otto Close, Cape Town, 7945 (021) 700 3600 www.prescient.co.za PRIME COLLECTIVE INVESTMENT SCHEMES MANAGEMENT COMPANY (021) 670 5100 (010) 594 2100 www.primeinvestments.co.za PROFESSIONAL PROVIDENT SOCIETY MANAGEMENT COMPANY 6 Anerley Rd, Parktown, Johannesburg, 2193 (011) 644 4200 www.pps.co.za PRUDENTIAL PORTFOLIO MANAGERS UNIT TRUSTS Protea Place, 40 Dreyer Street, Claremont, Cape Town, 7708 (021) 670 5100 www.prudential.co.za PSG COLLECTIVE INVESTMENTS Carl Cronje Drive, Tyger Waterfront, Bellville, Cape Town, 7530 (021) 918 7800 www.psg.co.za

W W W.MONEYMARKETING.CO.ZA

COLLECTIVE INVESTMENTS REALFIN COLLECTIVE INVESTMENT SCHEMES Steenberg Office Park, Tokai, Cape Town, 7966 (021) 701 3777 www.realfin.co.za RECM COLLECTIVE INVESTMENTS 8 Vineyard Road, Claremont, Cape Town, 7700 (021) 657 3440 www.recm.co.za REZCO COLLECTIVE INVESTMENTS 114 West Street, Sandton, Johannesburg, 2196 0861 739 468 www.rezco.co.za

STANLIB COLLECTIVE INVESTMENTS 25 Ameshoff Street, Johannesburg, 2000 0860 123 003 www.stanlib.com STANLIB REIT FUND MANAGERS 17 Melrose Boulevard, Melrose Arch, Johannesburg, 2196 0860 123 003 www.stanlib.com STRATEGIC INVESTMENT SERVICE MANAGEMENT The Terrace, Protea Road, Cape Town, 7708 (021) 670 7800 www.oldmutual.co.za

SA CORPORATE REAL ESTATE FUND MANAGERS North Bank Lane, Century City, Cape Town, 7441 (021) 529 8410 www.sacorporatefund.co.za

STRATEGIC REAL ESTATE MANAGERS 33 Sloane Street, Bryanston, Johannesburg, 2191 (011) 028 3100 www.emira.co.za

SANLAM COLLECTIVE INVESTMENTS 2 Strand Rd, Labiance, Cape Town, 7530 0860 100 266 www.sanlam.co.za

SYCOM PROPERTY FUND MANAGERS 570 Fehrsen Street, Pretoria, 0181 (021)702 2745 www.growthpoint.co.za

SANNE MANAGEMENT COMPANY Heerengracht St, Foreshore, Cape Town, 8001 (021) 202 8282 www.sannegroup.com

SYGNIA COLLECTIVE INVESTMENTS West Street, Sandon, Johannesburg, 2196 0860 794 642 www.sygnia.co.za

SATRIX MANAGERS 11 Alice Lane, Sandton, Johannesburg, 2196 (011) 784 0641 www.satrix.co.za STABILITAS DEELNEMINGSVERBANDSKEMA 265 Kent Avenue, Ferndale, Johannesburg, 2194 (011) 886 7195 www.stabilitas.co.za

DIRECTORY 2022

COMPLIANCE atWORK INTERNET SOFTWARE SIMPLER BY DESIGN Postnet Suite 202, Private Bag X10, Elarduspark, 0047 0861 289 675 www.atwork.co.za

MASTHEAD 1st Floor, Park Terraces, Mowbray Golf Park (off Raapenburg Rd), Mowbray, Cape Town, 7700 (021) 686 3588 www.masthead.co.za

BARNOWL PO Box 3009, Randburg, 2125 (011) 540 9100 www.barnowl.co.za

MOONSTONE COMPLIANCE P.O. Box 12662, Die Boord, Stellenbosch, 7613 086 111 3127 www.moonstone.co.za/

COMPLIANCE CONSULTING 71 Lurgan Road, Parkview, 2193 082 901 4269 www.complianceconsulting.co.za

NATIONAL COMPLIANCE COMPANY P.O. Box 6869, Zimbali, 4418 0860 104 194 www.nationalcompliance.co.za

COMPLIANCE INSTITUTE OF SOUTH AFRICA P.O. Box 72335, Parkview, 2122 (011) 642 7974 www.compliancesa.com

ORACLE COMPLIANCE P.O. Box 413163, Craighall, 2024 (011) 100 2551 www.oraclecompliance.com

COMPLI-SERVE SA P.O. Box 2358, Clareinch, 7740 0861 273 783 (CSERVE) www.compliserve.co.za

RISCURA SOLUTIONS P.O. Box 23983, Claremont, 7735 (021) 673 6999 www.riscura.com

CRUX CONSULTING P.O. Box 2762, Sunninghill, 2157 (011) 234-4991 www.cruxconsulting.co.za

WEBBER WENTZEL 90 Rivonia Road, Sandton, Johannesburg, 2196 (011) 530 5000 www.webberwentzel.com

FINANCIAL PLANNING INSTITUTE OF SOUTHERN AFRICA P.O. Box 6493, Weltevredenpark, 1715 086 1000 FPI (374) www.fpi.co.za HORIZON COMPLIANCE 180 Garsfontein Road, Ashlea Gardens, 0081 (072) 351 1653 www.horizoncompliance.co.za ISS COMPLIANCE P.O. Box 940, Houghton, 2041 0861 COMPLY (266759) www.isssa.co.za

W W W.MONEYMARKETING.CO.ZA

DISCRETIONERY FUND MANAGERS

ABSA FUND LINKED SOLUTIONS (FLS) Introducing the democratisation of sophisticated investment tools via Absa FLS – providing investors with a sophisticated range of investment strategies that introduces the ability to optimally manage risk and return objectives on funds. Institutions, DFMs and Financial Advisors will now be in a position to efficiently manage their respective investors risk and return preferences on funds. Funds that may be used in the different FLS investment strategies may either be Collective Investments Schemes, segregated portfolios or indices. 2IP INDEPENDENT INVESTMENT PARTNERS 14 Church Street, Durbanville, Cape Town 7550 (021) 914 1321 www.2ip.co.za

MI-PLAN Newlands on Main, Newlands, Cape Town, 7700 (021) 657 5960 www.mi-plan.co.za

ANALYTICS CONSULTIMG 54 Peter Place, Peter Place Park, Johannesburg, 2191 (011) 463 9600 www.analytics.co.za

MITON OPTIMAL 240 Main Road, Rondebosch, Cape Town, 7700 (021) 689 3579 www.mitonoptimal.com

BOUTIQUE INVESTMENT PARTNERS 81 Dely Road, Hazelwood, Pretoria, 0081 (012) 460 9580 www.bcis.co.za CARRICK 135 Daisy Street, Sandton, Johannesburg, 2196 (011) 666 7504 www.carrick-wealth.com

MOMENTUM INVESTMENT CONSULTING 268 West Avenue, Centurion, Pretoria, 0157 (012) 671 8911 www.momentum.co.za MORNINGSTAR 20 Vineyard Rd, Claremont, Cape Town, 7708 (021) 446 8300 www.morningstar.com/en-za/company

EVEREST WEALTH 176 Vinko Street, Sinoville, Pretoria, 012 (087) 654 8705 www.everestwealth.co.za

MOSAIC INVESTMENT CONSULTANTS 35 Carl Cronje Drive, Tygervalley, Cape Town, 7530 (021) 914 0496 www.mosaicinvestments.co.za/

FUNDHOUSE Cnr Campground and Main Road, Cape Town, 7708 (021) 670 3340 www.fundhouse.co.za

MULTIVEST 2 De Beers Avenue, Somerset West, Cape Town, 7110 083 460 5530 www.multivest.co.za

GLACIER INVEST 1 Sportica Crescent, Tygervalley, Cape Town, 7530 (021) 917 9002 www.glacier.co.za

OLD MUTUAL WEALTH Mutualpark, Jan Smuts Drive, Pinelands, Cape Town, 7405 (021) 509 5022 www.oldmutualinvest.com

DIRECTORY 2022

DISCRETIONERY FUND MANAGERS PORTFOLIO METRIX 2 Payne Road, Bryanston, Johannesburg, 2191 (010) 448 1400 www.portfoliometrix.com/za/ SEQUOIA The Club Shopping Centre, Hazelwood, Pretoria, 0081 (012) 764 7235 www.sequoiacapital.co.za STAR INVESTMENT PARTNERS Tyger Waterfront, Carl Cronje Drive, Bellville, Cape Town,7530 (087) 813 6288 www.starip.co.za STRATEGIQ CAPITAL 27 Somerset Road, De Waterkant, Cape Town, 8001 (021) 401 8940 www.strategiq.co.za TRINE CAPITAL 27 Plettenberg Street, Welgemoed, Cape Town, 7530 (021) 285 0300 www.trinecapital.co.za WEALTHPORT 35 Ballyclare Drive, Bryanston, Johannesburg, 2191 (010) 593 3103 www.wealthport.co.za

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EMPLOYEE BENEFITS ALEXANDER FORBES FINANCIAL SERVICES 115 West Street, Sandton, Johannesburg, 2196 (011) 269 0000 www.alexanderforbes.co.za AON SA The Place, 1 Sandton Drive, Sandhurst, Johannesburg, 2196 (011) 944 7000 www.aon.co.za

HEWETT WEALTH Willowbrook Office Park, Van Hoof Street, Johannesburg, 1724 (010) 597 7506 www.hewettwealth.co.za HOLLARD 22 Oxford Road, Parktown, Johannesburg, 2193 (011) 351 5000 www.hollard.co.za

AXIOMATIC BENEFITS 4th Floor, 82 Grayston Drive, Johannesburg, 2196 (011) 305 1940 www.axiomatic.co.za

LIBERTY CORPORATE 25 Ameshoff Street, Johannesburg, 2001 (011) 558 4871 www.libertycorporate.co.za

EFFICIENT BENEFIT CONSULTING Corner Durban Road & Bella Rosa Street, Bellville, Cape Town 7530 (021) 276 1987 www.efbc.co.za

MOMENTUM CORPORATE 269 West Avenue, Centurion, Pretoria, 0157 (011) 715 3000 www.momentumpartnershipconnect.co.za/ employers/

ENSIMINI 25 Owl Street, Auckland Park, Johannesburg, 2092 (011) 381 7960 www.ensimini.com

NBC HOLDINGS 22 Ridge Rd, Parktown, Johannesburg, 2193 (010) 206 0000 www.nbc.co.za

FEDGROUP 89 Bute Lane, Sandown, Sandton, 2196 (011) 305 2300 www.fedgroup.co.za

OLD MUTUAL CORPORATE Mutualpark, Jan Smuts Drive, Pinelands, Cape Town, 7450 (021) 980 0628 www.oldmutual.co.za

FUSSELL AND ASSOCIATES 48 Athol Oaklands Road, Melrose North, Johannesburg, 2196 (011) 582 1000 www.fussell.co.za

POGIR GROUP St Andrews Office Park, 39 Wordsworth Avenue, Johannesburg, 2007 (011) 879 7200 www.pogir.co.za

GTC Wanderers Office Park, 52 Corlett Drive, Johannesburg, 2196 (010) 597 6800 www.gtc.co.za

PSG KONSULT CORPORATE Trident Office Park, Niblick Way, Somerset West, Cape Town, 7130 (021) 918 7800 www.psg.co.za

DIRECTORY 2022

EMPLOYEE BENEFITS

RISK BENEFIT SOLUTIONS Soho on Strand, 128 Strand Street, Cape Town, 8001 (021) 443 4400 www.rbs.co.za

SIMEKA CONSULTANTS & ACTUARIES 99 Jip de Jager Drive, Bellville, Cape Town, 7530 (021) 912 3300 www.simekaconsult.co.za

ROBSON SAVAGE 2 Hermitage Terrace, Richmond, Johannesburg, 2092 (011) 643 4520 www.robsav.com

SOUTHERN CHARTER WEALTH Silverwood Close, Tokai, Cape Town 7945 (021) 700 1000 www.southerncharter.co.za

SANLAM EMPLOYEE BENEFITS 2 Strand Road, Bellville, Cape Town, 7530 (021) 947 9111 www.sanlam.co.za

TENNANT GROUP 59 Woodlands Ave, Hurlingham, Johannesburg, 2070 (011) 100 8100 www.tennant.co.za

SALT EMPLOYEE BENEFITS 400 16th Road, Randjespark, Midrand, 1685 (011) 544 8300 www.salteb.co.za

W W W.MONEYMARKETING.CO.ZA

Corporate and Investment Banking

Take the alternative track As a leader in African capital markets with a comprehensive suite of products, we have a unique ability to leverage our local presence and global reach.

The bravery to imagine and the will to get things done. That’s Africanacity.

ss.absa.co.za

Authorised Financial Services Provider Registered Credit Provider Reg No NCRCP7

EXCHANGE TRADED FUNDS

Best of Both Worlds Absa’s range of structured solutions offers an attractive mix of capital protection and access to various asset class exposures. How do they work, and what role could they play in your clients’ investment portfolios?

obody likes to lose money – especially not

For investors to enjoy the full benefit, they must remain

investors, who understand the market’s inherent

invested for the full term (typically five years). “If you exit early,

risk/returns trade-off, but still want some

your zero-coupon bond won’t have pulled to par yet,” says

assurance that they’re going to get out at least what

Gunter. “Depending on the performance of the underlying

they’re putting in. Structured products offer exactly that,

equity index, that call option might be in or out the money –

providing access to various asset class exposures

and that would affect the value of that investment

along with a level of capital protection.

at any given time in the market. That’s why

So why isn’t everybody demanding that

these products are structured to term.”

these types of investments form part of

The most basic structured products are

their portfolio?

guaranteed plans, where – as Gunter puts

Probably because most investors don’t

it – “you invest, say, R100 000 and after

know very much about them.

five years you’re guaranteed to back a

“Historically these products were

percentage of growth on that money, no

mostly accessed by high- or ultra-high net

questions asked”. Guaranteed income or

worth clients,” says Johann Gunter, Head

guaranteed growth plans are not linked to

of Distribution: Retail, Structured Solutions at

equity, they provide full capital protection, and

Absa Corporate and Investment Banking. “There’s much wider use of these products now than there was, for example, 10 years ago, and that’s a direct result of how much the products have evolved over

they have a secured return at a future date. Johann Gunter, Head of Distribution: Retail Structured Solutions

that period. Structured products are much more

From that basic construct, structured products have evolved to shape, diversify – and potentially increase – their pay-off from risk assets (like equities). “A very basic structured product like this

accessible now, and we can provide a solution for a much

would give you full capital protection after five years, together

wider range of investors – from individuals to corporates

with the upside of an equity asset (for example, an index like

and trusts – with onshore and offshore options that can be

the FTSE/JSE Top 40 or S&P 500),” Gunter says. “So if things

accessed on multiple platforms. Increased demand for these

do not go well over the next five years – let’s say we have a

products has led to lower minimum investment amounts,

major financial crisis, where your traditional equity products

cost efficiency and therefore increased allocation to these

participate fully in that downside – the structured product

innovative solutions within investors’ portfolios.”

would still have a floor. Its capital protection means that you can’t get out less than you put in.”

HOW STRUCTURED PRODUCTS WORK Structured products have the ability to deliver on the dual

LIQUIDITY AND DIVERSITY

promise of capital protection and market-linked returns

For financial advisers, structured products offer a very useful

through the basic construct of a zero-coupon bond with a call

planning tool, especially if they are included as an allocation

option. “Take a basic example of a Five-Year Note tracking an

(some advisers recommend up to 25%) of the investor’s

equity index with capital protection at maturity. First you have

portfolio. “Some people make the mistake of looking at

to solve for capital protection, and we do that in the form of

structured products as standalone products,” says Gunter.

a zero-coupon bond,” Gunter explains. “We’ll go to the bank

“Instead, they should be seen as building blocks in a client’s

treasury and say, ‘If we want R100 back from you in five years,

portfolio. As a financial adviser, you can allocate to these

how much do we need to give you today?’ If that’s R70, for

products depending on your client’s risk profile, or you could

argument’s sake, we’re left with R30 to buy exposure to an

use a combination of structured products. In terms of equity

underlying equity index. We do this by buying a call option,

exposure, it makes sense to diversify geographically and

which gives us our upside in the index. These two instruments

into different sectors, but it also makes sense to diversify the

are then delivered in the form a Note issued by the bank.”

pay-off you get from those equities. A structured product is a

W W W.MONEYMARKETING.CO.ZA

EXCHANGE TRADED FUNDS

WHAT IS A STRUCTURED PRODUCT?

BENEFITS OF INVESTING IN A STRUCTURED PRODUCT

Structured products are linked to the performance of a

• Known return profiles: The payoff profile of each

stock, index, ETF, commodity, interest rate or currency (known as the underlying). A structured note is a debt product whose return is linked to the performance of the underlying assets or benchmarks. Examples include: • Income Notes, which provide an annualised return on the investor’s principal. Investors receive a fixed coupon payment that is paid out over the life (or the term) of the note. • Growth Notes, which aim to profit from positive movement in the underlying, while providing a level of downside protection. • Digital Notes, which offer investors a fixed return on their principal at maturity, aiming to provide a more certain return outcome that is not dependent on the investor’s participation rate in the underlying.

investment is clearly defined upfront and remains for the life of the product. • Capital protection: When markets do not perform well and deliver negative returns, capital protection can offer reduced downside exposure at maturity. • Potential for enhanced returns: Enhanced returns relative to appropriate benchmarks can be delivered in the form of income and/or capital growth. • Reducing risk through diversification: Exposure to different asset classes, investment strategies and markets reduces the risk of having too much exposure to one asset class. • Easy access to alternative assets and markets: Offer exposure to various global markets and assets such as global equity, commodities and FX. • Global market exposure with or without the FX risk:

useful building block because it could have a different pay-off

Can offer FX exposure or not; can also offer exposure

than the rest of the portfolio.”

in hard currency.

In terms of geographic diversity, Absa’s range of offshore products includes a rand products with FX exposure on the

To illustrate his point, Gunter provides a comparison

returns. “The rand tends to depreciate over time against major

between buying the same structured product from a Tier 1

hard currencies like the dollar, so it makes a lot of sense to

global bank versus a Tier 3 bank. “If there’s a difference in

give clients a hedge against that by enhancing their returns

the credit rating between the two banks, you will see it in the

if the rand does depreciate,” Gunter says. “Our off-the-shelf

terms on offer,” he says. “The Tier 3 bank will give you better

offshore USD range includes a defensive product which

terms because there’s a credit spread, so it’s cheaper for

gives 95% capital protection in US dollars, with 120% upside

them to provide the capital protection and they therefore have

participation in a global equity index. Typical investors are

more money to spend on the option. But while you may get

clients who are sitting in dollar cash looking for an alternative,

better terms from the Tier 3 bank, you’ll be exposed to more

or clients who don’t want to risk their capital.”

risk because the bank doesn’t have the same credit risk as

Liquidity is another key factor. While structured products have set terms, investors can exit at any point. “If your

the Tier 1 bank.” Absa, for the record, issues all its Notes as senior

financial situation changes and you need to exit, you can

unsecured debt instruments. This means that in the highly

do so – and you do that at the mark to market value, or the

unlikely event that the bank were to experience some

fair market value of the underlying note based on its current

financial difficulties or even go out of business, the clients

market price,” says Gunter. That could result in some capital

who hold the bank’s notes would have higher likelihood

loss – not through any exit fees, but rather because of the

of recovering some or all of their capital compared to

value of the note in the market at that given date.

subordinate debt Note holders.

A TRUSTED ISSUER AND BANKING PARTNER

investment banks, Absa can offer a full suite of solutions.

Through its partnerships with major international Key to this all is understanding that structured notes are

And while it is the credit issuer for most of its structured

debt instruments issued by a bank. The credit risk is that of

products, the bank also provides clients with access to major

the issuer, which is why it’s so important that the investor is

international banks’ structured product offerings. “When you

comfortable with the bank as the issuing entity.

deal with Absa CIB you’re not just working with our products

“You need to be comfortable that the bank will be around for the next five years,” says Gunter. “If you buy a structured note

and innovations,” says Gunter. “We give you access to the best of what’s available globally.” •

and the issuer goes insolvent, you’re going to lose some or all of your money. You are dependent on that issuer being able to fulfil its obligations in terms of the investment in five years’ time. That’s why credit risk and credit ratings are so important.”

DIRECTORY 2022

• Absa offers a range of structured solutions, with either defensive (conservative) or moderate (equity alternative) risk profiles. For more information, visit ss.absa.co.za

EXCHANGE TRADED FUNDS

ABSA EXCHANGE-TRADED PRODUCTS (ETPS) ETPs enjoy low-cost, seamless and

Commodities range

Currency range

Precious metals investing

Efficient exposure to core currencies

efficient trading. Our range of ETPs offers

NewGold ETF

EUR ETN

investors an efficient and cost- effective

NewPlatinum ETF

USD ETN

investment solution. Investors are able to

NewPalladium ETF

GBP ETN

access these ETPs via various investment or trading platforms, stockbrokers or even their bank.

Platinum ETN Silver ETN

1NVEST 17 Melrose Boulevard, Melrose Arch, Johannesburg, 2196 (011) 448 6000 www.1nvest.co.za

ITRANSACT 15 Philips St, Ferndale, Johannesburg, 2194 (0861) 468 383 www.itransact.co.za

ABSA CAPITAL (NEWFUNDS) 15 Alice Lane, Sandhurst, Johannesburg, 2196 (011) 895 6000 www.absa.co.za

OLD MUTUAL WEALTH Mutualpark, Jan Smuts Drive, Cape Town, 7405 (0860) 50 60 70 https://www.oldmutual.co.za/wealth

ASHBURTON INVESTMENTS 4 Merchant Place, 1 Fredman Drive, Sandton, Johannesburg, 2196 (011) 282 8800 www.ashburtoninvestments.com CLOUD ATLAS William Nicol Drive, Johannesburg, 2196 (010) 203 9157 www.cloudatlasinvesting.com CORESHARES 8a Protea Place, Sandton, 2196 (011) 459 1811 www.coreshares.co.za etfSA.co.za 3 Anerley Road, Parktown, Johannesburg, 2193 (010) 446 0371 www.etfsa.co.za GLACIER BY SANLAM 1 Sportica Crescent, Tyger Valley, Cape Town, 7530 (021) 917 9002 www.glacier.co.za

RMB US DOLLAR CUSTODIAL CERTIFICATES 1 Merchant Place, Fredman Drive & Rivonia Road, Johannesburg, 2196 (011) 282 2000 www.rmb.co.za RMB KRUGER RAND CUSTODIAL CERTIFICATES 1 Merchant Place, Fredman Drive & Rivonia Road, Johannesburg, 2196 (011) 282 2000 www.rmb.co.za SATRIX 11 Alice Lane, Sandton, Johannesburg, 2196 (011) 784 0641 www.satrix.co.za SYGNIA Cardiff Street, Green Point, Cape Town, 8001 (0860) 794 642 www.sygnia.co.za

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FUND MANAGERS 27FOUR INVESTMENT MANAGERS Firestation Rosebank, Fifth Floor, 16 Baker Street, Rosebank, Johannesburg, 2196 0800 000 274 www.27four.com

ANCHOR ASSET MANAGEMENT 25 Cullross Road, Bryanston, Sandton, 2191 P.O. Box 1337 Gallo Manor, 2052 (011) 591 0500 www.anchorcapital.co.za

36ONE ASSET MANAGEMENT 6A Sandown Valley Crescent, Sandown, Sandton, 2196 (010) 501 0250 www.36one.co.za

ARGON ASSET MANAGEMENT P.O. Box 23254, Claremont, 7735 (021) 670 6570 www.argonassetmanagement.co.za

ABSA FUND MANAGERS P.O. Box 6115, Johannesburg, 2000 0800 11 11 55 www.absa.co.za

ASHBURTON INVESTMENTS P.O. Box 653780, Benmore, 2010 0860 274 287 www.ashburtoninvestments.com

AEON INVESTMENT MANAGERS 4th Floor, The Citadel, 15 Cavendish Street, Claremont, Cape Town, 7708 (021) 204 6061 www.aeonim.co.za

BALONDOLOZI INVESTMENT SERVICES 1st Floor, Building 1, Glenhove Square, 71 4th Street, Houghton Estate, 2198 (011) 484 7006/ 086 126 2270/ 082 886 8319 www.balondolozi.co.za

AFENA CAPITAL P.O. Box 23883, Claremont, 7735 (021) 657 6240 www.afenacapital.com

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

ALEXANDER FORBES 115 West Street, Sandown, P.O. Box 787240, Sandton, 2146 (011) 269 0000 www.alexanderforbes.co.za

BLUEALPHA INVESTMENT MANAGEMENT Postnet Suite 33, Private Bag X3, Roggebaai, 8012 (021) 409 7100 www.bluealphafunds.com

ALLAN GRAY P.O. Box 581318, V&A Waterfront, 8002 0860 000 654 www.allangray.co.za

BOUTIQUE COLLECTIVE INVESTMENTS Bella Rosa Village, Bella Rosa Street, Bellville, 7530 (021) 914 1880 www.bcis.co.za

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

DIRECTORY 2022

CADIZ ASSET MANAGEMENT P O Box 44547, Claremont, 7735 08000 CADIZ / 08000 22349 www.cadiz.co.za

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

DENKER CAPITAL Private Bag X8, Tygervalley, 7536 (021) 950 2603 www.denkercapital.com

CAPRICORN FUND MANAGERS P.O. Box 352090, Benmore, 2010 (011) 666 0700 www.capricorncapital.com

DISCOVERY INVEST 1 Discovery Place, Sandhurst, Sandton, 2196 (0860) 998 877 www.discovery.co.za

CAPSTONE P.O. Box 6098, Weltevreden Park, 1715 (011) 447 0062 www.cstone.co.za CATALYST FUND MANAGERS P.O. Box 44845, Claremont, 7735 086 0462 663 www.catalyst.co.za CENTAUR ASSET MANAGEMENT P.O. Box 35, Newlands, 7725 (021) 685 2408/9 www.centaur.co.za CLUCASGRAY Ground Floor, Dunkeld Place, 12 North Road, Dunkeld West, Johannesburg, 2196 (011) 771 1960 www.clucasgray.co.za CONSILIUM CAPITAL SA 2nd Floor, President Place, Hood Avenue, Rosebank, 2196 P.O. Box 2512, Parklands, 2121 (011) 340 1300 www.consiliumsa.co.za CORONATION FUND MANAGERS P.O. Box 44684, Claremont, 7735, Seventh Floor, Montclare Place, Cnr Campground and Main Roads, Claremont, 7798 (021) 680 2000 www.coronation.com CORESHARES 8a Protea Place, Sandton, 2196 (011) 459 1860 www.coreshares.co.za

ELEMENT INVESTMENT MANAGERS P.O. Box 13, Cape Town, 8000 (021) 426 1313 www.elementim.co.za EMPEROR ASSET MANAGEMENT Postnet Suite 247, Private Bag X1, Melrose Arch, 2076 087 940 6121 www.emperor.co.za ETHOS PRIVATE EQUITY 35 Fricker Road, Illovo, 2196 (011) 328 7400 www.ethos.co.za FAIRTREE CAPITAL Willowbridge Place, Cnr Carl Cronje Drive & Old Oak Road, Bellville, 7530, Cape Town (021) 943 3790 www.fairtree.com FLAGSHIP ASSET MANAGEMENT Private Bag X21, Constantia, 7848 (021) 794 3140 www.flagshipsa.com FOORD ASSET MANAGEMENT P.O. Box 135, Howard Place, 7450 (021) 532 6988 www.foord.co.za FUTUREGROWTH ASSET MANAGEMENT Private Bag X6, Newlands, 7725 (021) 659 5300 www.futuregrowth.co.za

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FUND MANAGERS GRANATE ASSET MANAGEMENT 23rd Floor, Portside Building, Cape Town, 8001 (021) 446 9410 www.granate.co.za GRINDROD ASSET MANAGEMENT P.O. Box 78011, Sandton, 2194 (011) 459 1860 www.grindrodbank.co.za GRYPHON ASSET MANAGEMENT Private Bag X20, Tygervalley, 7536 (021) 915 5100 www.gryphon.com GTC P.O. Box 55118, Illovo, 2116 (010) 597 6800 www.gtc.co.za HEIN KRUGER INTERNASIONALE FONDSBESTUUR P.O. Box 72260, Parkview, 2122 (011) 726 7700 www.krugerinternasionaal.co.za HUYSAMER CAPITAL INVESTMENTS P.O. Box 98663, Sloanpark, 2152 011 550 6192 www.huysamercapital.com IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116 (011) 550 6192 www.imara.co

KAGISO ASSET MANAGEMENT Fifth Floor, MontClare Place, Cnr Campground and Main Roads, Claremont, 7708 (021) 673 6300 www.kagisoam.co.za MARRIOTT ASSET MANAGEMENT P.O. Box 2099, Hillcrest, 3650 0800 336 555 www.marriott.co.za MAZI ASSET MANAGEMENT P.O. Box 784583, Sandton, 2146 (010) 001 8300 www.mazi.co.za MELVILLE DOUGLAS 8th Floor, 30 Baker Street, Rosebank, 2196 (011) 721 7964 (Jhb) (031) 374 2123 (Durban) (021) 670 6439 (CT) www.melvilledouglas.co.za MERGENCE INVESTMENT MANAGERS PO Box 8275, Roggebaai, 8012 (021) 433 2960 www.mergence.co.za METOPE INVESTMENT MANAGERS Moorings 4, Portswood Road, V&A Waterfront, 8000 P.O. Box 51316, Waterfront, Cape Town, 8009 (021) 418 3760 www.metopegroup.com

INDEPENDENT INVESTMENT SOLUTIONS Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 (010) 597 6687 www.i2solutions.co.za

MITONOPTIMAL MULTI ASSET MANAGEMENT 2nd Floor, Dean Street Arcade, Dean Street, Newlands, 7701 (021) 689 3579 www.mitonoptimal.com

INTEGRAL ASSET MANAGEMENT P.O. Box 1601, Parklands, 2121 087 985 0300 www.integralasset.co.za

MOMENTUM ASSET MANAGEMENT Private Bag 9959, Sandton, 2146 0861 110 220 www.momentum.co.za

DIRECTORY 2022

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FUND MANAGERS NINETY ONE P.O. Box 1655, Cape Town, 8000 0860 500 900 www.ninetyone.com NEDGROUP 135 Rivonia Road, Sandton, Johannesburg, 2196 (0860) 123 263 www.nedgroupinvestments.com NORTHSTAR ASSET MANAGEMENT Suite 1A, Ground Floor, Madison Place, Alphen Office Park, Constantia Road, Constantia, 7806 (021) 810 8400 www.northstar.co.za NVEST SECURITIES Unit 1101 Illovo Point, 68 Melville Road, Illovo, Sandton 2196 (010) 446 8000 www.nvestsecurities.co.za OBSIDIAN CAPITAL P.O. Box 413407, Craighall, 2024 (011) 219 6300 www.obsidiancapital.co.za

PERSONAL TRUST INTERNATIONAL MANAGEMENT CO PO Box 476, Rondebosch 7701 (021) 689 8975 www.personaltrust.co.za PLATINUM PORTFOLIOS Block F, Pinmill Farm, 164 Katherine street, Strathavon, 2031 (011) 262 4820 www.platinumportfolios.com POLARSTAR MANAGEMENT 11th Floor, Convention Tower, Heerengracht Street, Foreshore, Cape Town, 8001 (021) 409 7120 www.polarstarfunds.com PPS INVESTMENTS P.O. Box 44507, Claremont, 7735 0860 468 777 (0860 INV PPS) www.ppsinvestments.co.za PRESCIENT INVESTMENT MANAGEMENT Prescient House, Westlake Business Park, Otto Close, Westlake 7945 (021) 700 3600 www.prescient.co.za

OLD MUTUAL WEALTH MANAGEMENT Mutualpark, Jan Smuts Dr, Pinelands, Cape Town, 7405 (021) 509 9111 www.oldmutual.co.za

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

PEREGRINE HOLDINGS P.O. Box 650361, Benmore, 2010 (011) 722 7400 www.peregrine.co.za

PRUDENTIAL INVESTMENT MANAGERS P.O. Box 44813, Claremont, 7735 0860 105 775 www.prudential.co.za

PERPETUA INVESTMENT MANAGERS 5th Floor, The Citadel, 15 Cavendish Street, Claremont, 7708 (021) 674 4274 (CT Head Office) Tel: (011) 759 4061 (Jhb) www.perpetuaim.co.za

PSG MULTI-MANAGER Building A, Pro Sano Park South Gate, Carl Cronje Drive, Tyger Waterfront, Tyger Valley, Bellville, 750 (021) 918 7800 www.psg.co.za

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FUND MANAGERS REGARDING CAPITAL MANAGEMENT P.O. Box 45040, Claremont, 7735 (021) 657 3440 www.recm.co.za REZCO 114 West Street, Sandton, Johannesburg, 2196 (086) 173 9468 www.rezco.co.za RMI INVESTMENT MANAGERS P.O. Box 786273, Sandton, 2146 (011) 282 8000 www.rmih.co.za RMI SPECIALIST MANAGERS P.O. Box 786273, Sandton, 2146 (011) 282 8000 www.rmih.co.za SANLAM INVESTMENTS Private Bag X8, Tygervalley, 7536 0860 100 266 www.sanlaminvestments.com SASFIN ASSET MANAGERS P.O. Box 95104, Grant Park, 2051 (011) 809 7500 www.sasfin.com SATRIX 11 Alice Lane, Sandton, Johannesburg, 2196 (010) 020 2250 www.satrix.co.za SEED INVESTMENTS P.O. Box 3107, Tygervalley,7536 (021) 914 4966 www.seedinvestments.co.za SEI INVESTMENTS (SOUTH AFRICA) Postnet Suite 426, Private Bag X1, Melrose Arch, 2076 (011) 994 4200 www.seic.com

DIRECTORY 2022

SENTIO CAPITAL MANAGEMENT Illovo Edge, Building 3, 1st Floor, 5 Harries Road, Illovo, Johannesburg, 2196 (011) 880 6080 www.sentio-capital.com SESFIKILE CAPITAL 2nd Floor, 18 The High Street, Melrose Arch, 2076 (011) 684 1200 www.sesfikilecapital.com SOUTHERN CHARTER WEALTH Postnet Suite 62, Private Bag X12, Tokai, 7966 (021) 700 1000 www.southerncharter.co.za STANLIB P.O. Box 202, Melrose Arch, 2076 0860 123 003 www.stanlib.com SYGNIA ASSET MANAGEMENT P.O. Box 51591, Waterfront, 8002 0860 794 642 www.sygnia.co.za TANTALUM CAPITAL Ground Floor, South Wing Great Westerford, 240 Main Road, Rondebosch, 7700 (021) 680 6500 www.tantalum.co.za TEREBINTH Tyger Falls Blvd, Tyger Valley, Cape Town, 7530 (021) 943 4819 www.terebinthcapital.com TRUFFLE ASSET MANAGEMENT Ground Floor, Lancaster Gate Building, Hyde Park Lane Business Complex, C/O William Nicol & Jan Smuts, Hyde Park, 2196 (011) 325 0030 www.truffle.co.za

FUND MANAGERS UMBONO FUND MANAGERS Postnet Suite 201, Private Bag X30500, Houghton, 2041 (011) 484 5005 www.umbono.com

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

WARWICK WEALTH P.O. Box 816, Constantia, 7848 0800 50 50 50 www.warwickwealth.com

VISIO CAPITAL MANAGEMENT The Place, Ground Floor, South Wing, Sandton Drive, Sandton, 2146 (011) 245 8900 www.visiocapital.co.za

WEALTHPORT Lacey Oak House, Ballyclare Office Park, 35 Ballyclare Drive, Bryanston (010) 593 3103 www.wealthport.co.za

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INDUSTRY BODIES ACTUARIAL SOCIETY OF SOUTH AFRICA P.O. Box 4464, Cape Town, 8000 (021) 509 7880 www.actuarialsociety.org.za ASSOCIATION FOR SAVINGS AND INVESTMENT SOUTH AFRICA (ASISA) 1 Mariendahl Lane, Newlands, Cape Town, 7700 (021) 673 1620 www.asisa.org.za BANKING ASSOCIATION OF SOUTH AFRICA P.O. Box 61674, Marshalltown, 2107 (011) 645 6700 www.banking.org.za BOARD OF HEALTHCARE FUNDERS OF SOUTHERN AFRICA (BHF) P.O. Box 2324, Parklands, 2121 0861 30 20 10 www.bhfglobal.com COMPLIANCE INSTITUTE OF SOUTH AFRICA P.O. Box 72335, Parkview, 2122 (011) 642 7974 www.compliancesa.com COUNCIL FOR MEDICAL SCHEMES Private Bag X34, Hatfield, 0028 0861 123 267 www.medicalschemes.com ETHICS INSTITUTE OF SOUTH AFRICA P.O. Box 11233, Hatfield, 0028 (012) 342 2799 www.ethicsa.org FAIS OMBUD FOR FINANCIAL SERVICES PROVIDERS P.O. Box 74571, Lynnwood Ridge, 0040 (012) 470 9080 www.faisombud.co.za FASSET P.O. Box 6801, Cresta, 2118 086 101 0001 www.fasset.org.za

FIDUCIARY INSTITUTE OF SOUTHERN AFRICA (FISA) P O Box 67027, Bryanston, 2021 082 449 2569 www.fisa.net.za FINANCIAL INTERMEDIARIES ASSOCIATION OF SOUTHERN AFRICA (FIA) P.O. Box 11901, Centurion, 0046 (012) 665 0085 www.fia.org.za FINANCIAL PLANNING INSTITUTE OF SOUTHERN AFRICA (FPI) P.O. Box 6493, Weltevredenpark, 1715 086 1000 FPI (374) www.fpi.co.za FINANCIAL SECTOR CONDUCT AUTHORITY (FSCA) P.O. Box 35655, Menlo Park, 0102 0800 20 20 87 www.fsca.co.za INSTITUTE OF RETIREMENT FUNDS Leppan House, No 1 Skeen Blvd, Bedfordview, Johannesburg, 2008 (011) 450 1670 / 081 559 1960 www.irf.org.za INSTITUTE OF RISK MANAGEMENT SOUTH AFRICA PostNet Suite 616, Private Bag X43, Sunninghill. 2157 (011) 555 1800 www.irmsa.org.za INSURANCE INSTITUTE OF SOUTH AFRICA P.O. Box 413264, Craighall, 2014 0861 00 IISA (4472) www.iisa.co.za INSURANCE OMBUDSMAN 1 Sturdee Avenue, First Floor, Block A, Rosebank, Johannesburg, 2196 (011) 726 8900 www.insuranceombudsman.co.za

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INDUSTRY BODIES INSURANCE SECTOR EDUCATION AND TRAINING AUTHORITY (INSETA) P.O. Box 32035, Braamfontein, 2017 0861 130 013 www.inseta.org.za SOUTH AFRICAN INSTITUTE OF FINANCIAL MARKETS (SAIFM) Postnet Suite 673, Private Bag X29, Gallo Manor, 2052 (011) 802 4768 www.saifm.co.za

DIRECTORY 2022

SOUTH AFRICAN INSURANCE ASSOCIATION Corner 14th Avenue & Hendrik Potgieter Street, Weltevreden Park, Johannesburg, 1709 (011) 726 5381 www.saia.co.za

LINKED INVESTMENT SERVICE PROVIDERS ABSA INVESTMENT MANAGEMENT SERVICES P.O. Box 6115, Johannesburg, 2000 0860 557 557 www.absa.co.za

INDEPENDENT INVESTMENT SOLUTIONS Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 (010) 597 6687 www.i2solutions.co.za

ALEXANDER FORBES 115 West Street, Sandown, P.O. Box 787240, Sandton, 2146 (011) 269 0000 www.alexanderforbes.co.za

INTEGRAL WEALTH MANAGEMENT P.O. Box 1601, Parklands, 2121 087 985 0300 www.integralwealth.co.za

ALLAN GRAY P.O. Box 581318, V&A Waterfront, 8002 0860 000 654 www.allangray.co.za

INVESTEC INVESTMENT MANAGEMENT SERVICES P.O. Box 1655, Cape Town, 8000 0860 500 100 www.investecassetmanagement.co.za

ASHBURTON INVESTMENTS P.O. Box 653780, Benmore, 2010 0860 274 287 www.ashburtoninvestments.com

INVESTMENT SOLUTIONS P.O. Box 786055, Sandton, 2146 0860 333 316 www.sa.investmentsolutions.co.za

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

ITRANSACT P.O. Box 4769, Randburg, 2194 0861 432 383 www.itransact.co.za

GLACIER BY SANLAM Private Bag X5, Tyger Valley, 7536 (021) 917 9002 (English) (021) 917 9000 (Afrikaans) www.glacier.co.za

MOMENTUM WEALTH P.O. Box 7400, Pretoria, 0046 ShareCall number: 0860 546 533, International number: +27 (0) 675 3000 Local: (012) 675 3941 www.momentum.co.za

HEWETT WEALTH Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 (010) 597 7506 www.hewettwealth.co.za HOLLARD INVESTMENT MANAGERS P.O. Box 87428, Houghton, 2041 0860 202 202 www.hollard.co.za

PPS INVESTMENTS P.O. Box 44507, Claremont, 7735 0860 468 777 (0860 INV PPS) www.ppsinvestments.co.za PSG Building A, Pro Sano Park South Gate, Carl Cronje Drive, Tyger Waterfront, Tyger Valley, Bellville, 750 (021) 918 7800 www.psg.co.za

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LINKED INVESTMENT SERVICE PROVIDERS STANLIB P.O. Box 202, Melrose Arch, 2076 0860 123 003 www.stanlib.com SYGNIA ASSET MANAGEMENT P.O. Box 51591, Waterfront, 8002 0860 794 642 www.sygnia.co.za

DIRECTORY 2022

WEALTHPORT Lacey Oak House, Ballyclare Office Park, 35 Ballyclare Drive, Bryanston (010) 593 3103 www.wealthport.co.za

LONG-TERM INSURANCE 1LIFE INSURANCE PO Box 11250, Johannesburg, 2000 (0860) 10 53 40 www.1Life.co.za 3SIXTY LIFE INSURANCE 91 Central Street, Houghton, Johannesburg, 2198 (086) 166 6335 www.3sixtylife.co.za

AVBOB MUTUAL ASSURANCE COMPANY PO BOX 1661, Pretoria, 0001 (012) 303 1000 www.avbob.co.za BIDVEST LIFE 1 Park Lane, Wierda Valley, Johannesburg, 2196 (086) 166 8888 www.bidvestinsurancegroup.co.za

ABACUS INSURANCE 171 Katherine Street, Sandown, Johannesburg, 2031 (0800) 777 444 www.abacus-insurance.co.za

BRIGHTROCK LIFE 165 West Street, Sandton, Gauteng 0860 00 77 44 www.brightrock.co.za

ABSA LIFE PO Box 7735, Johannesburg, 2000 (0860) 227 253 www.absa.co.za

CENTRIQ LIFE INSURANCE COMPANY P.O. Box 55674, Northlands, 2116 (011) 268 6490 www.centriq.co.za

ACSIS 2 Cullinan Cl, Morningside, Johannesburg, 2196 (011) 883 1303 www.acsis.co.za

CHANNEL LIFE PO Box 1, Sanlamhof, 7532 (021) 947 9111 www.sanlam.co.za

AIG LIFE SA 88 Stella Street, Sandown, Johannesburg, 2196 (011) 551 8000/1 www.aig.co.za

CLIENTELE LIFE ASSURANCE P.O. Box 1316, Rivonia, 2128 (011) 320 3000 www.clientelelife.com

ALEXANDER FORBES 115 West Street, Sandown, P.O. Box 787240, Sandton, 2146 (011) 269 0000 www.alexanderforbes.co.za

CONSTANTIA LIFE 2 Bruton Road, Bryanston, Johannesburg, 2191 (011) 686 4200 www.constantiagroup.co.za

ALLAN GRAY LIFE P.O. Box 51318, V&A Waterfront, 8002 0860 000 654 www.allangray.co.za

DISCOVERY LIFE P.O. Box 784262, Sandton, 2146 0860 00 54 33 www.discovery.co.za

ASSUPOL LIFE P.O. Box 35900, Menlo Park, 0102 086 123 5664 www.assupol.co.za

FEDGROUP PO Box 782823, Sandton, 2146 0860 011 773 www.fedgroup.co.za

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LONG-TERM INSURANCE FIRST RAND LIFE ASSURANCE 9 Fredman Drive, Sandown, Johannesburg, 2031 (087) 736 0000 www.fnb.co.za/insurance/life/

MOMENTUM CORPORATE 269 West Avenue, Centurion 0157 086 065 7585 www.momentumpartnershipconnect.co.za/ employers/

FMI Postnet Suite 91, Private Bag X01, Umhlanga Rocks, 4320 0860 10 52 08 www.fmi.co.za

MOMENTUM LIFE INSURANCE 268 West Avenue, Centurion 086 066 5432 www.momentum.co.za

GUARDRISK P.O. Box 786015, Sandton, 2146 (011) 669 1000 www.guardrisk.co.za HOLLARD LIFE ASSURANCE P.O. Box 87428, Houghton, 2041 0860 202 202 www.hollard.co.za INVESTEC ASSURANCE 36 Hans Strijdom Avenue, Foreshore, Cape Town, 8001 (021) 416 1000 www.investec.co.za INVESTEC LIFE 100 Grayston Drive, Sandown, Johannesburg, 2196 (011) 286 7000 www.investec.com JUST SA 16 Beach Estate Blvd, Big Bay, Cape Town, 7441 (021) 200 0463 www.justsa.co.za LIBERTY GROUP P.O. Box 10499, Johannesburg, 2000 0860 456 789 www.liberty.co.za

DIRECTORY 2022

NEDGROUP LIFE P.O. Box 1510, Cape Town, 8000 0860 123 263 www.nedgroupinvestments.co.za NESTLIFE ASSURANCE P.O. Box 2919, Houghton, 2041 (011) 783 9112 www.nestlife.co.za NEW ERA LIFE INSURANCE Corner Witkoppen and Stonehaven Roads, Paulshof, 2056 (011) 463 0463 www.neweralife.co.za OAKHURST LIFE 127A York Street, George, 6529 (0861) 368 7873 www.oakhurstins.co.za OLD MUTUAL LIFE ASSURANCE 77 Harrison St, Johannesburg, 4310 (0860) 111 023 www.oldmutual.co.za OUTSURANCE LIFE INSURANCE P.O. Box 8443, Centurion, 0046 (012) 688 6800 www.outsurance.co.za PPS INSURANCE P.O. Box 1089. Houghton, 2041 0860 468 777 (0860 INV PPS) www.pps.co.za

LONG-TERM INSURANCE PSG LIFE Tyger Waterfront, 3 Howick Close, Bellville, Cape Town, 7530 (021) 918 7800 www.psg.co.za SAFRICAN INSURANCE COMPANY P.O. Box 616, Johannesburg, 2000 (011) 778 8000 www.safrican.co.za SHIELD LIFE Maxi Building, 1293 South Street, Centurion, 0157 (0861) 777 353 www.shieldlife.co.za

SANTAM STRUCTURED LIFE 1 Sportica Crescent, Tyger Valley, Bellville, 7530 (0860) 444 444 www.santam.co.za VIVA LIFE INSURANCE PostNet Suite 33, Private Bag X75, Bryanston, 2021 086 100 VIVA (8482) www.vivalife.co.za WORKERS LIFE 273 Paul Kruger Street, Pretoria, 0001 (0861) 520 520 www.workerslife.co.za

SANLAM LIFE INSURANCE 2 Strand Road, Bellville, Cape Town, 7530 (021) 947 9111 www.sanlam.co.za

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MEDICAL ALEXANDER FORBES HEALTHCARE SERVICES 115 West Street, Sandown, P.O. Box 787240, Sandton, 2146 (011) 269 2690 www.alexanderforbes.co.za BESTmed MEDICAL SCHEME 361 Oberon Avenue, Faerie Glen, Pretoria, 0081 086 000 2378 www.bestmed.co.za BONITAS MEDICAL FUND P.O. Box 1101, Florida Glen, 1709 0860 002 108 www.bonitasmedicalfund.co.za CAPE MEDICAL PLAN De Tijger park , Hannes Louw Dr , Parrow North, Cape Town , 7500 (021) 937 8300 www.cmp.co.za COMPCARE WELLNESS MEDICAL SCHEME Private Bag X49, Rivonia, 2128 0861 222 777 www.compcarewellness.co.za DISCOVERY HEALTH MEDICAL SCHEME 1 Discovery Place, Sandton, Johannesburg, 2196 (011) 529 7246 www.discovery.co.za

GTC P.O. Box 55118, Illovo, 2116 (010) 597 6800 www.gtc.co.za HEALTH SQUARED 54 Maxwell Dr, Woodmead, Johannesburg, 2191 (011) 796 6400 www.healthsquared.co.za HOSMED 3 Victoria Link, Route 21 Corporate Park, Pretoria 0178 0860 00 00 48 www.hosmed.co.za KEY HEALTH MEDICAL SCHEME P.O. Box 14145, Lyttelton, 0140 0860 671 050 www.keyhealthmedical.co.za MAKOTI MEDICAL SCHEME Private Bag X47, Rivonia, 2128 (011) 208 1000 www.makotihealth.co.za MEDIHELP 410 Steve Biko Road, Arcadia, Pretoria, 0083 (012) 334 2000 www.medihelp.co.za MEDIMED MEDICAL SCHEME P.O. Box 1672, Port Elizabeth, 6000 (041) 395 4474 www.medimed.co.za

FEDHEALTH MEDICAL SCHEME Corner Conrad & Ontdekkers Roads , Florida Glen, Johannesburg, 1709 0860 011 773 www.fedhealth.co.za

MEDSHIELD MEDICAL SCHEME 288 Kent Ave , Ferndale , Johannesburg, 2194 (010) 597 4701 www.medshield.co.za

GENESIS MEDICAL SCHEME P.O. Box 5467, Cape Town, 8000 0861 56 46 66 www.genesismedical.co.za

MOMENTUM MEDICAL P.O. Box 7400, Pretoria, 0046 0860 102 493 www.momentum.co.za

DIRECTORY 2022

MEDICAL PROFMED 1272 Heuwel Rd , Centurion Central , Pretoria, 0157 (012) 679 4144 www.profmed.co.za

THEBEMED MEDICAL AID SCHEME P.O. Box 4709, Johannesburg, 2000 0861 THEBEMED/0861 84 32 36 www.thebemed.co.za

SIZWE MEDICAL FUND 7 West St, Houghton Estate, Johannesburg , 2198 (011) 353 0199 www.sizwe.co.za

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OFFSHORE 36ONE ASSET MANAGEMENT 6A Sandown Valley Crescent, Sandown, Sandton, 2196 (010) 501 0250 www.36one.co.za ALEXANDER FORBES 115 West Street, Sandown, P.O. Box 787240, Sandton, 2146 (011) 269 0000 www.alexanderforbes.co.za ALLAN GRAY PROPRIETARY P.O. Box 581318, V&A Waterfront, 8002 0860 000 654 www.allangray.co.za ANCHOR ASSET MANAGEMENT 25 Cullross Road, Bryanston, Sandton, 2191 P.O. Box 1337 Gallo Manor, 2052 (011) 591 0500 www.anchorcapital.co.za ANCHOR PRIVATE CLIENTS 25 Cullross Road, Bryanston, Sandton, 2191 P.O. Box 1337 Gallo Manor, 2052 (011) 591 0677 www.anchorcapital.co.za ASHBURTON INVESTMENTS P.O. Box 653780, Benmore, 2010 0860 274 287 www.ashburtoninvestments.com BLACKROCK 29 Stanley Street, V&A Waterfront, Cape Town www.blackrock.com/za CAPITAL INTERNATIONAL P.O. Box 25, Newlands, 7725 (021) 201 1070 www.capital-iom.com CATALYST FUND MANAGERS P.O. Box 44845, Claremont, 7735 086 0462 663 www.catalyst.co.za

DIRECTORY 2022

CITADEL INVESTMENT SERVICES PO Box 23388, Claremont, 7735 (021) 670 9100 www.citadel.co.za CLUCASGRAY Ground Floor, Dunkeld Place, 12 North Road, Dunkeld West, Johannesburg, 2196 (011) 771 1960 www.clucasgray.co.za CORONATION FUND MANAGERS P.O. Box 44684, Claremont, 7735 (021) 680 2000 www.coronation.com CORESHARES 8a Protea Place, Sandton, 2196 (011) 459 1860 www.coreshares.co.za CREDO WEALTH 199 Oxford Road, Dunkeld, Johannesburg, 2196 (011) 463 6312 www.credogroup.com CYPRIOT REALTY PO Box 23644, Claremont, 7735 083 448 8734 www.cypriotrealty.com DEVERE INVESTMENTS SOUTH AFRICA 1st Floor Office Premises, Crystal Towers, Century Boulevard, Century City, Cape Town, 7441 (021) 831 0900 www.devere-group.com FOORD ASSET MANAGEMENT P.O. Box 135, Howard Place, 7450 (021) 532 6988 www.foord.co.za FRANKLIN TEMPLETON INVESTMENTS PostNet Suite #12, Private Bag X1005, Claremont, 7735 (021) 831 7400 www.franklintempleton.co.za

OFFSHORE GLACIER BY SANLAM Private Bag X5, Tyger Valley, 7536 (021) 917 9002 (English) (021) 917 9000 (Afrikaans) www.glacier.co.za

INN8 Grove Exchange, Grove Avenue,Claremont,Cape Town, 7708 (0860) 004 668 www.inn8.co.za

GRINDROD ASSET MANAGEMENT P.O. Box 78011, Sandton, 2194 (011) 459 1860 www.grindrodbank.co.za

INTEGRAL WEALTH MANAGEMENT P.O. Box 1601, Parklands, 2121 087 985 0300 www.integralwealth.co.za

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

NINETY ONE P.O. Box 1655, Cape Town, 8000 0860 500 900 www.investecassetmanagement.com

GUERNSEY FINANCE PO Box 655, St Peter Port, Guernsey, GY1 3PN 44 (0) 1481 720071 www.weareguernsey.com

INVESTMENT SOLUTIONS P.O. Box 786055, Sandton, 2146 0860 333 316 www.investmentsolutions.co.za/

KRUGER INTERNATIONAL P.O. Box 72260, Parkview, 2122 (011) 726 7700 www.krugerinternasionaal.co.za

ITRANSACT P.O. Box 4769, Randburg, 2194 0861 432 383 www.itransact.co.za

HENLEY & PARTNERS Great Westerford, 240 Main Road, Rondebosch, Cape Town, 7700 (021) 850 0524 www.henleyglobal.com

KAGISO ASSET MANAGEMENT Fifth Floor, MontClare Place, Cnr Campground and Main Roads, Claremont, 7708 (021) 673 6300 www.kagisoam.co.za

HEWETT WEALTH Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 www.hewettwealth.co.za

MARRIOTT ASSET MANAGEMENT P.O. Box 2099, Hillcrest, 3650 0800 336 555 www.marriott.co.za

IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116 (011) 550 6192 www.imara.co INDEPENDENT INVESTMENT SOLUTIONS Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 (010) 597 6687 www.i2solutions.co.za

MELVILLE DOUGLAS 8th Floor, 30 Baker Street, Rosebank, 2196 (011) 721 7964 (Jhb) (031) 374 2123 (Durban) (021) 670 6439 (CT) www.melvilledouglas.co.za METOPE INVESTMENT MANAGERS P.O. Box 51316, Waterfront, Cape Town, 8009 (021) 418 3760 www.metopegroup.com

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OFFSHORE MITONOPTIMAL SOUTH AFRICA P.O. Box 45068, Claremont, 7733 (021) 689 3579 www.mitonoptimal.com

PRUDENTIAL P.O. Box 44813, Claremont, 7735 (021) 670 50100 www.prudential.co.za

MOMENTUM INVESTMENTS 268 West Avenue, Centurion, Pretoria, 0157 (012) 671 8911 www.momentum.co.za

PSG WEALTH Building A, Pro Sano Park South Gate, Carl Cronje Drive, Tyger Waterfront, Tyger Valley, Bellville, 750 (021) 918 7800 www.psg.co.za

NORTHSTAR ASSET MANAGEMENT Suite 1A, Ground Floor, Madison Place, Alphen Office Park, Constantia Road, Constantia, 7806 (021) 810 8400 www.northstar.co.za NVEST SECURITIES Unit 1101 Illovo Point, 68 Melville Road, Illovo, Sandton 2196 (010) 446 8000 www.nvestsecurities.co.za OLD MUTUAL INVESTMENTS Mutualpark, Jan Smuts Drive, Pinelands, Cape Town (021) 509 5022 www.oldmutual.co.za PERPETUA INVESTMENT MANAGERS 5th Floor, The Citadel, 15 Cavendish Street, Claremont, 7708 (021) 674 4274 (CT Head Office) Tel: (011) 759 4061 (Jhb) www.perpetuaim.co.za

SANLAM INTERNATIONAL INVESTMENTS Private Bag X8, Tygervalley, 7536 0860 100 266 www.sanlaminvestments.com SARASIN FUNDS MANAGEMENT (IRELAND) George’s Court, 54-62 Townsend Street, Dublin 2, Ireland + 353 1 434 5111 www.sarasin.co.uk SASFIN BANK P.O. Box 95104, Grant Park, 2051 (011) 809 7500 www.sasfin.com SASFIN SECURITIES P.O. Box 299, Johannesburg, 2000 (011) 809 7500 www.sasfinsecurities.co.za

PLATINUM PORTFOLIOS Block F, Pinmill Farm, 164 Katherine street, Strathavon, 2031 (011) 262 4820 www.platinumportfolios.com

SCHRODER INVESTMENT MANAGEMENT 155 West Street, Sandton, Johannesburg, 2031 082 333 8994 www.schroders.com

POLARSTAR MANAGEMENT 11th Floor, Convention Tower, Heerengracht Street, Foreshore, Cape Town, 8001 (021) 409 7120 www.polarstarfunds.com

SEED INVESTMENTS P.O. Box 3107, Tygervalley, 7536 (021) 914 4966 www.seedinvestments.co.za

DIRECTORY 2022

OFFSHORE SEI INVESTMENTS (SOUTH AFRICA) Postnet Suite 426, Private Bag X1, Melrose Arch, 2076 (011) 994 4200 www.seic.com

SYGNIA ASSET MANAGEMENT P.O. Box 51591, Waterfront, 8002 0860 794 642 www.sygnia.co.za

SESFIKILE CAPITAL 2nd Floor, 18 The High Street, Melrose Arch, 2076 (011) 684 1200 www.sesfikilecapital.com

TRUFFLE ASSET MANAGEMENT Ground Floor, Lancaster Gate Building, Hyde Park Lane Business Complex, C/O William Nicol & Jan Smuts, Hyde Park, 2196 (011) 325 0030 www.truffle.co.za

STANDARD BANK ISLE OF MAN One Circular Road, Douglas IM1 1SB, Isle of Man 441 624 643 643 www.international.standardbank.com

WARWICK WEALTH P.O. Box 816, Constantia, 7848 0800 50 50 50 www.warwickwealth.com

SOUTHERN CHARTER WEALTH Postnet Suite 62, Private Bag X12, Tokai, 7966 (021) 700 1000 www.southerncharter.co.za

WEALTHPORT Lacey Oak House, Ballyclare Office Park, 35 Ballyclare Drive, Bryanston (010) 593 3103 www.wealthport.co.za

STANLIB P.O. Box 202, Melrose Arch, 2076 0860 123 003 www.stanlib.com

VISIO CAPITAL MANAGEMENT The Place, Ground Floor, South Wing, Sandton Drive, Sandton, 2146 (011) 245 8900 www.visiocapital.co.za

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P R I VAT E C L I E N T S 36ONE ASSET MANAGEMENT 6A Sandown Valley Crescent, Sandown, Sandton, 2196 (010) 501-0250 www.36one.co.za

HEWETT WEALTH Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 (010) 597 7506 www.hewettwealth.co.za

ABSA PRIVATE CLIENT ASSET MANAGEMENT Eastgate Office Park, South Blvd, Eastgate, Johannesburg, 2090 (011) 601 7500 www.absa.co.za

IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116 (011) 550 6192 www.imara.co

ALEXANDER FORBES WEALTH MANAGEMENT 115 West Street, Sandown, P.O. Box 787240, Sandton, 2146 (011) 269 0000 www.alexanderforbes.co.za ANCHOR PRIVATE CLIENTS 25 Cullross Road, Bryanston, Sandton, 2191 P.O. Box 1337 Gallo Manor, 2052 (011) 591 0677 www.anchorcapital.co.za CLUCASGRAY Ground Floor, Dunkeld Place, 12 North Road, Dunkeld West, Johannesburg, 2196 (011) 771 1960 www.clucasgray.co.za CONSILIUM SECURITIES 2nd Floor, President Place, Hood Avenue, Rosebank, 2196 P.O. Box 2512, Parklands, 2121 (011) 340 1300 www.consiliumsa.co.za CREDO WEALTH 199 Oxford Road, Dunkeld, Johannesburg, 2196 (011) 463 6312 www.credogroup.com GRINDROD ASSET MANAGEMENT P.O. Box 78011, Sandton, 2194 (011) 459 1860 www.grindrod.co.za

DIRECTORY 2022

INDEPENDENT INVESTMENT SOLUTIONS Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 (010) 597 6687 www.i2solutions.co.za KAGISO ASSET MANAGEMENT Fifth Floor, MontClare Place, Cnr Campground and Main Roads, Claremont, 7708 (021) 673 6300 www.kagisoam.co.za MAITLAND GROUP 18 Fricker Road, Illovo, Johannesburg, 2196 011 530 8400 www.maitlandgroup.com MELVILLE DOUGLAS 8th Floor, 30 Baker Street, Rosebank, 2196 (011) 721 7964 (Jhb) (031) 374 2123 (Durban) (021) 670 6439 (CT) www.melvilledouglas.co.za METOPE INVESTMENT MANAGERS Moorings 4, Portswood Road, V&A Waterfront, 8000 P.O. Box 51316, Waterfront, Cape Town, 8009 (021) 418 3760 www.metopegroup.com NEDBANK PRIVATE WEALTH 135 Rivonia Road, Sandown, Johannesburg, 2196 (0860) 111 263 www.nedbankprivatewealth.co.za

P R I VAT E C L I E N T S NORTHSTAR ASSET MANAGEMENT Alphen Office Park, Constantia Road, Constantia, 7806 (021) 810 8400 www.northstar.co.za NVEST SECURITIES Unit 1101 Illovo Point, 68 Melville Road, Illovo, Sandton 2196 (010) 446 8000 www.nvestsecurities.co.za OLD MUTUAL WEALTH PRIVATE CLIENT SECURITIES Mutualpark, Jan Smuts Dr, Pinelands, Cape Town, 7405 (021) 524 4400 www.oldmutual.co.za/wealth/solutions/ private-client-securities PLATINUM PORTFOLIOS Block F, Pinmill Farm, 164 Katherine street, Strathavon, 2031 (011) 262 4820 www.platinumportfolios.com

PRIVATE CLIENT HOLDINGS P.O. Box 24033, Claremont, 7735 (021) 671 1220 www.privateclient.co.za PSG KONSULT 2 Trident Office Park, Niblick Way, Somerset West, 7130 (021) 918 7800 www.psg.co.za SANLAM PRIVATE WEALTH Vineyards Office Estate, Farm 1, 99 Jip de Jager Drive, Welgemoed, Cape Town 7530 (021) 950 2770 www.sanlamprivatewealth.co.za SASFIN 337 Brooklyn Rd, Menlo Park, Pretoria, 0081 (012) 425 6000 www.sasfin.com

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SHARI’AH INVESTING 27FOUR INVESTMENT MANAGERS Firestation Rosebank, Fifth Floor, 16 Baker St, Rosebank, Johannesburg (011) 442 2464 www.27four.com

STANLIB 17 Melrose Boulevard, Melrose Arch, Johannesburg 0860 123 003 www.stanlib.com

ALEXANDER FORBES 115 West Street, Sandton, Johannesburg (011) 269 0000 www.alexanderforbes.co.za

SENTIO CAPITAL Illovo Edge, Building 3, 1st floor, 5 Harries Road, Illovo, Johannesburg (011) 880 1994 www.sentio-capital.com

ELEMENT INVESTMENT MANAGERS 405 Manhattan Place, 130 Bree St, Cape Town (021) 426 1313 www.elementim.co.za KAGISO ASSET MANAGEMENT Montclare Place, Main Rd & Camp Ground Road, Claremont, Cape Town (021) 673 6300 www.kagisoam.com OLD MUTUAL INVESTMENTS Mutualpark, Jan Smuts Drive, Pinelands, Cape Town (021) 509 5022 www.oldmutualinvest.com

DIRECTORY 2022

SANLAM PRIVATE WEALTH Vineyards Office Estate, Farm 1, 99 Jip de Jager Drive, Welgemoed, Cape Town (021) 950 2770 www.sanlamprivatewealth.co.za VISIO FUND MANAGEMENT 92 Rivonia Rd, Wierda Valley, Sandton, Johannesburg (011) 245 8900 www.visiofund.co.za

SHORT-TERM INSURANCE AUTO & GENERAL INSURANCE COMPANY P.O. Box 11250, Johannesburg, 2000 0861 00 12 69 www.autogen.co.za

ECONORISK P.O. Box 3428, Rivonia, 2128 (011) 045 8555 www.econorisk.co.za

BIDVEST INSURANCE PO Box 25038, Gateway, 4321 0860 77 88 99 www.bidvestinsurance.co.za

FIRST RAND SHORT TERM INSURANCE Cnr Pixley Ka Seme & Pritchard Streets, Johannesburg, 2001 www.fnb.co.za

BRYTE INSURANCE COMPANY PO Box 61489, Marshalltown, Johannesburg, 2107 (011) 370 9111 www.brytesa.com

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

CENTRIQ INSURANCE COMPANY LIMITED P.O. Box 55674, Northlands, 2116 (011) 268 6490 www.centriq.co.za

HEWETT WEALTH Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 086 564 9120 www.hewettwealth.co.za

CHUBB PO Box 1192, Saxonwold, 2132 (011) 722 5700 www.chubb.com/za-en/

HOLLARD P.O. Box 87419, Houghton, 2041 0860 202 202 www.hollard.co.za

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

IMPREXXION FOOTPRINT Postnet Suite 109, Private Bag X04, Fontainebleau, 2032 (011) 399 2600 www.imprexxion.com

CONSTANTIA INSURANCE P.O. Box 3518, Cramerview, 2060 (011) 686 4200 www.constantiagroup.co.za CREDIT GUARANTEE P.O. Box 125, Randburg, 2125 (011) 889 7000 www.creditguarantee.co.za DISCOVERY INSURE PO Box 3888, Rivonia, Johannesburg, 2128 (011) 529 2869 www.discovery.co.za

INDWE RISK SERVICES Private Bag X7, Northlands, 2116 0860 13 13 14 www.indwerisk.co.za INFINITI INSURANCE P.O. Box 23, Strathavon, 2031 0860 00 2526 www.infinitiafrica.com KING PRICE INSURANCE P.O. Box 284, Menlyn, 0063 0860 50 50 50 www.kingprice.co.za

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SHORT-TERM INSURANCE LOMBARD INSURANCE COMPANY P.O. Box 2740, Parklands,2121 (011) 551 0600 www.lombardins.com

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

MOMENTUM SHORT TERM INSURANCE Private Bag 6784, Centurion, 0046 0861 110 220 www.momentum.co.za

RISK BENEFIT SOLUTIONS P.O. Box 449, Cape Town, 8000 0860 072 765 www.rbs.co.za

MUA INSURANCE COMPANY P.O. Box 5777, TygerValley, 7536 0861 MUA INS (682 467) www.mua.co.za

SANTAM 1 Sportica Crescent, Tyger Valley, Bellville, 7530 0860 444 444 www.santam.co.za

NEDGROUP INSURANCE PO Box 1144, Johannesburg, 2000 (011) 667 7000 www.nedbank.co.za

SASRIA P.O. Box 653367, Benmore, 2010 086 172 7742 www.sasria.org.za

OLD MUTUAL INSURE Jan Smuts Drive, Pinelands, Cape Town, 7405 (0860) 111 023 www.oldmutual.co.za

ZURICH INSURANCE COMPANY P.O. Box 61489, Marshalltown, 2107 0800 112 604 www.brytesa.com

PSG INSURE 2 Trident Office Park, Niblick Way, Somerset West, 7130 (021) 918 7800 www.psg.co.za

DIRECTORY 2022

SOFTWARE SOLUTIONS ALLEGIANCE CONSULTING Equity Estate , Charles De Gaulle Cres , Centurion 0081 (012) 360 0040 www.allegiance.co.za

E-SET Belmont Rd, Rondebosch, Cape Town, 7700 (021) 659 2000 www.eset.com/za

ASSET MAP 66-68 Albert Rd, Woodstock, Cape Town, 7925 www.workthatmatters.co.za

EAS-E FICA Maxwell Office Park, Magwa Cres, Jukskei View, 2090 (0861) 342 592 www.easefica.co.za

atWORK Corner Lois Ave & Tsitsa St , Erasmuskloof , Pretoria 0181 (012) 484 9184 www.atwork.co.za

EEZI-SIGN DIGITAL SIGNATURES 2 Ernest Oppenheimer Avenue, Bruma, Johannesburg, 2026 (011) 484 5070 www.jmr.co.za

BIAS Kya North Park , Bernie St , Kya Sand, Randburg 2040 (011) 708 7007 www.biasconsultants.co.za

ELITE WEALTH Boardwalk Office Park , Eros Rd , Faerie Glen, 0043 (0861) 222 378 www.elitewealth.biz

BROKER TOOLS Corner Karee & John Vorster Avenue, Irene, Pretoria, 0064 (012) 665 3899 www.brokertools.co.za

ENHANCE INVESTOR 197 Peter Mokaba Rd , Morningside, Durban, 4001 (031) 205 2496 www.enhanceinvestor.com

COMMSPACE KWV Head Office, 57 Main Rd , Paarl, 7646 0861 477 774 www.commspace.co.za

ESCROW EUROPE 5a Pastorie Park , Corner Lourens & Reitz St , Somerset West, 7129 076 379 6368 www.escroweurope.co.za

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SOFTWARE SOLUTIONS FINAMETRICA Fountain Grove, Cnr William Nicol & 2nd Road, Hyde Park, 2196 (011) 888 5088 www.riskprofiling.com

INTEGRITY SOFTWARE 65 Old Main Road, Kloof, Durban, 3640 (031) 764 2558 www.integrity.co.za

FSP HUB Willie van Schoor Drive, Bellville, Cape Town, 7530 (021) 914 2169 www.fsphub.com

J2 SOFTWARE 6 Ateljee Street, Randpark Ridge, Johannesburg, 2169 (011) 794 1096 www.j2.co.za

FUND ANALYTICS 26 Eleventh Avenue, Houghton Estate, Johannesburg, 2198 (011) 728 5510 www.profile.co.za

KAPERSKY Thornhill Office Park, Bekker Road, Midrand, 1682 (011) 783 2424 www.kapersky.co.za

G04 SOFTWARE 164 Waverley Road, Dan Pienaar, Bloemfontein 9301 (051) 436 0371 www.go4software.co.za

LEXIS SIGN 215 Peter Mokaba Road, Morningside, Durban, 4001 (031) 268 3111 www.lexissign.co.za

GENASYS TECHNOLOGIES Cnr 14th Ave & Hendrik Potgieter Road, Weltevreden Park, Johannesburg, 1709 (011) 679 3151 www.genasystech.com

LIBRALEX PO Box 74337, Lynwood Ridge, Pretoria, 0040 (012) 809 0335 www.libralex.co.za

IMPRESSION SIGNATURES Waterfall Office Park, Howick Close, Allandale Road & Bekker Road, Midrand, 1686 (087) 405 6220 www.impression-signatures.com

MCAFEE The Campus, 57 Sloane St, Bryanston, 2021 (011) 707 5500 www.mcafee.com/en-za/index.html

IRESS 2929 William Nicol Drive, Bryanston, Johannesburg, 2021 (010) 492 1111 www.iress.com

MCI 60 Civin Drive, Bedfordview, Johannesburg, 2007 (011) 454 3420 www.mci.co.za

INSURE TECH 118 Graskop Road, Waterkloof Heights, Pretoria, 0184 (081) 234 3312 www.insuretech.co.za

MI-PLAN Mariendahl House, Newlands on Main, Cape Town, 7700 (021) 673 1340 www.mi-plan.co.za

DIRECTORY 2022

SOFTWARE SOLUTIONS PAPER TRAIL 138 Athol Street, Highlands North, Johannesburg, 2192 (011) 880 4411 www.papertrail.co.za PFIRESTORM 21 Alexander Drive , Winston Park, Gillitts, 3610 (031) 764 4090 www.pfire.co.za PROFIDA Bateleur Office Park, Pasita St Bellville, CapeTown, 7530 (021) 975 0215 www.profida.co.za PROPULSION 5 Jacob Mare Avenue, Monument, Krugersdorp, 1739 083 275 8368 www.propulsion.co.za QUICKBOOKS 100 Armstrong Ave, Umhlanga, Durban, 4051 (031) 566 2960 www.quickbooks.intuit.com/za/ REFINITIV The Chelsea Building, 138 West Street, Sandton, Johannesburg, 2196 (011) 775 3000 www.refinitiv.com SAGE 22 Magwa Crescent, Waterfall 5-lr, Midrand, 2066 (011) 304 3000 www.sage.com/en-za/

SEED ANALYTICS PO Box 3107, Tygervalley, Bellville, 7536 (021) 914 0658 www.seedanalytics.info SIGNIFLOW 78 Kyalami Boulevard, Kyalami Business Park, Midrand, 1684 (010) 300 4899 www.signiflow.com SOFTBYTE COMPUTERS PO Box 1158, Kloof, Durban, 3640 (031) 464 2289 www.softbyte.co.za SURE QUOTE The Corner Office, Lynwood Rd , Lynwood, Pretoria 0081 083 295 2302 www.sure-quote.co.za THRYVE 2 Hood Avenue, Rosebank, Johannesburg, 2196 (011) 771 5600 www.thryve.com TIAL TECHNOLOGIES 67 Wessel Road, Rivonia, Johannesburg, 2128 (011) 807 1030 www.tial.co.za TRUSTEEZE 26 Sturdee Avenue, Rosebank, Johannesburg, 2196 (010) 312 5777 www.trusteeze.co.za WEALTHBIT 150 Rivonia Road Sandton, 2146 (011) 768 1022 www.gci.co.za

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UNDERWRITING MANAGERS AC & E UNDERWRITING MANAGERS 7th Floor, Bedford Centre Office Park, Kloof Road, Bedfordview (011) 615 7529 www.engineeringace.co.za AFRICAN RAND UNDERWRITING MANAGERS P.O. Box 731386, Fairland, 2030 (011) 678 1354 www.africanrand.co.za AMBLEDOWN RISK & UNDERWRITING MANAGERS P.O. Box 1862, Cramerview, 2060 086 126 2533 www.ambledown.co.za ARTINSURE UNDERWRITING MANAGERS Postnet Suite 243, Private Bag X30500, Houghton, 2041 0861 111 096 www.artinsure.co.za BROLINK P.O. Box 9346, Centurion, 0046 (012) 673 0000 www.brolink.co.za CAMARGUE UNDERWRITING MANAGERS Postnet Suite 250, Private Bag X4, Bedfordview, 2008 (011) 778 9140/41/42/43/44 www.camargueum.co.za CAPTIVE BUSINESS CONSULTANTS Postal address – P O Box 654, Bedfordview, 2008 (011) 615 3640/43 www.captive.co.za CENTRIQ INSURANCE COMPANY P.O. Box 55674, Northlands, 2116 (011) 268 6490 www.centriq.co.za

DIRECTORY 2022

CHARTERED AUTO UNDERWRITING AGENCY P.O. Box 78589, Sandton, 2146 086 100 2282 www.caua.co.za COMMERCIAL AND INDUSTRIAL ACCEPTANCES P.O. Box 615, Bedfordview, 2008 0861 CIA 777 www.cia.co.za COMPASS INSURANCE P.O. Box 37226, Birnam Park, 2015 (011) 745 8333 www.compass.co.za CONSORT TECHNICAL UNDERWRITING MANAGERS P.O. Box 520, Banbury, 2164 (011) 658 1156 www.consort.co.za FACTORY & INDUSTRIAL RISK MANAGERS P.O. Box 615, Bedfordview, 2008 0861 FACIND (322463) www.facind.co.za FILM & ENTERTAINMENT UNDERWRITERS SA Suite 244, Private Bag X17, Weltevredenpark, 1715 (011) 431 3694 www.feusa.co.za FIREDART & CONSTRUCTION GUARANTEE UNDERWRITING MANAGERS PO Box 11653, Randhart, 1457 (011) 833 1400 www.firedart.co.za GARAGESURE CONSULTANTS & ACCEPTANCES P.O. Box 3375, Randburg, 2125 (011) 791 6602 www.garagesure.co.za

UNDERWRITING MANAGERS GEM & JEWEL ACCEPTANCES P.O. Box 70014, Bryanston, 2021 0800 112 604 www.brytesa.com

MOTORITE INSURANCE ADMINISTRATORS P.O. Box 1034, Gallo Manor, 2052 0860 66 22 11 www.motorite.co.za

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

PALADIN UNDERWRITING MANAGERS P.O. Box 613, Rondebosch, 7701 (021) 686 7270 www.paladin.co.za

HIC UNDERWRITING MANAGERS P.O. Box 2253, Bedfordview, 2008 (011) 455 5271 www.hicsa.co.za

PSG KONSULT Building A, Pro Sano Park South Gate, Carl Cronje Drive, Tyger Waterfront, Tyger Valley, Bellville, 750 (021) 918 7800 www.psg.co.za

INSURANCE UNDERWRITNG MANAGERS Private Bag X10, Gardenview, 2047 0861 949 444 www.ium.co.za

SA UNDERWRITING AGENCIES P.O. Box 3606, Randburg, 2125 0860 002 002 www.saunderwriters.com

KEU UNDERWRITING MANAGERS Suite 125, Private Bag X10030, Randburg 2125 0861 00 00 90 www.keu.co.za

SENATE TRANSIT UNDERWRITING MANAGERS P.O. Box 10402, Centurion, 0046 (012) 663 1004 www.senate-net.co.za

LEPPARD UNDERWRITING P.O. Box 2730, Houghton, 2041 (011) 459 1640 www.leppard.co.za

THE HOLLARD INSURANCE COMPANY P.O. Box 87419, Houghton, 2041 0860 202 202 www.hollard.co.za

MERX COMMERCIAL UNDERWRITERS P.O. Box 4472, Atlasville, 1465 (011) 455 3838 www.merxhcv.co.za

TOP TRANS EXCESS UNDERWRITERS P.O. Box 1568, Lambton, 1414 (011) 622 0142 www.roadcom.co.za

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TRUSTS ASL TRUST SERVICES 1 Niblick Way, Trident Park, Somerset West, Cape Town, 7130 (021) 840 1600 www.asl.co.za

HEWETT WEALTH Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 (010) 597 7506 www.hewettwealth.co.za

ABSA TRUST P.O. Box 4167, Fourways, 2055 0800 11 11 55 www.absa.co.za

IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116 (011) 550 6192 www.imara.co

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

LEGACY FIDUCIARY SERVICES Greenford Office Estate, Punters Way, Kenilworth, Cape Town, 7708 (021) 671 1438 www.legacyfs.co.za

CENTURY TRUSTS AND WEALTH Somerset Links Park, De Beers Avenue, Somerset West, Cape Town, 7130 (021) 552 5440 www.centurytrust.co.za CITADEL INVESTMENT SERVICES PO Box 23388, Claremont, 7735 (021) 670 9100 www.citadel.co.za CREST TRUST HOLDINGS 276 West Avenue, Centurion, Pretoria, 0157 (012) 643 1049 www.ctrust.co.za DESTINATA HOLDINGS 5 Niblick Way, Somerset West, Cape Town, 7130 (021) 851 3590 www.destinataholdings.com

MAZARS Grand Moorings Precinct, Century City, Cape Town, 7441 (021) 818 5000 www.mazars.co.za LIGHTHOUSE TRUST AND CORPORATE 135 Daisy Street, Sandton, Johannesburg, 2196 (011) 784 2634 www.lhtc.co.za MAITLAND GROUP 18 Fricker Road, Illovo, Johannesburg, 2196 (011) 530 8400 www.maitlandgroup.com MOMENTUM TRUST 268 West Avenue, Centurion, Pretoria, 0157 (012) 671 8911 www.momentum.co.za

FIRST NATIONAL BANK Simmonds St, Johannesburg, 2001 (087) 575 9404 www.fnb.co.za

NEDGROUP TRUST 135 Rivonia Road, Sandown, Johannesburg, 2196 (011) 294 9000 www.nedbankprivatewealth.com

FEDGROUP 89 Bute Lane, Sandown 0860 011 773 www.fedgroup.co.za

OLD MUTUAL Mutualpark, Jan Smuts Drive, Pinelands, Cape Town, 7405 (021) 509 5022 www.oldmutual.co.za

DIRECTORY 2022

TRUSTS PERSONAL TRUST Belmont Park, Belmont Road, Rondebosch, Cape Town, 7700 (021) 689 8975 www.personaltrust.co.za

SENTINEL INTERNATIONAL Mariendal House, Main Rd, Newlands, Cape Town, 7700 (021) 674 0390 www.sentinelinternational.co.za

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

SOUTHERN CHARTER WEALTH Postnet Suite 62, Private Bag X12, Tokai, 7966 (021) 700 1000 www.southerncharter.co.za

PSG Building A, Pro Sano Park South Gate, Carl Cronje Drive, Tyger Waterfront, Tyger Valley, Bellville, 750 (021) 918 7800 www.psg.co.za

STANDARD BANK FIDUCIARY SERVICES 5 Simmonds street, Selby, Johannesburg, 2001 (010) 249 0423 www.standardbank.co.za

RUBICON TRUST COMPANY 73 Beyers Naude Drive, Roosevelt Park, Johannesburg, 2195 (011) 646 0064 www.rubicontrust.co.za RISK BENEFIT SOLUTIONS P.O. Box 449, Cape Town, 8000 0860 072 765 www.rbs.co.za

TRUSTEEZE 26 Sturdee Avenue, Rosebank, Johannesburg, 2196 (010) 312 5777 www.trusteeze.co.za WEALTH SUCCESSION Menlyn Corporate Park, Cnr Garsfontein Road & Corobay Avenue, Pretoria, 0181 (012) 0012 704 www.wealthsuccession.co.za

SANLAM TRUST 2 Strand Road, Belville, Cape Town, 7530 (0860) 726 526 www.sanlam.co.za

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Corporate and Investment Banking

Africa, by numbers Our presence on the continent includes regionally coordinated coverage in 12 markets, with on-the-ground banking capabilities in Botswana, Ghana, Kenya, Mauritius, Mozambique, the Seychelles, South Africa, Tanzania, Uganda and Zambia, as well as representative offices in Namibia and Nigeria. We also provide global reach through our international offices situated in London and New York.

The bravery to imagine and the will to get things done. That’s Africanacity.

cib.absa.africa

Authorised Financial Services Provider Registered Credit Provider Reg No NCRCP7

Corporate and Investment Banking

Our roots go deep 150 years’ heritage With over one-and-a-half centuries of experience, and a significant footprint across the continent, we’re a proudly Pan-African institution that believes in building courageous partnerships that work. We challenge limits and close distances, connecting people to opportunities across borders, languages and cultures. Because African ingenuity knows no boundaries, neither do we.

The bravery to imagine and the will to get things done. That’s Africanacity.

cib.absa.africa

Authorised Financial Services Provider Registered Credit Provider Reg No NCRCP7

MoneyMarketing Financial Advisers Directory 2022

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