MoneyMarketing Financial Advisers Directory 2019/2020

First for the professional personal financial adviser

F I N A N C I A L A DV I S E R S D I R E C TOR Y 2 0 1 9 / 2 0 2 0

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CONTENTS

EDITOR’S COMMENT

W

elcome to MoneyMarketing’s latest Financial Advisers Directory that once again provides you, the adviser, with a comprehensive list of contacts for financial products and services.

We understand that advisers need reliable, up-to-date information in what has become a complex environment, where new products are frequently on offer. Made possible through the sponsorship of Investec Specialist Bank, our Directory will assist you in finding the best fund managers, multi-managers, ETFs, long- and short-term insurers – and much more.

The South African economy is presently turbulent and the cost of living is rising. Now is the time that consumers need advisers to assist them in taking hold of their finances. Our Directory will act as a helpful source to you as you steer your clients on the path towards improving their financial situations and planning their financial futures.

EDITORIAL

ADVERTISING ADVERTISING SALES EXECUTIVE: Mildred Manthey Direct: +27 (0)11 877 6195 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

PRINTING Printed by Tandym Print Published by New Media, a division of Media24 (Pty) Ltd

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Alternative Investments

4

Alternative Investments/ Hedge Funds

6

Beneficiary Funds

8

Broker Networks

9

Collective Investments

10

Compliance

14

Employee Benefits

15

ETFs

17

Financial Planning Solutions 19 Fund Managers

22

Industry Bodies

28

LISPS

32

Long-term Insurance

33

Medical

35

© Copyright MoneyMarketing 2019

Multi-Managers

37

MANAGEMENT TEAM

Offshore

39

MANAGING DIRECTOR: Aileen Lamb COMMERCIAL DIRECTOR: Maria Tiganis BRAND STRATEGY DIRECTOR: Andrew Nunneley CHIEF FINANCIAL OFFICER: Venette Malone HEAD OF HR: Camillah West CEO: MEDIA24: Ishmet Davidson

Private Clients

44

Short-term Insurance

46

Underwriting Managers

48

Technology

51

Trusts

53

Wealth Management

54

Janice janice.roberts@newmedia.co.za @MMMagza

EDITOR: Janice Roberts janice.roberts@newmedia.co.za LAYOUT & DESIGN: Julia van Schalkwyk

Editorial Comment

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: Ground floor, Media Park, 69 Kingsway Avenue, Auckland Park, 2092 Postal Address: PO Box 784698, Sandton, Johannesburg, 2146 Tel: +27 (0)11 877 6111 Fax: +27 (0)11 713 9024

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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

INVESTEC FOR INTERMEDIARIES

Investec for Intermediaries is focused on providing a holistic value proposition for financial intermediaries, helping them save, invest and trade funds for their clients. The offering consolidates all the current Investec Specialist Banking products and service solutions – Corporate Cash Manager, Foreign Exchange, Structured Products, Specialist Investments, Equities and Prime Services – and ensures that financial intermediaries can easily engage with us through different channels and platforms.

Investec Asset Management operates independently and is distinctly separate from Investec for Intermediaries. For further information on Investec for Intermediaries contact our Global Client Support centre on 0800 28 28 28 www.investec.com/IFI

27FOUR INVESTMENT MANAGERS

CAPITAL INTERNATIONAL GROUP

ALEXANDER FORBES

CAPRICORN FUND MANAGERS

Firestation Rosebank, 16 Baker Street, Rosebank, Johannesburg (011) 442-2464 Toll-free: 0800 000 274 www.27four.com

Office NG101A, Great Westerford, 240 Main Road, Rondebosch, Cape Town (021) 201-1070 www.capital-iom.com

115 West Street, Sandown, Johannesburg (011) 269-0000 www.alexanderforbes.co.za

Capricorn House, 32 Impala Road, Chislehurston, Johannesburg (011) 666-0700 www.capricorncapital.com

ALPHA WEALTH

CATALYST FUND MANAGERS

Alpha House, Ballywoods Office Park, 33 Ballyclare Drive, Bryanston, Johannesburg (011) 707-1340 www.alphawealth.co.za

4th Floor Protea Place, Protea Road, Claremont, Cape Town (021) 657-5500 www.catalyst.co.za

AMPLIFY INVESTMENT PARTNERS PROPRIETARY

ECSPONENT FINANCIAL SERVICES

55 Willie van Schoor Street, Bellville, Cape Town (021) 950-2179

1st Floor, The Wedge, 43 Garsfontein Road, Waterkloof, Pretoria 087 808 0100 www.ecsponent.com

ANCHOR ASSET MANAGEMENT 25 Culross Road, Bryanston, Johannesburg (011) 591-0677 www.anchorcapital.co.za

ETHOS PRIVATE EQUITY

ASHBURTON INVESTMENTS

FAIRTREE CAPITAL

35 Fricker Road, Illovo, Johannesburg (011) 328-7400 www.ethos.co.za

3rd Floor, 4 Merchant Place, 1 Fredman Drive, Sandton, Johannesburg (011) 282-8800 www.ashburtoninvestments.com

Willowbridge Place, Cnr Carl Cronje Drive & Old Oak Road, Bellville, Cape Town (021) 943-3760 www.fairtree.com

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DIRECTORY 2019|2020

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

INVESTEC BANK

STANLIB

P.O. Box 785700, Sandton, 2146 (011) 286-7000 www.investec.com

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

ITRANSACT

SYGNIA ASSET MANAGEMENT

15 Philips Street, Ferndale, Johannesburg 0861 432 383 www.itransact.co.za

7th Floor, The Foundry, Cardiff Street, Green Point, Cape Town 0860 794 642 www.sygnia.co.za

METOPE INVESTMENT MANAGERS Moorings 4, Portswood Ridge, Portswood Road, V&A Waterfront, Cape Town (021) 418-3760 www.metopegroup.com

TANTALUM CAPITAL

NEDBANK GROUP

TRUFFLE ASSET MANAGEMENT

Ground Floor, South Wing, Great Westerford, 240 Main Road, Rondebosch, Cape Town (021) 680-6500 www.tantalum.co.za

135 Rivonia Boulevard Bryanston, Johannesburg (011) 294-4444 www.nedbank.co.za

Ground Floor, Lancaster Gate Building, Hyde Park Lane Business Complex, Corner William Nicol and Jan Smuts, Hyde Park, Johannesburg (011) 325-0030 www.truffle.co.za

PERPETUA INVESTMENT MANAGERS 5th Floor, The Citadel, 15 Cavendish Street, Claremont, Cape Town (021) 674-4274 www.perpetuaim.co.za

VISIO CAPITAL MANAGEMENT

The Place, 1 Sandton Drive, Ground Floor, South Wing, Sandton, Johannesburg (011) 245-8900 www.visiocapital.co.za

POLAR STAR MANAGEMENT

WORLDWIDE CAPITAL

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

Wanderers Office Park, 52 Corlett Drive, Illovo, Johannesburg (010) 597-6885 www.worldwidecapital.com

SANLAM INVESTMENTS

55 Willie van Schoor Avenue, Belville, Cape Town 0860 100 266 www.sanlaminvestments.com

SEED INVESTMENTS

P.O. Box 3107, Tyger Valley, 7536 (021) 914-4966 www.seedinvestments.co.za

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

27FOUR INVESTMENT MANAGERS

FAIRTREE CAPITAL

Firestation Rosebank, 16 Baker Street, Rosebank, Johannesburg (011) 442-2464 Toll-free: 0800 000 274 www.27four.com

Willowbridge Place, cnr Carl Cronje Drive & Old Oak Road, Bellville, Cape Town (021) 943-3760 www.fairtree.com

36ONE ASSET MANAGEMENT

LAURIUM CAPITAL

6A Sandown Valley Crescent, Sandown, Johannesburg (011) 722-7390 www.36one.co.za

Ninth Floor, 90 Grayston Drive, Sandown, Johannesburg (011) 263-7700 www.lauriumcapital.com

AMPLIFY INVESTMENT PARTNERS PROPRIETARY

NOVARE INVESTMENTS

55 Willie van Schoor Street, Bellville, Cape Town (021) 950-2179

P.O. Box 4742, Tyger Valley, 7530 (021) 914-7730 www.novare.com

ASHBURTON INVESTMENTS

OBSIDIAN CAPITAL

BLUEALPHA INVESTMENT MANAGEMENT

SANLAM INVESTMENTS

P.O. Box 7601, Roggebaai, 8012 (021) 409-7100 www.bluealphafunds.com

55 Willie van Schoor Avenue, Belville, Cape Town 0860 100 266 www.sanlaminvestments.com

CAPRICORN FUND MANAGERS

SEED INVESTMENTS

3rd Floor, 4 Merchant Place, 1 Fredman Drive, Sandton, Johannesburg (011) 282-8800 www.ashburtoninvestments.com

Suite 1, 5 Fricker Road, Illovo, Johannesburg (011) 219-6300 www.obsidiancapital.co.za

Capricorn House, 32 Impala Road, Chislehurston, Johannesburg (011) 666-0700 www.capricorncapital.com

P.O. Box 3107, Tyger Valley, 7536 (021) 914-4966 www.seedinvestments.co.za

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

CATALYST FUND MANAGERS

4th Floor Protea Place, Protea Road, Claremont, Cape Town (021) 657-5500 www.catalyst.co.za

SYGNIA ASSET MANAGEMENT

EDGE CAPITAL

7th Floor, The Foundry, Cardiff Street, Green Point, Cape Town 0860 794 642 www.sygnia.co.za

P.O. Box 4188, Tyger Valley, 7536 (021) 976-1012 www.edge.co.za

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DIRECTORY 2019|2020

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

WORLDWIDE CAPITAL

Wanderers Office Park, 52 Corlett Drive, Illovo, Johannesburg (010) 597-6885 www.worldwidecapital.com

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BENEFICIARY FUNDS

ABSA TRUST

FEDGROUP

AKANI BENEFICIARY FUND

SALA PENSION FUND

ALEXANDER FORBES

SOUTHERN CHARTER WEALTH

P.O. Box 7735, Johannesburg, 2000 0861 238 886 www.absa.co.za

P.O. Box 782823, Sandton, 2146 (011) 305-2300 www.fedgroup.co.za

Private Bag X36, Kempton Park, 1620 (011) 578-5333 www.akafin.co.za

Postnet Suite 512, Private Bag X9, Benmore, 2010 0800 725 273 www.salapensionfund.co.za

115 West Street, Sandown, Johannesburg (011) 269-0000 www.alexanderforbes.co.za

First Floor, Silverberg Terrace, Steenberg Office Park, Silverwood Close, Tokai, Cape Town (021) 700-1000 www.southerncharter.co.za

FAIRHEADS BENEFIT SERVICES P.O. Box 4994, Cape Town, 8000 0860 102 919 www.fairheads.com

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DIRECTORY 2019|2020

BROKER NETWORKS

BANKSERVAFRICA

IFANET

CENTRIQ INSURANCE COMPANY

IMPREXXION FOOTPRINT

243 Booysens Road, Selby, Johannesburg (011) 497-4000 www.bankservafrica.com

P.O. Box 87077, Houghton, 2041 (011) 484-9454 www.ifanet.co.za

The Oval, Second Floor, West Wing, Wanderers Office Park, 52 Corlett Drive, Illovo, Johannesburg (011) 268-6490 www.centriq.co.za

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

ITRANSACT

CONSILIUM SECURITIES

15 Philips Street, Ferndale, Johannesburg 0861 432 383 www.itransact.co.za

1 Hood Avenue, President Place, 2nd Floor, West Wing, Rosebank, Johannesburg (011) 340-1300

SEED INVESTMENTS

FSP SOLUTIONS

P.O. Box 3107, Tyger Valley, 7536 (021) 914-4966 www.seedinvestments.co.za

P.O. Box 50030, Randjesfontein, 1683 (010) 001-2602 www.fspsolutions.com

SELFMED MEDICAL SCHEME

ICHOICES

South Gate Office Park, First Floor South, Carl Cronje Drive, Southgate, Tyger Waterfront, Belville, Cape Town (021) 943 2300 www.selfmed.co.za

288 Kent Ave, Ferndale, Johannesburg (011) 716-7000 www.ichoicessa.com

SOUTHERN CHARTER WEALTH

First Floor, Silverberg Terrace, Steenberg Office Park, Silverwood Close, Tokai, Cape Town (021) 700-1000 www.southerncharter.co.za

THE HOLLARD INSURANCE COMPANY P.O. Box 87419, Houghton, 2041 0861 000 107 www.hollard.co.za

9

COLLECTIVE INVESTMENTS

36ONE ASSET MANAGEMENT

CAPITAL INTERNATIONAL GROUP

6A Sandown Valley Crescent, Sandown, Johannesburg (011) 722-7390 www.36one.co.za

Office NG101A, Great Westerford, 240 Main Road, Rondebosch, Cape Town (021) 201-1070 www.capital-iom.com

ABSA FUND MANAGERS

CAPSTONE WEALTH MANAGERS

P.O. Box 7735, Johannesburg, 2000 0860 000 005 www.absainvestmentmanagement.co.za

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

AFRICA COLLECTIVE INVESTMENTS

CATALYST FUND MANAGERS

Firestation Rosebank, 16 Baker Steet, Rosebank, Johannesburg (011) 442-2464 www.africaci.com

4th Floor Protea Place, Protea Road, Claremont, Cape Town (021) 657-5500 www.catalyst.co.za

ALEXANDER FORBES

CONSILIUM CAPITAL SA

115 West Street, Sandown, Johannesburg (011) 269-0000 www.alexanderforbes.co.za

1 Hood Avenue, President Place, 2nd Floor, West Wing, Rosebank, Johannesburg (011) 340-1300

ANALYTICS

CORESHARES

P.O. Box 411939, Craighall, 2024 (011) 463-9600 www.analytics.co.za

8a Protea Place, Sandton, Johannesburg (011) 459-1860 www.coreshares.co.za

ANCHOR ASSET MANAGEMENT

CORONATION FUND MANAGERS

25 Culross Road, Bryanston, Johannesburg (011) 591-0677 www.anchorcapital.co.za

7th Floor, Montclare Place, Cnr Campground and Main Roads, Claremont, Cape Town (021) 680-2000 www.coronation.com

ASHBURTON INVESTMENTS

3rd Floor, 4 Merchant Place, 1 Fredman Drive, Sandton, Johannesburg (011) 282-8800 www.ashburtoninvestments.com

ELEMENT INVESTMENT MANAGERS

P.O. Box 13, Cape Town, 8000 (021) 426-1313 www.elementim.co.za

BRENTHURST WEALTH MANAGEMENT

FAIRTREE CAPITAL

Unit 2B, Cedar Office Estate, Cedar Road, Fourways, Johannesburg (011) 799-8100 www.bwm.co.za

Willowbridge Place, Cnr Carl Cronje Drive & Old Oak Road, Bellville, Cape Town (021) 943-3760 www.fairtree.com

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DIRECTORY 2019|2020

COLLECTIVE INVESTMENTS

FEDGROUP

IMARA ASSET MANAGEMENT

P.O. Box 782823, Sandton, 2146 (011) 305-2300 www.fedgroup.co.za

1st Floor, Convention Towers, cnr Heerengracht and Walter Sisulu Street, Foreshore, Cape Town (021) 403-6428 www.imara.com

FLAGSHIP ASSET MANAGEMENT

INTEGRAL ASSET MANAGEMENT

Private Bag X21, Constantia, 7848 (021) 794-3140 www.flagshipsa.com

Ground Floor, 16 Fricker Road, Illovo, Johannesburg 087 985 0300 www.integralasset.co.za

FOORD ASSET MANAGEMENT

INTEGRAL WEALTH MANAGEMENT

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

Ground Floor, 16 Fricker Road, Illovo, Johannesburg 087 985 0300 www.integralwealth.co.za

GLACIER BY SANLAM

Glacier Place, 1 Sportica Crescent, Tyger Valley, Cape Town (021) 917-9002 (English) (021) 917-9000 (Afrikaans) www.glacier.co.za

INVESTEC ASSET MANAGEMENT

GRANATE ASSET MANAGEMENT

IP MANAGEMENT COMPANY

36 Hans Strydom Avenue, Foreshore, Cape Town 0860 500 900 www.investecassetmanagement.com

23rd Floor, Portside Building, 5 Buitengracht Street, Cape Town (021) 446-9410 www.granate.co.za

1st Floor, Mariendahl House, Newlands on Main, Main Road, Newlands, Cape Town (021) 673-1340 www.ipmc.co.za

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

ITRANSACT

GRYPHON ASSET MANAGEMENT

JM BUSHA INVESTMENT GROUP

15 Philips Street, Ferndale, Johannesburg 0861 432 383 www.itransact.co.za

1st Floor, Bonitas Office Park East, Southgate, Tyger Waterfront, Tyger Valley, Cape Town (021) 915-5100 www.gryphon.com

P.O. Box 31250, Braamfontein, 2017 0861 600 060 www.jmbusha.com

KAGISO ASSET MANAGEMENT

HOLLARD INVESTMENT MANAGERS

5th Floor, MontClare Place, cnr Campground and Main Roads, Claremont, Cape Town (021) 673-6300 www.kagisoam.com

P.O. Box 87419, Houghton, 2041 0861 000 107 www.hollard.co.za

11

COLLECTIVE INVESTMENTS

LAURIUM CAPITAL

PERPETUA INVESTMENT MANAGERS

MARRIOTT ASSET MANAGEMENT

PPS INVESTMENTS

Ninth Floor, 90 Grayston Drive, Sandown, Johannesburg (011) 263-7700 www.lauriumcapital.com

5th Floor, The Citadel, 15 Cavendish Street, Claremont, Cape Town (021) 674-4274 www.perpetuaim.co.za

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

PPS House, Boundary Terrace, 1 Mariendahl Lane, Newlands, Cape Town 0860 468 777 www.ppsinvestments.co.za

MELVILLE DOUGLAS

8th Floor, 30 Baker Street, Rosebank, Johannesburg (011) 721-7964 www.melvilledouglas.co.za

PRUDENTIAL INVESTMENT MANAGERS

METOPE INVESTMENT MANAGERS

PSG ASSET MANAGEMENT

P.O. Box 44813, Claremont, 7708 0860 105 775 www.prudential.co.za

Moorings 4, Portswood Ridge, Portswood Road, V&A Waterfront, Cape Town (021) 418-3760 www.metopegroup.com

Private Bag X3, Constantia, 7848 (021) 799-8000 www.psg.co.za

PSG KONSULT GROUP

4th Floor, The Edge, 3 Howick Close, Tyger Waterfront, Bellville, Cape Town (021) 918-7800 www.psg.co.za

MITONOPTIMAL MULTI ASSET MANAGEMENT

Great Westerford, Suite 202, South Wing, 2nd Floor, 240 Main Road, Rondebosch, Cape Town (021) 689-3579 www.mitonoptimal.com

REGARDING CAPITAL MANAGEMENT P.O. Box 45040, Claremont, 7708 (021) 657-3440 www.recm.co.za

NEDGROUP INVESTMENTS

REZCO ASSET MANAGEMENT

P.O. Box 1510, Cape Town, 8000 0860 123 263 www.nedgroupinvestments.co.za

Unit 33, 4th Floor, Katherine & West Building, 114 West Street, Sandton, Johannesburg 0861 739 468 www.rezco.co.za

NORTHSTAR ASSET MANAGEMENT Alphen Office Park, Suite 1a, Ground Floor Madison Place, Constantia Main Road, Constantia, Cape Town (021) 810-8400 www.northstar.co.za

RMI SPECIALIST MANAGERS P.O. Box 786273, Sandton, 2146 (011) 282-8000 www.rmih.co.za

SANLAM COLLECTIVE INVESTMENTS

NOVARE CAPITAL

55 Willie van Schoor Avenue, Belville, Cape Town 0860 100 266 www.sanlaminvestments.com

P.O. Box 4742, Tyger Valley, 7530 (021) 914-7730 www.novare.com

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DIRECTORY 2019|2020

COLLECTIVE INVESTMENTS

SANLAM INVESTMENTS

SYGNIA ASSET MANAGEMENT

SASFIN FINANCIAL ADVISORY SERVICES

TANTALUM CAPITAL

29 Scott Street, Waverley, Johannesburg (011) 809-7500 www.sasfin.com

Ground Floor, South Wing, Great Westerford, 240 Main Road, Rondebosch, Cape Town (021) 680-6500 www.tantalum.co.za

SEED INVESTMENTS

TRUFFLE ASSET MANAGEMENT

55 Willie van Schoor Avenue, Belville, Cape Town 0860 100 266 www.sanlaminvestments.com

7th Floor, The Foundry, Cardiff Street, Green Point, Cape Town 0860 794 642 www.sygnia.co.za

P.O. Box 3107, Tyger Valley, 7536 (021) 914-4966 www.seedinvestments.co.za

Ground Floor, Lancaster Gate Building, Hyde Park Lane Business Complex, cnr William Nicol and Jan Smuts, Hyde Park, Johannesburg (011) 325-0030 www.truffle.co.za

SEI INVESTMENTS

1st Floor, 3 Melrose Boulevard, Melrose Arch, Johannesburg (011) 994-4200 www.seic.com

VISIO CAPITAL MANAGEMENT The Place, 1 Sandton Drive, Ground Floor, South Wing, Sandton, Johannesburg (011) 245-8900 www.visiocapital.co.za

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

SESFIKILE CAPITAL

2nd Floor, 18 The High Street, Melrose Arch, Sandton, Johannesburg (011) 684-1200 www.sesfikilecapital.com

SOUTHERN CHARTER WEALTH

First Floor, Silverberg Terrace, Steenberg Office Park, Silverwood Close, Tokai, Cape Town (021) 700-1000 www.southerncharter.co.za

STANLIB

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

13

COMPLIANCE

ATWORK INTERNET SOFTWARE SOLUTIONS

NATIONAL COMPLIANCE COMPANY

Postnet Suite 202, Private Bag X10, Elarduspark, 0047 0861 289 675 www.atwork.co.za

3 Brabham House, Crowthorne Corner, Garlicke Drive, Ballito Business Park, Dolphin Coast 0860 104 194 www.nationalcompliance.co.za

COMPLIANCE CONSULTING

ORACLE COMPLIANCE

71 Lurgan Road, Parkview, Johannesburg 082 901 4269 www.complianceconsulting.co.za

Suite 3A, 5 Fricker Road, Illovo, Johannesburg (011) 100-2551 www.oraclecompliance.com

RISCURA SOLUTIONS

COMPLIANCE INSTITUTE OF SOUTH AFRICA

P.O. Box 23983, Claremont, 7708 (021) 673-6999 www.riscura.com

Grayston Ridge Office Park, Block B, Lower Ground Floor Office, 144 Katherine Street, Sandton, Johannesburg (011) 642-7974 www.compliancesa.com

SIMEKA CONSULTANTS & ACTUARIES P.O. Box 350, Sanlamhof, 7532 (021) 912-3300 www.simekaconsult.co.za

COMPLI-SERVE

65 Second Avenue, Harfield Village, Claremont, Cape Town 087 897 6970 www.compliserve.co.za

SOUTHERN CHARTER WEALTH

First Floor, Silverberg Terrace, Steenberg Office Park, Silverwood Close, Tokai, Cape Town (021) 700-1000 www.southerncharter.co.za

FINANCIAL PLANNING INSTITUTE OF SOUTHERN AFRICA (FPI) P.O. Box 6493, Weltevredenpark, 1715 (011) 470-6000 www.fpi.co.za

LOGIKAL CONSULTING

31 Ashford Road, Parkwood, Johannesburg (011) 100-0651 www.logikalconsulting.com

MASTHEAD

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

MOONSTONE COMPLIANCE

P.O. Box 12662, Die Boord, Stellenbosch, 7613 (021) 883 8000 www.moonstone.co.za

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DIRECTORY 2019|2020

EMPLOYEE BENEFITS

ABSA CONSULTANTS & ACTUARIES

IMPREXXION FOOTPRINT

P.O. Box 7735, Johannesburg, 2000 0860 008 600 www.absa.co.za

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

ALEXANDER FORBES

LIBERTY CORPORATE

115 West Street, Sandown, Johannesburg (011) 269-0000 www.alexanderforbes.co.za

25 Ameshoff Street, Braamfontein, Johannesburg (011) 558-2999 www.liberty.co.za

AON SOUTH AFRICA

NBC HOLDINGS

P.O. Box 78367, Parklands, 2146 (011) 944-7000 www.aon.co.za

P.O. Box 32528, Braamfontein, 2017 (010) 206-0000 www.nbc.co.za

BRENTHURST WEALTH MANAGEMENT Unit 2B, Cedar Office Estate, Cedar Road, Fourways, Johannesburg (011) 799-8100 www.bwm.co.za

NEDGROUP INVESTMENTS

CONSILIUM CAPITAL SA

NOVARE ACTUARIES AND CONSULTANTS

P.O. Box 1510, Cape Town, 8000 0860 123 263 www.nedgroupinvestments.co.za

1 Hood Avenue, President Place, 2nd Floor, West Wing, Rosebank, Johannesburg (011) 340-1300

P.O. Box 4742, Tyger Valley, 7530 (021) 914-7730 www.novare.com

FEDGROUP

PSG CORPORATE

P.O. Box 782823, Sandton, 2146 (011) 305-2300 www.fedgroup.co.za

1st Floor, Old College Building, 35 Church Street, Stellenbosch (021) 887 9602 www.psg.co.za

GTC

RISK BENEFIT SOLUTIONS

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

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

GUARDRISK

SANLAM EMPLOYEE BENEFITS

102 Rivonia Road, Ground Floor, 2nd Tower, Sandton, Johannesburg (011) 669-1000 www.guardrisk.co.za

55 Willie van Schoor Avenue, Belville, Cape Town 0860 100 266 www.sanlaminvestments.com

HOLLARD LIFE ASSURANCE COMPANY

SASFIN BANK

P.O. Box 87419, Houghton, 2041 0861 000 107 www.hollard.co.za

29 Scott Street, Waverley, Johannesburg (011) 809-7500 www.sasfin.com

15

EMPLOYEE BENEFITS

SEED INVESTMENTS

P.O. Box 3107, Tyger Valley, 7536 (021) 914-4966 www.seedinvestments.co.za

SIMEKA CONSULTANTS & ACTUARIES

P.O. Box 350, Sanlamhof, 7532 (021) 912-3300 www.simekaconsult.co.za

SOUTHERN CHARTER WEALTH

First Floor, Silverberg Terrace, Steenberg Office Park, Silverwood Close, Tokai, Cape Town (021) 700-1000 www.southerncharter.co.za

SYGNIA ASSET MANAGEMENT

7th Floor, The Foundry, Cardiff Street, Green Point, Cape Town 0860 794 642 www.sygnia.co.za

16

DIRECTORY 2019|2020

ETFS

ASHBURTON INVESTMENTS

NEDBANK GROUP

3rd Floor, 4 Merchant Place, 1 Fredman Drive, Sandton, Johannesburg (011) 282-8800 www.ashburtoninvestments.com

135 Rivonia Boulevard Bryanston, Johannesburg (011) 294-4444 www.nedbank.co.za

PSG KONSULT GROUP

CAPITAL INTERNATIONAL GROUP

4th Floor, The Edge, 3 Howick Close, Tyger Waterfront, Bellville, Cape Town (021) 918-7800 www.psg.co.za

Office NG101A, Great Westerford, 240 Main Road, Rondebosch, Cape Town (021) 201-1070 www.capital-iom.com

SANLAM INVESTMENTS

CORESHARES

55 Willie van Schoor Avenue, Belville, Cape Town 0860 100 266 www.sanlaminvestments.com

8a Protea Place, Sandton, Johannesburg (011) 459-1860 www.coreshares.co.za

SATRIX MANAGERS (RF)

ETFSA

P.O. Box 36, Cresta, 2118 (011) 446-0371 www.etfsa.co.za

4th Floor, Building 2, 11 Alice Lane, Sandton, Johannesburg (011) 784-0641 www.satrix.co.za

ITRANSACT

SEED INVESTMENTS

15 Philips Street, Ferndale, Johannesburg 0861 432 383 www.itransact.co.za

P.O. Box 3107, Tyger Valley, 7536 (021) 914-4966 www.seedinvestments.co.za

17

In a complex world, it’s partnerships that matter It’s no longer a novelty to interact with one’s financial services provider in a digital way – online banking is pretty much the norm while various other CRM and investment activities have also moved online. This trend is likely to continue, with even more complex functions and transactions in a financial advisers practice being fulfilled digitally.

While some may say this trend will be the end of human interaction in financial services, the very opposite is true, argues René Grobler, head of Investec for Intermediaries.

Complexity and uncertainty – whether it comes from technology, regulation, investment choice or fast-moving markets – makes the need for human interaction even greater.

Strong partnerships are the essence of Investec for Intermediaries, says Grobler. “We conducted in-depth research with our intermediary partners and the feedback was clear – they wanted to engage with us in a seamless, consolidated way.”

While digital platforms have a key role to play in Investec for Intermediaries’ offering, at the heart of the proposition are the relationships with our intermediary clients, of which technology is an enabler, not a substitute.

“Our partnership with intermediaries is designed to help them navigate a complex world and give them the tools and information to manage risk and to grow,” says Grobler. Getting the right mix of platforms, solutions and people is vital, argues Grobler. “Any intermediary will tell you that relationships are the cornerstone of their business and it’s the cornerstone of ours too. By ensuring excellence in our solutions and platforms, it should create the space for us to engage with our intermediary clients in a meaningful way.”

For further information on Investec for Intermediaries contact our Global Client Support centre on 0800 28 28 28. www.investec.com/IFI

FINANCIAL PLANNING SOLUTIONS

INVESTEC FOR INTERMEDIARIES

Investec for Intermediaries is focused on providing a holistic value proposition for financial intermediaries, helping them save, invest and trade funds for their clients. The offering consolidates all the current Investec Specialist Banking products and service solutions – Corporate Cash Manager, Foreign Exchange, Structured Products, Specialist Investments, Equities and Prime Services – and ensures that financial intermediaries can easily engage with us through different channels and platforms.

Investec Asset Management operates independently and is distinctly separate from Investec for Intermediaries. For further information on Investec for Intermediaries contact our Global Client Support centre on 0800 28 28 28 www.investec.com/IFI

ALEXANDER FORBES

CITADEL WEALTH MANAGEMENT

115 West Street, Sandown, Johannesburg (011) 269-0000 www.alexanderforbes.co.za

P.O. Box 23388, Claremont, 7708 (021) 670-9100 www.citadel.co.za

ALLEGIANCE CONSULTING

DEVERE ACUMA

Unit 05, Equity Estate, Centurion, Charles de Gaulle Crescent, Pretoria (012) 360-0040 www.allegiance.co.za

9th Floor, 90 Grayston Building, Grayston Drive, Sandton, Johannesburg (011) 783-6433 www.devere-acuma.co.za

ANCHOR PRIVATE CLIENTS

GRAVITON FINANCIAL PARTNERS

25 Culross Road, Bryanston, Johannesburg (011) 591-0677 www.anchorcapital.co.za

The Oval, Kildare House, 1 Oakdale Road, Newlands, Cape Town 0860 133 441 www.gravitonpartners.co.za

ATWORK INTERNET SOFTWARE SOLUTIONS

Postnet Suite 202, Private Bag X10, Elarduspark, 0047 0861 289 675 www.atwork.co.za

GTC

BRENTHURST WEALTH MANAGEMENT

HOLLARD INVESTMENT MANAGERS

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

P.O. Box 87419, Houghton, 2041 0861 000 107 www.hollard.co.za

Unit 2B, Cedar Office Estate, Cedar Road, Fourways, Johannesburg (011) 799-8100 www.bwm.co.za

IMARA ASSET MANAGEMENT

1st Floor, Convention Towers, cnr Heerengracht and Walter Sisulu Street, Foreshore, Cape Town (021) 403-6428 www.imara.com

CAPSTONE WEALTH MANAGERS

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

19

FINANCIAL PLANNING SOLUTIONS

INTEGRAL WEALTH MANAGEMENT

OLD MUTUAL WEALTH

INVESTEC BANK

PIONEER WEALTH MANAGERS

Ground Floor, 16 Fricker Road, Illovo, Johannesburg 087 985 0300 www.integralwealth.co.za

2 Oxbow Crescent, The Estuaries, Century Avenue, Century City, Cape Town 0860 999 199 www.omwealth.co.za

P.O. Box 785700, Sandton, 2146 (011) 286-7000 www.investec.com

Firestation Rosebank, 16 Baker Steet, Rosebank, Johannesburg (011) 442-2464 www.pioneer.co.za

IRESS WEALTH MANAGEMENT Building Two, 2929 on Nicol, 2929 William Nicol Drive, Bryanston, Johannesburg (010) 492-1111 www.iress.co.za

PPS INVESTMENTS

KRUGER INTERNATIONAL PRIVATE WEALTH MANAGEMENT

PRIVATE CLIENT HOLDINGS

PPS House, Boundary Terrace, 1 Mariendahl Lane, Newlands, Cape Town 0860 468 777 www.ppsinvestments.co.za

P.O. Box 24033, Claremont, 7708 (021) 671-1220 www.privateclient.co.za

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

PROFIDA®

P.O. Box 1174, Durbanville, 7551 (021) 975-0215 www.profida.co.za

MASTHEAD FINANCIAL PLANNING 1st Floor, Park Terraces, Mowbray Golf Park (off Raapenburg Rd), Mowbray, Cape Town 0861 737 858 www.mastheadfp.co.za

PSG WEALTH FINANCIAL PLANNING 1st Floor, Old College Building 35 Church Street, Stellenbosch (021) 883-2250 www.psg.co.za

MI-PLAN™ | RETIREMENT PARTNERS P.O. Box 23271, Claremont, 7708 (021) 673-1340 www.mi-plan.co.za

RISCURA SOLUTIONS

P.O. Box 23983, Claremont, 7708 (021) 673-6999 www.riscura.com

MOMENTUM

268 West Avenue, Centurion, Pretoria 0800 276 537 www.momentum.co.za

RISK BENEFIT SOLUTIONS

NEDBANK GROUP

SANLAM PRIVATE WEALTH

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

135 Rivonia Boulevard Bryanston, Johannesburg (011) 294-4444 www.nedbank.co.za

Vineyards Office Estate, Farm 1, 99 Jip de Jager Drive, Welgemoed, Cape Town, 7530 (021) 950-2770 www.sanlamprivatewealth.co.za

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DIRECTORY 2019|2020

FINANCIAL PLANNING SOLUTIONS

SEED INVESTMENTS

P.O. Box 3107, Tyger Valley, 7536 (021) 914-4966 www.seedinvestments.co.za

SIMEKA CONSULTANTS & ACTUARIES P.O. Box 350, Sanlamhof, 7532 (021) 912-3300 www.simekaconsult.co.za

SOUTHERN CHARTER WEALTH

First Floor, Silverberg Terrace, Steenberg Office Park, Silverwood Close, Tokai, Cape Town (021) 700-1000 www.southerncharter.co.za

WARWICK WEALTH

Warwick House, Alphen Estate, Alphen Drive, Constantia, Cape Town 0800 505 050 www.warwickwealth.com

WEALTH ASSOCIATES SOUTH AFRICA P.O. Box 5074, Cresta, 2118 (011) 807-6182 www.wealthassociates.co.za

21

FUND MANAGERS

INVESTEC FOR INTERMEDIARIES

Investec for Intermediaries is focused on providing a holistic value proposition for financial intermediaries, helping them save, invest and trade funds for their clients. The offering consolidates all the current Investec Specialist Banking products and service solutions – Corporate Cash Manager, Foreign Exchange, Structured Products, Specialist Investments, Equities and Prime Services – and ensures that financial intermediaries can easily engage with us through different channels and platforms.

Investec Asset Management operates independently and is distinctly separate from Investec for Intermediaries. For further information on Investec for Intermediaries contact our Global Client Support centre on 0800 28 28 28 www.investec.com/IFI

36ONE ASSET MANAGEMENT

ALUWANI CAPITAL PARTNERS

6A Sandown Valley Crescent, Sandown, Johannesburg (011) 722-7390 www.36one.co.za

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

ABSA FUND MANAGERS

P.O. Box 7735, Johannesburg, 2000 0860 000 005 www.absainvestmentmanagement.co.za

ANCHOR ASSET MANAGEMENT

AEON INVESTMENT MANAGERS

ARGON ASSET MANAGEMENT

25 Culross Road, Bryanston, Johannesburg (011) 591-0677 www.anchorcapital.co.za

4th Floor, The Citadel, 15 Cavendish Street, Claremont, Cape Town (021) 204-6066 www.aeonim.co.za

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

ASHBURTON INVESTMENTS

AFENA CAPITAL

3rd Floor, 4 Merchant Place, 1 Fredman Drive, Sandton, Johannesburg (011) 282-8800 www.ashburtoninvestments.com

P.O. Box 23883, Claremont, 7708 (021) 657-6240 www.afenacapital.com

BALONDOLOZI INVESTMENT SERVICES

ALEXANDER FORBES

115 West Street, Sandown, Johannesburg (011) 269-0000 www.alexanderforbes.co.za

1st Floor, Bulding 1, Glenhove Square, 71 4th Street, Houghton Estate, Johannesburg (011) 484-7006 www.balondolozi.co.za

ALLAN GRAY PROPRIETARY

BAYHILL CAPITAL

1 Silo, Silo Square, V&A Waterfront, Cape Town 0860 000 654 www.allangray.co.za

6a Sandown Valley Crescent, Sandown, Johannesburg (011) 722-7620 www.bayhillcapital.co.za

22

DIRECTORY 2019|2020

Investec for Intermediaries Save | Invest | Trade

Specialist Bank

access Experience an integrated digital platform which offers a single point of access where you can seamlessly view, transact and trade with Investec on behalf of your clients.

It all adds up to Out of the Ordinary partnerships. investec.com/IFI

#3575_2

Global Client Support centre 0800 28 28 28

Corporate and Institutional Banking, a division of Investec Bank Limited. Reg. No.1969/004763/06. An Authorised Financial Services Provider and registered Credit Provider. A member of the Investec Group.

FUND MANAGERS

BLUEALPHA INVESTMENT MANAGEMENT

CONSILIUM CAPITAL SA

CADIZ ASSET MANAGEMENT

CORESHARES

P.O. Box 7601, Roggebaai, 8012 (021) 409-7100 www.bluealphafunds.com

1 Hood Avenue, President Place, 2nd Floor, West Wing, Rosebank, Johannesburg (011) 340-1300

P O Box 44547, Claremont, 7708 0800 022 349 www.cadiz.co.za

8a Protea Place, Sandton, Johannesburg (011) 459-1860 www.coreshares.co.za

CAPITAL INTERNATIONAL GROUP

CORONATION FUND MANAGERS

Office NG101A, Great Westerford, 240 Main Road, Rondebosch, Cape Town (021) 201-1070 www.capital-iom.com

7th Floor, Montclare Place, cnr Campground and Main Roads, Claremont, Cape Town (021) 680-2000 www.coronation.com

CAPRICORN FUND MANAGERS Capricorn House, 32 Impala Road, Chislehurston, Johannesburg (011) 666-0700 www.capricorncapital.com

DENKER CAPITAL

Private Bag X8, Tyger Valley, 7536 (021) 950-2603 www.denkercapital.com

CAPSTONE WEALTH MANAGERS

ELEMENT INVESTMENT MANAGERS

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

P.O. Box 13, Cape Town, 8000 (021) 426-1313 www.elementim.co.za

CATALYST FUND MANAGERS

EMPEROR ASSET MANAGEMENT

4th Floor Protea Place, Protea Road, Claremont, Cape Town (021) 657-5500 www.catalyst.co.za

16th Floor, 25 Owl Street, Auckland Park, Johannesburg 087 940 6121 https://emperor.easyequities.co.za

CENTAUR ASSET MANAGEMENT

ETHOS PRIVATE EQUITY

P.O. Box 35, Newlands, 7725 (021) 685-2408 www.centaur.co.za

35 Fricker Road, Illovo, Johannesburg (011) 328-7400 www.ethos.co.za

CLUCASGRAY

FAIRTREE CAPITAL

Ground Floor, Dunkeld Place, 12 North Road, Dunkeld West, Johannesburg (011) 771-1960 www.clucasgray.co.za

Willowbridge Place, cnr Carl Cronje Drive & Old Oak Road, Bellville, Cape Town (021) 943-3760 www.fairtree.com

COLOURFIELD

FLAGSHIP ASSET MANAGEMENT

Unit 16b, 3rd Floor, 3 Melrose Boulevard, Melrose Arch, Johannesburg 0861 007 656 www.colourfield.co.za

Private Bag X21, Constantia, 7848 (021) 794-3140 www.flagshipsa.com

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DIRECTORY 2019|2020

FUND MANAGERS

FOORD ASSET MANAGEMENT

INVESTEC ASSET MANAGEMENT

FUTUREGROWTH ASSET MANAGEMENT

INVESTEC BANK

GRANATE ASSET MANAGEMENT

JM BUSHA INVESTMENT GROUP

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

36 Hans Strydom Avenue, Foreshore, Cape Town 0860 500 900 www.investecassetmanagement.com

Private Bag X6, Newlands, 7725 (021) 659-5300 www.futuregrowth.co.za

P.O. Box 785700, Sandton, 2146 (011) 286-7000 www.investec.com

23rd Floor, Portside Building, 5 Buitengracht Street, Cape Town (021) 446-9410 www.granate.co.za

P.O. Box 31250, Braamfontein, 2017 0861 600 060 www.jmbusha.com

KAGISO ASSET MANAGEMENT

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

5th Floor, MontClare Place, cnr Campground and Main Roads, Claremont, Cape Town (021) 673-6300 www.kagisoam.com

GRYPHON ASSET MANAGEMENT

MARRIOTT ASSET MANAGEMENT

1st Floor, Bonitas Office Park East, Southgate, Tyger Waterfront, Tyger Valley, Cape Town (021) 915-5100 www.gryphon.com

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

MAZI ASSET MANAGEMENT

4th Floor, North Tower, 90 Rivonia Road, Sandton, Johannesburg (010) 001-8300 www.mazi.co.za

GTC

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

MELVILLE DOUGLAS

HUYSAMER CAPITAL INVESTMENTS 3 Herold Street, Stellenbosch, Cape Town (021) 882-9374 www.huysamercapital.com

8th Floor, 30 Baker Street, Rosebank, Johannesburg (011) 721-7964 www.melvilledouglas.co.za

IMARA ASSET MANAGEMENT

MERGENCE INVESTMENT MANAGERS

INTEGRAL ASSET MANAGEMENT

METOPE INVESTMENT MANAGERS

1st Floor, Convention Towers, cnr Heerengracht and Walter Sisulu Street, Foreshore, Cape Town (021) 403-6428 www.imara.com

Suite 303, 3rd Floor, North Wing, Granger Bay Court, V&A Waterfront, Cape Town (021) 433-2960 www.mergence.co.za

Ground Floor, 16 Fricker Road, Illovo, Johannesburg 087 985 0300 www.integralasset.co.za

Moorings 4, Portswood Ridge, Portswood Road, V&A Waterfront, Cape Town (021) 418-3760 www.metopegroup.com

25

FUND MANAGERS

MITONOPTIMAL MULTI ASSET MANAGEMENT

PLATINUM PORTFOLIOS

Block F, Pinmill Farm, 164 Katherine Street Strathavon, Johannesburg (011) 262-4820 www.platinumportfolios.com

Great Westerford, Suite 202, South Wing, 2nd Floor, 240 Main Road, Rondebosch, Cape Town (021) 689-3579 www.mitonoptimal.com

PPS INVESTMENTS

PPS House, Boundary Terrace, 1 Mariendahl Lane, Newlands, Cape Town 0860 468 777 www.ppsinvestments.co.za

MOMENTUM ASSET MANAGEMENT 268 West Avenue, Centurion, Pretoria 0861 110 220 www.momentum.co.za

PRESCIENT INVESTMENT MANAGEMENT

NORTHSTAR ASSET MANAGEMENT

Prescient House, Westlake Business Park, Otto Close, Westlake (021) 700-3600 www.prescient.co.za

Alphen Office Park, Suite 1a, Ground Floor Madison Place, Constantia Main Road, Constantia, Cape Town (021) 810-8400 www.northstar.co.za

PRIVATE CLIENT HOLDINGS

P.O. Box 24033, Claremont, 7708 (021) 671-1220 www.privateclient.co.za

PAN-AFRICA ASSET MANAGEMENT Ground Floor Block A, The Main Straight Office Park, 392 Main Road, Sandton, Johannesburg (011) 463-0300 www.pam-asset.co.za

PRUDENTIAL INVESTMENT MANAGERS P.O. Box 44813, Claremont, 7708 0860 105 775 www.prudential.co.za

PEREGRINE HOLDINGS

PSG KONSULT GROUP

PERPETUA INVESTMENT MANAGERS

REGARDING CAPITAL MANAGEMENT

6a Sandown Valley Crescent, Sandown, Johannesburg (011) 722-7400 www.peregrine.co.za

4th Floor, The Edge, 3 Howick Close, Tyger Waterfront, Bellville, Cape Town (021) 918-7800 www.psg.co.za

P.O. Box 45040, Claremont, 7708 (021) 657-3440 www.recm.co.za

5th Floor, The Citadel, 15 Cavendish Street, Claremont, Cape Town (021) 674-4274 www.perpetuaim.co.za

RMI INVESTMENT MANAGERS P.O. Box 786273, Sandton, 2146 (011) 282-8000 www.rmih.co.za

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

RMI SPECIALIST MANAGERS P.O. Box 786273, Sandton, 2146 (011) 282-8000 www.rmih.co.za

26

DIRECTORY 2019|2020

FUND MANAGERS

SANLAM INVESTMENTS

SYGNIA ASSET MANAGEMENT

SASFIN BANK

TANTALUM CAPITAL

SEED INVESTMENTS

TRUFFLE ASSET MANAGEMENT

55 Willie van Schoor Avenue, Belville, Cape Town 0860 100 266 www.sanlaminvestments.com

7th Floor, The Foundry, Cardiff Street, Green Point, Cape Town 0860 794 642 www.sygnia.co.za

29 Scott Street, Waverley, Johannesburg (011) 809-7500 www.sasfin.com

Ground Floor, South Wing, Great Westerford, 240 Main Road, Rondebosch, Cape Town (021) 680-6500 www.tantalum.co.za

P.O. Box 3107, Tyger Valley, 7536 (021) 914-4966 www.seedinvestments.co.za

Ground Floor, Lancaster Gate Building, Hyde Park Lane Business Complex, cnr William Nicol and Jan Smuts, Hyde Park, Johannesburg (011) 325-0030 www.truffle.co.za

SEI INVESTMENTS

UMBONO FUND MANAGERS

1st Floor, 3 Melrose Boulevard, Melrose Arch, Johannesburg (011) 994-4200 www.seic.com

Sunnyside Office Park, 32 Princess of Wales Terrace, Block D, 6th Floor, Parktown, Johannesburg (011) 484-5005 www.umbono.com

SENTIO CAPITAL MANAGEMENT

VISIO CAPITAL MANAGEMENT

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

The Place, 1 Sandton Drive, Ground Floor, South Wing, Sandton, Johannesburg (011) 245-8900 www.visiocapital.co.za

SESFIKILE CAPITAL

WARWICK WEALTH

2nd Floor, 18 The High Street, Melrose Arch, Sandton, Johannesburg (011) 684-1200 www.sesfikilecapital.com

Warwick House, Alphen Estate, Alphen Drive, Constantia, Cape Town 0800 505 050 www.warwickwealth.com

SOUTHERN CHARTER WEALTH

WORLDWIDE CAPITAL

First Floor, Silverberg Terrace, Steenberg Office Park, Silverwood Close, Tokai, Cape Town (021) 700-1000 www.southerncharter.co.za

Wanderers Office Park, 52 Corlett Drive, Illovo, Johannesburg (010) 597-6885 www.worldwidecapital.com

STANLIB

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

27

INDUSTRY BODIES

ACTUARIAL SOCIETY OF SOUTH AFRICA

FINANCIAL SERVICES CONDUCT AUTHORITY (FSCA)

BOARD OF HEALTHCARE FUNDERS OF SOUTHERN AFRICA (BHF)

INSTITUTE OF RETIREMENT FUNDS

P.O. Box 2863, Parklands, 2132 0861 302 010 www.bhfglobal.com

2nd Floor, Leppan House, No 1 Skeen Boulevard, Bedfordview, Johannesburg (011) 450-1670 www.irf.org.za

COMPLIANCE INSTITUTE OF SOUTH AFRICA

INSURANCE SECTOR EDUCATION AND TRAINING AUTHORITY (INSETA)

COUNCIL FOR MEDICAL SCHEMES

OMBUDSMAN FOR LONG TERM INSURANCE

P.O. Box 4464, Cape Town, 8000 (021) 509-5242 www.actuarialsociety.org.za

P.O. Box 35655, Menlo Park, 0102 (012) 428-8000 www.fsca.co.za

Grayston Ridge Office Park, Block B, Lower Ground Floor Office, 144 Katherine Street, Sandton, Johannesburg (011) 642-7974 www.compliancesa.com

Ground Floor, 37 Empire Road, Parktown, Johannesburg (011) 381-8900 www.inseta.org.za

Private Bag X34, Hatfield, 0028 0861 123 267 www.medicalschemes.com

3rd Floor, Sunclare Building, 21 Dreyer Street, Claremont, Cape Town 0860 103 236 www.ombud.co.za

FAIS OMBUD FOR FINANCIAL SERVICES PROVIDERS

OMBUDSMAN FOR SHORT TERM INSURANCE

P.O. Box 74571, Lynnwood Ridge, 0040 (012) 470-9080 www.faisombud.co.za

P.O. Box 32334, Braamfontein, 2017 (011) 726-8900 www.osti.co.za

FASSET

SOUTH AFRICAN INSTITUTE OF FINANCIAL MARKETS (SAIFM)

P.O. Box 6801, Cresta, 2118 0861 010 001Â www.fasset.org.za

Postnet Suite 673, Private Bag X29, Gallo Manor, 2052 (011) 802-4768 www.saifm.co.za

FINANCIAL INTERMEDIARIES ASSOCIATION OF SOUTHERN AFRICA (FIA)

THE BANKING ASSOCIATION SOUTH AFRICA

P.O. Box 11901, Centurion, 0046 (012) 665-0085 www.fia.org.za

P.O. Box 61674, Marshalltown, 2107 (011) 645-6700 www.banking.org.za

FINANCIAL PLANNING INSTITUTE OF SOUTHERN AFRICA (FPI)

THE ETHICS INSTITUTE

P.O. Box 6493, Weltevredenpark, 1715 (011) 470-6000 www.fpi.co.za

P.O. Box 11233, Hatfield, 0028 (012) 342-2799 www.tei.org.za

28

DIRECTORY 2019|2020

INDUSTRY BODIES

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

THE INSTITUTE OF RISK MANAGEMENT SOUTH AFRICA PostNet Suite 616, Private Bag X43, Sunninghill. 2157 (011) 555-1800 www.irmsa.org.za

THE INSURANCE INSTITUTE OF SOUTH AFRICA

Ground Floor, Block B, Investment Place, 10th Road off 2nd Road, Hyde Park, Johannesburg 0861 004 472 www.iisa.co.za

THE SOUTH AFRICAN INSURANCE ASSOCIATION (SAIA)

Ground Floor, Willowbrooke House, Constantia Office Park, cnr 14th Avenue and Hendrik Potgieter Street, Weltevreden Park, Johannesburg (011) 726-5381 www.saia.co.za

29

Adding value Investec for Intermediaries, an Investec Specialist Bank business unit, is focused on providing a holistic value proposition for intermediaries. Our combination of dedicated relationships, a single platform, as well as expert solutions, provides an offering that adds value to intermediaries and their clients.

Investec for Intermediaries brings together all the current Specialist Bank products and services financial intermediaries receive from Investec – Corporate Cash Management (CCM); Forex; Structured Products; Specialist Investments; Equities and Prime Services. Investec Asset Management operates independently and is distinctly separate from Investec for Intermediaries.

save

invest

Online cash investment solution

Award winning structured products offering

Bespoke fund investment solutions

Corporate Cash Manager

Structured Products

Specialist investment funds

CCM is our market leading third-party cash management system, backed by the high levels of service you expect from Investec. Give your clients access to unique and innovative savings products, including a USD savings account offering at competitive interest rates, which enables you to seamlessly manage your clients cash management requirements.

Investec’s Structured Products are designed to give your clients a defined outcome over the chosen investment period. While there are no absolutes in investing, making smart choices can remove some of the uncertainty.

Investec Specialist Investments is the investment manager of Investec Specialist Bank. We leverage off Investec Bank's origination, structuring, and trading expertise to create specialised investment opportunities housed in fund format. Our funds focus on our specialist competitive capabilities, giving you access to private credit markets, protected equities and dividend yielding investments.

Our Structured Products give choice and flexibility. Access international markets without having to choose stocks yourself and invest according to a market theme. Some are designed to make returns even in flat markets, while others use enhanced participation with the goal of improving the returns potential.

Our products are tailored to provide your clients with capital growth, income, or both while reducing the risk of capital loss.

Intermediaries Online Complementing our services and solutions is Intermediaries Online, an integrated digital platform which offers a single point of access where you can seamlessly view, transact, and trade on behalf of your clients. Our post-login resource ‘Toolkit’ is designed to put the latest in product and pricing information, system enhancement updates, industry news and commentary, as well as regulatory information at your fingertips.

It all adds up…

Bringing it all together are our dedicated Intermediary Consultants with a depth of knowledge and understanding of the industry as well as our product specialists, to ensure the co-creation of solutions that suit the needs of our clients and our client support centre to assist every step of the way.

Corporate and Institutional Banking, a division of Investec Bank Limited. Reg. No. 1969/004763/06. An Authorised Financial Services Provider and registered Credit Provider. A member of the Investec Group. #3575_dps

Specialist Bank

trade Comprehensive equity solutions

A dedicated intermediary forex business

Fully integrated Prime Services solution

Equities

Foreign Exchange

Prime services

Enjoy the full support of an experienced dealing and sales team – as well as a integrated equity offering that helps you trade and invest on behalf of your clients. Powerful capabilities covering the full trade cycle – from independent, customised equity research and specialised advisory to efficient structuring, execution and custody solutions.

Investec’s dedicated intermediary forex team brings deep specialisation in currency dealing and understanding of the intermediary market. The business is underpinned by an efficient and intuitive online dealing platform to make the currency conversion process streamlined and efficient. You will have access to specialists in exchange control, be able to execute foreign exchange transactions and monitor market rates in real time with our customisable web-based trading system. Your clients will benefit from competitive forex rates by dealing through you as an intermediary and you have the ability to earn a fully disclosed fee on the rate of exchange whist your client’s rate remains competitive.

Gain access to reporting and execution services, securities lending, clearing, structured financing, alternative investment products and solutions through a single integrated client platform.

Benefit from a disciplined risk approach to help monitor your portfolios, maintain liquidity, reduce costs and drive efficiencies to ensure that your business goes from strength to strength.

We partner with you to ensure that our solutions work seamlessly with your existing processes, procedures and systems.

LISPS

ABSA INVESTMENT MANAGEMENT SERVICES

ITRANSACT

P.O. Box 7735, Johannesburg, 2000 0860 000 005 www.absainvestmentmanagement.co.za

15 Philips Street, Ferndale, Johannesburg 0861 432 383 www.itransact.co.za

ASHBURTON INVESTMENTS

MOMENTUM WEALTH

3rd Floor, 4 Merchant Place, 1 Fredman Drive, Sandton, Johannesburg (011) 282-8800 www.ashburtoninvestments.com

268 West Avenue, Centurion, Pretoria 0800 276 537 www.momentum.co.za

PPS INVESTMENTS

CAPITAL INTERNATIONAL GROUP

PPS House, Boundary Terrace, 1 Mariendahl Lane, Newlands, Cape Town 0860 468 777 www.ppsinvestments.co.za

Office NG101A, Great Westerford, 240 Main Road, Rondebosch, Cape Town (021) 201-1070 www.capital-iom.com

PSG KONSULT GROUP

GLACIER BY SANLAM

4th Floor, The Edge, 3 Howick Close, Tyger Waterfront, Bellville, Cape Town (021) 918-7800 www.psg.co.za

Glacier Place, 1 Sportica Crescent, Tyger Valley, Cape Town (021) 917-9002 (English) (021) 917-9000 (Afrikaans) www.glacier.co.za

SEED INVESTMENTS

P.O. Box 3107, Tyger Valley, 7536 (021) 914-4966 www.seedinvestments.co.za

HOLLARD INVESTMENT MANAGERS P.O. Box 87419, Houghton, 2041 0861 000 107 www.hollard.co.za

STANLIB

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

INN8

17 Melrose Boulevard, Melrose Arch, Johannesburg Grove Exchange, 9 Grove Avenue, Cape Town www.inn8.co.za

SYGNIA ASSET MANAGEMENT

7th Floor, The Foundry, Cardiff Street, Green Point, Cape Town 0860 794 642 www.sygnia.co.za

INTEGRAL WEALTH MANAGEMENT Ground Floor, 16 Fricker Road, Illovo, Johannesburg 087 985 0300 www.integralwealth.co.za

INVESTEC INVESTMENT MANAGEMENT SERVICES

36 Hans Strydom Avenue, Foreshore, Cape Town 0860 500 900 www.investecassetmanagement.com

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

ALEXANDER FORBES

DISCOVERY LIFE

115 West Street, Sandown, Johannesburg (011) 269-0000 www.alexanderforbes.co.za

P.O. Box 784262, Sandton, 2146 0860 000 628 www.discovery.co.za

ALLAN GRAY LIFE

FEDGROUP

1 Silo, Silo Square, V&A Waterfront, Cape Town 0860 000 654 www.allangray.co.za

P.O. Box 782823, Sandton, 2146 (011) 305-2300 www.fedgroup.co.za

AON SOUTH AFRICA

P.O. Box 78367, Parklands, 2146 (011) 944-7000 www.aon.co.za

FMI

Postnet Suite 91, Private Bag X01, Umhlanga Rocks, 4320 0860 101 119 www.fmi.co.za

ASSUPOL LIFE

P.O. Box 35900, Menlo Park, 0102 0861 235 664 www.assupol.co.za

GLACIER BY SANLAM

ATWORK INTERNET SOFTWARE SOLUTIONS

Glacier Place, 1 Sportica Crescent, Tyger Valley, Cape Town (021) 917-9002 (English) (021) 917-9000 (Afrikaans) www.glacier.co.za

Postnet Suite 202, Private Bag X10, Elarduspark, 0047 0861 289 675 www.atwork.co.za

GUARDRISK

BRENTHURST WEALTH MANAGEMENT

102 Rivonia Road, Ground Floor, 2nd Tower, Sandton, Johannesburg (011) 669-1000 www.guardrisk.co.za

Unit 2B, Cedar Office Estate, Cedar Road, Fourways, Johannesburg (011) 799-8100 www.bwm.co.za

HOLLARD LIFE ASSURANCE COMPANY P.O. Box 87419, Houghton, 2041 0861 000 107 www.hollard.co.za

CADIZ LIFE

P O Box 44547, Claremont, 7708 0800 022 349 www.cadiz.co.za

IMARA ASSET MANAGEMENT

1st Floor, Convention Towers, cnr Heerengracht and Walter Sisulu Street, Foreshore, Cape Town (021) 403-6428 www.imara.com

CENTRIQ INSURANCE COMPANY

The Oval, Second Floor, West Wing, Wanderers Office Park, 52 Corlett Drive, Illovo, Johannesburg (011) 268-6490 www.centriq.co.za

IMPREXXION FOOTPRINT

CLIENTELE LIFE ASSURANCE COMPANY

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

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

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

INTEGRAL WEALTH MANAGEMENT

RISK BENEFIT SOLUTIONS

KGA LIFE

SAFRICAN INSURANCE COMPANY

Ground Floor, 16 Fricker Road, Illovo, Johannesburg 087 985 0300 www.integralwealth.co.za

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

P.O. Box 12421, Stellenbosch, 7613 (021) 944-6300 www.kga.co.za

1st Floor, Grosvenor Corner, 195 Jan Smuts Avenue, Rosebank, Johannesburg (011)778-8000 www.safrican.co.za

LIBERTY GROUP

P.O. Box 10499, Johannesburg, 2000 (011) 558-3911 www.liberty.co.za

SEED INVESTMENTS

P.O. Box 3107, Tyger Valley, 7536 (021) 914-4966 www.seedinvestments.co.za

MOMENTUM

268 West Avenue, Centurion, Pretoria 0800 276 537 www.momentum.co.za

SIMEKA CONSULTANTS & ACTUARIES P.O. Box 350, Sanlamhof, 7532 (021) 912-3300 www.simekaconsult.co.za

NEDGROUP LIFE ASSURANCE

P.O. Box 149175, East End, 4018 0860 333 111 www.nedbankinsurance.co.za

SOUTHERN CHARTER WEALTH

First Floor, Silverberg Terrace, Steenberg Office Park, Silverwood Close, Tokai, Cape Town (021) 700-1000 www.southerncharter.co.za

NESTLIFE ASSURANCE

Commerce Square Building, Building No 3, 1st Floor, cnr Rivonia and Melville Road, Sandhurst, Johannesburg (011) 268-1311 www.nestlife.co.za

WEALTH ASSOCIATES SOUTH AFRICA

P.O. Box 5074, Cresta, 2118 (011) 807-6182 www.wealthassociates.co.za

PPS INVESTMENTS

PPS House, Boundary Terrace, 1 Mariendahl Lane, Newlands, Cape Town 0860 468 777 www.ppsinvestments.co.za

REGENT LIFE ASSURANCE COMPANY P.O. Box 674, Edenvale, 1610 0860 734 368 www.regentinsurance.co.za

RGA REINSURANCE COMPANY OF SOUTH AFRICA

7th Floor, The Terraces, Black River Park, 2 Fir Street, Observatory, Cape Town (021) 486-1700 www.rgare.com

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MEDICAL

ALEXANDER FORBES

GTC

BESTMED MEDICAL SCHEME

HEALTH SQUARED

115 West Street, Sandown, Johannesburg (011) 269-0000 www.alexanderforbes.co.za

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

P.O. Box 2297, Pretoria, 0001 086 000 2378 www.bestmed.co.za

Boskruin Office Park, President Fouche Avenue, Boskruin, Randburg, Johannesburg 0861 796 6400 www.healthsquared.co.za

BONITAS MEDICAL FUND

2nd Floor, 34 Melrose Boulevard, Melrose Arch, Johannesburg 0860 002 108 www.bonitasmedicalfund.co.za

HOSMED

P.O. Box 16148, Doornfontein, 2028 0860 000 048Â www.hosmed.co.za

BUPA INTERNATIONAL

c/o SwissFin, Unit C7, Century Square, Heron Crescent, Century City, Cape Town (021) 551-3331 www.bupa.co.za

INTEGRAL WEALTH MANAGEMENT Ground Floor, 16 Fricker Road, Illovo, Johannesburg 087 985 0300 www.integralwealth.co.za

CAPE MEDICAL PLAN

KEY HEALTH MEDICAL SCHEME

P.O. Box 966, Parow, 7499 (021) 937-8300 www.cmp.co.za

P.O. Box 14145, Lyttelton, 0140 0860 671 050 www.keyhealthmedical.co.za

COMPCARE WELLNESS MEDICAL SCHEME

MAKOTI MEDICAL SCHEME

P.O. Box 1411, Rivonia, 2128 0861 222 777 www.compcarewellness.co.za

Private Bag X47, Rivonia, 2128 (011) 208-1000 www.makotihealth.co.za

DISCOVERY HEALTH MEDICAL SCHEME

MEDIHELP

FEDHEALTH MEDICAL SCHEME

MEDIMED MEDICAL SCHEME

GENESIS MEDICAL SCHEME

MEDSHIELD MEDICAL SCHEME

P.O. Box 786722, Sandton, 2146 0860 998 877 www.discovery.co.za

P.O. Box 26004, Arcadia, 0007 0860 100 678 www.medihelp.co.za

Private Bag X3045, Randburg, 2125 0860 002 153 www.fedhealth.co.za

P.O. Box 1672, Port Elizabeth, 6000 086 177 7660 www.medimed.co.za

P.O. Box 144, Observatory, 7935 0860 102 010 www.genesismedical.co.za

P.O. Box 4346, Randburg, 2125 0860 002 120 www.medshield.co.za

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MEDICAL

MOMENTUM HEALTH

SIZWE MEDICAL FUND

PHAROS MEDICAL PLAN

SWISSFIN FINANCIAL CONSULTING

268 West Avenue, Centurion, Pretoria 0860 117 859 www.momentum.co.za

P.O. Box 62345, Marshalltown, 2107 0860 100 871 www.sizwe.co.za

P.O. Box 343, Westville, 3630 (031) 267-5000 www.pharosmp.co.za

Unit C7, Century Square, Heron Crescent, Century City, Cape Town (021) 551-3331 www.swissfin.co.za

SECHABA MEDICAL SOLUTIONS

THEBEMED MEDICAL AID SCHEME

7 West Street, Houghton, Johannesburg (011) 353-0000 www.sechabamedical.co.za

P.O. Box 4709, Johannesburg, 2000 0861 843 236 www.thebemed.co.za

SEED INVESTMENTS

TOPMED MEDICAL SCHEME

P.O. Box 3107, Tyger Valley, 7536 (021) 914-4966 www.seedinvestments.co.za

70 Buckingham Terrace, Westville, Durban 0860 002 158 www.topmed.co.za

SELFMED MEDICAL SCHEME

South Gate Office Park, First Floor South, Carl Cronje Drive, Southgate, Tyger Waterfront, Belville, Cape Town (021) 943-2300 www.selfmed.co.za

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M U LT I - M A N A G E R S

27FOUR INVESTMENT MANAGERS

HOLLARD INVESTMENT MANAGERS

Firestation Rosebank, 16 Baker Street, Rosebank, Johannesburg (011) 442-2464 Toll-free: 0800 000 274 www.27four.com

P.O. Box 87419, Houghton, 2041 0861 000 107 www.hollard.co.za

MITONOPTIMAL MULTI ASSET MANAGEMENT

ABSA MULTI MANAGEMENT

P.O. Box 7735, Johannesburg, 2000 0860 000 005 www.absainvestmentmanagement.co.za

Great Westerford, Suite 202, South Wing, 2nd Floor, 240 Main Road, Rondebosch, Cape Town (021) 689-3579 www.mitonoptimal.com

ALEXANDER FORBES

115 West Street, Sandown, Johannesburg (011) 269-0000 www.alexanderforbes.co.za

NOVARE INVESTMENTS

P.O. Box 4742, Tyger Valley, 7530 (021) 914-7730 www.novare.com

ANALYTICS

P.O. Box 411939, Craighall 2024 (011) 463-9600 www.analytics.co.za

PPS INVESTMENTS

PPS House, Boundary Terrace, 1 Mariendahl Lane, Newlands, Cape Town 0860 468 777 www.ppsinvestments.co.za

ANCHOR MULTI-MANAGERS 25 Culross Road, Bryanston, Johannesburg (011) 591-0677 www.anchorcapital.co.za

PRIVATE CLIENT HOLDINGS

P.O. Box 24033, Claremont, 7708 (021) 671-1220 www.privateclient.co.za

CAPITAL INTERNATIONAL GROUP

Office NG101A, Great Westerford, 240 Main Road, Rondebosch, Cape Town (021) 201-1070 www.capital-iom.com

PSG KONSULT GROUP

4th Floor, The Edge, 3 Howick Close, Tyger Waterfront, Bellville, Cape Town (021) 918-7800 www.psg.co.za

EFFICIENT WEALTH

81 Dely Road, Hazelwood, Pretoria 087 944 7999Â www.efw.co.za

SANLAM INVESTMENTS

55 Willie van Schoor Avenue, Belville, Cape Town 0860 100 266 www.sanlaminvestments.com

EFFICIENT GROUP

81 Dely Road, Hazelwood, Pretoria 087 944 7999 www.efgroup.co.za

SANLAM MULTI MANAGEMENT

GTC

55 Willie van Schoor Avenue, Belville, Cape Town 0860 100 266 www.sanlaminvestments.com

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

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M U LT I - M A N A G E R S

SEED INVESTMENTS

P.O. Box 3107, Tyger Valley, 7536 (021) 914-4966 www.seedinvestments.co.za

SOUTHERN CHARTER WEALTH

First Floor, Silverberg Terrace, Steenberg Office Park, Silverwood Close, Tokai, Cape Town (021) 700-1000 www.southerncharter.co.za

STANLIB

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

SYGNIA ASSET MANAGEMENT

7th Floor, The Foundry, Cardiff Street, Green Point, Cape Town 0860 794 642 www.sygnia.co.za

WORLDWIDE CAPITAL

Wanderers Office Park, 52 Corlett Drive, Illovo, Johannesburg (010) 597-6885 www.worldwidecapital.com

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OFFSHORE

INVESTEC FOR INTERMEDIARIES

Investec for Intermediaries is focused on providing a holistic value proposition for financial intermediaries, helping them save, invest and trade funds for their clients. The offering consolidates all the current Investec Specialist Banking products and service solutions – Corporate Cash Manager, Foreign Exchange, Structured Products, Specialist Investments, Equities and Prime Services – and ensures that financial intermediaries can easily engage with us through different channels and platforms.

Investec Asset Management operates independently and is distinctly separate from Investec for Intermediaries. For further information on Investec for Intermediaries contact our Global Client Support centre on 0800 28 28 28 www.investec.com/IFI

27FOUR INVESTMENT MANAGERS

ATWORK INTERNET SOFTWARE SOLUTIONS

Firestation Rosebank, 16 Baker Street, Rosebank, Johannesburg (011) 442-2464 Toll-free: 0800 000 274 www.27four.com

Postnet Suite 202, Private Bag X10, Elarduspark, 0047 0861 289 675 www.atwork.co.za

ALEXANDER FORBES

BRENTHURST WEALTH MANAGEMENT

ALLAN GRAY PROPRIETARY

CAPITAL INTERNATIONAL GROUP

115 West Street, Sandown, Johannesburg (011) 269-0000 www.alexanderforbes.co.za

Unit 2B, Cedar Office Estate, Cedar Road, Fourways, Johannesburg (011) 799-8100 www.bwm.co.za

1 Silo, Silo Square, V&A Waterfront, Cape Town Town 0860 000 654 www.allangray.co.za

Office NG101A, Great Westerford, 240 Main Road, Rondebosch, Cape Town (021) 201-1070 www.capital-iom.com

CATALYST FUND MANAGERS

ANCHOR ASSET MANAGEMENT

4th Floor Protea Place, Protea Road, Claremont, Cape Town (021) 657-5500 www.catalyst.co.za

25 Culross Road, Bryanston, Johannesburg (011) 591-0677 www.anchorcapital.co.za

CITADEL WEALTH MANAGEMENT

ANCHOR PRIVATE CLIENTS

P.O. Box 23388, Claremont, 7708 (021) 670-9100 www.citadel.co.za

25 Culross Road, Bryanston, Johannesburg (011) 591-0677 www.anchorcapital.co.za

CLUCASGRAY

ASHBURTON INVESTMENTS

Ground Floor, Dunkeld Place, 12 North Road, Dunkeld West, Johannesburg (011) 771-1960 www.clucasgray.co.za

3rd Floor, 4 Merchant Place, 1 Fredman Drive, Sandton, Johannesburg (011) 282-8800 www.ashburtoninvestments.com

39

OFFSHORE

CORESHARES

IMARA ASSET MANAGEMENT

8a Protea Place, Sandton, Johannesburg (011) 459-1860 www.coreshares.co.za

1st Floor, Convention Towers, cnr Heerengracht and Walter Sisulu Street, Foreshore, Cape Town (021) 403-6428 www.imara.com

CYPRIOT REALTY

P.O. Box 23644, Claremont, 7708 (083) 448 8734 www.cypriotrealty.com

INTEGRAL WEALTH MANAGEMENT Ground Floor, 16 Fricker Road, Illovo, Johannesburg 087 985 0300 www.integralwealth.co.za

DEVERE ACUMA

9th Floor, 90 Grayston Building, Grayston Drive, Sandton, Johannesburg (011) 783-6433 www.devere-acuma.co.za

INVESTEC ASSET MANAGEMENT

36 Hans Strydom Avenue, Foreshore, Cape Town 0860 500 900 www.investecassetmanagement.com

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

INVESTEC BANK

P.O. Box 785700, Sandton, 2146 (011) 286-7000 www.investec.com

FRANKLIN TEMPLETON INVESTMENTS PostNet Suite 12, Private Bag X1005, Claremont, 7708 (021) 831-7400 www.franklintempleton.co.za

ITRANSACT

15 Philips Street, Ferndale, Johannesburg 0861 432 383 www.itransact.co.za

GLACIER BY SANLAM

Glacier Place, 1 Sportica Crescent, Tyger Valley, Cape Town (021) 917-9002 (English) (021) 917-9000 (Afrikaans) www.glacier.co.za

KAGISO ASSET MANAGEMENT 5th Floor, MontClare Place, cnr Campground and Main Roads, Claremont, Cape Town (021) 673-6300 www.kagisoam.com

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

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

GTC

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

NORTHSTAR ASSET MANAGEMENTS Alphen Office Park, Suite 1a, Ground Floor Madison Place, Constantia Main Road, Constantia, Cape Town (021) 810-8400 www.northstar.co.za

HENLEY & PARTNERS

Great Westerford, 240 Main Road, Rondebosch, Cape Town (021) 850-0524 www.henleyglobal.com

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Investec for Intermediaries Save | Invest | Trade

Specialist Bank

growth Unlock growth through a wider range of solutions and a more seamless experience for you and your clients.

It all adds up to Out of the Ordinary partnerships. investec.com/IFI

#3575_3

Global Client Support centre 0800 28 28 28

Corporate and Institutional Banking, a division of Investec Bank Limited. Reg. No.1969/004763/06. An Authorised Financial Services Provider and registered Credit Provider. A member of the Investec Group.

OFFSHORE

MARRIOTT ASSET MANAGEMENT

SASFIN BANK

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

29 Scott Street, Waverley, Johannesburg (011) 809-7500 www.sasfin.com

MELVILLE DOUGLAS

SASFIN SECURITIES

8th Floor, 30 Baker Street, Rosebank, Johannesburg (011) 721-7964 www.melvilledouglas.co.za

29 Scott Street, Waverley, Johannesburg (011) 809-7500 www.sasfinsecurities.co.za

METOPE INVESTMENT MANAGERS

SEED INVESTMENTS

Moorings 4, Portswood Ridge, Portswood Road, V&A Waterfront, Cape Town (021) 418-3760 www.metopegroup.com

P.O. Box 3107, Tyger Valley, 7536 (021) 914-4966 www.seedinvestments.co.za

MITONOPTIMAL SOUTH AFRICA

Great Westerford, Suite 202, South Wing, 2nd Floor, 240 Main Road, Rondebosch, Cape Town (021) 689-3579 www.mitonoptimal.com

SEI INVESTMENTS

POLAR STAR MANAGEMENT

SESFIKILE CAPITAL

PSG KONSULT GROUP

SOUTHERN CHARTER WEALTH

1st Floor, 3 Melrose Boulevard, Melrose Arch, Johannesburg (011) 994-4200 www.seic.com

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

2nd Floor, 18 The High Street, Melrose Arch, Sandton, Johannesburg (011) 684-1200 www.sesfikilecapital.com

4th Floor, The Edge, 3 Howick Close, Tyger Waterfront, Bellville, Cape Town (021) 918-7800 www.psg.co.za

First Floor, Silverberg Terrace, Steenberg Office Park, Silverwood Close, Tokai, Cape Town (021) 700-1000 www.southerncharter.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

STANLIB

SANLAM INVESTMENTS

SYGNIA ASSET MANAGEMENT

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

55 Willie van Schoor Avenue, Belville, Cape Town 0860 100 266 www.sanlaminvestments.com

7th Floor, The Foundry, Cardiff Street, Green Point, Cape Town 0860 794 642 www.sygnia.co.za

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OFFSHORE

TRUFFLE ASSET MANAGERS

Ground Floor, Lancaster Gate Building, Hyde Park Lane Business Complex, cnr William Nicol and Jan Smuts, Hyde Park, Johannesburg (011) 325-0030 www.truffle.co.za

WARWICK WEALTH

Warwick House, Alphen Estate, Alphen Drive, Constantia, Cape Town 0800 505 050 www.warwickwealth.com

43

PRIVATE CLIENTS

36ONE ASSET MANAGEMENT

KAGISO ASSET MANAGEMENT

6a Sandown Valley Crescent, Sandown, Johannesburg (011) 722-7390 www.36one.co.za

5th Floor, MontClare Place, cnr Campground and Main Roads, Claremont, Cape Town (021) 673-6300 www.kagisoam.com

ALEXANDER FORBES

MAITLAND GROUP

115 West Street, Sandown, Johannesburg (011) 269-0000 www.alexanderforbes.co.za

18 Fricker Road, Illovo, Johannesburg (011) 530-8400 www.maitlandgroup.com

ANCHOR PRIVATE CLIENTS

MELVILLE DOUGLAS

25 Culross Road, Bryanston, Johannesburg (011) 591-0677 www.anchorcapital.co.za

8th Floor, 30 Baker Street, Rosebank, Johannesburg (011) 721-7964 www.melvilledouglas.co.za

CITADEL WEALTH MANAGEMENT

METOPE INVESTMENT MANAGERS

P.O. Box 23388, Claremont, 7708 (021) 670-9100 www.citadel.co.za

Moorings 4, Portswood Ridge, Portswood Road, V&A Waterfront, Cape Town (021) 418-3760 www.metopegroup.com

CLUCASGRAY

Ground Floor, Dunkeld Place, 12 North Road, Dunkeld West, Johannesburg (011) 771-1960 www.clucasgray.co.za

NORTHSTAR ASSET MANAGEMENT Alphen Office Park, Suite 1a, Ground Floor Madison Place, Constantia Main Road, Constantia, Cape Town (021) 810-8400 www.northstar.co.za

CONSILIUM SECURITIES

1 Hood Avenue, President Place, 2nd Floor, West Wing, Rosebank, Johannesburg (011) 340-1300

PRIVATE CLIENT HOLDINGS

P.O. Box 24033, Claremont, 7708 (021) 671-1220 www.privateclient.co.za

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

PSG KONSULT GROUP

4th Floor, The Edge, 3 Howick Close, Tyger Waterfront, Bellville, Cape Town (021) 918-7800 www.psg.co.za

IMARA ASSET MANAGEMENT

1st Floor, Convention Towers, cnr Heerengracht and Walter Sisulu Street, Foreshore, Cape Town (021) 403-6428 www.imara.com

RISK BENEFIT SOLUTIONS

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

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PRIVATE CLIENTS

SANLAM PRIVATE WEALTH

Vineyards Office Estate, Farm 1, 99 Jip de Jager Drive, Welgemoed, Cape Town, 7530 (021) 950-2770 www.sanlamprivatewealth.co.za

SOUTHERN CHARTER WEALTH

First Floor, Silverberg Terrace, Steenberg Office Park, Silverwood Close, Tokai, Cape Town (021) 700-1000 www.southerncharter.co.za

45

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

ALEXANDER FORBES

ECONORISK

115 West Street, Sandown, Johannesburg (011) 269-0000 www.alexanderforbes.co.za

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

GUARDRISK

AUTO & GENERAL INSURANCE

102 Rivonia Road, Ground Floor, 2nd Tower, Sandton, Johannesburg (011) 669-1000 www.guardrisk.co.za

P.O. Box 11250, Johannesburg, 2000 0861 001 269 www.autogen.co.za

IMPREXXION FOOTPRINT

BRYTE INSURANCE

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

15 Marshall Street, Ferreirasdorp, Johannesburg 0860 001 121 www.brytesa.com

INDWE RISK SERVICES

CENTRIQ INSURANCE COMPANY

5 Willow Brook Street, Birnam, Johannesburg (011) 912-7300 www.indwe.co.za

The Oval, Second Floor, West Wing, Wanderers Office Park, 52 Corlett Drive, Illovo, Johannesburg (011) 268-6490 www.centriq.co.za

INFINITI INSURANCE

P.O. Box 23, Strathavon, 2031 (011) 718-1200 www.infinitiafrica.com

CHUBB INSURANCE P.O. Box 1192, Saxonwold, 2132 (011) 722-5700 www.chubb.com

KING PRICE INSURANCE P.O. Box 284, Menlyn, 0063 0860 505 050 www.kingprice.co.za

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

LOMBARD INSURANCE

CONSTANTIA INSURANCE

MOMENTUM SHORT TERM INSURANCE

CREDIT GUARANTEE

MUA INSURANCE

P.O. Box 1411, Killarney, 2193 (011) 551-0600 www.lombardins.com

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

Private Bag 6748, Centurion, 0046 0860 006 784 www.momentum.co.za

Private Bag 9908, Sandton, 2146 (011) 889-7000 www.creditguarantee.co.za

P.O. Box 5777, Tyger Valley, 7536 0861 682 467 www.mua.co.za

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

OLD MUTUAL INSURE

P.O. Box 1120, Johannesburg, 2000 0860 225 563 www.oldmutual.co.za

PSG CORPORATE

1st Floor, Old College Building, 35 Church Street, Stellenbosch (021) 887-9602 www.psg.co.za

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

RISK BENEFIT SOLUTIONS

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

SANTAM

1 Sportica Crescent, Tyger Valley, Bellville, Cape Town 0860 444 444 www.santam.co.za

SASRIA

36 Fricker Road, Illovo, Johannesburg 0861 727 742 www.sasria.org.za

THE HOLLARD INSURANCE COMPANY

P.O. Box 87419, Houghton, 2041 0861 000 107 www.hollard.co.za

WARWICK WEALTH

Warwick House, Alphen Estate, Alphen Drive, Constantia, Cape Town 0800 505 050 www.warwickwealth.com

WEALTH ASSOCIATES SOUTH AFRICA

P.O. Box 5074, Cresta, 2118 (011) 807-6182 www.wealthassociates.co.za

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

AC & E UNDERWRITING MANAGERS

CHARTERED AUTO UNDERWRITING AGENCY

7th Floor, Office Tower, Bedford Centre, Smith Street, Bedfordview, Johannesburg (011) 615-7529 www.engineeringace.co.za

59e Hartford Road, Bryanston, Johannesburg 0861 002 282 www.caua.co.za

AFRICAN RAND UNDERWRITING MANAGERS

CIA - BUILDING INSURANCE SPECIALISTS

P.O. Box 731386, Fairland, 2030 (011) 678-1354 www.africanrand.co.za

13e Riley Road, Bedfordview, Johannesburg 0861 242 777 www.cia.co.za

AMBLEDOWN RISK & UNDERWRITING MANAGERS

COMPASS INSURANCE

P.O. Box 1862, Cramerview, 2060 0861 262 533 www.ambledown.co.za

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

ARTINSURE UNDERWRITING MANAGERS

CONSORT TECHNICAL UNDERWRITERS

BROLINK

CROSS COUNTRY INSURANCE CONSULTANTS

Unit 30, Consort House, Waterford Office Park, Waterford Drive, Fourways, Johannesburg (011) 658-1156 www.consort.co.za

220 Oxford Road, Johannesburg 0861 111 096 www.artinsure.co.za

P.O. Box 9346, Centurion, 0046 (012) 673-0000 www.brolink.co.za

P.O. Box 731065, Fairland, 1733 (011) 215-8800 www.ccic.co.za

CAMARGUE UNDERWRITING MANAGERS

FACTORY & INDUSTRIAL RISK MANAGERS

Camargue House, cnr 33 Glenhove Road and 4 Venus Street, Melrose Estate, Johannesburg (011) 778-9140 www.camargueum.co.za

P.O. Box 615, Bedfordview, 2008 0861 322 463 www.facind.co.za

FILM & ENTERTAINMENT UNDERWRITERS SA

CAPTIVE BUSINESS CONSULTANTS P.O. Box 654, Bedfordview, 2008 (011) 615-3640 www.captive.co.za

Suite 244, Private Bag X17, Weltevredenpark, 1715 (011) 431-3694 www.feusa.co.za

CENTRIQ INSURANCE COMPANY

FIREDART ENGINEERING UNDERWRITING MANAGERS

The Oval, Second Floor, West Wing, Wanderers Office Park, 52 Corlett Drive, Illovo, Johannesburg (011) 268-6490 www.centriq.co.za

P.O. Box 11653, Randhart, 1457 (011) 833-1400 www.firedart.co.za

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

GARAGESURE CONSULTANTS & ACCEPTANCES

PALADIN UNDERWRITING MANAGERS

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

Ebden House, Belmont Park, Belmont Road, Rondebosch, Cape Town (021) 686-7270 www.paladin.co.za

GUARDRISK

PSG KONSULT GROUP

HIC UNDERWRITING MANAGERS

SA UNDERWRITING AGENCIES

102 Rivonia Road, Ground Floor, 2nd Tower, Sandton, Johannesburg (011) 669-1000 www.guardrisk.co.za

4th Floor, The Edge, 3 Howick Close, Tyger Waterfront, Bellville, Cape Town (021) 918-7800 www.psg.co.za

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

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

SENATE TRANSIT UNDERWRITING MANAGERS

INSURANCE UNDERWRITNG MANAGERS

P.O. Box 10402, Centurion, 0046 (012) 663-1004 www.senate.co.za

38 Whittakers Way, Bedfordview, Johannesburg 0861 949 444 www.ium.co

SIRAGO UNDERWRITING MANAGERS P.O. Box 1115, Bromhof, 2154 (010) 599-1163 www.sirago.co.za

KEU UNDERWRITING MANAGERS 88 Monkor Road, Randpark Ridge, Randburg, Johannesburg 0861 000 090 www.keu.co.za

THE HOLLARD INSURANCE COMPANY P.O. Box 87419, Houghton, 2041 0860 000 107 www.hollard.co.za

LEPPARD UNDERWRITING

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

TOP TRANS EXCESS UNDERWRITING MANAGERS

MERX HCV SPECIALIST UNDERWRITERS

P.O. Box 15683, Lambton, 1414 (011) 622-0142 www.toptrans-uma.co.za

Building B, 13e Riley Road, Bedfordview, Johannesburg (011) 455-3838 www.merxhcv.co.za

MOTOVANTAGE

MotoVantage House, Stonemill Office Park, 300 Acacia Road, Blackheath, Johannesburg 087 312 1784 www.motovantage.co.za

49

Ta c k l i n g a w o r l d o f change and complexity A combination of technology, regulation and economic changes are making for a challenging future for intermediaries. Those who stay ahead of the changes while also focusing on maintaining close relationships with clients, will not just stay relevant but will also thrive.

René Grobler, head of Investec for Intermediaries, argues that rapid changes in the industry, while potentially daunting, are also exciting. “There’s an opportunity for all of us in the industry – intermediaries, banks and other service and product providers – to use change as a way to deliver value to investors, who are also facing a fast-changing, complex world,” she says.

The key, says Grobler, is to stay close to the client and to use regulatory and technological change as an enabler.

This was the thinking behind the creation of Investec for Intermediaries, which brings Investec’s Specialist Bank products and services together in one holistic offering. Investec for Intermediaries combines dedicated relationships, a single platform, as well as expert solutions, with the goal of adding value to intermediaries and their clients.

Investec for Intermediaries consolidates the current specialist banking products and services intermediaries receive from Investec – Corporate Cash Manager (CCM); Foreign Exchange; Structured Products; Specialist Investments; Equities and Prime Services, making it easy and seamless to engage with Investec through different channels and a single platform. All of this is underpinned by the dedicated service and long-term relationships intermediaries are accustomed to from Investec.

“In short, Investec for Intermediaries aims to offer deep expertise and innovative solutions that help intermediaries to grow their businesses and realise their clients’ investment goals,” concludes Grobler.

For further information on Investec for Intermediaries contact our Global Client Support centre on 0800 28 28 28. www.investec.com/IFI

TECHNOLOGY

INVESTEC FOR INTERMEDIARIES

Investec for Intermediaries is focused on providing a holistic value proposition for financial intermediaries, helping them save, invest and trade funds for their clients. The offering consolidates all the current Investec Specialist Banking products and service solutions – Corporate Cash Manager, Foreign Exchange, Structured Products, Specialist Investments, Equities and Prime Services – and ensures that financial intermediaries can easily engage with us through different channels and platforms.

Investec Asset Management operates independently and is distinctly separate from Investec for Intermediaries. For further information on Investec for Intermediaries contact our Global Client Support centre on 0800 28 28 28 www.investec.com/IFI

ALLEGIANCE CONSULTING

FIRST DISTRIBUTION

Unit 05, Equity Estate, Centurion, Charles de Gaulle Crescent, Pretoria (012) 360-0040 www.allegiance.co.za

Corner of 7th Street & Montague Drive, Montague Garden, Cape Town (021) 529-5555 www.firstdistribution.com

GALDON DATA

ATWORK INTERNET SOFTWARE SOLUTIONS

P.O. Box 5410, Halfway House, 1685 (011) 805-4420 www.galdon.co.za

Postnet Suite 202, Private Bag X10, Elarduspark, 0047 0861 289 675 www.atwork.co.za

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

BARNOWL

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

IMX SOFTWARE

5th Floor Sandown Mews West, 88 Stella Street, Sandton, Johannesburg (011) 706-2930 www.imxsoftware.com

CLOUD ATTACHED

473 Cliff Avenue, Waterkloof Ridge, Pretoria (083) 284 7719 www.cloudattached.com

IRESS WEALTH MANAGEMENT

DOCUMENT ACCOUNTING SOLUTIONS (DAS)

Building Two, 2929 on Nicol, 2929 William Nicol Drive, Bryanston, Johannesburg (010) 492-1111 www.iress.co.za

55 Bowling Ave, Morningside Manor, Johannesburg (011) 590-4444 www.ecodas.co.za

LOGIKAL CONSULTING

ENTELECT

31 Ashford Road, Parkwood, Johannesburg (011) 100-0651 www.logikalconsulting.com

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

51

TECHNOLOGY

MCI CONSULTANTS

P.O. Box 71, Bruma, 2026 (011) 454-3420 www.mci.co.za

MIP HOLDINGS

Building 9, Parc Nicol, 3001 William Nicol Drive, Bryanston, Johannesburg 0861 647 647 www.mip.co.za

PROFIDA®

P.O. Box 1174, Durbanville, 7551 (021) 975-0215 www.profida.co.za

PROFILE CORPORATE SERVICES 123a Dunmaglass Road, Glenferness AH, Kyalami, Johannesburg (011) 477-9620 www.profilecs.co.za

SEED INVESTMENTS

P.O. Box 3107, Tyger Valley, 7536 (021) 914-4966 www.seedinvestments.co.za

SSP-WORLDWIDE

Sandown Mews West, 88 Stella Road, Sandton, Johannesburg (011) 384-8600 www.ssp-worldwide.com/africa/

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TRUSTS

ABSA TRUST

PSG KONSULT GROUP

P.O. Box 7735, Johannesburg, 2000 0861 238 886 www.absa.co.za

4th Floor, The Edge, 3 Howick Close, Tyger Waterfront, Bellville, Cape Town (021) 918-7800 www.psg.co.za

ALLEGIANCE CONSULTING

Unit 05, Equity Estate, Centurion, Charles de Gaulle Crescent, Pretoria (012) 360-0040 www.allegiance.co.za

RISK BENEFIT SOLUTIONS

BRENTHURST WEALTH MANAGEMENT

SEED INVESTMENTS

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

Unit 2b, Cedar Office Estate, Cedar Road, Fourways, Johannesburg (011) 799-8100 www.bwm.co.za

P.O. Box 3107, Tyger Valley, 7536 (021) 914-4966 www.seedinvestments.co.za

SOUTHERN CHARTER WEALTH

CITADEL WEALTH MANAGEMENT

First Floor, Silverberg Terrace, Steenberg Office Park, Silverwood Close, Tokai, Cape Town (021) 700-1000 www.southerncharter.co.za

P.O. Box 23388, Claremont, 7708 (021) 670-9100 www.citadel.co.za

FEDGROUP

WARWICK WEALTH

P.O. Box 782823, Sandton, 2146 (011) 305-2300 www.fedgroup.co.za

Warwick House, Alphen Estate, Alphen Drive, Constantia, Cape Town 0800 505 050 www.warwickwealth.com

IMARA ASSET MANAGEMENT

1st Floor, Convention Towers, cnr Heerengracht and Walter Sisulu Street, Foreshore, Cape Town (021) 403-6428 www.imara.com

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

MAITLAND GROUP

18 Fricker Road, Illovo, Johannesburg (011) 530-8400 www.maitlandgroup.com

PRIVATE CLIENT HOLDINGS

P.O. Box 24033, Claremont, 7708 (021) 671-1220 www.privateclient.co.za

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

INVESTEC FOR INTERMEDIARIES

Investec for Intermediaries is focused on providing a holistic value proposition for financial intermediaries, helping them save, invest and trade funds for their clients. The offering consolidates all the current Investec Specialist Banking products and service solutions – Corporate Cash Manager, Foreign Exchange, Structured Products, Specialist Investments, Equities and Prime Services – and ensures that financial intermediaries can easily engage with us through different channels and platforms.

Investec Asset Management operates independently and is distinctly separate from Investec for Intermediaries. For further information on Investec for Intermediaries contact our Global Client Support centre on 0800 28 28 28 www.investec.com/IFI

ALEXANDER FORBES

CAPITAL INTERNATIONAL GROUP

115 West Street, Sandown, Johannesburg (011) 269-0000 www.alexanderforbes.co.za

Office NG101A, Great Westerford, 240 Main Road, Rondebosch, Cape Town (021) 201-1070 www.capital-iom.com

ANCHOR PRIVATE CLIENTS

CAPSTONE WEALTH MANAGERS

25 Culross Road, Bryanston, Johannesburg (011) 591-0677 www.anchorcapital.co.za

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

ATWORK INTERNET SOFTWARE SOLUTIONS

CITADEL WEALTH MANAGEMENT

Postnet Suite 202, Private Bag X10, Elarduspark, 0047 0861 289 675 www.atwork.co.za

P.O. Box 23388, Claremont, 7708 (021) 670-9100 www.citadel.co.za

BAYHILL CAPITAL

FOORD ASSET MANAGEMENT

BRENTHURST WEALTH MANAGEMENT

GRINDROD ASSET MANAGEMENT

CADIZ ASSET MANAGEMENT

GTC

6a Sandown Valley Crescent, Sandown, Johannesburg (011) 722-7620 www.bayhillcapital.co.za

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

Unit 2B, Cedar Office Estate, Cedar Road, Fourways, Johannesburg (011) 799-8100 www.bwm.co.za

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

P O Box 44547, Claremont, 7708 0800 022 349 www.cadiz.co.za

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

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

IMARA ASSET MANAGEMENT

MARRIOTT ASSET MANAGEMENT

1st Floor, Convention Towers, cnr Heerengracht and Walter Sisulu Street, Foreshore, Cape Town (021) 403-6428 www.imara.com

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

MELVILLE DOUGLAS

8th Floor, 30 Baker Street, Rosebank, Johannesburg (011) 721-7964 www.melvilledouglas.co.za

INTEGRAL WEALTH MANAGEMENT

Ground Floor, 16 Fricker Road, Illovo, Johannesburg 087 985 0300 www.integralwealth.co.za

METOPE INVESTMENT MANAGERS

Moorings 4, Portswood Ridge, Portswood Road, V&A Waterfront, Cape Town (021) 418-3760 www.metopegroup.com

INVESTEC BANK

P.O. Box 785700, Sandton, 2146 (011) 286-7000 www.investec.com

MOMENTUM

268 West Avenue, Centurion, Pretoria 0800 276 537 www.momentum.co.za

IRESS WEALTH MANAGEMENT Building Two, 2929 on Nicol, 2929 William Nicol Drive, Bryanston, Johannesburg (010) 492-1111 www.iress.co.za

NEDGROUP INVESTMENTS

P.O. Box 1510, Cape Town, 8000 0860 123 263 www.nedgroupinvestments.co.za

ITRANSACT

NEDBANK GROUP

15 Philips Street, Ferndale, Johannesburg 0861 432 383 www.itransact.co.za

135 Rivonia Boulevard Bryanston, Johannesburg (011) 294-4444 www.nedbank.co.za

IVORY WEALTH

7 West Quay, V&A Waterfront, Cape Town 0861 799 799 www.ivory-wealth.com

NOVARE WEALTH

P.O. Box 4742, Tyger Valley, 7530 (021) 914-7730 www.novare.com

KAGISO ASSET MANAGEMENT 5th Floor, MontClare Place, cnr Campground and Main Roads, Claremont, Cape Town (021) 673-6300 www.kagisoam.com

OLD MUTUAL WEALTH

MAITLAND GROUP

PIONEER WEALTH MANAGERS

2 Oxbow Crescent, The Estuaries, Century Avenue, Century City, Cape Town 0860 999 199 www.omwealth.co.za

18 Fricker Road, Illovo, 2196 (011) 530-8400 www.maitlandgroup.com

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

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

PLATINUM PORTFOLIOS

SYGNIA ASSET MANAGEMENT

Block F, Pinmill Farm, 164 Katherine Street, Strathavon, Johannesburg (011) 262-4820 www.platinumportfolios.com

7th Floor, The Foundry, Cardiff Street, Green Point, Cape Town 0860 794 642 www.sygnia.co.za

WARWICK WEALTH

PRIVATE CLIENT HOLDINGS

Warwick House, Alphen Estate, Alphen Drive, Constantia, Cape Town 0800 505 050 www.warwickwealth.com

P.O. Box 24033, Claremont, 7708 (021) 671-1220 www.privateclient.co.za

WEALTH ASSOCIATES SOUTH AFRICA

PSG WEALTH FINANCIAL PLANNING

P.O. Box 5074, Cresta, 2118 (011) 807-6182 www.wealthassociates.co.za

1st Floor, Old College Building 35 Church Street, Stellenbosch (021) 883-2250 www.psg.co.za

WORLDWIDE CAPITAL

RISK BENEFIT SOLUTIONS

Wanderers Office Park, 52 Corlett Drive, Illovo, Johannesburg (010) 597-6885 www.worldwidecapital.com

P.O. Box 449, Cape Town, 8000 (021) 443-4400 www.rbs.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

SEED INVESTMENTS

P.O. Box 3107, Tyger Valley, 7536 (021) 914-4966 www.seedinvestments.co.za

SOUTHERN CHARTER WEALTH

First Floor, Silverberg Terrace, Steenberg Office Park, Silverwood Close, Tokai, Cape Town (021) 700-1000 www.southerncharter.co.za

STANLIB

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

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NOTES

57

NOTES

58

DIRECTORY 2019|2020

Investec for Intermediaries Save | Invest | Trade

Specialist Bank

We combine deep product specialisation from our experienced specialists with the holistic proposition of our products, services and solutions through our dedicated sales and distribution team.

Bringing you a partnership focused on adding value to your business.

It all adds up to Out of the Ordinary partnerships. investec.com/IFI

Global Client Support centre 0800 28 28 28

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Corporate and Institutional Banking, a division of Investec Bank Limited. Reg. No.1969/004763/06. An Authorised Financial Services Provider and registered Credit Provider. A member of the Investec Group.