MM Dir 2016

F I N AN C I A L A DV I S E R S
DIRECTORY 2016
CONTENTS
Editorial Comment 4 LISPS 43
Alternative Investments 5 Long-term Insurance 46
~ Hedge Funds 7 Medical 49
Beneficiary Funds 11 Multi-Managers 52
Broker Networks 13 Offshore 54
Collective Investments 15 Private Clients 60
Compliance 21 Short-term Insurance 61
Employee Benefits 22 ~ Underwriting Managers 64
ETF’s 27 Technology 67
Financial Planning Solutions 30 Trusts 69
Fund Managers 33 Wealth Management 70
Industry Bodies 42
EDITORIAL PUBLISHING TEAM
EDITOR: Janice Roberts GENERAL MANAGER: Dev Naidoo Head Office: New Media House,
Email: janice.roberts@newmediapub.co.za PUBLISHING MANAGER: Sandra Ladas 19 Bree Street, Cape Town 8001
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DISTRIBUTION & SUBSCRIPTION Tel: +27 (0)11 877 6111
Fax: +27 (0)11 877 6198
Felicity Garbers
felicity.garbers@newmediapub.co.za Published on behalf of Media24 Magazines Unless previously agreed in writing, Money
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by New Media Publishing (PTY) Ltd.
whether image or text. SOURCES: Shutterstock,
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Directory 2016 3
EDITOR’S NOTE
S
ome are now of the opinion that For example, to illustrate how indispensable
financial advisers are beginning to they are to clients, consider how financial
be replaced by robo-advisers. advisers assist with guidance during life
I wholeheartedly disagree. transitions. Clients may be faced with highly
Yes, our environment has become emotional decisions, such as whether or
more digitised with the pace of the not to help their child with a deposit on his
transformation speeding up in recent or her first home. Some parents worry that
months. There is, however, still a need for should they assist, their child may feel that
human personalised advice and clients’ he or she has a right to the money. Refusing
emotions need to be assessed, as well as to assist, might make the child bitter. It is in
their individual needs. this situation that a financial adviser’s touch is
A good financial adviser must not invaluable, as he or she help clients to find a
only be able to provide a viable financial solution that will make all parties happy.
plan to clients: that adviser must also It is also in times of serious illness and
know how to customise the plan to his death that financial advisers are able to make
or her clients’ circumstances, taking into a valuable contribution to their clients’ lives.
account how the plan will assist them in Having a spouse die is an emotional trauma.
achieving their goals. Clients’ emotional Yet the situation requires immediate and
responses are key and will enable advisers good decision making by the family’s financial
to make all the necessary adjustments to adviser. It is this type of support that no robo-
personalised financial plans. adviser can give.
Pensions, investing and insurance
involve emotion and dealing capably with Janice
the concerns caused by that emotion janice.roberts@newmediapub.co.za
requires good, human financial advice. @MMMagza
4 Directory 2016
ALTERNATIVE INVESTMENTS
CAPRICORN FUND MANAGERS (PTY) LTD

32 Impala Road, Chislehurston, 2196
(011) 666-0700
www.capricorncapital.com
Capricorn Fund Managers is a leading emerging market boutique equity manager.

Founded in 2003 with offices in Johannesburg and London we are one of the pioneers
of the hedge fund industry in South Africa. Currently managing in excess of R10 billion
across our alternative and long only product suite. A multi-award winning hedge fund
offering investing in Global Emerging markets and South Africa with dollarized offshore
funds and local ZAR across the risk spectrum, catering to varying client needs.

ITRANSACT
P.O. Box 4769, Randburg, 2194
0861 432 383
0867 436 959
www.itransact.co.za
Itransact makes the market simple. We are South Africa’s leading Exchange Traded
Products Investment Platform that brings ETFs, ETNs, ETF portfolios, ETF retirement
products and capital protected structured products together, with all their investment
benefits, in one convenient place where financial advisers and their clients can access and
profit from low cost index products.
Itransact distributes products from Satrix, Investec, db x-trackers, RMB, Stanlib, Absa
Capital, Grindrod Bank, Nedbank, Societe Generale, BNP Paribas and Barclays.
SEED INVESTMENTS
810 The Cliffs,
Block 1, Niagara Road,
Tygerfalls, Bellville, 7530
(021) 914-4966
(021) 914-4912
www.seedinvestments.co.za
Seed manages local and global investments for amongst others, financial advisers;
collective investment schemes; life assurers; LISP’s; businesses; retirement funds; medical
aids, trusts, Family Offices and high net worth investors.
We are multi-managers at heart and by embracing technology and innovation; passive,
active and alternative investment strategies and quality administration we deliver
sustainable investment solutions.
In business as in life we practice a mutually beneficial partnership model practicing the
mastermind principle to achieve the best outcome for our investors.

Directory 2016 5
ALTERNATIVE INVESTMENTS
ALPHA WEALTH ITRANSACT

The Terraces, P.O. Box 4769, Randburg, 2194
25 Protea Road, 0861 432 383
Claremont, 7708 0867 436 959
(021) 683-1354 www.itransact.co.za
(021) 683-1396
www.aam.co.za NEDBANK CAPITAL
P.O. Box 1144, Johannesburg, 2000
ASHBURTON INVESTMENTS (011) 294-3217
P.O. Box 653780, (011) 295-3217
Benmore, 2010 www.nedbankcapital.co.za
(011) 282-8800
www.ashburtoninvestments.com SANLAM INVESTMENTS
Private Bag X8, Tygervalley, 7536
BLUE INK INVESTMENTS (PTY) LTD (021) 950-2500
Private Bag X8, www.sanlaminvestments.com
Tygervalley, 7536
(021) 950-2500 SEED INVESTMENTS
clientservices@blueink.co.za 810 The Cliffs,
www.blueink.co.za Block 1, Niagara Road,
Tygerfalls, Bellville, 7530
CAPITAL INTERNATIONAL (021) 914-4966
P.O. Box 25, (021) 914-4912
Newlands, 7725 www.seedinvestments.co.za
(021) 201-1070
www.capital-iom.com STANLIB
P.O. Box 202, Melrose Arch, 2076
CAPRICORN FUND (011) 448-5000 / 6000
MANAGERS (PTY) LTD 086 727 7501
32 Impala Road, www.stanlib.com
Chislehurston, 2196
(011) 666-0700 SYGNIA ASSET MANAGEMENT
www.capricorncapital.com P.O. Box 51591,
Waterfront, 8002
CATALYST FUND MANAGERS (021) 446-4940
P.O. Box 44845, (021) 446-4950
Claremont, 7735 www.sygnia.co.za
(021) 657-5500
www.catalyst.co.za WORLDWIDE CAPITAL
Postnet Suite 26,
CORESHARES Private Bag X9,
P.O. Box 78011, Benmore, 2010
Sandton, 2146 (011) 685-1000
(011) 459-1866 | (011) 388-2341 (011) 685-1018
www.coreshares.co.za www.worldwidecapital.com

6 Directory 2016
ALTERNATIVE INVESTMENTS | HEDGE FUNDS

(011) 666-0700
Capricorn Fund Managers is a leading emerging market boutique equity manager.

Founded in 2003 with offices in Johannesburg and London we are one of the pioneers
of the hedge fund industry in South Africa. Currently managing in excess of R10 billion
across our alternative and long only product suite. A multi-award winning hedge fund
offering investing in Global Emerging markets and South Africa with dollarized offshore
funds and local ZAR across the risk spectrum, catering to varying client needs.
LAURIUM CAPITAL (PTY) LTD

Ninth Floor 90 Grayston,
90 Grayston Drive, Sandown
(011) 263-7700
(011) 784-0773
www.lauriumcapital.com
Laurium Capital is an independent and owner managed boutique asset manager

managing or advising several hedge and long only funds investing in Pan Africa. The
Company was founded in 2008 by Murray Winckler, former CEO and head of research at
Deutsche Bank South Africa, and long-time colleague Gavin Vorwerg, who was Deutsche’s
deputy head of research. Laurium has two unit trusts, the Laurium Flexible Prescient Fund
(Domestic Multi-Asset Flexible Category) launched on 1 Feb 2013, and Laurium Equity
Prescient Fund (Domestic Equity General) launched on 27 March 2014 as well as award
winning hedge funds that have an excellent long term track record.
NOVARE INVESTMENTS
P.O. Box 4742, Tygervalley, 7536
(021) 914-7730
(021) 914-7733
www.novareinvestments.com
Novare was founded in October 2000 as an independent investment advisory business.

In 2001, the management of Novare identified opportunities within the alternative
investments space, and Novare Investments, an independent, multi-manager was
established providing investment solutions to both institutional and retail investors.
All products are multi-manager, multi-strategy fund of hedge funds and are designed to
reduce risk, enhance returns and preserve capital over the longer term.
Over the years, Novare Investments has been nominated for and has received several
prestigious national and international awards. In addition, we publish the annual Novare
Investments South Africa Hedge Fund Survey since 2004.
Directory 2016 7
SEED INVESTMENTS
810 The Cliffs, Block 1, Niagara Road, Tygerfalls, Bellville, 7530
(021) 914-4966
(021) 914-4912
Seed manages local and global investments for amongst others,

financial advisers; collective investment schemes; life assurers;
LISP’s; businesses; retirement funds; medical aids, trusts, Family Offices and high
net worth investors. We are multi-managers at heart and by embracing technology
and innovation; passive, active and alternative investment strategies and quality
administration we deliver sustainable investment solutions.
In business as in life we practice a mutually beneficial partnership model practicing
the mastermind principle to achieve the best outcome for our investors.
SENTIO CAPITAL MANAGEMENT (PTY) LTD

3rd Floor Global House, 28 Sturdee Avenue,
Crn Jellicoe Ave, Rosebank, 2196
(011) 880-1994
(011) 447-8818
www.sentio-capital.com
Sentio Capital Management is an independent manager associated

with the RMI Group. Sentio combines the discipline that comes from
an experienced and prdigreed investment team together with the nimbleness of
a specialist manager. Its unique investment process has been tried and tested over
some of the most difficult markets in history. Sentio stands for sustainable, repeatable
returns over time and a proven track record of solid risk-adjusted returns.
“Invest for Good” is our philosophy in partnering with clients.
27FOUR INVESTMENT MANAGERS BLUE INK INVESTMENTS (PTY) LTD

54 on Bath (Ground Floor), Private Bag X8, Tygervalley, 7536
54 Bath Avenue, Rosebank, (021) 950-2500
Johannesburg, 2196 clientservices@blueink.co.za
(011) 442-2464 www.blueink.co.za
(011) 442-2465
www.27four.com BLUEALPHA INVESTMENT MANAGEMENT
Postnet Suite 33,
36ONE ASSET MANAGEMENT Private Bag X3, Roggebaai, 8012
Private Bag 10361, (021) 409-7100
Sandton, 2146 (021) 425-6560
(011) 722-7390 www.bluealphafunds.com
(011) 722-7391
www.36one.co.za CAPRICORN FUND
MANAGERS (PTY) LTD
ASHBURTON INVESTMENTS 32 Impala Road,
P.O. Box 653780, Benmore, 2010 Chislehurston, 2196
(011) 282-8800 (011) 666-0700
www.ashburtoninvestments.com www.capricorncapital.com
8 Directory 2016
CATALYST FUND MANAGERS SENTIO CAPITAL

P.O. Box 44845, Claremont, 7735 MANAGEMENT (PTY) LTD
(021) 657-5500 3rd Floor Global House,
www.catalyst.co.za 28 Sturdee Avenue,
Crn Jellicoe Ave, Rosebank,
EDGE CAPITAL (PTY) LTD South Africa, 2196
P.O. Box 4188, Tygervalley, 7536 (011) 880-1994
(021) 976-1012 (011) 447-8818
(021) 976-1096 www.sentio-capital.com
www.edge.co.za
SYGNIA ASSET MANAGEMENT
INVESTMENT SOLUTIONS LTD P.O. Box 51591,
P.O. Box 786055, Sandton, 2146 Waterfront, 8002
(011) 505-6000 (021) 446-4940
(011) 263-1227 (021) 446-4950
www.investmentsolutions.co.za www.sygnia.co.za

LAURIUM CAPITAL (PTY) LTD TANTALUM CAPITAL
Ninth Floor 90 Grayston, Great Westerford,
90 Grayston Drive, 240 Main Road,
Sandown Rondebosch, Cape Town, 7700
(011) 263-7700 (021) 680-6500
(011) 784-0773 (021) 680-6529
www.lauriumcapital.com www.tantalum.co.za

NOVARE INVESTMENTS WORLDWIDE CAPITAL
P.O. Box 4742, Postnet Suite 26,
Tygervalley, 7536 Private Bag X9,
(021) 914-7730 Benmore, 2010
(021) 914-7733 (011) 685-1000
www.novareinvestments.com (011) 685-1018
www.worldwidecapital.com
RISCURA SOLUTIONS (PTY) LTD
P.O. Box 23983, Claremont, 7735
(021) 673-6999
(021) 673-6998
www.riscura.com

SANLAM INVESTMENTS
Private Bag X8,
Tygervalley, 7536
(021) 950-2500
www.sanlaminvestments.com

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

Directory 2016 9
BENEFICIARY FUNDS
Delivering value:
importance of
fee interrogation
when selecting a
beneficiary
fund provider
By Jeanetta Hendricks, Business Development Manager, FedGroup
Beneficiary funds are unique financial instruments that have been

established to meet a specific and very important function – the care,
benefit and upliftment of minors who would otherwise be left destitute
following the loss of a primary breadwinner.
Should a board of trustees determine structures, administrative costs and other

that a Beneficiary Fund is the best tool to charges do not erode the value of the fund as
administer the pension fund of the deceased this will materially impact the benefit that the
on behalf of beneficiaries and dependants, a beneficiaries receive. Unfortunately this is not
key consideration when selecting a provider an easy task due to the level of complexity
should be fee structure. inherent in the market. Comparing apples
Essentially fulfilling the role of a pension with apples when it comes to costs, fees and
fund for minors, this money needs to be charges is virtually impossible as structures
invested with the best interests of the child differ greatly from one provider to the next.
in mind. The main goal of a Beneficiary Fund Some providers charge rand-based fees
should therefore be capital preservation – while others charge based on a percentage
and costs and fees are the greatest threat of the fund value. There are also those that
to this. use a combination of the two. Additional and
Accordingly, both fund returns and hidden costs such as audit fees, statutory
costs should be considered to determine levies, taxes and multi-manager and asset
the ultimate value that a beneficiary will manager fees also need to be considered.
derive. Ideally this approach will ensure that As an example, provider one may charge
Beneficiary Funds will meet the basic needs an induction fee of 1% excluding VAT, and
of beneficiaries, be it the payment of school an annual administration and reporting fee,
fees or the purchase of books and clothing, while provider two may offer the same but
with sufficient funds left over for a lump sum with a minimum fee. While this may not seem
payment when they reach the age of majority. significant on the surface, it is the smaller
While there will always be a cost linked funds that get penalised most when minimum
to administering any fund in this manner, values are applied as it eats into more of the
trustees are tasked with ensuring fee capital sum.
10 Directory 2016
BENEFICIARY FUNDS
And with funds of between R20,000 and can have on the principle sum. Trustees then
R100,000 making up the majority of the need to interrogate the fee structures of the
market, every rand saved at the inception providers they are considering to ensure they
stage can have a significant impact over time. understand the cost implications of their
Additional fee structures, often hidden choice. They also need to ensure that the
in the fine print, can also be found in charges are fair and commensurate with the
administration costs. Where provider one level of service offered and the returns that
includes everything in the annual admin fee, are delivered by the provider.
provider two may charge an annual admin Industry regulators could greatly improve
fee with additional costs like bank fees the ability of trustees to deliberate on fee
charged over and above. structures by implementing a standardised
Dissolution fees, which can often run as industry measure that could help trustees
high as 2% of the fund value, are also often compare costs, fees and charges on a like-
charged when a fund is closed, further for-like basis.
eroding what is often a recipient’s only Regulatory changes to cost disclosure
form of financial support as they start their requirements would also deliver greater
adult life. transparency in this regard to further assist in
As such, without the ability to easily the decision-making process.
compare fee structures before placing funds, Without these tools it becomes extremely
trustees are tasked with the onerous job of difficult for trustees to make the all-important
interrogating fund costs and fees before decision of appointing a beneficiary fund
selecting a provider. They therefore need provider that will ensure beneficiaries derive
the right tools to enable them to make more the greatest value, which is, ultimately, the
informed decisions in this regard. purpose of these funds.
Trustees need to, first and foremost, Beneficiary funds are unique financial
understand how high fee structures can instruments that have been established to
erode the fund value over time by looking at meet a specific and very important function
the investment horizon and determining how – the care, benefit and upliftment of minors
initial, annual and other administrative fees who would otherwise be left destitute
reduce the impact that compound interest following the loss of a primary breadwinner.
Directory 2016 11
BENEFICIARY FUNDS
FEDGROUP
89 Bute Lane, Sandown
(011) 305-2300
(011) 305-2500
www.fedgroup.co.za
FedGroup Trust Administrators (Pty) Ltd

FedGroup’s Beneficiary Care is the market leader within the
Beneficiary Fund industry. Our value proposition resides in the investment that we make in
our Beneficiaries. This investment is evident in our product offering, transparent fee structure,
an average experience of 10 years within our administration team and the involvement of our
Trustees. Our fee structure has established industry firsts, among these being unique for many
years in charging zero dissolution fee.
info@fedgroup.co.za
www.fedgroup.co.za
ABSA TRUST FAIRHEADS BENEFIT SERVICES

P.O. Box 7735, P.O. Box 781066, Sandton, 2146
Johannesburg, 2000 (011) 883-9755
(011) 846-5015 giselle@fairheads.com
086 753 2871 www.fairheads.com
www.absa.co.za
FEDGROUP
AKANI BENEFICIARY 89 Bute Lane, Sandown
FUND (PTY) LIMITED (011) 305-2300
Private Bag X36, (011) 305-2500
Kempton Park, 1620 www.fedgroup.co.za
(011) 578-5333
(011) 578-5300 SALA PENSION FUND
www.akanibenefit.co.za Postnet Suite 512, Private Bag x9,
Benmore, 2010
ALEXANDER FORBES FINANCIAL (011) 282-3000
SERVICES (PTY) LIMITED www.salapensionfund.co.za
P.O. Box 787240,
Sandton, 2146 SOUTHERN CHARTER WEALTH
(011) 269-0000 Postnet Suite 62,
www.alexanderforbes.co.za Private Bag X12, Tokai, 7966
(021) 700-1000
(021) 701-6145
12 Directory 2016
BROKER NETWORKS
ITRANSACT
0861 432 383
0867 436 959
www.itransact.co.za
Itransact makes the market simple. We are South Africa’s leading Exchange Traded Products
Investment Platform that brings ETFs, ETNs, ETF portfolios, ETF retirement products and capital
protected structured products together, with all their investment benefits, in one convenient
place where financial advisers and their clients can access and profit from low cost index products.
Itransact distributes products from Satrix, Investec, db x-trackers, RMB, Stanlib, Absa Capital,
Grindrod Bank, Nedbank, Societe Generale, BNP Paribas and Barclays.
SEED INVESTMENTS
Niagara Road, Tygerfalls, Bellville, 7530
(021) 914-4966
(021) 914-4912
Seed manages local and global investments for amongst others, financial advisers; collective
investment schemes; life assurers; LISP’s; businesses; retirement funds; medical aids, trusts, Family
Offices and high net worth investors.
We are multi-managers at heart and by embracing technology and innovation; passive, active and
alternative investment strategies and quality administration we deliver sustainable investment
solutions.
SELFMED MEDICAL SCHEME

P.O. Box 5543, Tyger Valley, 7536
(021) 943-2300
(021) 943-2301
tanyab@selfmed.co.za
At Selfmed our members come first. We don’t offer unnecessary bells and whistles.
Rather, we believe in offering excellent individualised service to our members, which is achieved
by managing our own administration and Member Excellence Centre. Our Excellence Centre
is staffed and run by highly trained, knowledgeable experts. Every query is handles promptly
and efficiently. What’s more, Selfmed believes in recognising our members’ loyalty through low
annual increases and constantly improving benefts. Selfmed - the obvious choice!
Directory 2016 13
BROKER NETWORKS
THE HOLLARD INSURANCE COMPANY LTD

P.O. Box 87419, Houghton, 2041
(011) 351-5000
www.hollard.co.za
The Hollard Insurance Group is South Africa’s largest privately-owned insurance group and
includes the Hollard Insurance Company, Hollard Life Assurance Company and Hollard Investment
Managers. Established in 1980, the Group posted R15,3bn in premium income in the year to June
2014 and has assets of over R27,4bn. It provides investment products, short-term insurance and
life cover to a diverse customer base including individual consumers, commercial entities and
corporate clients.

CENTRIQ INSURANCE ITRANSACT
COMPANY LTD P.O. Box 4769,
Northlands, 2116 0861 432 383
(011) 268-6490 0867 436 959
www.centriq.co.za
SEED INVESTMENTS
FSP SOLUTIONS 810 The Cliffs,
P.O. Box 50030, Block 1,
Randjesfontein, 1683 Niagara Road,
(011) 206-5004 Tygerfalls,
(011) 206-5005 Bellville, 7530
www.fspsolutions.com (021) 914-4966
(021) 914-4912
ICHOICES www.seedinvestments.co.za
296 Kent Ave,
2nd Floor, SELFMED MEDICAL SCHEME
Randburg, 2194 P.O. Box 5543,
0860 300 901 Tyger Valley, 7536
(011) 716-6104 (021) 943-2300
www.ichoicesoutsourcing.co.za (021) 93-2301
IFANET
P.O. Box 87077, SOUTHERN
Houghton, 2041 CHARTER WEALTH
(011) 484-9454 Postnet Suite 62,
(011) 484-9469 Private Bag X12,
www.ifanet.co.za Tokai, 7966
(021) 700-1000
IMPREXXION (021) 701-6145
FOOTPRINT (PTY) LTD
Postnet Suite 109, THE HOLLARD INSURANCE
Private Bag X04, COMPANY LTD
Fontainebleau, 2032 P.O. Box 87419,
(011) 399-2600 Houghton, 2041
(011) 781-8669 (011) 351-5000
www.imprexxion.com www.hollard.co.za

14 Directory 2016
COLLECTIVE INVESTMENTS
CORONATION FUND MANAGERS

Seventh Floor, Montclare Place,
Cnr Campground and Main Roads, Claremont, 7798
(021) 680-2000
clientservice@coronation.co.za
www.coronation.co.za
Coronation Fund Managers is an independent asset management company that was founded
more than 20 years ago in 1993. We are an investment-led, owner-managed business, with a
long-term, valuation-driven investment approach. Our focus is solely on fund management and
earning our clients’ trust through the generation of strong investment performance over the
long term and an appropriate product offering. Headquartered in Cape Town, we are one of the
leading managers of third-party assets in South Africa.

FEDGROUP
(011) 305-2300
(011) 305-2500
www.fedgroup.co.za
FedGroup Participation Bond Managers (Pty) Ltd

Investing should be simple. FedGroup’s Participation Bond offering is as simple as it gets. A
Participation Bond provides an Investor with the certainty of capital preservation, coupled with
a consistency of interest. Feeding a conservative appetite, Participation Bonds are popular with
individuals of all ages, Pension Funds, Retirees, Fund Managers, Trusts, Charities and Schools.
The FedGroup Part Bond Fund holds a portfolio of first mortgage bonds over South African
commercial, industrial and retail properties.
info@fedgroup.co.za
www.fedgroup.co.za

HOLLARD INVESTMENT MANAGERS (PTY) LTD
0860 202 202
www.hollard.co.za
corporate clients.

Directory 2016 15
INVESTEC ASSET MANAGEMENT

P.O. Box 1655,
Cape Town, 8000
0860 500 900
www.investecassetmanagement.com
Investec Asset Management is a global investment management firm serving institutional investors,
advisors and individual savers. Established as a start-up in 1991 in South Africa, we have grown to
an international business managing R1.6 trillion* on behalf of clients based all over the world.
The firm seeks to create a profitable partnership between clients, shareholders and employees,
and to exceed clients’ performance and service expectations. Investec Asset Management is a
independently managed part of the Investec Group, which is listed in London and Johannesburg.
Employees are equity stakeholders in the firm.
* As at 31 March 2016
ITRANSACT
0861 432 383
0867 436 959
www.itransact.co.za
Grindrod Bank, Nedbank, Societe Generale, BNP Paribas and Barclays
LAURIUM CAPITAL (PTY) LTD

Ninth Floor 90 Grayston,
90 Grayston Drive, Sandown
(011) 263-7700
(011) 784-0773
www.lauriumcapital.com
Laurium Capital is an independent and owner managed boutique asset manager managing or
advising several hedge and long only funds investing in Pan Africa. The Company was founded in
2008 by Murray Winckler, former CEO and head of research at Deutsche Bank South Africa, and
long-time colleague Gavin Vorwerg, who was Deutsche’s deputy head of research. Laurium has two
unit trusts, the Laurium Flexible Prescient Fund (Domestic Multi-Asset Flexible Category) launched
on 1 Feb 2013, and Laurium Equity Prescient Fund (Domestic Equity General) launched on 27 March
2014 as well as award winning hedge funds that have an excellent long term track record.
16 Directory 2016
NOVARE CAPITAL
(021) 914-7730
(021) 914-7733
www.novare.com
Novare was founded in October 2000 as an independent investment advisory business. In 2001,
Novare Investments, an independent, multi-manager was established providing investment
solutions to both institutional and retail investors.
Keeping in line with the business strategy, Novare Capital was launched in 2014 to facilitate the
current range of investment products and solutions offered by the group. Products such as unit
trusts, retail retirement vehicles, post-retirement solutions and effective pooling vehicles through
our own licensed entities are on offer.
We are able to provide clients with unique and cost-effective solutions. In addition, we were
granted a Section 13B licence, which enables us to provide a suite of retirement funds such as
Preservation Funds.
REZCO ASSET MANAGEMENT

Unit 33, 4th Floor, Katherine & West Building,
114 West Street, Sandton, Johannesburg, 2196
0861 739 468
www.rezco.co.za
Rezco is a specialized investment boutique managed by a team of dedicated investment

professionals.
Wally Gray established Rezco Asset Management in 1981 with a deliberate focus on preserving
capital while at the same time creating wealth. This is not only a slogan but a deeply rooted
philosophy, which is fundamental to our approach to risk management and reflected in our
historical performance.
Our funds are available on various platforms, visit our website for more info.
SEED INVESTMENTS
(021) 914-4966
(021) 914-4912

financial advisers; collective investment schemes; life assurers; LISP’s; businesses;
retirement funds; medical aids, trusts, Family Offices and high net worth investors.
We are multi-managers at heart and by embracing technology and innovation; passive, active
and alternative investment strategies and quality administration we deliver sustainable investment
solutions.
Directory 2016 17

Crn Jellicoe Ave, Rosebank, South Africa, 2196
(011) 880-1994
(011) 447-8818

with the RMI Group. Sentio combines the discipline that comes from an experienced
and prdigreed investment team together with the nimbleness of a specialist manager.
Its unique investment process has been tried and tested over some of the most difficult markets
in history. Sentio stands for sustainable, repeatable returns over time and a proven track record
of solid risk-adjusted returns. “Invest for Good” is our philosophy in partnering with clients.
36ONE ASSET MANAGEMENT BRENTHURST WEALTH

Private Bag 10361, MANAGEMENT (PTY ) LTD
Sandton, 2146 P.O. Box 10150,
(011) 722-7390 Fourways East, 2055
(011) 722-7391 (011) 799-8100
www.36one.co.za (011) 799-8029
www.brenthurstwealth.co.za
ABSA FUND MANAGERS
P.O. Box 6115, CAPITAL INTERNATIONAL
Johannesburg, 2000 P.O. Box 25, Newlands, 7725
(011) 480-5000 (021) 201-1070
(011) 480-5481 www.capital-iom.com
www.absa.co.za
CAPSTONE
AEON INVESTMENT MANAGEMENT P.O. Box 6098, Weltevreden Park, 1715
P.O. Box 24020, Claremont, 7735 (011) 447-0062
(021) 697-5299 086 608 5761
www.aeonim.co.za www.cstone.co.za
AFRICA COLLECTIVE INVESTMENTS CATALYST FUND MANAGERS

54 on Bath (First Floor), 54 Bath P.O. Box 44845, Claremont, 7735
Avenue,Rosebank, Johannesburg (021) 657-5500
(011) 880-4710 www.catalyst.co.za
www.africaci.com
CORESHARES
ANALYTICS P.O. Box 78011, Sandton, 2146
P.O. Box 411939, Craighall, 2024 (011) 459-1866
(011) 463-9654 (011) 388-2341
(011) 463-8279 www.coreshares.co.za
www.analytics.co.za
ASHBURTON INVESTMENTS P.O. Box 44684,
Benmore, 2010 (021) 680-2000
(011) 282-8800 clientservice@coronation.co.za
www.ashburtoninvestments.com www.coronation.co.za
18 Directory 2016
ELEMENT INVESTMENT MANAGERS INTEGRAL WEALTH

P.O. Box 13, Cape Town, 8000 MANAGEMENT (PTY) LTD
(021) 426-1313 | (021) 426-0999 P.O. Box 1601, Parklands, 2121
www.elementim.co.za 087 985 0300
086 206 0087
FEDGROUP www.integralwealth.co.za
(011) 305-2300 | (011) 305-2500 INVESTEC ASSET MANAGEMENT
www.fedgroup.co.za P.O. Box 1655, Cape Town, 8000
0860 500 900
FLAGSHIP ASSET www.investecassetmanagement.com
MANAGEMENT (PTY) LTD
Private Bag X21, Constantia, 7848 INVESTMENT SOLUTIONS LIMITED
(021) 794-3140 | (021) 794-3135 P.O. Box 786055, Sandton, 2146
www.flagshipsa.com (011) 505-6000
(011) 263-1227
FOORD ASSET MANAGEMENT www.investmentsolutions.co.za
P.O. Box 135, Howard Place, 7450
(021) 532-6988 | (021) 532-6999 ITRANSACT
www.foord.co.za P.O. Box 4769, Randburg, 2194
0861 432 383
GLACIER BY SANLAM 0867 436 959
Private Bag X5, Tyger Valley, 7536 www.itransact.co.za
(021) 917-9002 / 0860 GLA ENG
(021) 917-9000 / 0860 GLA AFR JM BUSHA INVESTMENT GROUP
(021) 947-9210 P.O. Box 31250, Braamfontein, 2017
www.glacier.co.za (011) 325-2027
(011) 325-2047
GRINDROD ASSET www.jmbusha.co.za
MANAGEMENT
P.O. Box 78011, Sandton, 2194 LAURIUM CAPITAL (PTY) LTD
(011) 459-1860 | (011) 388-2341 Ninth Floor 90 Grayston,
www.grindrodam.co.za 90 Grayston Drive, Sandown
(011) 263-7700
HOLLARD INVESTMENT (011) 784-0773
MANAGERS (PTY LTD www.lauriumcapital.com
0860 202 202 MARRIOTT ASSET MANAGEMENT
www.hollard.co.za P.O. Box 2099, Hillcrest, 3650
(031) 765-0700
IMARA ASSET MANAGEMENT (031) 765-0790
P.O. Box 701, Northlands, 2116 www.marriott.co.za
(011) 550-6196 | (011) 550-6194
www.imara.co MITONOPTIMAL
MULTI ASSET MANAGEMENT
INTEGRAL ASSET 2nd Floor,
MANAGEMENT (PTY) LTD Dean Street Arcade,
P.O. Box 1601, Parklands, 2121 Dean Street, Newlands, 7701
087 985 0300 (021) 689-3579
086 206 0087 (021) 685-6944
www.integralasset.co.za www.mitonoptimal.com

Directory 2016 19
NEDGROUP INVESTMENTS RMI SPECIALIST MANAGERS

P.O. Box 1510, Cape Town, 8000 P.O. Box 786273, Sandton, 2146
0860 123 263 (021) 446 9426
0861 119 733 (011) 282 4210
www.nedgroupinvestments.co.za www.rmih.co.za

NOVARE CAPITAL SANLAM COLLECTIVE
P.O. Box 4742, Tygervalley, 7536 INVESTMENTS
(021) 914-7730 2nd Strand Road, Bellville, 7530
(021) 914-7733 0860 100 266
www.novare.com (021) 916 1800
www.sanlamunittrusts.co.za
PPS INVESTMENTS
P.O. Box 44507, Claremont, 7735 SANLAM INVESTMENTS
0860 468 777 (0860 INV PPS) Private Bag X8, Tygervalley, 7536
(021) 680-3680 (021) 950-2500
www.ppsinvestments.co.za www.sanlaminvestments.com

PRUDENTIAL INVESTMENT MANAGERS SARASIN FUNDS MANAGEMENT
7th Floor Protea Place, 40 Dreyer Street, (IRELAND) LTD
Claremont, 7735 George’s Court, 54-62 Townsend Street,
0860 105 775 Dublin 2, Ireland
(021) 683-7156 + 353 1 434 5111
www.prudential.co.za + 353 1 434 5264
www.sarasin.co.uk
PSG ASSET MANAGEMENT (PTY) LTD
Private Bag X3, Constantia, 7848 SASFIN FINANCIAL ADVISORY SERVICES
(021) 799-8000 P.O. Box 95104, Grant Park, 2051
(021) 799-8181 (011) 809-7500 | (011) 809-7794
www.psgam.co.za www.sasfin.com

PSG KONSULT HEAD OFFICE SEED INVESTMENTS
Building A, Pro Sano Park South Gate, 810 The Cliffs, Block 1, Niagara Road,
Carl Cronje Drive, Tyger Waterfront, Tygerfalls, Bellville, 7530
Tyger Valley, Bellville, 750 (021) 914-4966 | (021) 914-4912
(021) 915-4160 www.seedinvestments.co.za
www.psg.co.za
SEI INVESTMENTS (SOUTH AFRICA) LTD
REGARDING CAPITAL Postnet Suite 426, Private Bag X1,
MANAGEMENT (PTY) LTD Melrose Arch, 2076
P.O. Box 45040, Claremont, 7735 (011) 994-4200
(021) 657-3440 (011) 684-2159
(021) 674-1085 www.seic.com
www.recm.co.za
REZCO ASSET MANAGEMENT 3rd Floor Global House, 28 Sturdee Avenue,
Unit 33, 4th Floor, Katherine & West Building, Crn Jellicoe Ave, Rosebank,
114 West Street, Sandton, South Africa, 2196
Johannesburg, 2196 (011) 880-1994
0861 739 468 (011) 447-8818
www.rezco.co.za www.sentio-capital.com

20 Directory 2016

SOUTHERN CHARTER WEALTH TANTALUM CAPITAL
Postnet Suite 62, Private Bag X12, Great Westerford,
Tokai, 7966 240 Main Road,
(021) 700-1000 Rondebosch, Cape Town, 7700
(021) 701-6145 (021) 680-6500
(021) 680-6529
STANLIB www.tantalum.co.za
P.O. Box 202, Melrose Arch, 2076
(011) 448-5000 / 6000 THIRD CIRCLE ASSET
086 727 7501 MANAGEMENT (PTY) LITD
www.stanlib.com P.O. Box 50371,
Wierda Park, 0149
SYGNIA ASSET MANAGEMENT 086 111 4560
P.O. Box 51591, Waterfront, 8002 (012) 345-5629
(021) 446-4940 www.thirdcircle.co.za
(021) 446-4950
www.sygnia.co.za

COMPLIANCE
COMPLI-SERVE (SA) (PTY) LIMITED

P.O. Box 2358, Clareinch, 7740
0861 273 783 (CSERVE)
info@compliserve.co.za
www.compliserve.co.za
Compli-Serve is an authorised compliance practice (license number

CO194) and currently works with a wide spectrum of both local and
offshore clients in the financial services sector. Compli Serve’s team of compliance professionals
has considerable skill and expertise with the implementation and monitoring of regulatory
compliance in the financial sector.The firm works with a wide variety of clients including
independent financial advisors, asset managers, hedge fund managers, private equity funds ,
insurers , underwriting managers , auditors and call centres.
ATWORK INTERNET COMPLIANCE CONSULTING

SOFTWARE SIMPLER BY DESIGN 71 Lurgan Road, Parkview, 2193
Postnet Suite 202, (011) 486-0729 | (011) 646-1587
Private Bag X10, www.complianceconsulting.co.za
Elarduspark, 0047
0861 289 675 COMPLIANCE INSTITUTE OF SOUTH AFRICA
(012) 345-6290 P.O. Box 72335, Parkview, 2122
www.atwork.co.za (011) 642-7974 | 086 508 3831
www.compliancesa.com
COMPLI-SERVE (SA) (PTY) LIMITED
P.O. Box 2358, Clareinch, 7740 CRUX CONSULTING
0861 273 783 (CSERVE) P.O. Box 2762, Sunninghill, 2157
info@compliserve.co.za (011) 234-4991 | 086 504 0010
www.compliserve.co.za www.cruxconsulting.co.za

Directory 2016 21
COMPLIANCE
FINANCIAL PLANNING INSTITUTE NATIONAL COMPLIANCE COMPANY

OF SOUTHERN AFRICA (FPI) P.O. Box 6869,
P.O. Box 6493, Weltevredenpark, 1715 Zimbali, 4418
086 1000 FPI (374) (032) 946-2921
086 634 7987 (032) 946-2225
www.fpi.co.za www.nationalcompliance.co.za

ISS COMPLIANCE ORACLE COMPLIANCE
P.O. Box 940, Houghton, 2041 P.O. Box 413163,
0861 COMPLY (266759) Craighall, 2024
086 504 4119 (011) 325-4908
www.isssa.co.za www.oraclecompliance.com

LOGIKAL CONSULTING SIMEKA CONSULTANTS & ACTUARIES
SBV House, Cnr 11th Avenue & 8th Street, P.O. Box 350,
Houghton Estate Sanlamhof, 7532
(011) 100-0651 | (011) 100-0658 (021) 912-3300 | (021) 912-3341
www.logikalconsulting.com www.simekaconsult.co.za

MASTHEAD (PTY) LIMITED SOUTHERN CHARTER WEALTH
1st Floor, Park Terraces, Postnet Suite 62,
Mowbray Golf Park (off Raapenburg Rd), Private Bag X12,
Mowbray, Cape Town, 7700 Tokai, 7966
(021) 686-3588 | (021) 686-3589 (021) 700-1000
www.masthead.co.za (021) 701-6145
MOONSTONE COMPLIANCE TRUSTCO FINANCIAL SERVICES

P.O. Box 12662, Die Boord, P.O. Box 6984,
Stellenbosch, 7613 Johannesburg, 2000
(021) 883 8000 (011) 644-6500
www.moonstone.co.za/services/compliance- (011) 644-6789
risk-management/ www.trustcofs.com

EMPLOYEE BENEFITS
FEDGROUP
(011) 305-2300
(011) 305-2500
www.fedgroup.co.za
FedGroup Employee Benefits (Pty) Ltd

With FedGroup’s Umbrella Fund, our aim is to maximise your final pay-out – not our monthly
payments. Sounds easy enough, but our industry has become very complex. Impressive sounding
strategies – member choice or life-staging – can cost in the long run. We firmly believe in being
transparent in our dealings, and fair in our fees. No one should pay hidden charges that may
eventually affect their lifestyle.
info@fedgroup.co.za
www.fedgroup.co.za

22 Directory 2016
An employee
benefits package
trusted by 10 000
employers.
We don’t know if one of your employees is ready to resign. We don’t know if they’ve
had an interview already, or signed that letter of intent. But we do know, replacing an
employee can cost your company up to 9 times their salary.
Which is why we give you comprehensive benefits, to help you engage and retain staff.Benefits
like Trauma Counselling, Retirement, and Life Cover. Benefits that will make your employees stay,
and benefit your bottom line. It’s why more employers trust us with their employee benefits than
any other.
To give your bottom line the Liberty Corporate Advantage, speak to your Financial Adviser,
visit liberty.co.za, or call us on 011 408 2999.
The Advantage of Knowing
Directory 2016 23
EMPLOYEE BENEFITS
HOLLARD LIFE ASSURANCE COMPANY LTD

(011) 351-5000
www.hollard.co.za
The Hollard Insurance Group is South Africa’s largest privately-owned insurance group and includes
the Hollard Insurance Company, Hollard Life Assurance Company and Hollard Investment Managers.
Established in 1980, the Group posted R15,3bn in premium income in the year to June 2014 and
has assets of over R27,4bn. It provides investment products, short-term insurance and life cover to a
diverse customer base including individual consumers, commercial entities and corporate clients.

LIBERTY CORPORATE
No 1 Ameshoff Street, Braamfontein, Johannesburg
(011) 408-2000
www.libertycorporate.co.za
Liberty Holdings Limited is a leading Pan African financial services group

with a presence in 14 countries, R566 billion assets under management,
more than 2, 5 million clients and properties covering 1, 1 million square
meters. We offer a full suite of solutions from asset management and
investment to insurance and health products.
Liberty Corporate is a core division within the Liberty Group and part of the greater Standard
Bank Group. We have over 50 years’ experience, more than 8500 funds currently under
administration, presence in 17 African countries and are considered market leaders in employee
benefits, investment and risk solutions in the South African and Sub-Saharan African business
communities. We partner with SME’s, Large corporates, Multinational and Institutional clients
to enhance the lives of their most valuable asset; their employees. We achieve this by providing
a holistic range of risk and retirement solutions, that extends beyond the provision of health,
investment, risk and post retirement. Our vision is to partner with companies throughout Africa by
2020, offering them peace of mind by addressing challenges they and their staff members face.
Liberty Corporate is the proud winner of several prestigious industry awards, including being voted
No 1 in the Sunday Times Top Brands Survey 2014; Top Brand B2B Longterm insurance category.
Liberty is a Level 2 BBBEE contributor.

NOVARE ACTUARIES AND CONSULTANTS
(021) 914-7730
(021) 914-7733
www.novare.com
Novare Actuaries and Consultants was founded in October 2000 as an independent advisory
business providing investment consulting services to institutional clients throughout Southern
Africa. In 2007, we expended into Africa with our first satellite office in Gaborone, Botswana
where we act as the investment consultants to the Botswana Public Officers Pension Fund.
We believe that the steady growth of our business, and our ability to retain clients for the long-
term, is due to consistent performance, continuous product innovation and a solid track record in
successful fund management.
Over the years, Novare has been nominated for and has received several prestigious national
and international awards.

24 Directory 2016
We’re not going to brag
about the fact that
we’ve won gold for our
Group Risk product at
the 2016 PMR Awards, as
voted for by independent
financial advisors.
OK, maybe just this once.
FedGroup Life Ltd (Reg. No. 2007/018003/06)

fedgroup.co.za An authorised financial services provider. FAIS No. 40607 FedGroup
Directory 2016 25
EMPLOYEE BENEFITS
SEED INVESTMENTS
(021) 914-4966
(021) 914-4912

financial advisers; collective investment schemes; life assurers; LISP’s; businesses; retirement
funds; medical aids, trusts, Family Offices and high net worth investors. We are multi-managers
at heart and by embracing technology and innovation; passive, active and alternative investment
strategies and quality administration we deliver sustainable investment solutions. In business as
in life we practice a mutually beneficial partnership model practicing the mastermind principle to
achieve the best outcome for our investors.

ABSA CONSULTANTS & ACTUARIES GUARDRISK
P.O. Box 4167, Fourways, 2055 P.O. Box 786015, Sandton, 2146
(011) 244-9000 (011) 669-1000
(011) 467-8481 www.guardrisk.co.za
www.absa.co.za
HOLLARD LIFE ASSURANCE COMPANY LTD
ALEXANDER FORBES P.O. Box 87428, Houghton, 2041
FINANCIAL SERVICES (PTY) LTD (011) 351-5000
P.O. Box 787240, Sandton, 2146 www.hollard.co.za
(011) 269-0000
www.alexanderforbes.co.za IMPREXXION FOOTPRINT (PTY) LTD
Postnet Suite 109, Private Bag X04,
AON SOUTH AFRICA (PTY) LTD Fontainebleau, 2032
P.O. Box 1874, Parklands, 2121 (011) 399-2600
(011) 944-7000 (011) 781-8669
(011) 944-8000 www.imprexxion.com
www.aon.co.za
LIBERTY CORPORATE
BRENTHURST WEALTH No 1 Ameshoff Street,
MANAGEMENT (PTY ) LTD Braamfontein, Johannesburg
P.O. Box 10150, (011) 408-2000
Fourways East, 2055 www.libertycorporate.co.za
(011) 799-8100
(011) 799-8029 NBC HOLDINGS (PTY) LTD
www.brenthurstwealth.co.za P.O. Box 32528, Braamfontein, 2017
(010) 206-0000 | 086 688 5566
FEDGROUP www.nbc.co.za
(011) 305-2300 NEDGROUP INVESTMENTS
(011) 305-2500 P.O. Box 1510, Cape Town, 8000
www.fedgroup.co.za 0860 123 263 | 0861 119 733
www.nedgroupinvestments.co.za
GTC (PTY) LTD
P.O. Box 55118, Illovo, 2116 NOVARE ACTUARIES & CONSULTANTS
(010) 597-6800 P.O. Box 4742, Tygervalley, 7536
(010) 597-6801 (021) 914-7730 | (021) 914-7733
www.gtc.co.za www.novare.com

26 Directory 2016
EMPLOYEE BENEFITS
PSG KONSULT CORPORATE SEED INVESTMENTS

2 Trident Office Park, 810 The Cliffs,
Niblick Way, Somerset West, 7130 Block 1, Niagara Road,
(021) 852-1138 Tygerfalls, Bellville, 7530
(021) 852-1190 (021) 914-4966
www.psgkcorporate.co.za (021) 914-4912
RISCURA SOLUTIONS (PTY) LTD
P.O. Box 23983, SIMEKA CONSULTANTS & ACTUARIES
Claremont, 7735 P.O. Box 350,
(021) 673-6999 Sanlamhof, 7532
(021) 673-6998 (021) 912-3300
www.riscura.com (021) 912-3341
www.simekaconsult.co.za
RISK BENEFIT SOLUTIONS
P.O. Box 449, SOUTHERN CHARTER WEALTH
Cape Town, 8000 Postnet Suite 62,
(021) 443-4400 Private Bag X12, Tokai, 7966
(021) 443-4444 (021) 700-1000
www.rbs.co.za (021) 701-6145

SANLAM EMPLOYEE BENEFITS SYGNIA ASSET MANAGEMENT
P.O. Box 1, Sanlamhof, 7532 P.O. Box 51591,
(021) 947-1341 Waterfront, 8002
(021) 947-6338 (021) 446-4940
www.sanlam.co.za (021) 446-4950
www.sygnia.co.za
SASFIN BANK LTD
P.O. Box 95104, WORKERS RETIREMENT FUND
Grant Park, 2051 54 on Bath (First Floor), 54 Bath Avenue,
(011) 809-7500 Rosebank, Johannesburg
(011) 887-2489 (011) 880-4710
www.sasfin.com www.workersretirementfund.com

ETF’S
ETFSA
P.O. Box 36, Cresta, Johannesburg, 2118
(011) 274-6170
086 692 4543
www.etfsa.co.za
etfSA.co.za is a specialized financial services provider focusing on ETFs.

Products offered include:
• Retirement and Living Annuity Funds
• Tax Free Investment accounts
• Discretionary accounts
• Portfolio Management Services
Directory 2016 27
ETF’S
ITRANSACT
0861 432 383
0867 436 959
www.itransact.co.za
place where financial advisers and their clients can access and profit from low cost index products
SEED INVESTMENTS
(021) 914-4966
(021) 914-4912
Offices and high net worth investors. We are multi-managers at heart and by embracing technology
and innovation; passive, active and alternative investment strategies and quality administration
we deliver sustainable investment solutions. In business as in life we practice a mutually beneficial
partnership model practicing the mastermind principle to achieve the best outcome for our investors.
ASHBURTON INVESTMENTS ETFSA

P.O. Box 653780, P.O. Box 36, Cresta,
Benmore, 2010 Johannesburg, 2118
(011) 282-8800 (011) 274-6170 | 086 692 4543
www.ashburtoninvestments.com www.etfsa.co.za

CAPITAL INTERNATIONAL ITRANSACT
P.O. Box 25, Newlands, 7725 P.O. Box 4769,
(021) 201-1070 Randburg, 2194
www.capital-iom.com 0861 432 383
0867 436 959
CORESHARES www.itransact.co.za
P.O. Box 78011, Sandton, 2146
(011) 459-1866 NEDBANK CAPITAL
(011) 388-2341 P.O. Box 1144,
www.coreshares.co.za Johannesburg, 2000
(011) 294-3217
DB X-TRACKERS (011) 295-3217
Private Bag X9933, www.nedbankcapital.co.za
Sandton, 2146
(011) 775-7000
(011) 775-7701
www.dbxtrackers.co.za

28 Directory 2016
ETF’S
PSG KONSULT SEED INVESTMENTS

HEAD OFFICE 810 The Cliffs, Block 1,
Building A, Niagara Road, Tygerfalls,
Pro Sano Park South Gate, Bellville, 7530
Carl Cronje Drive, (021) 914-4966
Tyger Waterfront, (021) 914-4912
Tyger Valley, Bellville, 750 www.seedinvestments.co.za
(021) 915-4160
www.psg.co.za

SANLAM INVESTMENTS
Private Bag X8,
Tygervalley, 7536
(021) 950-2500

SATRIX MANAGERS (RF) (PTY) LTD
P.O. Box 653477,
Benmore, 2010
0861 100 670
www.satrix.co.za

Itransact retirement annuity – key benefits for your clients
Affordable: Invest by debit order for as lile Tax Efficient: No income tax, capital gains tax,
as R300 per month or with a once-off R5000 or dividend - withholding tax that diminishes
retirement savings
Penalty Free: Able to transfer to another Transparent Costs: No layering of administration costs,
fund and stop or start premiums at any time or hidden fees to undermine retirement income
No Complexity: Invest in simple, low-cost, risk-appropriate Strict Governance: Regulation 28 of the Pension Funds Act
Exchange Traded Fund portfolios ensures that all retirement funds are properly diversified across
and within appropriate asset classes to reduce investment risk
South Africa’s only Exchange Traded Products Investment Platform for Financial Advisors
80 Funds, 12 Product Providers, 1 Investment Platform
Directory 2016 29
FINANCIAL PLANNING SOLUTIONS
DEVERE INVESTMENTS SOUTH AFRICA (PTY) LTD

1st Floor Office Premises, Crystal Towers,
Century Boulevard, Century City, Cape Town, 7441
(021) 831-0900 | capetown@devere-southafrica.co.za
www.devere-group.com
deVere Acuma (Pty) Limited, part of deVere group, is one of the world’s largest independent
financial advisory organisations with $10bn under advice from 80,000 clients, specialising in UK
pension transfers and international pension and retirement structures for residents of South Africa.
Registered with and regulated by South Africa’s Financial Services Board (FSB), deVere Acuma is the
longest-standing and most-recognised international wealth management company in the country.

0860 202 202
www.hollard.co.za
The Hollard Insurance Group is South Africa’s largest privately-owned insurance group and includes
the Hollard Insurance Company, Hollard Life Assurance Company and Hollard Investment Managers.
Established in 1980, the Group posted R15,3bn in premium income in the year to June 2014 and
has assets of over R27,4bn. It provides investment products, short-term insurance and life cover to a
diverse customer base including individual consumers, commercial entities and corporate clients.
INVESTEC BANK LTD

(011) 286-7000
www.investec.com
Since its inception in October 2002, Investec Structured Products, an operating unit of Investec
Corporate and Institutional Banking, has successfully incorporated and registered 15 Guernsey
companies, and listed their shares on the Bermuda Stock Exchange.
The products, which are linked to selected international indices, are specifically tailored to offer
clients unique investment opportunities, principle protection and gearing.
Investec Structured Products has recently been awarded SRP Best Distributor for Africa.
OLD MUTUAL WEALTH

P.O. Box 207, Cape Town,
(021) 524 4400 | (021) 441 1060
www.omwealth.co.za
Our vision is to be the most trusted partner in empowering South Africans to achieve lasting financial
well-being. To maintain and grow true wealth, clients need the right guidance and plan. That’s why
Old Mutual Wealth has brought together the expertise of a number of specialists in one business,
dedicated to growing their wealth. We’ve designed our business to give clients a meaningful
experience that fits their individual needs. Our expert planners know that advice considers clients’
goals and aspirations and delivers an integrated plan aimed at achieving those goals. Our investment
team ensures that our recommended solutions are fully aligned to these goals. We put our clients’
needs at the centre of our business and offer solutions that are truly geared for the future.
30 Directory 2016

SEED INVESTMENTS
(021) 914-4966
(021) 914-4912

financial advisers; collective investment schemes; life assurers; LISP’s; businesses;
retirement funds; medical aids, trusts, Family Offices and high net worth investors.
active and alternative investment strategies and quality administration we deliver
sustainable investment solutions.
In business as in life we practice a mutually beneficial partnership model practicing
the mastermind principle to achieve the best outcome for our investors.
ALEXANDER FORBES FINANCIAL CITADEL INVESTMENT

SERVICES (PTY) LTD SERVICES LTD
P.O. Box 787240, Sandton, 2146 P.O. Box 650777, Benmore, 2010
(011) 269-0000 (011) 722-7600
www.alexanderforbes.co.za www.citadel.co.za

ALLEGIANCE CONSULTING DEVERE INVESTMENTS
(PTY) LTD SOUTH AFRICA (PTY) LTD
Postnet Suite 231, 1st Floor Office Premises,
Private Bag X25723, Crystal Towers, Century Boulevard,
Monument Park, 0105 Century City, Cape Town, 7441
(012) 360-0040 (021) 831-0900
(012) 347-0354 capetown@devere-southafrica.co.za
www.allegiance.co.za www.devere-group.com

ATWORK INTERNET SOFTWARE GRAVITON FINANCIAL
SIMPLER BY DESIGN PARTNERS (PTY) LTD
Postnet Suite 202, The Oval, Kildare House,
Private Bag X10, Elarduspark, 0047 1 Oakdale Road, Newlands, 7700
0861 289 675 (021) 671-0630
(012) 345-6290 info@gravitonfp.com
www.atwork.co.za www.gravitonfp.com

BRENTHURST WEALTH GTC (PTY) LTD
P.O. Box 10150, Fourways, 2055 P.O. Box 55118, Illovo, 2116
(011) 799-8100 (010) 597-6800
(011) 799-8101 (010) 597-6801
www.brenthurstwealth.co.za www.gtc.co.za

CAPSTONE HEIN KRIGER INTERNASIONALE
P.O. Box 6098, FONDSBESTUUR (PTY) LTD
Weltevreden Park, 1715 P.O. Box 72260, Parkview, 2122
(011) 447-0062 (011) 726-7700
086 608 5761 (011) 219-7111
www.cstone.co.za www.krugerinternasionaal.co.za

Directory 2016 31
HOLLARD INVESTMENT MOMENTUM

MANAGERS (PTY) LTD P.O. Box 7400, Pretoria, 0046 (012) 673-7858
P.O. Box 87428, (012) 671-8313
Houghton, 2041 www.momentum.co.za
0860 202 202
www.hollard.co.za NEDGROUP LIFE
P.O. Box 149175, East End, 4018
P.O. Box 701, Northlands, 2116 (031) 536-5327
(011) 550-6196 www.nedgrouplife.co.za
(011) 550-6194
www.imara.co OLD MUTUAL WEALTH
P.O. Box 207, Cape Town
INTEGRAL WEALTH (021) 524 4400
MANAGEMENT (PTY) LTD (021) 441 1060
P.O. Box 1601, Parklands, 2121 www.omwealth.co.za
087 985 0300
086 206 0087 PIONEER WEALTH MANAGERS
www.integralwealth.co.za 54 on Bath (First Floor),
54 Bath Avenue, Rosebank,
INVESTEC BANK LTD Johannesburg, 2196
P.O. Box 785700, Sandton, 2146 (011) 880-4710
(011) 286-7000 www.pioneer.co.za
www.investec.com
PPS INVESTMENTS
INVESTMENT SOLUTIONS LTD P.O. Box 44507, Claremont, 7735
P.O. Box 786055, 0860 468 777 (0860 INV PPS)
Sandton, 2146 (021) 680-3680
(011) 505-6000 www.ppsinvestments.co.za
(011) 263-1227
www.investmentsolutions.co.za PRIVATE CLIENT HOLDINGS
P.O. Box 24033,
IRESS WEALTH MANAGEMENT (PTY) LTD Claremont, 773
P.O. Box 526, Westville, 3630 (021) 671-1220
(031) 203-7600 (021) 671-1149
086 514 6546 www.privateclient.co.za
www.iress.co.za
PROFIDA - COMPUTER SCIENCE
MASTHEAD FINANCIAL PLANNING SOFTWARE (PTY) LTD
P.O. Box 765, P.O. Box 1174,
Howard Place, 7450 Durbanville, 7551
0861 737 858 (021) 975-0215
086 242 4646 (021) 975-5594
www.mastheadfp.co.za www.profida.co.za

MI-PLAN™ | RETIREMENT PARTNERS PSG KONSULT CORPORATE
3rd floor Letterstedt House, 2 Trident Office Park,
Newlands on Main, Niblick Way, Somerset West, 7130
Newlands 7700 (021) 852-1138
(021) 671-1650 (021) 852-1190
www.mi-plan.co.za www.psgkcorporate.co.za

32 Directory 2016
RISK BENEFIT SOLUTION SOUTHERN CHARTER WEALTH

P.O. Box 449, Postnet Suite 62,
Cape Town, 8000 Private Bag X12,
(021) 443-4400 Tokai, 7966
(021) 443-4444 (021) 700-1000
www.rbs.co.za (021) 701-6145

SANLAM INVESTMENTS WARWICK WEALTH (PTY) LTD
Private Bag X8, Tygervalley, 7536 P.O. Box 816,
(021) 950-2500 Constantia, 7848
www.sanlaminvestments.com (021) 795-5199
086 726 4359
SEED INVESTMENTS www.warwickwealth.com
Niagara Road, WEALTH ASSOCIATES
Tygerfalls, SOUTH AFRICA (PTY) LTD
Bellville, 7530 P.O. Box 412636,
(021) 914-4966 Craighall, 2024
(021) 914-4912 (011) 807-6182
www.seedinvestments.co.za (011) 807-7796
www.wealthassociates.co.za
SIMEKA CONSULTANTS
& ACTUARIES
P.O. Box 350, Sanlamhof, 7532
(021) 912-3300
(021) 912-3341
www.simekaconsult.co.za

FUND MANAGERS
ALUWANI CAPITAL PARTNERS (PTY) LTD

EPPF Office Park, 24 Georgian Crescent East,
Bryanston East, Johannesburg, 2052
021 204 3800
www.aluwanicapital.co.za
ALUWANI Capital Partners is an independent owner-managed investment management business,

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

Directory 2016 33
FUND MANAGERS
ARGON ASSET MANAGEMENT

P.O. 23254
Claremont, 7735
021 670 6591
www.argonassetmanagement.co.za
Argon Asset Management is an independent, owner-managed firm that provides investment

management services to both institutional and retail clients. Over a period of 11 years of active
investment management, we have grown assets under management organically from zero
to R30 billion (end May 2016). Through our active research-based fundamental investment
process, our award-winning funds have consistently delivered excellent performance, thereby
creating sustainable long-term wealth for our clients. Our global offering is through our exclusive
partnership with Schroders Investment Management for Southern Africa institutional investors.
BAYHILL CAPITAL
(011) 722-7620
www.bayhillcapital.co.za
BayHill Capital specializes in building local and global custom-built private client share portfolios
in partnership with financial planners. The shares are held in the client’s name and share selection
is done on a highly personalised level. Our services are ideal for investors who are looking
for a more hands-on approach around the investment decisions relating to the shares in their
portfolios, as opposed to buying a fund.

(011) 666-0700
Capricorn Fund Managers is a leading emerging market boutique equity manager. Founded in
2003 with offices in Johannesburg and London we are one of the pioneers of the hedge fund
industry in South Africa. Currently managing in excess of R10 billion across our alternative and
long only product suite. A multi-award winning hedge fund offering investing in Global Emerging
markets and South Africa with dollarized offshore funds and local ZAR across the risk spectrum,
catering to varying client needs.
34 Directory 2016
FUND MANAGERS

(021) 680-2000
Coronation Fund Managers is an independent asset management company that was founded
more than 20 years ago in 1993. We are an investment-led, owner-managed business, with a
long-term, valuation-driven investment approach. Our focus is solely on fund management and
earning our clients’ trust through the generation of strong investment performance over the
long term and an appropriate product offering. Headquartered in Cape Town, we are one of the
leading managers of third-party assets in South Africa.

P.O. Box 1655, Cape Town, 8000
0860 500 900
Investec Asset Management is a global investment

management firm serving institutional investors, advisors and individual savers. Established as
a start-up in 1991 in South Africa, we have grown to an international business managing R1.6
trillion* on behalf of clients based all over the world.
*As at 31 March 2016
PERPETUA INVESTMENT MANAGERS (PTY) LTD

(021) 674-4274
(021) 674-4599
www.perpetua.co.za
Perpetua Investment Managers is an owner-managed, South African investment firm. Perpetua

was formed in 2012 by co-founders Delphine Govender and Logan Govender, after Delphine left
Allan Gray Limited, where she had spent 11 years and held the position of portfolio manager and
executive director. Perpetua is a team of 17 people, currently managing over R5bn across equity
and multi-asset class mandates. Perpetua believes in authentic active investment management
with an unequivocal value-oriented investment approach.
Directory 2016 35
FUND MANAGERS
MAZI ASSET MANAGEMENT

4th Floor, North Wing, 90 Rivonia Road, Sandton
(010) 001-8300
(010) 001-8600
www.mazi.co.za
Mazi is an independent and owner managed boutique investment management business that was
founded in 2006 by Malungelo Zilimbola.
We manage in excess of R35 billion on behalf of both institutional and retail clients. Our niche
product offering spans from equities to multi-asset class and hedge fund portfolios.
The Mazi funds have won various performance based industry awards, with the latest being
the Raging Bull Awards for the Best Equity Fund on a Risk Adjusted Basis and the Morning Star
Award for the Best Equity Fund in SA (2015).
PRESCIENT INVESTMENT MANAGEMENT (PTY) LTD

Prescient House, Westlake Business Park,
Otto Close, Westlake 7945
(021) 700-3600
(021) 700-3700
www.prescient.co.za
Prescient Investment Management is an independent investment management company

specialising in the portfolio and risk management of institutional, pension, provident fund and
retail assets.
Our core investment philosophy is centred around capital preservation and the management
of downside risk. Our objective is to perform in line with the relevant benchmarks on the upside
while focusing on strategies to protect the fund against downside volatility i.e. limiting the losses
that any downward movements in the market may have on the portfolio.
SEED INVESTMENTS
(021) 914-4966
(021) 914-4912

financial advisers; collective investment schemes; life assurers; LISP’s;
businesses; retirement funds; medical aids, trusts, Family Offices and high net worth investors.
solutions.
36 Directory 2016
FUND MANAGERS

Crn Jellicoe Ave, Rosebank, South Africa, 2196
(011) 880-1994
(011) 447-8818

with the RMI Group. Sentio combines the discipline that comes from an experienced and
prdigreed investment team together with the nimbleness of a specialist manager. Its unique
investment process has been tried and tested over some of the most difficult markets in history.
Sentio stands for sustainable, repeatable returns over time and a proven track record of solid
risk-adjusted returns. “Invest for Good” is our philosophy in partnering with clients.
36ONE ASSET MANAGEMENT ASHBURTON INVESTMENTS

Private Bag 10361, Sandton, 2146 P.O. Box 653780, Benmore, 2010
(011) 722-7390 (011) 282-8800
(011) 722-7391 www.ashburtoninvestments.com
www.36one.co.za
BAYHILL CAPITAL
ABSA FUND MANAGERS P.O. Box 651969, Benmore, 2196
P.O. Box 6115, Johannesburg, 2000 (011) 722-7620
(011) 480-5000 | (011) 480-5481 www.bayhillcapital.co.za
www.absa.co.za
BLUEALPHA INVESTMENT MANAGEMENT
AEON INVESTMENT MANAGEMENT Postnet Suite 33, Private Bag X3,
P.O. Box 24020, Claremont, 7735 Roggebaai, 8012
(021) 697-5299 (021) 409-7100 | (021) 425-6560
www.aeonim.co.za www.bluealphafunds.com
AFENA CAPITAL CADIZ ASSET MANAGEMENT

P.O. Box 23883, Claremont, 7735 P O Box 44547, Claremont, 7735
(021) 657-6240 | (021) 671-4658 (021) 670-4600 | 0861 022 349
www.afenacapital.com www.cadiz.co.za
ALLAN GRAY PROPRIETARY LTD CAPITAL INTERNATIONAL

P.O. Box 581318, V&A Waterfront, 8002 P.O. Box 25, Newlands, 7725
(021) 415-2300 | (021) 415-2400 (021) 201-1070
www.allangray.co.za www.capital-iom.com
ALUWANI CAPITAL PARTNERS (PTY) LTD CAPRICORN FUND MANAGERS (PTY) LTD
EPPF Office Park, 24 Georgian Crescent East, 32 Impala Road, Chislehurston, 2196
Bryanston East, Johannesburg, 2052 (011) 666-0700
021 204 3800 www.capricorncapital.com
www.aluwanicapital.co.za
CAPSTONE
ARGON ASSET MANAGEMENT P.O. Box 6098, Weltevreden Park, 1715
P.O. Box 23254, Claremont, 7735 (011) 447-0062
(021) 670-6591 086 608 5761
www.argonassetmanagement.co.za www.cstone.co.za
Directory 2016 37
FUND MANAGERS

CATALYST FUND MANAGERS GRINDROD ASSET MANAGEMENT
P.O. Box 44845, Claremont, 7735 P.O. Box 78011, Sandton, 2194
(021) 657-5500 (011) 459-1860
www.catalyst.co.za (011) 388-2341
www.grindrodam.co.za
CENTAUR ASSET MANAGEMENT (PTY) LTD
P.O. Box 35, Newlands, 7725 GRYPHON ASSET MANAGEMENT (PTY) LTD
(021) 685-2408/9 Private Bag X20, Tygervalley, 7536
086 600 1036 (021) 915-5100 | (021) 915-5111
www.centaur.co.za www.gryphon.com

COLOURFIELD LIABILITY GTC (PTY) LTD
SOLUTIONS (PTY) LTD P.O. Box 55118, Illovo, 2116
Unit 16b, 3 Melrose Boulevard, (010) 597-6800 | (010) 597-6801
Melrose Arch, Johannesburg www.gtc.co.za
0861 007 656
www.colourfield.co.za HEIN KRIGER INTERNASIONALE
FONDSBESTUUR (PTY) LTD
CORONATION FUND MANAGERS P.O. Box 72260, Parkview, 2122
P.O. Box 44684, Claremont, 7708 (011) 726-7700
(021) 680-2000 (011) 219-7111
clientservice@coronation.co.za www.krugerinternasionaal.co.za
HUYSAMER CAPITAL INVESTMENTS
ELEMENT INVESTMENT MANAGERS P.O. Box 98663, Sloanpark, 2152
P.O. Box 13, Cape Town, 8000 (011) 958-0005
(021) 426-1313 086 552 5278
(021) 426-0999 www.huysamersa.com
www.elementim.co.za
IMARA ASSET MANAGEMENT
EMPEROR ASSET MANAGEMENT P.O. Box 701, Northlands, 2116
Postnet Suite 247, (011) 550-6196
Private Bag X1, Melrose Arch, 2076 (011) 550-6194
087 940 6121 www.imara.co
086 605 0824
www.emperor.co.za INTEGRAL ASSET MANAGEMENT (PTY) LTD
P.O. Box 1601, Parklands, 2121
FLAGSHIP ASSET MANAGEMENT (PTY) LTD 087 985 0300
Private Bag X21, Constantia, 7848 086 206 0087
(021) 794-3140 | (021) 794-3135 www.integralasset.co.za
www.flagshipsa.com
FOORD ASSET MANAGEMENT P.O. Box 1655, Cape Town, 8000
P.O. Box 135, Howard Place, 7450 0860 500 900
(021) 532-6988 | (021) 532-6999 www.investecassetmanagement.com
www.foord.co.za
JM BUSHA INVESTMENT GROUP
FUTUREGROWTH ASSET MANAGEMENT P.O. Box 31250, Braamfontein, 2017
Private Bag X6, Newlands, 7725 (011) 325-2027
(021) 659-5300 | (021) 659-5333 (011) 325-2047
www.futuregrowth.co.za www.jmbusha.co.za

38 Directory 2016
Easy
money.
What’s
that?
No doubt you’ve made some sacrifices for work. Chances are
you’ve pulled all-nighters, missed family dinners, perhaps even
given up the odd public holiday.
You work hard for your money. If you’re thinking of investing,

visit becauseitsyourmoney.com
NET#WORK BBDO 8021004/MD/E
Coronation is an authorised financial services provider and approved manager of collective investment schemes. Trust is Earned™.
Directory 2016 39
FUND MANAGERS
KAGISO ASSET MANAGEMENT PERPETUA INVESTMENT

P.O. Box 1016, Cape Town, 8000 MANAGERS (PTY) LTD
(021) 673-6300 P.O. Box 44367,
086 675 8501 Claremont, 7735
www.kagisoam.com (021) 674-4274
(021) 674-4599
MARRIOTT ASSET MANAGEMENT www.perpetua.co.za
P.O. Box 2099, Hillcrest, 3650
(031) 765-0700 | (031) 765-0790 PPS INVESTMENTS
www.marriott.co.za P.O. Box 44507,
Claremont, 7735
MAZI ASSET MANAGEMENT 0860 468 777 (0860 INV PPS)
P.O. Box 784583, Sandton, 2146 (021) 680-3680
(010) 001-8300 | (010) 001-8600 www.ppsinvestments.co.za
www.mazi.co.za
PRESCIENT INVESTMENT
MERGENCE INVESTMENT MANAGERS MANAGEMENT (PTY) LTD
6th Floor, The Equinox, Cnr Milton & Main Prescient House,
Road, Sea Point, 8005 Westlake Business Park,
(021) 433-2960 | (021) 433-0675 Otto Close, Westlake 7945
www.mergence.co.za (021) 700-3600 | (021) 700-3700
www.prescient.co.za
MITONOPTIMAL MULTI ASSET
MANAGEMENT PRIVATE CLIENT HOLDINGS
2nd Floor, Dean Street Arcade, P.O. Box 24033,
Dean Street, Newlands, 7701 Claremont, 7735
(021) 689-3579 | (021) 685-6944 (021) 671-1220
www.mitonoptimal.com (021) 671-1149
www.privateclient.co.za
MOMENTUM ASSET MANAGEMENT
Private Bag 9959, PRUDENTIAL INVESTMENT MANAGERS
Sandton, 2146 7th Floor Protea Place,
(011) 505-1075 40 Dreyer Street, Claremont, 7735
www.momentum.co.za/assetmanagement 0860 105 775
(021) 683-7156
OBSIDIAN CAPITAL www.prudential.co.za
P.O. Box 413407, Craighall, 2024
(011) 219-6328 PSG KONSULT HEAD OFFICE
(011) 268-5251 Building A, Pro Sano Park South Gate,
www.obsidiancapital.co.za Carl Cronje Drive, Tyger Waterfront,
Tyger Valley, Bellville, 750
PAN-AFRICA ASSET MANAGEMENT (PTY) LTD (021) 915-4160
Private Bag X9962, Sandton, 2146 www.psg.co.za
(011) 463-0300 | (011) 463-0299
www.pam-asset.co.za REGARDING CAPITAL
PEREGRINE HOLDINGS P.O. Box 45040,
P.O. Box 650361, Benmore, 2010 Claremont, 7735
(011) 722-7400 (021) 657-3440
(011) 722-7410 (021) 674-1085
www.peregrine.co.za www.recm.co.za

40 Directory 2016
FUND MANAGERS
RMI INVESTMENT MANAGERS STANLIB

P.O. Box 786273, P.O. Box 202, Melrose Arch, 2076
Sandton, 2146 (011) 448-5000 / 6000
(011) 282 8358 086 727 7501
(011) 282 4210 www.stanlib.com
www.rmih.co.za
RMI SPECIALIST MANAGERS P.O. Box 51591,
P.O. Box 786273, Sandton, 2146 Waterfront, 8002
(021) 446 9426 (021) 446-4940
(011) 282 4210 (021) 446-4950
www.rmih.co.za www.sygnia.co.za

SANLAM INVESTMENTS TANTALUM CAPITAL
Private Bag X8, Tygervalley, 7536 Great Westerford,
(021) 950-2500 240 Main Road,
www.sanlaminvestments.com Rondebosch, Cape Town, 7700
(021) 680-6500
SASFIN BANK LTD (021) 680-6529
P.O. Box 95104, Grant Park, 2051 www.tantalum.co.za
(011) 809-7500
(011) 887-2489 THIRD CIRCLE ASSET
www.sasfin.com MANAGEMENT (PTY) LTD
P.O. Box 50371,
SEED INVESTMENTS Wierda Park, 0149
810 The Cliffs, Block 1, 086 111 4560
Niagara Road, Tygerfalls, (012) 345-5629
Bellville, 7530 www.thirdcircle.co.za
(021) 914-4966
(021) 914-4912 UMBONO FUND MANAGERS (PTY) LTD
www.seedinvestments.co.za Postnet Suite 201,
Private Bag X30500,
SEI INVESTMENTS (SOUTH AFRICA) LTD Houghton, 2041
Postnet Suite 426, Private Bag X1, (011) 484-5005
Melrose Arch, 2076 (011) 484-5004
(011) 994-4200 | (011) 684-2159 www.umbono.com
www.seic.com
WARWICK WEALTH (PTY) LTD
SENTIO CAPITAL MANAGEMENT (PTY) LTD P.O. Box 816,
3rd Floor Global House, Constantia, 7848
28 Sturdee Avenue, Crn Jellicoe Ave, (021) 795-5199
Rosebank, South Africa, 2196 086 726 4359
(011) 880-1994 www.warwickwealth.com
(011) 447-8818
www.sentio-capital.com WORLDWIDE CAPITAL
Postnet Suite 26,
SOUTHERN CHARTER WEALTH Private Bag X9,
Postnet Suite 62, Benmore, 2010
Private Bag X12, Tokai, 7966 (011) 685-1000
(021) 700-1000 (011) 685-1018
(021) 701-6145 www.worldwidecapital.com

Directory 2016 41
INDUSTRY BODIES
THE FIDUCIARY INSTITUTE OF SOUTHERN AFRICA (FISA)

P.O. Box 67027, Bryanston, 2021
082 449 2569
secretariat@fisa.net.za
www.fisa.net.za
FISA is a non-profit organisation representing fiduciary

practitioners and setting high minimum standards for the industry.
FISA members come from trust companies and banks, as well as the legal, accounting
and financial planning professions. They do estate planning, draft wills, administer trusts,
deceased estates, and beneficiary funds, supply tax advice and compliance services, and
administer client assets.
FISA helps to smooth processes for members and the public, through its good working
relationships with the Master’s Office and SARS.

ACTUARIAL SOCIETY OF SOUTH AFRICA FASSET

P.O. Box 4464, Cape Town, 8000 P.O. Box 6801, Cresta, 2118
(021) 509-8210 (011) 476-8570 | (011) 476-5756
(021) 509-0160 www.fasset.org.za
www.actuarialsociety.org.za
FINANCIAL INTERMEDIARIES ASSOCIATION
BOARD OF HEALTHCARE FUNDERS OF SOUTHERN AFRICA (FIA)
OF SOUTHERN AFRICA (BHF) P.O. Box 11901, Centurion, 0046
P.O. Box 2324, (012) 665-0085 | (012) 665-0534
Parklands, 2121 www.fia.org.za
0861 30 20 10
(011) 880-8798 FINANCIAL PLANNING INSTITUTE
www.bhfglobal.com OF SOUTHERN AFRICA (FPI)
P.O. Box 6493, Weltevredenpark, 1715
COMPLIANCE INSTITUTE 086 1000 FPI (374)
OF SOUTH AFRICA 086 634 7987
P.O. Box 72335, www.fpi.co.za
Parkview, 2122
(011) 642-7974 FINANCIAL SERVICES BOARD (FSB)
086 508 3831 P.O. Box 35655, Menlo Park, 0102
www.compliancesa.com (012) 428-8000
(012) 346-6941
COUNCIL FOR MEDICAL SCHEMES www.fsb.co.za
Private Bag X34,
Hatfield, 0028 INSTITUTE OF RETIREMENT FUNDS
(012) 431-0500 P.O. Box 78870, Sandton, 2146
(012) 430-7644 (011) 781-4320
www.medicalschemes.com (011) 326-3883
www.irf.org.za
FAIS OMBUD FOR FINANCIAL
SERVICES PROVIDERS INSURANCE SECTOR EDUCATION AND
P.O. Box 74571, Lynnwood Ridge, 0040 TRAINING AUTHORITY (INSETA)
(012) 470-9080 P.O. Box 32035, Braamfontein, 2017
(012) 348-3447 (011) 381-8900
www.faisombud.co.za www.inseta.org.za

42 Directory 2016
INDUSTRY BODIES
OMBUDSMAN FOR THE FIDUCIARY INSTITUTE

LONG TERM INSURANCE OF SOUTHERN AFRICA (FISA)
Private Bag X45, Claremont, 7735 P.O. Box 67027, Bryanston, 2021
(021) 657-5000 082 449 2569
(021) 674-0951 secretariat@fisa.net.za
www.ombud.co.za www.fisa.net.za

OMBUDSMAN FOR THE INSTITUTE OF RISK
SHORT TERM INSURANCE MANAGEMENT SOUTH AFRICA
P.O. Box 32334, Braamfontein, 2017 PostNet Suite 616,
(011) 726-8900 Private Bag X43,
(011) 726-5501 Sunninghill. 2157
www.osti.co.za (011) 555-1800
086 647 6191
SOUTH AFRICAN INSTITUTE www.irmsa.org.za
OF FINANCIAL MARKETS (SAIFM)
Postnet Suite 673, THE INSURANCE INSTITUTE OF
Private Bag X29, Gallo Manor, 2052 SOUTH AFRICA
(011) 802-4768 P.O. Box 413264,
(011) 802-3476 Craighall, 2024
www.saifm.co.za 0861 00 IISA (4472)
0861 01 IISA (4472)
THE BANKING ASSOCIATION www.iisa.co.za
OF SOUTH AFRICA
P.O. Box 61674, Marshalltown, 2107 THE SOUTH AFRICAN
(011) 645-6700 INSURANCE ASSOCIATION (SAIA)
(011) 645-6800 P.O. Box 30619,
www.banking.org.za Braamfontein, 2017
(011) 726-5381
THE ETHICS INSTITUTE (011) 726-5351
OF SOUTH AFRICA www.saia.co.za
P.O. Box 11233, Hatfield, 0028
(012) 342-2799
(012) 342-2790
www.ethicsa.org

LISPS

0860 202 202
www.hollard.co.za
corporate clients.

Directory 2016 43
LISPS
INVESTEC INVESTMENT MANAGEMENT SERVICES

0860 444 487
Investec Investment Management Services (IMS),

established in 1994, is proud to be part of Investec
Asset Management. The IMS business has been built on partnerships with investment-focused
financial advisors who are industry leaders and pioneers in their field. With more than R130
billion* in AUM, IMS is the largest IFA-focused investment platform in South Africa and has a
genuine approach to partnering with independent financial advisors.
We are committed to preserving the independence of IFAs and firmly believe in the importance
of providing quality advice to investors. Our platform provides investors access to leading South
African unit trust funds when saving for retirement, children’s education, or any other goal. Our
extensive range of investment solutions offers a seamless integration between local and offshore
investments.
ITRANSACT
0861 432 383
0867 436 959
www.itransact.co.za
protected structured products together, with all their investment benefits, in one convenient place
where financial advisers and their clients can access and profit from low cost index products.
Grindrod Bank, Nedbank, Societe Generale, BNP Paribas and Barclays.
SEED INVESTMENTS
(021) 914-4966
(021) 914-4912

solutions. In business as in life we practice a mutually beneficial partnership model practicing the
44 Directory 2016
LISPS
ABSA INVESTMENT ITRANSACT

MANAGEMENT SERVICES P.O. Box 4769,
Johannesburg, 2000 0861 432 383
0860 000 022 0867 436 959
https://aims.absa.co.za
MOMENTUM WEALTH
ASHBURTON INVESTMENTS P.O. Box 7400,
P.O. Box 653780, Benmore, 2010 Pretoria, 0046
(011) 282-8800 ShareCall number: 0860 546 533
www.ashburtoninvestments.com Local Number: (012) 675-3941
International number: +27 (0) 675-3000
CAPITAL INTERNATIONAL wealthservice@momentum.co.za
P.O. Box 25, Newlands, 7725 www.momentum.co.za
(021) 201-1070
www.capital-iom.com PPS INVESTMENTS
P.O. Box 44507,
GLACIER BY SANLAM Claremont, 7735
Private Bag X5, Tyger Valley, 7536 0860 468 777 (0860 INV PPS)
(021) 917-9002 / 0860 GLA ENG (021) 680-3680
(021) 917-9000 / 0860 GLA AFR www.ppsinvestments.co.za
(021) 947-9210
www.glacier.co.za PSG KONSULT HEAD OFFICE
Building A,
HOLLARD INVESTMENT Pro Sano Park South Gate,
MANAGERS (PTY) LTD Carl Cronje Drive,
P.O. Box 87428, Houghton, 2041 Tyger Waterfront,
0860 202 202 Tyger Valley, Bellville, 750
www.hollard.co.za (021) 915-4160
www.psg.co.za
INTEGRAL WEALTH
MANAGEMENT (PTY) LTD STANLIB
P.O. Box 1601, Parklands, 2121 P.O. Box 202, Melrose Arch, 2076
087 985 0300 (011) 448-5000 / 6000
086 206 0087 086 727 7501
www.integralwealth.co.za www.stanlib.com

INVESTEC INVESTMENT SYGNIA ASSET MANAGEMENT
MANAGEMENT SERVICES P.O. Box 51591, Waterfront, 8002
P.O. Box 1655, (021) 446-4940
Cape Town, 8000 (021) 446-4950
0860 444 487 www.sygnia.co.za
SEED INVESTMENTS
INVESTMENT SOLUTIONS LTD 810 The Cliffs, Block 1,
P.O. Box 786055, Niagara Road, Tygerfalls,
Sandton, 2146 Bellville, 7530
(011) 505-6000 (021) 914-4966
(011) 263-1227 (021) 914-4912
www.investmentsolutions.co.za www.seedinvestments.co.za

Directory 2016 45
LONG-TERM INSURANCE
ASSUPOL LIFE
P.O. Box 35900, Menlo Park, 0102
(012) 366-3700
(012) 362-3500
www.assupol.co.za
Assupol was established in 1913 and registered as a long term insurer in terms of the Long term
Insurance Act in 1960. In the 1990s it expanded its range of products to the public and is now
a fully-fledged life insurance provider, offering funeral cover, pure life cover (both underwritten
and not), an education fund, savings and retirement annuity. We know insurance, as we provide
products and services designed for South Africans, by South Africans and we pride ourselves
in knowing what our people need. Our major shareholders include the International Finance
Corporation, Investec Private Equity and WDB Investment Holdings. For more information, please
visit www.assupol.co.za
FEDGROUP
(011) 305-2300
(011) 305-2500
www.fedgroup.co.za
FedGroup Life Limited

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

(011) 351-5000
www.hollard.co.za
corporate clients.
46 Directory 2016
LONG-TERM INSURANCE
SEED INVESTMENTS
(021) 914-4966
(021) 914-4912
Offices and high net worth investors.
solutions.

ALEXANDER FORBES FINANCIAL BRENTHURST WEALTH
SERVICES (PTY) LIMITED MANAGEMENT (PTY ) LIMITED
P.O. Box 787240, P.O. Box 10150,
Sandton, 2146 Fourways East, 2055
(011) 269-0000 (011) 799-8100
www.alexanderforbes.co.za (011) 799-8029
ALLAN GRAY LIFE LIMITED
P.O. Box 51318, CADIZ LIFE LIMITED
V&A Waterfront, 8002 P.O. Box 44547, Claremont, 7735
(021) 415-2300 (021) 657-8300
(021) 415-2400 (021) 657-8301
www.allangray.co.za www.cadiz.co.za

AON SOUTH AFRICA (PTY) LIMITED CENTRIQ INSURANCE
P.O. Box 1874, Parklands, 2121 COMPANYLIMITED
(011) 944-7000 P.O. Box 55674,
(011) 944-8000 Northlands, 2116
www.aon.co.za (011) 268-6490
(011) 268-6495
ASSUPOL LIFE www.centriq.co.za
P.O. Box 35900, Menlo Park, 0102
(012) 366-3700 CLIENTELE LIFE ASSURANCE
(012) 362-3500 COMPANY LIMITED
www.assupol.co.za P.O. Box 1316, Rivonia, 2128
(011) 320-3000
ATWORK INTERNET (011) 320-3133
SOFTWARE SIMPLER BY DESIGN www.clientelelife.com
Postnet Suite 202,
Private Bag X10, DISCOVERY LIFE LIMITED
Elarduspark, 0047 P.O. Box 784262, Sandton, 2146
0861 289 675 (011) 529-2888
(012) 345-6290 0860 54 33 39
www.atwork.co.za www.discovery.co.za

Directory 2016 47
LONG-TERM INSURANCE
FEDGROUP KGA LIFE LIMITED

89 Bute Lane, Sandown P.O. Box 884, Bellville, 7535
(011) 305-2300 (021) 944-6300
(011) 305-2500 (011) 948-4443
www.fedgroup.co.za www.kga.co.za

FMI LIBERTY GROUP LIMITED
Postnet Suite 91, P.O. Box 10499,
Private Bag X01, Umhlanga Rocks, 4320 Johannesburg, 2000
0860 10 52 08 (011) 408-3911
0861 10 58 20 (011) 408-2767
www.fmi.co.za www.liberty.co.za

GLACIER BY SANLAM LION OF AFRICA LIFE ASSURANCE
Private Bag X5, The Boulevard Office Park,
Tyger Valley, 7536 1st Floor Block D,
(021) 917-9002 / 0860 GLA ENG Searle Street, Woodstock, Cape Town
(021) 917-9000 / 0860 GLA AFR (021) 461-8233
(021) 947-9210 (021) 461-7280
www.glacier.co.za www.lionlife.co.za

GUARDRISK MOMENTUM
P.O. Box 786015, Sandton, 2146 P.O. Box 7400,
(011) 669-1000 Pretoria, 0046
www.guardrisk.co.za (012) 673-7858
(012) 671-8313
HOLLARD LIFE ASSURANCE www.momentum.co.za
COMPANY LIMITED
P.O. Box 87428, Houghton, 2041 NEDGROUP LIFE
(011) 351-5000 P.O. Box 149175,
www.hollard.co.za East End, 4018
(031) 536-5000
P.O. Box 701, Northlands, 2116 www.nedgrouplife.co.za
(011) 550-6196
(011) 550-6194 NESTLIFE ASSURANCE
www.imara.co P.O. Box 2919, Houghton, 2041
(011) 783-9112
IMPREXXION FOOTPRINT (PTY) LTD (011) 783-9262
Postnet Suite 109, Private Bag X04, www.nestlife.co.za
Fontainebleau, 2032
(011) 399-2600 PPS INSURANCE COMPANY LIMITED
(011) 781-8669 P.O. Box 1089. Houghton, 2041
www.imprexxion.com (011) 644- 4200
(011) 644-4400
INTEGRAL WEALTH www.pps.co.za
P.O. Box 1601, Parklands, 2121 REGENT LIFE ASSURANCE COMPANY
087 985 0300 P.O. Box 674, Edenvale, 1610
086 206 0087 0860 54 33 46
www.integralwealth.co.za www.regent.co.za

48 Directory 2016
LONG-TERM INSURANCE
RGA REINSURANCE COMPANY SEED INVESTMENTS

OF SOUTH AFRICA LIMITED 810 The Cliffs,
7th Floor, The Terraces, Block 1, Niagara Road,
Black River Park, Tygerfalls,
2 Fir Street, Observatory, Bellville, 7530
Cape Town, 7925 (021) 914-4966
(021) 486 1700 | (021) 486-1800 (021) 914-4912
www.rgare.com www.seedinvestments.co.za
1st Floor, SIMEKA CONSULTANTS & ACTUARIES

Sentinel House, P.O. Box 350,
Sunnyside Office Park, Sanlamhof, 7532
32 Princess of Wales Terrace, (021) 912-3300
Parktown, Johannesburg, 2193 (021) 912-3341
(011) 484-0577 | (011) 484-0734 www.simekaconsult.co.za
www.rgare.com
SOUTHERN CHARTER WEALTH
RISK BENEFIT SOLUTIONS Postnet Suite 62,
P.O. Box 449, Cape Town, 8000 Private Bag X12,
(021) 443-4400 Tokai, 7966
(021) 443-4444 (021) 700-1000
www.rbsolutions.co.za (021) 701-6145

SAFRICAN INSURANCE WEALTH ASSOCIATES
COMPANY LIMITED SOUTH AFRICA (PTY) LTD
P.O. Box 616, Johannesburg, 2000 P.O. Box 412636, Craighall, 2024
(011) 778-8000 (011) 807-6182
(011) 778-8183 (011) 807-7796
www.safrican.co.za www.wealthassociates.co.za

MEDICAL
SEED INVESTMENTS
(021) 914-4966
(021) 914-4912

solutions.
Directory 2016 49
MEDICAL
SELFMED MEDICAL SCHEME

P.O. Box 5543, Tyger Valley, 7536
(021) 943-2300
(021) 943-2301
At Selfmed our members come first. We don’t offer unnecessary bells and whistles. Rather,
we believe in offering excellent individualised service to our members, which is achieved by
managing our own administration and Member Excellence Centre. Our Excellence Centre is
staffed and run by highly trained, knowledgeable experts. Every query is handles promptly and
efficiently. What’s more, Selfmed believes in recognising our members’ loyalty through low
annual increases and constantly improving benefts. Selfmed - the obvious choice!
ABSA HEALTH CARE CONSULTANTS COMPCARE WELLNESS

P.O. Box 4167, Fourways, 2191 MEDICAL SCHEME
0860 100 380 Private Bag X49, Rivonia, 2128
www.absa.co.za 0861 222 777
www.compcarewellness.co.za
ALEXANDER FORBES FINANCIAL
SERVICES (PTY) LTD DISCOVERY HEALTH MEDICAL SCHEME
P.O. Box 787240, Sandton, 2146 P.O. Box 786722, Sandton, 2146
(011) 269-0000 (011) 529-2888
www.alexanderforbes.co.za www.discovery.co.za
BESTMED MEDICAL SCHEME FEDHEALTH MEDICAL SCHEME

P.O. Box 2297, Pretoria, 0001 Private Bag X3045, Randburg, 2125
086 000 2378 0860 002 153
(012) 339-9000 (011) 671-5101
www.bestmed.co.za www.fedhealth.co.za
BONITAS MEDICAL FUND GENESIS MEDICAL SCHEME

P.O. Box 1101, Florida Glen, 1709 P.O. Box 5467, Cape Town, 8000
0860 002 108 (021) 442-9900 | (021) 447-4707
www.bonitasmedicalfund.co.za www.genesismedical.co.za
BUPA INTERNATIONAL GTC (PTY) LTD

C/o SwissFin, 1st Floor, P.O. Box 55118, Illovo, 2116
204 Oxford Road, Illovo, Johannesburg (010) 597-6800 | (010) 597-6801
(011) 268 0211 www.gtc.co.za
www.bupa.co.za
HOSMED
CAPE MEDICAL PLAN P.O. Box 16148,
P.O. Box 966, Parow, 7499 Doornfontein, 2028
(021)-937-8300 0861 hosmed (467633)
www.hosmed.co.za
COMMUNITY MEDICAL AID
SCHEME (COMMED) INTEGRAL WEALTH MANAGEMENT (PTY) LTD
Private Bag X146, Halfway House, 1685 P.O. Box 1601, Parklands, 2121
(011) 290-6200 087 985 0300 | 086 206 0087
www.commed.co.za www.integralwealth.co.za
50 Directory 2016
MEDICAL
KEY HEALTH MEDICAL SCHEME SEED INVESTMENTS

P.O. Box 14145, Lyttelton, 0140 810 The Cliffs,Block 1,
0860 671 050 Niagara Road, Tygerfalls,
0860 111 390 Bellville, 7530
www.keyhealthmedical.co.za (021) 914-4966
(021) 914-4912
MAKOTI MEDICAL SCHEME www.seedinvestments.co.za
Private Bag X47, Rivonia, 2128
(011) 208-1000 SELFMED MEDICAL SCHEME
(011) 208-1128 P.O. Box 5543,
www.universal.co.za Tyger Valley, 7536
(021) 943-2300
MEDIHELP (021) 93-2301
P.O. Box 26004, Arcadia, 0007 tanyab@selfmed.co.za
0860 100 678
(012) 336-9540 SIZWE MEDICAL FUND
www.medihelp.co.za P.O. Box 62345,
Marshalltown, 2107
MEDIMED MEDICAL SCHEME (011) 298-1500
P.O. Box 1672, (011) 289-1534
Port Elizabeth, 6000 www.sizwe.co.za
(041) 395-4474
(041) 395-4596 SPECTRAMED
www.medimed.co.za Private Bag X30,
Gallo Manor, 2052
MEDSHIELD MEDICAL SCHEME 0861 497 497
P.O. Box 4346, 0861 492 492
Randburg, 2125 www.spectramed.co.za
086 000 2120
(011) 339-2465 THEBEMED MEDICAL AID SCHEME
www.medshield.co.za P.O. Box 4709,
Johannesburg, 2000
MOMENTUM HEALTH (011) 544-8899
P.O. Box 2338, Durban, 4000 086 636 9067
0860 117 859 www.thebemed.co.za
(031) 580-0480
www.momentumhealth.co.za TOPMED MEDICAL SCHEME
Bella Rosa Village, Bella Rosa Street,
PHAROS MEDICAL PLAN Cento Building, 21C East Wing ,
P.O. Box 343, Bellville, 7530
Westville, 3630 (021) 914-6985
(031) 267-5000 (021) 914-8961
(031) 267-5169 www.topmed.co.za
www.pharosmp.co.za
WEALTH ASSOCIATES
SECHABA MEDICAL SOLUTIONS SOUTH AFRICA (PTY) LTD
P.O. Box 260709, P.O. Box 412636,
Doornfontein, 2028 Craighall, 2024
(011) 353-0000 (011) 807-6182
(011) 353-0317 (011) 807-7796
www.sechabamedical.co.za www.wealthassociates.co.za

Directory 2016 51
MULTI-MANAGERS
HOLLARD INVESTMENT MANAGERS (PTY) LIMITED

0860 202 202
www.hollard.co.za
includes the Hollard Insurance Company, Hollard Life Assurance Company and Hollard
Investment Managers. Established in 1980, the Group posted R15,3bn in premium income
in the year to June 2014 and has assets of over R27,4bn. It provides investment products,
short-term insurance and life cover to a diverse customer base including individual consumers,
commercial entities and corporate clients.

NOVARE INVESTMENTS
(021) 914-7730
(021) 914-7733
www.novareinvestments.com
Our multi-manager philosophy is centered upon our active investment and risk management
process, which allows us to deliver consistent and superior long-term, risk-adjusted returns to
our clients.
Over the years, Novare Investments has been nominated for and has received several
prestigious national and international awards.
SEED INVESTMENTS
Niagara Road, Tygerfalls,
Bellville, 7530
(021) 914-4966
(021) 914-4912
investment schemes; life assurers; LISP’s; businesses; retirement funds; medical aids, trusts,
Family Offices and high net worth investors.
active and alternative investment strategies and quality administration we deliver sustainable
investment solutions.
52 Directory 2016
MULTI-MANAGERS
27FOUR INVESTMENT MANAGERS INVESTMENT SOLUTIONS LIMITED

54 on Bath P.O. Box 786055, Sandton, 2146
(Ground Floor), (011) 505-6000
54 Bath Avenue, (011) 263-1227
Rosebank, www.investmentsolutions.co.za
Johannesburg, 2196
(011) 442-2464 NOVARE INVESTMENTS
(011) 442-2465 P.O. Box 4742, Tygervalley, 7536
www.27four.com (021) 914-7730
(021) 914-7733
ABSA MUTLI MANAGEMENT www.novareinvestments.com
Absa Investments Campus,
Block E, 1st Floor, 61 Empire Road, MITONOPTIMAL MULTI
Parktown, 2193 ASSET MANAGEMENT
(011) 480-5000 | (011) 480-5278 2nd Floor, Dean Street Arcade, Dean Street,
www.absainvestments.co.za Newlands, 7701
(021) 689-3579
ANALYTICS (021) 685-6944
54 Peter Place, www.mitonoptimal.com
1st Floor, Aberdeen
House, Bryanston PPS INVESTMENTS
(011) 463-9654 P.O. Box 44507, Claremont, 7735
(011) 463-8279 0860 468 777 (0860 INV PPS)
www.analytics.co.za (021) 680-3680
www.ppsinvestments.co.za
CAPITAL INTERNATIONAL
P.O. Box 25, Newlands, 7725 PRIVATE CLIENT HOLDINGS
(021) 201-1070 P.O. Box 24033,
www.capital-iom.com Claremont, 773
(021) 671-1220
EFFICIENT ADVISE (021) 671-1149
81 Dely Road, Hazelwood, www.privateclient.co.za
Pretoria, 0081
(012) 460-9580 | (012) 460-6950 PSG KONSULT HEAD OFFICE
www.efadvise.co.za Building A,
Pro Sano Park South Gate,
EFFICIENT GROUP Carl Cronje Drive,
81 Dely Road, Hazelwood, Pretoria, 0081 Tyger Waterfront,
(012) 460-9580 | (012) 460-6950 Tyger Valley, Bellville, 750
www.efgroup.co.za (021) 915-4160
www.psg.co.za
GTC (PTY) LTD
P.O. Box 55118, Illovo, 2116 SANLAM INVESTMENTS
(010) 597-6800 | (010) 597-6801 Private Bag X8, Tygervalley, 7536
www.gtc.co.za (021) 950-2500
HOLLARD INVESTMENT
MANAGERS (PTY) LIMITED SANLAM MULTI MANAGEMENT
P.O. Box 87428, Houghton, 2041 Private Bag X8, Tygervalley, 7536
0860 202 202 0860 000 706 / (021) 947-8224
www.hollard.co.za www.sanlaminvestments.com

Directory 2016 53
MULTI-MANAGERS
SEED INVESTMENTS STANLIB

810 The Cliffs, P.O. Box 202, Melrose Arch, 2076
Block 1, (011) 448-5000 / 6000
Niagara Road, 086 727 7501
Tygerfalls, www.stanlib.com
Bellville, 7530
(021) 914-4966 SYGNIA ASSET MANAGEMENT
(021) 914-4912 P.O. Box 51591, Waterfront, 8002
www.seedinvestments.co.za (021) 446-4940 | (021) 446-4950
www.sygnia.co.za
Postnet Suite 62, WORLDWIDE CAPITAL
Private Bag X12, Postnet Suite 26, Private Bag X9,
Tokai, 7966 Benmore, 2010
(021) 700-1000 (011) 685-1000 | (011) 685-1018

OFFSHORE
CAPITAL INTERNATIONAL
P.O. Box 25, Newlands, 7725
(021) 201-1070
www.capital-iom.com
About the Capital International Group

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


(021) 680-2000

Coronation Fund Managers is an independent asset management company that was founded more
than 20 years ago in 1993. We are an investment-led, owner-managed business, with a long-term,
valuation-driven investment approach. Our focus is solely on fund management and earning our
clients’ trust through the generation of strong investment performance over the long term and an
appropriate product offering. Headquartered in Cape Town, we are one of the leading managers of
third-party assets in South Africa.

54 Directory 2016
OFFSHORE
DEVERE INVESTMENTS SOUTH AFRICA (PTY) LTD

1st Floor Office Premises, Crystal Towers, Century Boulevard,
Century City, Cape Town, 7441
(021) 831-0900
capetown@devere-southafrica.co.za
www.devere-group.com
deVere Acuma (Pty) Limited, part of deVere group, is one of the world’s largest independent
financial advisory organisations with $10bn under advice from 80,000 clients, specialising in UK
pension transfers and international pension and retirement structures for residents of South Africa.
Registered with and regulated by South Africa’s Financial Services Board (FSB), deVere Acuma is the
longest-standing and most-recognised international wealth management company in the country.

0860 500 900
Investec Asset Management is a global investment management firm serving institutional investors,
advisors and individual savers. Established as a start-up in 1991 in South Africa, we have grown to
an international business managing R1.6 trillion* on behalf of clients based all over the world.
ITRANSACT
0861 432 383
0867 436 959
www.itransact.co.za
Directory 2016 55
OFFSHORE
IVORY WEALTH
Ground Floor, Block F,
The Boulevard Office Park,
Searle Street, Woodstock, Cape Town
0861 799 799
www.ivory-wealth.com
“Ivory Wealth Management is an FSB regulated company specialising in offshore investment

advice, management and tax structuring.
We have a completely unique method of managing a clients assets to minimise downside risk and
maximise returns.
Our charging structure is also totally transparent - fee only, traditional AMC basis, or a hybrid of
the two.We are Chartered Wealth Managers in the UK and all advice provided confers this level of
expertise and excellence.
Contact us for a conversation”
SEED INVESTMENTS
(021) 914-4966
(021) 914-4912

businesses; retirement funds; medical aids, trusts, Family Offices and
high net worth investors.
active and alternative investment strategies and quality administration we deliver sustainable
investment solutions. In business as in life we practice a mutually beneficial partnership model
practicing the mastermind principle to achieve the best outcome for our investors.
27FOUR INVESTMENT MANAGERS ASHBURTON INVESTMENTS

54 on Bath (Ground Floor), 54 Bath P.O. Box 653780, Benmore, 2010
Avenue,Rosebank, Johannesburg, 2196 (011) 282-8800
(011) 442-2464 | (011) 442-2465 www.ashburtoninvestments.com
www.27four.com
ATWORK INTERNET SOFTWARE
ACPI (SA) PTY LTD SIMPLER BY DESIGN
P.O. Box 411325, Craighall, 2024 Postnet Suite 202, Private Bag X10,
(011) 771-5315 Elarduspark, 0047
(011) 646-4325 0861 289 675
www.acpi.com (012) 345-6290
www.atwork.co.za
ALLAN GRAY PROPRIETARY LTD
P.O. Box 581318, BRENTHURST WEALTH
V&A Waterfront, 8002 P.O. Box 10150, Fourways, 2055
(021) 415-2300 (011) 799-8100
(021) 415-2400 (011) 799-8101
www.allangray.co.za www.brenthurstwealth.co.za
56 Directory 2016
OFFSHORE
CAPITAL INTERNATIONAL GRINDROD ASSET MANAGEMENT

P.O. Box 25, Newlands, 7725 P.O. Box 78011, Sandton, 2194
(021) 201-1070 (011) 459-1860
www.capital-iom.com (011) 388-2341
www.grindrodam.co.za
CATALYST FUND MANAGERS
P.O. Box 44845, Claremont, 7735 GTC (PTY) LTD
(021) 657-5500 P.O. Box 55118, Illovo, 2116
www.catalyst.co.za (010) 597-6800
(010) 597-6801
CITADEL INVESTMENT www.gtc.co.za
SERVICES LTD
P.O. Box 650777, Benmore, 2010 HEIN KRIGER INTERNASIONALE
(011) 722-7600 FONDSBESTUUR (PTY) LTD
www.citadel.co.za P.O. Box 72260,
Parkview, 2122
CORONATION FUND MANAGERS (011) 726-7700
P.O. Box 44684, Claremont, 7708 (011) 219-7111
(021) 680-2000 www.krugerinternasionaal.co.za
www.coronation.co.za IMARA ASSET MANAGEMENT
P.O. Box 701, Northlands, 2116
DEVERE INVESTMENTS (011) 550-6196
SOUTH AFRICA (PTY) LTD (011) 550-6194
1st Floor Office Premises, www.imara.co
Crystal Towers, Century Boulevard,
Century City, Cape Town, 7441 INTEGRAL WEALTH
(021) 831-0900 MANAGEMENT (PTY) LTD
capetown@devere-southafrica.co.za P.O. Box 1601,
www.devere-group.com Parklands, 2121
087 985 0300
FOORD ASSET MANAGEMENT 086 206 0087
P.O. Box 135, Howard Place, 7450 www.integralwealth.co.za
(021) 532-6988
(021) 532-6999 INVESTEC ASSET MANAGEMENT
www.foord.co.za P.O. Box 1655, Cape Town, 8000
0860 500 900
FRANKLIN TEMPLETON INVESTMENTS www.investecassetmanagement.com
(SA) PTY LTD
Postnet Suite 12, Private Bag X1005, INVESTMENT SOLUTIONS LTD
Claremont, 7735 P.O. Box 786055, Sandton, 2146
(021) 831-7400 (011) 505-6000
(021) 831-7422 (011) 263-1227
www.franklintempleton.co.za www.investmentsolutions.co.za

GLACIER BY SANLAM ITRANSACT
Private Bag X5, Tyger Valley, 7536 P.O. Box 4769,
(021) 917-9002 / 0860 GLA ENG Randburg, 2194
(021) 917-9000 / 0860 GLA AFR 0861 432 383
(021) 947-9210 0867 436 959
www.glacier.co.za www.itransact.co.za

58 Directory 2016
OFFSHORE
IVORY WEALTH SASFIN BANK LTD

Ground Floor, Block F, P.O. Box 95104, Grant Park, 2051
The Boulevard Office Park, (011) 809-7500
Searle Street, Woodstock, (011) 887-2489
Cape Town www.sasfin.com
0861 799 799
www.ivory-wealth.com SEED INVESTMENTS
810 The Cliffs, Block 1, Niagara Road,
MARRIOTT ASSET MANAGEMENT Tygerfalls, Bellville, 7530
P.O. Box 2099, Hillcrest, 3650 (021) 914-4966
(031) 765-0700 (021) 914-4912
www.marriott.co.za
SEI INVESTMENTS (SOUTH AFRICA) LTD
MITONOPTIMAL MULTI Postnet Suite 426,
ASSET MANAGEMENT Private Bag X1,
2nd Floor, Dean Street Arcade, Melrose Arch, 2076
Dean Street, Newlands, 7701 (011) 994-4200
(021) 689-3579 (011) 684-2159
(021) 685-6944 www.seic.com
www.mitonoptimal.com
PSG KONSULT HEAD OFFICE Postnet Suite 62,
Building A, Pro Sano Park South Gate, Private Bag X12, Tokai, 7966
Carl Cronje Drive, (021) 700-1000
(021) 915-4160 STANLIB
www.psg.co.za P.O. Box 202, Melrose Arch, 2076
(011) 448-5000 / 6000
SANLAM INTERNATIONAL INVESTMENTS 086 727 7501
Private Bag X8, www.stanlib.com
Tygervalley, 7536
0860 000 706 SYGNIA ASSET MANAGEMENT
(021) 947-8224 P.O. Box 51591, Waterfront, 8002
www.sanlaminvestments.com (021) 446-4940
(021) 446-4950
SANLAM INVESTMENTS www.sygnia.co.za
Private Bag X8,
Tygervalley, 7536 THE STANDARD BANK OF
(021) 950-2500 SOUTH AFRICA LTD
www.sanlaminvestments.com 7th Floor, West Wing, 30 Baker Street,
Rosebank, 2196
SARASIN FUNDS 0860 333 383
MANAGEMENT (IRELAND) LTD OffshoreSA@standardbank.co.za
George’s Court,
54-62 Townsend Street, WARWICK WEALTH (PTY) LTD
Dublin 2, Ireland P.O. Box 816, Constantia, 7848
+ 353 1 434 5111 (021) 795-5199
+ 353 1 434 5264 086 726 4359
www.sarasin.co.uk www.warwickwealth.com

Directory 2016 59
PRIVATE CLIENTS
36ONE ASSET MANAGEMENT PRIVATE CLIENT HOLDINGS

Private Bag 10361, Sandton, 2146 P.O. Box 24033,
(011) 722-7390 | (011) 722-7391 Claremont, 7735
www.36one.co.za (021) 671-1220
(021) 671-1149
ALEXANDER FORBES www.privateclient.co.za
FINANCIAL SERVICES (PTY)
P.O. Box 787240, Sandton, 2146 PSG KONSULT HEAD OFFICE
(011) 269-0000 Building A, Pro Sano Park South Gate,
www.alexanderforbes.co.za Carl Cronje Drive,
Tyger Waterfront,
CITADEL INVESTMENT Tyger Valley, Bellville, 750
SERVICES LIMITED (021) 915-4160
P.O. Box 650777, Benmore, 2010 www.psg.co.za
(011) 722-7600
www.citadel.co.za RISK BENEFIT SOLUTIONS
GRINDROD ASSET MANAGEMENT (021) 443-4400
P.O. Box 78011, Sandton, 2194 (021) 443-4444
(011) 459-1860 www.rbs.co.za
(011) 388-2341
www.grindrodam.co.za SANLAM PRIVATE INVESTMENTS
Private Bag X8,
IMARA ASSET MANAGEMENT Tygervalley, 7536
P.O. Box 701, Northlands, 2116 (021) 950-2103 | (021) 950-2301
(011) 550-6196 | (011) 550-6194 www.spi.sanlam.com
www.imara.co
MAITLAND GROUP Postnet Suite 62,
P.O. Box 3149, Cape Town, 8000 Private Bag X12, Tokai, 7966
(021) 681-8000 | (021) 681-8100 (021) 700-1000
www.maitlandgroup.co.za (021) 701-6145

60 Directory 2016
SHORT-TERM INSURANCE
CENTRIQ INSURANCE COMPANY LIMITED

P.O. Box 55674, Northlands, 2116
The Oval, Second Floor, West Wing,
Wanderers Office Park, 52 Corlett Drive, Illovo, 2196
(011) 268-6490
(011) 268-6495
www.centriq.co.za
We are an independent specialist “cell captive” insurance company offering a diverse range of
specialist and general insurance solutions.
Via an extended network of Underwriting Managers, Brand Affinity partners and an in-house Risk
Finance team for the larger corporates insurance needs; we provide our partners and clients with
the ability to participate in the risk and benefits related to their individual insurance business. We
own and operate both a short-term and life cell captive license.

(011) 351-5000
www.hollard.co.za
corporate clients.

ACE INSURANCE LTD CENTRIQ INSURANCE
P.O. Box 1192, COMPANY LIMITED
Saxonwold, 2132 P.O. Box 55674,
(011) 722-5700 Northlands, 2116
(011) 783-0812 The Oval, Second Floor,
www.acegroup.com West Wing, Wanderers Office Park,
52 Corlett Drive, Illovo, 2196
ALEXANDER (011) 268-6490
FORBES INSURANCE (011) 268-6495
P.O. Box 786053, www.centriq.co.za
Sandton, 2146
0860 111 234 COMPASS INSURANCE
(011) 669-2795 P.O. Box 37226, Birnam Park, 2015
www.alexanderforbes.co.za (011) 745-8333
(011) 745-8444
AUTO & GENERAL www.compass.co.za
INSURANCE COMPANY LTD
P.O. Box 11250, CONSTANTIA INSURANCE
Johannesburg, 2000 P.O. Box 3518, Cramerview, 2060
0800 100 011 (011) 686-4200
(011) 710-0601 (011) 789-8828
www.autogen.co.za www.constantiagroup.co.za
Directory 2016 61
CREDIT GUARANTEE LION OF AFRICA INSURANCE

P.O. Box 125, Randburg, 2125 Tata House 2, 2nd Floor,
(011) 889-7000 39 Ferguson Road, Illovo, Sandton
(011) 886-1027 0860 102 724
www.creditguarantee.co.za www.lionsure.com
ECONORISK LOMBARD INSURANCE COMPANY LTD

P.O. Box 3428, Rivonia, 2128 P.O. Box 2740, Parklands,2121
(011) 803-7446 (011) 551-0600
(011) 803-5477 (011) 551-0603
www.econorisk.co.za www.lombardins.com
GLACIER BY SANLAM MOMENTUM SHORT

Private Bag X5, Tyger Valley, 7536 TERM INSURANCE
(021) 917-9002 / 0860 GLA ENG Private Bag 6784,
(021) 917-9000 / 0860 GLA AFR Centurion, 0046
(021) 947-9210 0860 006 784
www.glacier.co.za 0860 003 784
www.momentum.co.za
GUARDRISK
P.O. Box 786015, MUA INSURANCE COMPANY LTD
Sandton, 2146 P.O. Box 5777, TygerValley, 7536
(011) 669-1000 (021) 525-6200
(011) 669-1000 (021) 525-6300
www.guardrisk.co.za www.mua.co.za
IMPREXXION FOOTPRINT (PTY) LTD MUTUAL & FEDERAL

Postnet Suite 109, INSURANCE COMPANY LTD
Private Bag X04, P.O. Box 1120, Johannesburg, 2000
Fontainebleau, 2032 (011) 374-9111
(011) 399-2600 (011) 374-2652
(011) 781-8669 www.mf.co.za
www.imprexxion.co.za
PSG KONSULT CORPORATE
INDWE RISK SERVICES 2 Trident Office Park,
Private Bag X7, Niblick Way,
Northlands, 2116 Somerset West, 7130
(011) 912-7300 (021) 852-1138
(011) 912-7399 (021) 852-1190
www.indwerisk.co.za www.psgkcorporate.co.za
INFINITI INSURANCE REGENT INSURANCE COMPANY LTD

P.O. Box 23, Strathavon, 2031 P.O. Box 674, Edenvale, 1610
(011) 718-1200 0860 73 43 68
info@infinitiafrica.com www.regent.co.za
www.infinitiafrica.com
RENASA INSURANCE COMPANY LTD
KING PRICE INSURANCE P.O. Box 412072, Craighall, 2024
P.O. Box 284, Menlyn, 0063 (011) 380-3080
(012) 001 0800 (011) 380-3088
www.kingprice.co.za www.renasa.co.za
62 Directory 2016
How do you replace
the irreplaceable?
The truth is, you can’t.

(But a kind word can help).
Hollard brokers know what some well-timed compassion can do. The relationships they build
with our clients don’t only make good human sense, they make good business sense too.
We don’t just insure the things your clients love, we ensure that they love you back.
For more info, text your name to 31160 or visit hollardbrokers.co.za.
home • car • business • life • investments
Standard SMS rates apply. Source: Financial Intermediaries Association of SA. The Hollard Insurance Co. Ltd (Reg No 1952/003004/06) is an Authorised Financial Services Provider.
Directory 2016 63
SANTAM WARWICK WEALTH (PTY) LTD

1 Sportica Crescent, P.O. Box 816, Constantia, 7848
Tyger Valley, (021) 795-5199
Bellville, 7530 086 726 4359
www.santam.co.za
WEALTH ASSOCIATES
SASRIA SOUTH AFRICA (PTY) LTD
P.O. Box 653367, P.O. Box 412636,
Benmore, 2010 Craighall, 2024
(011) 214-0800 (011) 807-6182
(011) 447-8630 (011) 807-7796
www.sasria.org.za www.wealthassociates.co.za
THE HOLLARD INSURANCE ZURICH INSURANCE

COMPANY LTD COMPANY LTD
P.O. Box 87419, P.O. Box 61489,
Houghton, 2041 Marshalltown, 2107
(011) 351-5000 (011) 370-9111
www.hollard.co.za www.zurich.co.za
SHORT-TERM INSURANCE | UNDERWRITING MANAGERS

(011) 351-5000
www.hollard.co.za
corporate clients.

ABELARD UNDERWRITING MANAGERS AFRICAN RAND

P.O. Box 2155, Pinegowrie, 2123 UNDERWRITING MANAGERS
(011) 326-2951 P.O. Box 731386, Fairland, 2030
086 635 1124 (011) 678-1354
www.aua.co.za (011) 678-1357
www.africanrand.co.za
AC & E UNDERWRITING
MANAGERS (PTY) LTD AMBLEDOWN RISK &
7th Floor, Bedford Centre Office Park, Kloof UNDERWRITING MANAGERS
Road, Bedfordview P.O. Box 1862, Cramerview, 2060
(011) 615-7529 086 126 2533
(011) 615-9360 (011) 463-1600
www.engineeringace.co.za www.ambledown.co.za
64 Directory 2016
ARTINSURE UNDERWRITING CHARTERED AUTO

MANAGERS (PTY) LTD UNDERWRITING AGENCY
Postnet Suite 243, P.O. Box 78589,
Private Bag X30500, Sandton, 2146
Houghton, 2041 086 100 2282
0861 111 096 086 100 2283
086 678 0333 www.caua.co.za
www.artinsure.co.za
COMMERCIAL AND
ASTRA MARITIME UNDERWRITING INDUSTRIALACCEPTANCES
MANAGERS (PTY) LTD P.O. Box 615,
P.O. Box 1761, Bedfordview, 2008
Cramerview, 2060 0861 CIA 777
(011) 513-5000 086 613 6684
(011) 513-5026 www.cia.co.za
www.astra-maritime.co.za
COMPASS INSURANCE
AQUARIUS UNDERWRITING MANAGERS P.O. Box 37226, Birnam Park, 2015
P.O. Box 3002, Bromhof, 2154 (011) 745-8333
086 72 77 584 (011) 745-8444
0866 888 361 www.compass.co.za
www.aum.co.za
CONSORT TECHNICAL
BROLINK (PTY) LTD UNDERWRITING MANAGERS (PTY) LTD
P.O. Box 9346, Centurion, 0046 P.O. Box 520, Banbury, 2164
(012) 673-0000 (011) 658-1156
(012) 673-0011 (011) 658-1175
www.brolink.co.za www.consort.co.za
CAMARGUE UNDERWRITING MANAGERS CROSS COUNTRY INSURANCE

Postnet Suite 250, CONSULTANTS (PTY) LTD
Private Bag X4, Bedfordview, 2008 P.O. Box 731065,
(011) 778-9140/41/42/43/44 Fairland, 1733
(011) 778-9199 (011) 215-8800
www.camargueum.co.za (011) 476-8205
www.ccic.co.za
CAPTIVE BUSINESS CONSULTANTS
(PTY) LTD FACTORY & INDUSTRIAL RISK
31a Arterial rd WMANAGERS (PTY) LTD
West Oriel Bedfordview P.O. Box 615, Bedfordview, 2008
Gauteng 2008 South Africa (011) 615-1640
(011) 615-3640 086 665 7777
(011) 615-3678 www.facind.co.za
www.captive.co.za
FILM & ENTERTAINMENT
CENTRIQ INSURANCE COMPANY LTD UNDERWRITERS SA (PTY) LTD
P.O Box 55674, Suite 244, Private Bag X17,
Northlands, 2116 Weltevredenpark, 1715
(011) 268-6490 (011) 431-3694
(011) 268-6495 (011) 431-4188
www.centriq.co.za www.feusa.co.za
Directory 2016 65
FIREDART & CONSTRUCTION MERX COMMERCIAL

GUARANTEE UNDERWRITING UNDERWRITERS (PTY) LTD
MANAGERS (PTY) LTD P.O. Box 4472, Atlasville, 1465
P.O. Box 11653, (011) 455-3838
Randhard, 1457 (011) 455-0943
(011) 833-1400 www.merxcu.co.za
(011) 867-2816
www.firedart.co.za MOTORITE INSURANCE
ADMINISTRATORS (PTY) LTD
GARAGESURE CONSULTANTS P.O. Box 1034,
& ACCEPTANCES Gallo Manor, 2052
P.O. Box 3375, Randburg, 2125 0860 66 22 11
(011) 791-6602 (011) 259-4894
www.garagesure.co.za www.motorite.co.za
GEM & JEWEL ACCEPTANCES NETWORK LIABILITY

P.O. Box 70014, Bryanston, 2021 UNDERWRITING MANAGERS (PTY) LITD
0861 234 436 P.O. Box 1281,
0861 235 436 Randpark Ridge, 2156
www.gemjewel.co.za (011) 475-0318
(011) 675-0094
GUARDRISK www.networkliability.co.za
(011) 669-1000 PALADIN UNDERWRITING
www.guardrisk.co.za MANAGERS (PTY) LTD
P.O. Box 613, Rondebosch, 7701
HIC UNDERWRITING MANAGERS (PTY) LTD (021) 686-7270
P.O. Box 2253, Bedfordview, 2008 (021) 686-8100
(011) 455-5271 www.paladin.co.za
(011) 455-4779
www.hicsa.co.za PSG KONSULT HEAD OFFICE
Building A,
INSURANCE UNDERWRITNG MANAGERS Pro Sano Park South Gate,
Private Bag X10, Carl Cronje Drive,
Gardenview, 2047 Tyger Waterfront,
0861 949 444 Tyger Valley, Bellville, 750
0861 949 999 (021) 915-4160
www.ium.co.za www.psg.co.za
KEU UNDERWRITING MANAGERS RESOLUTION UNDERWRITERS

88 Monkor Road, P.O. Box 1115,
Randpark Ridge Bromhof, 2154
0861 00 00 90 (010) 001-8888
0861 00 00 30 086 555 2682
www.keu.co.za www.resolutionunderwriters.co.za

LEPPARD UNDERWRITING SA UNDERWRITING AGENCIES (PTY) LTD
P.O. Box 2730, Houghton, 2041 P.O. Box 3606, Randburg, 2125
(011) 459-1640 (011) 777-7200
(011) 268-5887 (011) 777-7345
www.leppard.co.za www.saunderwriters.com

66 Directory 2016
SENATE TRANSIT UNDERWRITING TOP TRANS EXCESS UNDERWRITERS

MANAGERS (PTY) LTD P.O. Box 1568, Lambton, 1414
P.O. Box 1042, (011) 622-0142
Centurion, 0046 086 504 5033
(012) 663-1004 www.roadcom.co.za
(012) 663-1518
www.senate-net.co.za WHEELS UNDERWRITING
MANAGERS (PTY) LTD
THE HOLLARD INSURANCE COMPANY LTD Postnet Suite 421,
P.O. Box 87419, Private Bag X75, Bryanston, 2021
Houghton, 2041 (011) 267-4000
(011) 351-5000 (011) 267-4295
www.hollard.co.za www.wheelrite.co.za
TECHNOLOGY
SEED INVESTMENTS
(021) 914-4966
(021) 914-4912

ATWORK INTERNET SOFTWARE CLOUD ATTACHED (PTY) LIMITED

SIMPLER BY DESIGN 473 Cliff Avenue,
Postnet Suite 202, Private Bag X10, Waterkloof Ridge X2, Pretoria
Elarduspark, 0047 083 284 7719
0861 289 675 086 672 5893
(012) 345-6290 www.cloudattached.com
www.atwork.co.za
DOCUMENT ACCOUNTING SOLUTIONS
BARNOWL T/A EQUITRAC
P.O. Box 3009, Randburg, 2125 P.O. Box 240, Wendywood, 2144
(011) 540-9100 (011) 656-5000
(011) 540-9110 086 741 0188
www.barnowl.co.za www.equitrac.co.za
BUSINESS EDGE DST GLOBAL SOLUTIONS (PTY) LIMITED

P.O. Box 4656, Rivonia, 2128 P.O. Box 2419, Parklands, 2121
(011) 706-2930 (011) 715-5600
(011) 706-2991 (011) 482-1381
www.businessedge.co.za www.dstglobalsolutions.com
Directory 2016 67
TECHNOLOGY

ELITE WEALTH TECHNOLOGY SOLUTIONS MCI CONSULTANTS (PTY) LIMITED
P.O. Box 101254, Moreleta Plaza, 0167 P.O. Box 71, Bruma, 2026
0861 222 378 (011) 454-3420
(012) 991-5054 (011) 454-3417
www.elitewealth.biz www.mci.co.za
ENTELECT MIP HOLDINGS

P.O. Box 239, Melrose Arch, 2076 2ND Floor, Wrigley Field,
(011) 994-3300 The Campus, 57 Sloane Street, Bryanston
(011) 994-3301 (011) 575-1800
www.entelect.co.za www.mip.co.za
FASTER FORWARD ELEMENTS MOBITRAK (MOBILE LOCATOR

2 Henschell Road, Hout Bay MANUFACTURERS (PTY) LTD
(021) 790-1043 PO Box 35687, Menlo Park, 0102
(021) 790-1042 (012) 743-6168
www.fasterforward.co.za (011) 507-5387
www.handymap.co.za
FINTELLIGENCE BUSINESS
SYSTEMS (PTY) LIMITED PHOENIX DISTRIBUTION
Postnet Suite 231, Private Bag X25723, 33 Elevation Close,
Monument Park, 0105 Waterfall Park Bekker Road,
(012) 360-0040 Cnr Allendale, Vama Valley, Midrand
(012) 347-0354 (011) 803-5437
www.fintelligence.co.za www.phoenixsoftware.co.za
GALDON DATA COMPUTER SERVICES PRODIAL

P.O. Box 5410, Halfway House, 1685 P.O. Box 63732, Greenacres, Port Elizabeth
(011) 805-4420 | (011) 805-4119 (041) 374-0403
www.galdon.co.za 086 504 7409
www.prodial.co.za/p2/Professionals.html
IMPREXXION FOOTPRINT (PTY) LTD
Postnet Suite 109, PROFIDA - COMPUTER SCIENCE
Private Bag X04, SOFTWARE (PTY) LIMITED
Fontainebleau, 2032 P.O. Box 1174, Durbanville, 7551
(011) 399-2600 (021) 975-0215
(011) 781-8669 (021) 975-5594
www.imprexxion.com www.profida.co.za

IRESS WEALTH MANAGEMENT (PTY) LTD PROFILE HOLDINGS
P.O. Box 526, Westville, 3630 2 Hogsback Ave, Quellerina
(031) 203-7600 (011) 477-9620
086 514 6546 (011) 477-9839
www.iress.co.za www.profileholdings.co.za
LOGIKAL CONSULTING SEED INVESTMENTS

SBV House, Cnr 11th Avenue 810 The Cliffs, Block 1,
& 8th Street, Houghton Estate Niagara Road, Tygerfalls, Bellville, 7530
(011) 100-0651 (021) 914-4966
(011) 100-0658 (021) 914-4912
www.logikalconsulting.com www.seedinvestments.co.za
68 Directory 2016
TECHNOLOGY
SSP-WORLDWIDE TRUSTCO FINANCIAL SERVICES

P.O. Box 1676, P.O. Box 6984,
Gallo Manor, 2052 Johannesburg, 2000
(011) 384-8600 (011) 644-6500
(011) 384-8601 (011) 644-6789
www.ssp-worldwide.com www.trustcofs.com
TRUSTS
FEDGROUP
(011) 305-2300
(011) 305-2500
www.fedgroup.co.za
FedGroup Trust Administrators (Pty) Ltd

FedGroup Trust Administrators offers a comprehensive range of
trust company services which include the drafting of wills, administration of deceased estates,
estate planning and the drafting and registration of inter-vivos and testamentary trusts.
info@fedgroup.co.za
www.fedgroup.co.za

SEED INVESTMENTS
(021) 914-4966
(021) 914-4912

ABSA TRUST ALLEGIANCE CONSULTING (PTY) LTD

P.O. Box 7735, Johannesburg, 2000 Postnet Suite 231, Private Bag X25723,
(011) 846-5015 | 086 753 2871 Monument Park, 0105
www.absa.co.za (012) 360-0040
(012) 347-0354
ALEXANDER FORBES www.allegiance.co.za
FINANCIAL SERVICES (PTY) LTD
P.O. Box 787240, BRENTHURST WEALTH
Sandton, 2146 P.O. Box 10150, Fourways, 2055
(011) 269-0000 (011) 799-8100 | (011) 799-8101
www.alexanderforbes.co.za www.brenthurstwealth.co.za
Directory 2016 69
TRUSTS
CITADEL INVESTMENT SERVICES LTD PSG KONSULT HEAD OFFICE

P.O. Box 650777, Benmore, 2010 Building A, Pro Sano Park South Gate,
(011) 722-7600 Carl Cronje Drive,
www.citadel.co.za Tyger Waterfront,
FEDGROUP (021) 915-4160
89 Bute Lane, Sandown www.psg.co.za
(011) 305-2300 | (011) 305-2500
www.fedgroup.co.za RISK BENEFIT SOLUTIONS
P.O. Box 701, Northlands, 2116 (021) 443-4444
(011) 550-6196 www.rbs.co.za
(011) 550-6194
www.imara.co SEED INVESTMENTS
KRUGER INTERNATIONAL Niagara Road, Tygerfalls,
PRIVATE WEALTH MANAGEMENT Bellville, 7530
P.O. Box 72260, Parkview, 2122 (021) 914-4966
(011) 726-7700 (021) 914-4912
www.krugerinternational.co.za
MAITLAND GROUP Postnet Suite 62,
P.O. Box 3149, Cape Town, 8000 Private Bag X12,
(021) 681-8000 Tokai, 7966
(021) 681-8100 (021) 700-1000
www.maitlandgroup.co.za (021) 701-6145

PRIVATE CLIENT HOLDINGS WARWICK WEALTH (PTY) LIMITED
P.O. Box 24033, P.O. Box 816,
Claremont, 7735 Constantia, 7848
(021) 671-1220 (021) 795-5199
(021) 671-1149 086 726 4359
www.privateclient.co.za www.warwickwealth.com

WEALTH MANAGEMENT
BAYHILL CAPITAL
(011) 722-7620
BayHill Capital specializes in building local and global custom-built private client share portfolios
in partnership with financial planners. The shares are held in the client’s name and share selection
is done on a highly personalised level. Our services are ideal for investors who are looking
for a more hands-on approach around the investment decisions relating to the shares in their
portfolios, as opposed to buying a fund.
70 Directory 2016
W E A L T H M A N A GTERMUESNT TS

0860 202 202
www.hollard.co.za
corporate clients.

ITRANSACT
0861 432 383
0867 436 959
www.itransact.co.za
NOVARE WEALTH
(021) 914-7730
(021) 914-7733
www.novare.com
The group recently took a decision to expand its range of investment products and solutions to
include unit trusts and retail vehicle like preservation funds, retirement annuities and other post-
retirement solutions.
Novare Wealth is the advisory and distribution component in support of these retail investment
solutions, in line with Novare’s progression to become a leading emerging market investor
advisor, for both institutional and retail clients.
Directory 2016 71
WEALTH MANAGEMENT
SEED INVESTMENTS
(021) 914-4966
(021) 914-4912

ALEXANDER FORBES CITADEL INVESTMENT SERVICES LTD

FINANCIAL SERVICES (PTY) LTD P.O. Box 650777, Benmore, 2010
P.O. Box 787240, Sandton, 2146 (011) 722-7600
(011) 269-0000 www.citadel.co.za
www.alexanderforbes.co.za
FOORD ASSET MANAGEMENT
ATWORK INTERNET P.O. Box 135, Howard Place, 7450
SOFTWARE SIMPLER BY DESIGN (021) 532-6988
Postnet Suite 202, Private Bag X10, (021) 532-6999
Elarduspark, 0047 www.foord.co.za
0861 289 675
(012) 345-6290 GRINDROD ASSET MANAGEMENT
www.atwork.co.za P.O. Box 78011,
Sandton, 2194
BAYHILL CAPITAL (011) 459-1860
P.O. Box 651969, Benmore, 2196 (011) 388-2341
(011) 722-7620 www.grindrodam.co.za
GTC (PTY) LTD
BRENTHURST WEALTH P.O. Box 55118, Illovo, 2116
P.O. Box 10150, Fourways, 2055 (010) 597-6800
(011) 799-8100 (010) 597-6801
(011) 799-8101 www.gtc.co.za
IMARA ASSET MANAGEMENT
CAPITAL INTERNATIONAL P.O. Box 701, Northlands, 2116
P.O. Box 25, Newlands, 7725 (011) 550-6196
(021) 201-1070 (011) 550-6194
www.capital-iom.com www.imara.co
CAPSTONE INTEGRAL WEALTH

P.O. Box 6098, MANAGEMENT (PTY) LTD
Weltevreden Park, 1715 P.O. Box 1601, Parklands, 2121
(011) 447-0062 087 985 0300
086 608 5761 086 206 0087
www.cstone.co.za www.integralwealth.co.za
72 Directory 2016
WEALTH MANAGEMENT
IRESS WEALTH MANAGEMENT (PTY) LTD NEDGROUP INVESTMENTS

P.O. Box 526, P.O. Box 1510, Cape Town, 8000
Westville, 3630 0860 123 263
(031) 203-7600 0861 119 733
086 514 6546 www.nedgroupinvestments.co.za
www.iress.co.za
NEDGROUP LIFE
ITRANSACT P.O. Box 149175,
P.O. Box 4769, Randburg, 2194 East End, 4018
0861 432 383 (031) 536-5000
0867 436 959 (031) 536-5327
www.itransact.co.za www.nedgrouplife.co.za

MAITLAND GROUP NOVARE WEALTH
P.O. Box 3149, Cape Town, 8000 P.O. Box 4742, Tygervalley, 7536
(021) 681-8000 (021) 914-7730
(021) 681-8100 (021) 914-7733
www.maitlandgroup.co.za www.novare.com
MARRIOTT ASSET MANAGEMENT PIONEER WEALTH MANAGERS

P.O. Box 2099, 54 on Bath (First Floor),
Hillcrest, 3650 54 Bath Avenue,
(031) 765-0700 Rosebank, Johannesburg, 2196
(031) 765-0790 (011) 880-4710
www.marriott.co.za www.pioneer.co.za
MOMENTUM PRIVATE CLIENT HOLDINGS

P.O. Box 7400, Pretoria, 0046 P.O. Box 24033, Claremont, 7735
(012) 673-7396 (021) 671-1220
(012) 673-7699 (021) 671-1149
www.momentum.co.za www.privateclient.co.za
BayHill Capital offers you and your clients the ability to have a more hands-on
approach to investing in private share portfolios.
BayHill Capital Proprietary Limited is licensed as a financial services provider.
Johannesburg +27 (0)11 722 7620 • Durban +27 (0)31 815 8806 • Cape Town +27 (0)21 670 9167
Directory 2016 73
WEALTH MANAGEMENT
PSG KONSULT HEAD OFFICE TANTALUM CAPITAL

Building A, Great Westerford,
Pro Sano Park South Gate, 240 Main Road, Rondebosch,
Carl Cronje Drive, Cape Town, 7700
Tyger Valley, Bellville, 750 (021) 680-6529
(021) 915-4160 www.tantalum.co.za
www.psg.co.za
WARWICK WEALTH (PTY) LTD
RISK BENEFIT SOLUTIONS P.O. Box 816,
P.O. Box 449, Constantia, 7848
Cape Town, 8000 (021) 795-5199
(021) 443-4400 086 726 4359
www.rbs.co.za
WEALTH ASSOCIATES
SANLAM PRIVATE INVESTMENTS SOUTH AFRICA (PTY) LTD
Private Bag X8, P.O. Box 412636,
Tygervalley, 7536 Craighall, 2024
(021) 950-2103 (011) 807-6182
(021) 950-2301 (011) 807-7796
www.spi.sanlam.com www.wealthassociates.co.za
SEED INVESTMENTS WORLDWIDE CAPITAL

810 The Cliffs, Block 1, Postnet Suite 26,
Niagara Road, Private Bag X9, Benmore, 2010
Tygerfalls, Bellville, 7530 (011) 685-1000
(021) 914-4966 (011) 685-1018

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

P.O. Box 51591,
Waterfront, 8002
(021) 446-4940
(021) 446-4950
www.sygnia.co.za
74 Directory 2016
Directory 2016 75
“IT TAKES
A VILLAGE
TOvalue
We RAISE
relationships because
A CHILD.”
different perspectives create
results.
As true for our children, as it is for our organisations.
Gratitude for helping us shape ours.
It is through supporting all aspects of each other as a team that we have built an effective company
10 awarded
and years on.service.
ThankItyou
is bytoadmiring
everyoneandwho has been
learning from our competition that we keep ourselves
a part of
relevant andbuilding
motivated.anAnd
African investment
it is through strivingfirm with service excellence that we produce results.
for client
global standards. We look forward to exchanging
At Argon, we believe that values equal value.
value in the global village.
Best Best Asset Company Traditional Best Asset Best Asset Best
Investment Management with Global Equity & Management Management Absolute
Management Company in Significance Fund Manager Brand Company Return
Company Africa 2015 2015 of the Year South Africa South Africa Manager
South Africa 2015 2015 2015 for 2015
2015
Best Best Asset Company Best Asset Best Asset Best
Investment Management with Global Management Management Absolute
Management Company in Significance Brand Company Return
Company Africa 2015 2015 South Africa South Africa Manager www.argonassetmanagement.co.za
South Africa 2015 2015 for 2015
2015
Cape Town: 1st Floor, Colinton House, The Oval, 1 Oakdale Road, Newlands, 7700, South Africa
T: +27 21 670 6570 | E: info@argonasset.co.za
Johannesburg: 7th Floor, Fredman Towers, 13 Fredman Drive, Sandton, 2146, South Africa
Cape Town:
Bamboo
Argon 1st Floor, Colinton
AssetNetwork/Int/Eng
Management is an House, TheFinancial
authorised Oval, 1 Oakdale
ServicesRoad, Newlands,
Provider 7700, South Africa | T: +27 21 670 6570 | E: info@argonasset.co.za
(FSP 835).
www.argonassetmanagement.co.za
Johannesburg: 7th Floor, Fredman Towers, 13 Fredman Drive, Sandton, 2146, South Africa | E: info@argonasset.co.za
Argon Asset Management is an authorised Financial Services Provider (FSP 835)
BambooNetwork/SA/Eng

MM Dir 2016

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F I N AN C I A L A DV I S E R S

Editorial Comment 4 LISPS 43

Alternative Investments 5 Long-term Insurance 46

~ Hedge Funds 7 Medical 49

Beneﬁciary Funds 11 Multi-Managers 52

Broker Networks 13 Offshore 54

Collective Investments 15 Private Clients 60

Compliance 21 Short-term Insurance 61

Employee Beneﬁts 22 ~ Underwriting Managers 64

Financial Planning Solutions 30 Trusts 69

Fund Managers 33 Wealth Management 70

EDITORIAL PUBLISHING TEAM

CAPRICORN FUND MANAGERS (PTY) LTD

Capricorn Fund Managers is a leading emerging market boutique equity manager.

ALPHA WEALTH ITRANSACT

CAPRICORN FUND MANAGERS (PTY) LTD

Capricorn Fund Managers is a leading emerging market boutique equity manager.

LAURIUM CAPITAL (PTY) LTD

Laurium Capital is an independent and owner managed boutique asset manager

Novare was founded in October 2000 as an independent investment advisory business.

Seed manages local and global investments for amongst others,

SENTIO CAPITAL MANAGEMENT (PTY) LTD

Sentio Capital Management is an independent manager associated

27FOUR INVESTMENT MANAGERS BLUE INK INVESTMENTS (PTY) LTD

CATALYST FUND MANAGERS SENTIO CAPITAL

Beneﬁciary funds are unique ﬁnancial instruments that have been

Should a board of trustees determine structures, administrative costs and other

FedGroup Trust Administrators (Pty) Ltd

ABSA TRUST FAIRHEADS BENEFIT SERVICES

SELFMED MEDICAL SCHEME

THE HOLLARD INSURANCE COMPANY LTD

CORONATION FUND MANAGERS

FedGroup Participation Bond Managers (Pty) Ltd

INVESTEC ASSET MANAGEMENT

LAURIUM CAPITAL (PTY) LTD

REZCO ASSET MANAGEMENT

Rezco is a specialized investment boutique managed by a team of dedicated investment

Seed manages local and global investments for amongst others,

SENTIO CAPITAL MANAGEMENT (PTY) LTD

Sentio Capital Management is an independent manager associated

36ONE ASSET MANAGEMENT BRENTHURST WEALTH

AFRICA COLLECTIVE INVESTMENTS CATALYST FUND MANAGERS

ELEMENT INVESTMENT MANAGERS INTEGRAL WEALTH

NEDGROUP INVESTMENTS RMI SPECIALIST MANAGERS

COMPLI-SERVE (SA) (PTY) LIMITED

Compli-Serve is an authorised compliance practice (license number

ATWORK INTERNET COMPLIANCE CONSULTING

FINANCIAL PLANNING INSTITUTE NATIONAL COMPLIANCE COMPANY

MOONSTONE COMPLIANCE TRUSTCO FINANCIAL SERVICES

FedGroup Employee Benefits (Pty) Ltd

The Advantage of Knowing

HOLLARD LIFE ASSURANCE COMPANY LTD

Liberty Holdings Limited is a leading Pan African financial services group

OK, maybe just this once.

FedGroup Life Ltd (Reg. No. 2007/018003/06)

Seed manages local and global investments for amongst others,

PSG KONSULT CORPORATE SEED INVESTMENTS

etfSA.co.za is a specialized financial services provider focusing on ETFs.

ASHBURTON INVESTMENTS ETFSA

PSG KONSULT SEED INVESTMENTS

Itransact retirement annuity – key benefits for your clients

DEVERE INVESTMENTS SOUTH AFRICA (PTY) LTD

HOLLARD INVESTMENT MANAGERS (PTY) LTD