AN Independent platform profiling asset managers, discretionary fund managers, investment platforms and solution providers.
FEATURED
Clearance Capital
Clearance Capital is a specialist investment management firm based in the City of London. They seek out the best opportunities in the global real estate capital markets based on their fundamental research findings. Offering both long-only and hedge strategies, their team brings their experience in capital markets, real estate and investment management to bear on the investment approach to each portfolio.
The Clearance Camino Fund invests in European real estate securities with a focus on the core Western European economies. The portfolio is diversified, and the Fund adheres to a conservative investment strategy, with a strict investment and risk management process. It is S65 approved and available on most offshore Lisp platforms.
Non-SA investors, professional investors and discretionary managers are welcome to contact us for more information on Clearance Capital’s absolute return fund offering.
FEATURED
Stonehage Fleming
Our Global Equity Management teams actively manage a number of discretionary, long-only equity funds. These funds employ a bottom-up approach to stock selection, aiming for long-term capital growth. Our flagship fund, the Global Best Ideas Equity Fund (GBI), is a concentrated portfolio of best-in-class global companies. Each of these companies possesses a well-established and sustainable competitive edge, acquired at an attractive valuation. Our equity teams operate from key locations in London, Zurich, and South Africa
- Our other equity funds follow the same investment philosophy and investment strategy.
- The Stonehage Fleming Worldwide Flexible Prescient Fund mirrors 80% of our GBI fund, with 20% allocated to our best ideas listed in South Africa.
- The Stonehage Fleming Equity Prescient Fund exclusively targets our top South Africa listed businesses.
FEATURED
TBI
Smart Income. Enhanced Returns. Global Access.
We specialise in asset management with a focus on income generation, guided by a conservative to cautious investment philosophy.
Our funds are designed for stability, transparency, and consistent returns—achieved through deliberate asset allocation and prudent portfolio management.
We manage income-focused solutions tailored for high-net-worth individuals, trusts, and institutions seeking to make smarter use of discretionary cash.
From local, tax-efficient strategies—such as the SCI Alternative Income Fund and the SCI Diversified Income Fund of Funds—to global diversification through the TBI Global Multi-Asset Income Fund and the TBI Global Targeted Yield Fund, now the first foreign CIS to be inward listed as active ETFs on the JSE, we enable investors to invest with clarity and purpose.
ITT2025
36ONE Asset Management
36ONE is an asset management company with a + 15-year track record of exceptional performance. The firm was founded in 2004 by Cy Jacobs and Steven Liptz. 36ONE manages unit trusts, hedge funds and segregated mandates for a broad range of clients, which includes private clients, financial advisors and institutions (both local and international). Our investment approach is centred on the principle that the market does not efficiently price securities at all times. We therefore believe that stock selection through bottom-up fundamental analysis can outperform over time. With single-minded focus, the team continues to deliver outstanding performance and exceptional service. Despite rapid growth, 36ONE remains small enough to maintain its flexible and agile investment approach.
Aeon Investment Management
Aeon Investment Management, established in December 2005, is a boutique investment management company based in Cape Town, South Africa. With over 20 years of experience, Aeon manages assets for both institutional and individual investors.
The experienced investment team have the capability to manage a range of equity and absolute return portfolios. The flagship funds, the Aeon Active Equity Prescient Fund and Aeon Balanced Prescient Fund, have delivered strong, award-winning, long-term performance for clients.
As a company, Aeon Investment Management is dedicated to a level of service and excellence in investment management that cultivates trusted client relationships and enables the team to assist investors with all aspects of their investment needs.
Aeon Investment Management is a Level One B-BBEE contributor and is 95% black owned.
Anchor
Anchor is an international, independently owned, entrepreneurial wealth and asset management and asset consulting business established in 2012. Following its merger with London-based boutique wealth manager Credo in 2024, Anchor now has c. R260bn in assets under management and advice. With offices in Johannesburg, Pretoria, KwaZulu-Natal, Cape Town, Stellenbosch, Mauritius, and London, our team of over 530 people offers a broad range of local and global investment solutions to individuals, families, financial advisors, and institutions. Our unwavering commitment to personalisation, agility, and innovative thinking ensures that each client’s unique needs are not only met but exceeded.
Anchor understands that change is constant. We put the individual first and have organised our business to respond nimbly to the demands of an ever-changing world.
Anchor Capital (Pty) Ltd (Reg no: 2009/002925/07). An authorised Financial Services Provider; FSP no: 39834
ITT2025
Cogence
Cogence is the first global discretionary fund manager in South Africa. It marries the expertise of Discovery, whose behaviour-change platform is the largest of its kind, and BlackRock, one of the world’s leading asset managers. Cogence then combines this with the local investment management expertise of RisCura, who intimately understands the local market within a global context. Using Aladdin Wealth™, BlackRock’s industry-leading investment and risk technology platform, and Vitality insights and data, Cogence is the world’s first discretionary fund manager that fully models retirement solutions, taking health experience into account.
Now available on multiple platforms The Cogence investment solutions are available on the Discovery Invest, Ninety One, Glacier, and now Allan Gray platforms. To gain access to these solutions on the Ninety One, Glacier and Allan Gray platforms, email info@cogence.co.za.
ITT2025
Coronation
Coronation was founded in Cape Town, South Africa in 1993 by a group of investment professionals who left an established institution to start a dedicated fund management business. With zero assets and zero clients, their objective was to build a world-class, investment-led and independent fund manager. Today, Coronation is 29% employee-owned and a leading brand in the South African investment industry. We are solely focused on asset management and have a track record of delivering competitive long-term returns to our clients for nearly three decades. An active investment manager with a long-term valuation-driven investment approach, Coronation currently manages R629 billion in client assets (as at end-December 2023).
Our investment expertise extends across asset classes and geographies, with our longest-running strategies focused on specialist equity and multi-asset portfolios in global emerging and frontier markets.
We believe we are one of the largest and most successful managers of institutional and retail assets in southern Africa and offer both segregated and pooled investment vehicles. Our clients include pension and provident funds, medical schemes, unit trusts, banks, insurers and other fund managers. We also manage assets for a growing number of international retirement funds, endowments and family offices.
Dominion
Dominion is an international fund management group which specialises in identifying and investing in global trends. We have a simple goal: To create and manage a range of investment products, which are both highly effective, simple to understand and achieve great results for our investors. The result is a series of investment opportunities that you will feel instantly familiar with. You will understand the logic of the strategies. Dominion Global Trends funds are managed by a dynamic fund management team based in the City of London and the business is managed by an executive committee with a first class track record in Asset Management. Dominion Fund Management Limited (“DFML”). All rights reserved. All content provided on this website is governed by the Terms and Conditions. DFML recommends that you read the latest documentation available and seek professional investment advice if considering making an investment. DFML is licensed and regulated by the Guernsey Financial Services Commission.
ITT2025
Equilibrium Investment Management
Equilibrium offers discretionary fund management and investment consulting services and solutions to help your clients achieve their investment goals. We enable you to do what really matters. Spending more time with your clients and building your business. Our unique advice-led portfolios are designed to be efficient and optimised through market cycles, so your clients stay invested and achieve their investment goals. Because partnering with you to enable your advice outcomes, is our business. Equilibrium was established in 2008 and is part of Momentum Group Limited. Equilibrium is all about balance; two sides of the equation. It is about understanding the client’s objective and constructing portfolios to match those objectives. It is about the equilibrium we bring into your client’s investments. One of our key strengths is our understanding of the financial advice process. We are a client-centric business and the flexibility with which we execute our investment skill is one of our most valued traits.
We achieve equilibrium by using our three-step portfolio construction process:
- Strategic asset allocation: We blend the right asset classes for optimum risk management. This is the cornerstone of our investment philosophy, as it informs a large part of variation in the returns we expect clients to experience over time.
- Style optimisation: We choose the most appropriate investment strategies within each asset class to enable consistent returns in dynamic market conditions.
- Mandate selection: We select the best-of-class investment managers or have an optimal mandate designed. We use a variety of subscription and proprietary tools and systems in the modelling as well as portfolio construction process. Our solutions can incorporate passive, active and smart-beta strategies across multiple investment strategies. These can be combinations of local and global asset classes and, depending on the solution, can incorporate local and global currencies. The result is the delivery of a holistic value proposition.
Foord Asset Management
Founded in 1981, Foord Asset Management is an independent and owner-managed boutique built on the principles of investment stewardship. A multi-decade track record of successful investing evidences our capacity to consistently deliver superior investment returns for a range of investment strategies. Our value proposition focuses on safety-first and risk-cognisant investment management. We construct diversified investment portfolios based on rigorous fundamental research, high conviction ideas and an adaptable, value-driven investment policy. We embrace market volatility as opportunity, not risk. In partnership with Foord Asset Management Singapore, Foord is one of the few South African asset managers to offer a globally integrated investment management service with a range of South African, worldwide and global investment strategies catered to most investment needs and risk budgets for investors in South Africa and abroad
- For short-term investment horizons and conservative risk appetites: Foord Income, Foord Flex Income and Foord Conservative Funds
- For longer term savings needs in discretionary and retirement fund portfolios: Foord Balanced Fund and Foord Flexible Fund of Funds
- For specialist South African-only strategies: Foord Equity and Foord Bond Funds
- Globally: Foord International Fund for conservative investors and Foord Global Equity Fund for risk tolerant long-term investors
ITT2025
Glacier Invest
Glacier Invest reshapes the art of discretionary fund management. Along with intermediaries, we craft solutions to meet diverse client needs through flexible solutions design. We refer to this as “Solutions Architecture”. Solutions Architecture requires a deliberate focus on client’ requirements, and building something very specific for them.
The Glacier Invest Solutions range are designed to meet investors needs and are actively managed to the highest standards. We select and combine skilled asset managers in our multi-managed funds, offering investors holistic and competitive solutions that is positioned to achieve their stated investment goals, even as markets change. Investors can be confident that their investment needs will be well managed over time, and that they will benefit from the collaborative input of some of the industry’s top investment professionals.
Glacier Invest | Solutions Architecture “Delivering unique solutions for multiple client problem statements and financial needs.”
ITT2025
Graviton
At Graviton, we believe that you deserve to live and retire comfortably, especially when you’ve worked hard your entire life. That’s why we offer simple, accessible financial planning solutions that help build a future that you can trust. We’re committed to working alongside you, so that you can make informed decisions about your future. We believe that future goals should work for everyone. We’re here to make sure that happens for you.
ITT2025
High Street Asset Management
High Street Asset Management is a specialist investment manager with an offshore and Rand-hedge focus, offering differentiated solutions in a competitive South African asset management industry. The investment process is systematic and semi-automated allowing for consistency through market cycles.
Central to our beliefs, are the alignment of interests. We are owner-managed with an experienced team of motivated individuals co-invested alongside our clients. Direct engagement is encouraged with access to the Firm’s senior decision-makers. A differentiated offering with an established track record has led to admission on several platforms, both locally and abroad.
Hollard Investments
Hollard Investments is a proudly South African, privately-owned, Investment Management business. We strive to help clients create and secure a better future by achieving exceptional, sustainable and inclusive growth.
We provide our clients with simple, cost-effective ways to invest in a variety of investment products and portfolios. Our investment product range caters for all investors’ needs regardless of where they are in their investment journey, whilst our range of investment portfolios provides clients with a diverse range of solutions required to achieve their specific investment goals.
We implement our best investment views in the following ways:
- CIS funds
- Multi-Manager funds
- Our Focused funds
- Discretionary Fund Management (DFM)
- Implemented Portfolio Solutions
ITT2025
INN8 Invest
INN8 Invest is the centre of excellence for discretionary fund management (DFM) services within the Standard Bank Group. The business has a proud 20+ year track record with more than R560 billion under stewardship, which includes R112 billion worth of assets under management.
The STANLIB Multi-Manager model portfolio proposition for Group advisers, and third-party IFAs, was repositioned in March 2022 under a new brand, INN8 Invest. STANLIB Multi-Manager, a division of STANLIB Asset Management, houses the core investment team behind INN8 Invest. To ensure its independence from existing STANLIB Asset Management franchises, INN8 Invest operates under the STANLIB Wealth Management Ltd licence, which is shared with the Group’s investment platform, under the registered trademark INN8.
Our value proposition stems from the fact that we are able to blend our portfolio construction and manager research capabilities across different asset classes and strategies to provide additional diversification to meet tailored client needs. Along with our unlimited investment scope, global intelligence network and our total impartiality, we ensure that our clients can take advantage of the right investment opportunities – no matter where and when they arise.
ITT2025
Laurium Capital
Laurium Capital is an employee-owned boutique asset manager with offices in Johannesburg, Cape Town, and London. Founded in 2008, Laurium has grown to manage over R65 billion in assets across a diverse range of strategies.
We offer a suite of long-only and hedge fund solutions, investing in South Africa, across the African continent, and internationally. Our strong team of over 40 highly driven and qualified professionals is committed to delivering performance and service that exceed client expectations.
At the heart of our investment approach is rigorous, on-the-ground research and deep local market insight. We pair this with disciplined portfolio construction and robust risk management to generate superior risk-adjusted returns over time.
Our comprehensive range of unit trusts spans the risk spectrum and is available on most leading LISP platforms. Laurium’s client base is well diversified, including high net worth individuals, institutional investors, and retail clients.
We are defined by Passion, Purpose and measured by our Performance. Above all we remain focused on our clients and ‘Investing for your future’.
ITT2025
M&G Investments
About M&G Investments
We help our clients protect and grow their savings, ensuring they can retire comfortably with dignity. Our broad range of capabilities includes fixed income, equities, multi-asset, real estate and infrastructure. We manage R322.5 billion in assets (as of 31 March 2025) and proudly have a Level 1 B-BBEE rating since 2021.
We’re part of M&G plc, a global investment manager with operations in 28 countries, managing over R8.1 trillion in assets (as of 31 December 2024). Our clients benefit from the connected intelligence of over 6,000 investment professionals across the world’s top financial centres, connecting world-class research with fresh perspectives to drive better investment decisions.
Martello Asset Management
Capital International (Jersey) Limited is a discretionary investment manager specialising in global equity and multi-asset strategies for local and international investors. In partnership with our colleagues from our parent company in the Isle of Man, Capital International, our highly experienced team brings a pragmatic approach and independence of thought to a disciplined investment process, seeking to build wealth through a high conviction approach to investing. Alongside a range of balanced portfolio strategies we run the successful Martello Global Equity Fund as a flagship product.
Our global equity strategy is available as a Guernsey-domiciled offshore fund and the rand-denominated BCI Martello Global Equity Feeder Fund. Our experienced management team have more than 100 years of collective industry experience – decades in which the world and investment landscape have transformed and continue to evolve. We provide portfolio and fund management based on in-house, proprietary research developed over the past twenty years but remain disciplined and relevant for the current investment environment. Our core aim is to deliver consistent, repeatable returns through a high-conviction approach to investing. We also aim to be pragmatic thinkers – believing that a different outcome requires another starting point, and for us, that starting point is independent thought. We think differently when selecting and managing investments, guided by experience, observation and applying a rules-based approach.
ITT2025
Matrix Fund Managers
Matrix Fund Managers is an owner-managed, diversified asset manager. We take an agile approach to active investing that benefits from our independent thinking and unconstrained style. Our core purpose is to deliver consistent returns and high quality service for our institutional and retail clients. Founded in 2006, we rebranded as Matrix Fund Managers in 2014, managing both hedge funds and traditional long only portfolios. Our key capabilities span across fixed income, equity and multi-asset portfolios in South Africa.Our absolute return mind-set pursues excellent performance within appropriate risk limits.
- Well established SA Hedge Fund presence with R 5 billion (Jan 2023) assets under management.
- Fast growing long-only offering with R 20 billion (Jan 2023) of SA Multi- Asset, Fixed Income and Equity assets under management.
- Appointed by Amplify Investment Partners as the exclusive manager of two multi-asset unit trust portfolios.
- Strong team with over 300 years of combined market experience.
- Regulated by the South African Financial Sector Conduct Authority as an authorised Financial Services Provider with a Category I, II and IIA license (FSP 44663).
ITT2025
Optimum Investment Group
We are a boutique asset manager offering a diverse range of investment options, including unit trust funds and managed portfolios. With over R13 billion in assets under management, we have enough scale to withstand market turmoil whilst still being nimble to act fast when necessary.
Through our dedicated approach to active management, we navigate market complexities, seize opportunities, and deliver sustainable value to our clients for a prosperous tomorrow.
This strategic move was aimed at leveraging the group’s financial expertise to offer innovative, multi-asset investment solutions, to address the evolving needs of the group’s clients.
Today, our global presence spans across South Africa and the UK. Our South African investment and operations team is situated in Cape Town, with additional team members represented in Gauteng, Mbombela and the Garden Route. Our team in London consists of a macro strategist and a portfolio manager.
ITT2025
Peregrine Capital
Peregrine Capital is South Africa’s longest-running hedge fund manager. Peregrine Capital has created exceptional wealth for its clients since its inception in 1998. The company currently manages just over R15bn of investor assets through its two local flagship hedge fund strategies, which are open to institutional and retail clients.
Their Peregrine Capital High Growth H4 QI Hedge Fund (High Growth Fund) is the first fund in South Africa to achieve 100X an investor’s initial investment, so a million rand invested in the fund in February 2000 is worth more than R100 million now.
Their Peregrine Capital Pure Hedge H4 QI Hedge Fund (Pure Hedge Fund) has never had a negative year since its inception in July 1998.
ITT2025
PortfolioMetrix
With PortfolioMetrix as investment partner, advisers are free from the distractions that hold them back, giving them the space to achieve their full potential. We are a global investment management and technology partner to financial professionals, with a focus on high-performing advisers and specialist multi-managers. Financial advisers benefit from our ability to customise portfolios and from our proprietary WealthExplorer™️ technology, which enhances adviser effectiveness, business efficiency and the client journey.
PortfolioMetrix manages over R100 billion, and employs 65 people in offices in London, Johannesburg, Dublin, and Cape Town. We achieve consistent, market-leading investment outcomes through our precision-engineered portfolios, and have been recognised by the industry, our peers and financial advisers through multiple awards, which span investment outcomes, best DFM services, best technology, best client service, and best risk profiling service.
ITT2025
PPS Investments
PPS Investments is a subsidiary of PPS, a holistic financial services company specialising in tailored investment solutions designed exclusively for graduate professionals. Our purpose is to empower graduate professionals and their families on their financial journey, with a strong focus on creating and managing intergenerational wealth.
We strive to enhance the financial well-being of our member community and promote their prosperity through shared success. Whether you’re building wealth, planning for retirement, or managing post-retirement finances, our flexible investment solutions are designed to help you achieve your goals.
ITT2025
Prescient Investment Management
Prescient Investment Management (PIM) is a leading systematic investment manager that relies on a data-rich investment process to provide clients with certainty in an uncertain world.
Founded in September 1998, PIM has delivered superior risk-adjusted returns across its broad range of mandates for more than two decades, making it one of South Africa’s leading specialist investment management firms. Overseen by a diverse and skilled team of investment professionals, PIM’s investment solutions combine the best of human decision making with quantitative investing that is free of human bias and emotions.
PIM’s investment approach has evolved over time, incorporating exciting innovations in data science and financial markets, but remains true to the original vision and philosophy of the founders.PIM specialises in portfolio and risk management, managing money on behalf of retirement funds, medical aid schemes, corporate entities, trusts, and individuals. Its investment solutions range from unit trusts and retirement fund portfolios invested in all the listed asset classes through to infrastructure and clean energy debt funds.
Prescient Investment Management (Pty) Ltd is an authorised financial services provider (FSP 612).
ITT2025
PSG Asset Management
PSG Asset Management is a wholly owned subsidiary of PSG Financial Services Group. We offer a range of local and global funds, with corresponding feeder funds available from South Africa. Our long-term track record affirms the success of our proven process and offers important diversification and alpha generation benefits to patient investors. We manage a suite of rand-denominated local unit trusts and offer access to global markets through both rand-denominated and foreign currency denominated global funds.
Sasfin Asset Managers
Since its founding in 2002, Sasfin Asset Managers has garnered a reputation as one of South Africa’s leading boutique Asset Managers. Our diverse offering has grown to incorporate a range of equity, income and multi-asset class funds designed to suit the needs of our discerning retail and institutional client base.
Our investment team includes some of South Africa’s most highly-regarded Fund Managers, several of whom have managed large-scale institutional money for decades. This ability to attract top talent has also ensured that the meticulous research produced by our in-house team, coupled by close partnerships with leading global research houses, is always of the highest calibre.
ITT2025
Satrix
Satrix is the leading provider of index-tracking investment products and exchange traded funds (ETFs) in South Africa, with assets under management of R260 billion* invested in the range of ETFs, index-tracking unit trusts, life pooled and segregated portfolios that are specifically tailored for client-specific mandates or retail funds. Satrix pioneered index investing in South Africa, launching the flagship Satrix 40 ETF as the first locally listed ETF in November 2000.
The business services the institutional, intermediary, and individual investor markets. Satrix has proven expertise in risk management, portfolio analysis and index construction. A core part of the Satrix purpose is to drive the democratisation of investments for all South Africans, where SatrixNOW, the no-minimum online investing platform, is a key enabler to provide access for South Africans to “Own the Market”. The multi-award-winning business holds the largest market share in the ETF industry in South Africa at nearly 38%^.
*Source: Satrix, 30 June 2025
^Source: etfSA.co.za – Market Capitalisation – SA Industry Report, June 2025
Schroders
Schroders has had an office in South Africa since 2015 and we focus entirely on providing offshore investment solutions to local intermediaries and institutions. Schroders has 22 FSCA-approved offshore funds available to South African investors, which are available on a number of offshore platforms. Our relationship with Sanlam Collective Investments also gives investors access to our strategies through a number of onshore ZAR feeder funds and our Schroder European Real Estate Investment Trust is listed on the JSE.
Sentio
The future of investing is human. Only smarter and faster.
Sentio has been setting itself apart from its competitors in the investment industry for the past 15 years through our unique hybrid-intelligent approach that combines human expertise and experience with cutting-edge technology. Unlike many other players in the industry who are just beginning to adopt artificial intelligence and machine learning in their investment process, Sentio has been utilising these technologies since our inception in 2007. As a result, our portfolio managers are equipped to make high-conviction investment decisions that deliver superior risk-adjusted returns for our clients over the long term.
SwissOne Capital
Founded six years ago, SwissOne Capital embarked on a mission to redefine crypto investments, blending the esteemed principles of Swiss Asset Management with innovation. Our primary objectives were twofold: to pioneer a new era of premium crypto investment funds and to design products that are both accessible and secure, setting the bar for excellence in the industry. Through a fusion of traditional asset management acumen and cutting-edge blockchain technology expertise, we have forged a unique path in the financial landscape.
- Today, we stand as the longest-standing independent crypto asset manager in Switzerland, a distinction earned since 2018. Endowed with regulatory approval and licensing from FINMA (CH) and the FCA (UK), we operate with the utmost integrity and accountability.
- Our team, composed of seasoned professionals from diverse backgrounds in investment banking, hedge fund strategies, derivatives trading, and capital markets, forms the bedrock of our success.We take pride in our commitment to transparency, security, and innovation, ensuring that our clients have peace of mind while navigating the complexities of the digital asset space. By combining our deep-rooted expertise with forward-thinking strategies, we empower investors to participate in the transformative potential of blockchain and cryptocurrency markets.
ITT2025
Sygnia
Sygnia is a JSE-listed financial services group that offers asset management and investment administration services, as well as a wide range of savings and investment products, to South African retail and institutional investors. Investment administration is also offered to institutional clients in the USA and the United Kingdom.Sygnia managed and administered R295.3 billion in assets as at 31 March 2022. All the assets are administered on Sygnia’s proprietary investment administration platform and are unitised on a daily basis.
The operations of the Sygnia group of companies (“the Group”) date back to 2003, when certain subsidiary companies formed part of the African Harvest group of companies. Sygnia was launched in 2006 through a management buy-out by the then-CEO of African Harvest, Magda Wierzycka, and her executive management team. Until 2015, Sygnia was privately owned by the existing executives and founders. Sygnia Limited listed on the main board of the Johannesburg Stock Exchange in 2015 and on the A2X exchange in 2018. The company remains majority-owned by its management and staff, including Sygnia’s broad-based BEE staff scheme.
The company has provided asset management and investment administration services to South African retirement fund clients since 2006 and to international clients (retirement funds, endowments and multi-managers) since 2007. Today Sygnia is the second largest multi-management company in South Africa, one of the two largest passive managers in South Africa and the largest provider of ETFs in the country. It manages and administers assets on behalf of over 1 500 institutional investors and 39 919 retail investors, and its umbrella fund has over 45 000 members. The company employs over 300 staff members and has offices in Cape Town, Johannesburg, Durban and London.
ITT2025
Symmetry
Established in 2000 as a multi-management business, Symmetry has evolved into a full-spectrum investment solutions provider.
Today, we offer Multi-Managed Funds, Best-in-Class and Discretionary Fund Management solutions, underpinned by a robust manager research capability that informs every investment decision we make. Our purpose is clear: to deliver enduring value to our clients – individual and institutional – and to the stakeholders who entrust us with their long-term goals.
Our vision is to partner, design solutions, and deliver enduring value. As your investment solutions partner, we’re committed to holding the right balance in everything we do – because investing is never one-sided. It’s about managing risk and return. Balancing bold thinking with consistent delivery. Combining ambition with discipline. This balanced approach is what drives us to create solutions that stand up to change and stand the test of time.
ITT2025
Truffle Asset Management
Truffle Asset Management is an independent active asset manager with a highly experienced team of professional individuals, personally committed to ensuring our clients achieve their long-term financial objectives. Our investment capabilities span equity, flexible, fixed income and multi-asset mandates, and our focused range of unit trust funds targets different investment objectives with exposure to varying levels of risk.
Truffle’s investment team follows a fundamental valuation-based philosophy and disciplined investment process. This is coupled with a rigorous risk management approach and a strong focus on downside risk protection. We believe it’s not only about picking winners, but also about avoiding the losers. As an agile investment manager, we complement this investment approach with efficient implementation and competitive fees.
Why invest with us?
– The individual, long-term experience of our team helps us make well-informed, sound investment decisions.
– We have a proven track record of sustainable and persistent superior investment performance.
– We are an independent, owner managed asset manager and personally committed to our clients’ success through co-investment.
– Our open and dynamic structure allows us to implement decisions efficiently and effectively to take advantage of investment opportunities as they arise.
ITT2025
Westbrooke Alternative Asset Management
Established in 2004, Westbrooke is a multi-asset, multi-strategy manager and advisor of alternative investment funds and co-investment platforms. We have a heritage as a shareholder and operator of assets and invest our own capital alongside our investors in Private Debt, Hybrid Capital, Real Estate and Private Equity in South Africa, the UK and the USA.
We provide investors with a unique gateway to private market alternative investment opportunities which are traditionally difficult to access.
Investors benefit from the depth of experience and quality of our investment teams, who apply the Westbrooke Investment & Risk Philosophy and Approach in everything they do. This, together with our highly aligned financial interests, our heritage as an owner and operator of assets, our multi-decade track record of performance and our focus on capital preservation provides our investors with a unique advantage. Invest with the Westbrooke Advantage