An IndependEnt platfoRm profiling asset managers, discretionary fund managers, investment platforms and solution providers.

Solution Provider Category

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FEATURED

Carmel Wealth

Independent, Global Thinking Carmel Wealth is a privately owned investment holding company founded in Stellenbosch, South Africa. We invest in leading independent wealth management, family office, and risk advisory businesses, supporting them in their growth and succession journeys. Built by industry veterans with experience in large-scale global financial services, Carmel was created to be a long-term, collaborative partner. Our role is to provide both capital and strategic support, enabling firms to scale, modernise, or plan for succession without compromising what makes them exceptional: trusted relationships, quality advice, and client outcomes.

Respecting Advisor Choice and Independence Independence sits at the core of our model. With no life company or asset manager as a shareholder, we are free from product bias. Unlike corporate consolidators that channel assets into in-house products, Carmel stands for objective, advice-led solutions that protect and enhance client service.

Flexible Partnership Model We understand that every practice is unique. That is why our investment model is flexible, offering options from minority stakes to full acquisitions. Whether you are looking for growth, efficiency, succession, or the benefits of scale, we create tailored solutions that align with your business and client commitments. Carmel Wealth is a house of leading independent brands, united by a shared belief: advice-led practices, supported by independence and exceptional service, are best placed to create enduring value for clients.

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FEATURED

Standard Bank

Standard Bank Structured Note Program Standard Bank is an Africa-focused, client-led and digitally enabled financial services organisation. Standard Bank runs a ZAR 120 000 000 000 Structured Note Programme (SNP) listed on the JSE. This note program sits within Global Markets, a division of Corporate and Investment Banking (CIB). As a leader in market-making, with a strong balance sheet, Global Markets offers multi asset class structured product solutions. Targeting the IFA and DFM markets, we offer monthly and quarterly issuances that are thematic in nature. Monthly issuances are based on the JSE Top40 Index and quarterly thematic issuances are driven by prevailing market conditions. Our Structured Products are listed on the JSE. Some of the commonly used asset classes are Equities, Bonds, FX, CDS, Rates etc. As Standard Bank, we are client-led and so are our solutions. We specialize in bespoke solutioning, crafting offerings that speak to client needs. Standard Bank Structured Note Program For further assistance, please contact your financial advisor, alternatively contact our Client Relations team: Client Relations gmsrp@standardbank.co.za Zikona Poswayo T 083 202 0764 | E Zikona.Poswayo@standardbank.co.za  
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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.
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Currency Partners

About Currency Partners

As South Africa’s largest Private Client foreign exchange intermediary, Currency Partners is the trusted choice for leading financial service providers.

Whether you’re investing or buying property abroad, emigrating, or making an international transfer, we provide market-leading pricing and service.

We secure exchange rates in advance to provide price certainty, manage currency risk, and handle exchange control requirements seamlessly.

With an international UK platform, national offices in South Africa, and bulk currency order volumes, we deliver global currency solutions with preferential pricing – helping you maximise savings on every transfer.

Value for you

  • Complimentary Approval for International Transfers (AIT) from SARS
  • South African Reserve Bank exchange control applications
  • Special SARB Applications for currency transfers of more than the annual allowances
  • Local and international cash management accounts
  • Dedicated dealing to help you manage currency risk
  • Rate alerts and automatic market orders
  • Specialist Tax Emigration services
  • Assistance with Inheritance and Estate Late transfers
  • Annual Allowance transfers for Offshore Investments
  • Foreign Currency Accounts
 
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Dominion Capital Strategies

The world’s best financial institutions in a single, simple, and flexible solution that’s accessible to everyone.

Dominion Capital Strategies (DCS) is a modern solution to regular savings and investment based in Guernsey. This regulated platform offers a modern, flexible and transparent way for South African residents to externalise funds on a monthly, quarterly, semi-annual or annual basis by using their local credit cards, debit cards or bank transfer.

It also offers low entry threshold lump sum investment and ad-hoc top ups by bank transfer. The platform and client app provide 24hr access to both advisers and clients with ongoing paperless administration functionality that makes everything simple and quick.

Regulated by the Guernsey Financial Services Commission with asset management utilising FCA regulated fund managers in London and offering funds that are Section 65 approved for sale is South Africa. All client moneys are held in a segregated accounts by BNY Mellon, making DCS a very secure option to externalise money in a highly regulated and respected jurisdiction. Redemptions and partial redemptions can be made to an account in the clients’ name almost anywhere in the world, making it ideal for succession, retirement and education planning.

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Honey Investment Solutions

Who We Are At Honey Investment Solutions, we believe that smart investing should be simple, seamless, and satisfying for advisors and investors alike. Honey Investment Solutions is a tech-driven investment platform designed to help financial advisors deliver real value to their clients. By combining smart systems and seamless administration with client-centric service, Honey makes it easier to manage products and achieve meaningful investment outcomes. This technology suite empowers advisors to build better futures for their clients, backed by Hollard’s powerful partnership support. What We Offer Honey is a subsidiary and strategic partner of the Hollard Group, South Africa’s largest independent insurance group. This collaboration combines the entrepreneurial drive of our founding management team with the scale, credibility, and financial strength of a leading institutional partner. Like a well-run hive, our operations are purpose-built combining cutting-edge technology, client-centric service, and a robust product ecosystem. Founded in partnership with the Hollard Group, we service over 17 000 investors with over R19bn of assets under our administrative care. Ready to rethink how you invest? Explore our platform or speak to your financial advisor today to unlock smarter tools, personalized investment solutions, and better ways to grow your wealth.
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INN8 Invest

INN8 Invest is the centre of excellence for discretionary fund management (DFM) services within the Standard Bank Group. We have a proud 20+ year track record with more than R560 billion under stewardship, which includes R112 billion worth of assets under management. 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 whenever they arise. We understand that you have a unique way of providing advice to your clients. When you partner with us, we aim to understand your way of doing  business and integrate your thinking into the way we work with and support you in delivering the investment returns that your clients expect. 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. 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
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JTC

JTC is a publicly listed, global professional services business with deep expertise in fund, corporate and private client services. JTC’s fund solutions are driven by a partner-led approach. Our senior leadership team comprises of experienced professionals who take a proactive role in managing client relationships with clients, ensuring that solutions are delivered with the a high degree of excellence. We possess the capabilities to help clients navigate the complexities of the local financial landscape and provide tailor-made solutions to meet their requirements.

JTC’s fund solutions are driven by a partner-led approach. Our senior leadership team comprises of experienced professionals who take a proactive role in managing client relationships with clients, ensuring that solutions are delivered with a high degree of excellence. We possess the capabilities to help clients navigate the complexities of the local financial landscape and provide tailor-made solutions to meet their requirements.

At JTC, we offer a full suite of solutions in South Africa and can support all fund types across multiple jurisdictions and asset classes. We understand that each client is unique. That’s why we handpick the best team to meet your specific needs, consistently delivering tailored and effective solutions to the highest standards.

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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.
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PPS Investments

At PPS Investments, our Discretionary Fund Manager (DFM) capability is built around a real-return investment philosophy, aiming to preserve and grow our members’ purchasing power over time. We combine robust portfolio construction, active manager selection, and multi-asset diversification to build resilient portfolios tailored to the long-term needs of graduate professionals. As a mutual company, we are owned by our members, not shareholders. This means our profits are invested back into their Profit-Share Accounts, reinforcing our purpose-driven strategy and long-term alignment with member outcomes.
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