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

NEW
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.

FEATURED
Standard Bank

Cogence

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

NEW
Dominion Capital Strategies
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.

NEW
Honey Investment Solutions

INN8 Invest

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.

PortfolioMetrix
