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DFM Guide 2026

Discretionary Fund Manager (DFM) listings 2026

The listings of Discretionary Fund Managers (DFMs) as sourced by researchers working on the 2026 Blue Chip DFM Guide.

Optimum Investment Group (OIG)

Optimum Investment Group (OIG) is a boutique asset manager headquartered in South Africa, committed to “growing wealth for a prosperous tomorrow”.

MitonOptimal

MitonOptimal is an independent investment management business delivering focused investment solutions and support to enable advisers to meet their clients’ investment objectives.

Relevant, effective and decisive

Nadir Thokan and Fay Khan share insights into how Investment Solutions by Alexforbes (IS) assists advisors in servicing clients effectively

Independent Investment Solutions

Independent Investment Solutions (i²), founded in 2016 and headquartered in Johannesburg, delivers independent, multi-asset investment portfolios tailored for both local and offshore markets.

Catering for bespoke needs

Equilibrium’s Florbela Yates shares insight into how they handle investments both locally and overseas.

Hollard Investment Managers

Hollard Investment Managers, part of the Hollard Group, was established in 2013 and is based in Parktown, Johannesburg.

Equilibrium Investment Management

Equilibrium provides discretionary fund management (DFM) services and investment solutions to help financial advisers and their clients achieve their desired investment objectives.

ABSA: Putting client needs at the centre of portfolio decisions

Investors and their advisors must first undertake a needs analysis in order to determine the investor’s investment objectives.

AI – friend or foe of the DFM?

At present, it is most likely that the best models will be a combination of humans and an AI team.
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