The Robert Group
According to John Robinson, DFM Specialist at The Robert Group, TRG Private Wealth is dedicated to the empowerment of financial advisors through innovative solutions that drive success.
STRATEGIQ Capital
By prioritising independence, expertise, transparency and partnership, STRATEGIQ empowers financial advisors with cutting-edge tools and strategic insights, writes Luis Levy, CFA®, Chief Executive Officer, STRATEGIQ Capital.
Pioneer in the DFM space
PortfolioMetrix was one of the first DFM firms in South Africa. Brandon Zietsman tells us more about their current offering.
Well positioned to thrive
Fay Khan, Senior Discretionary Fund Management Specialist at Investment Solutions by Alexforbes, offers her thoughts on the current DFM landscape.
Do DFMs just add to costs?
Nadir Thokan, Senior Discretionary Fund Specialist at Alexforbes, on the downward trend of DFM fees.
Award-winning pedigree
Leigh Kohler, head of DFM at INN8 Invest, explains why the company has an award-winning performance track record.
Investment Solutions by Alexforbes
Based in Sandton, Johannesburg, Investment Solutions by Alexforbes is a newly established division of Alexforbes, South Africa’s leading investments multi-manager, entering the Discretionary Fund Management (DFM) market.
INN8 Invest
INN8 Invest leverages global expertise and a disciplined, research-driven approach to deliver consistent, long-term investment performance while empowering financial advisors and investors through best-in-class discretionary fund management solutions.
Equilibrium Investment Management
Equilibrium empowers financial advisors with expert investment management solutions by streamlining your workflow, fostering collaboration, and delivering exceptional service.
Improved balance in your practice
Florbela Yates, Managing Director of Equilibrium, speaks about the current DFM landscape and the status of her organisation.
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When is the ‘best’ time to invest offshore?
Momentum Wealth International offers a sophisticated investment framework for advisers to build customised portfolios that align with their clients’ unique investment goals, time horizons, and risk profiles.
Laurium Capital
Laurium Capital is an employee-owned boutique asset manager, offering several hedge and long-only funds to South African and global investors.
The Investment Forum 2026
The Investment Forum is South Africa’s premier thought leadership event for financial advisors, asset managers, discretionary fund managers, and wealth professionals.
A changing world
This year, 2025, will go down in history as an important turning point for the world, writes George Herman, Chief Investment Officer, Citadel.
The liquidity advantage: why ETFs should play a bigger role in institutional asset allocation
As the investment landscape becomes more complex and cost-sensitive, ETFs are proving to be a powerful tool for modern portfolio management. By Duma Mxenge, Head of Business and Market Development, Satrix.
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