| Over my 17 years in wealth management, I’ve seen how investment management can take advisors away from what matters most – their clients. That’s why at The Robert Group, I help advisors streamline their process with a full-service DFM solution. By handling investment selection and portfolio management, we free up your time, reduce complexity and ensure your clients’ investments stay aligned with their financial goals. |
Partnering for success
Since 2010, we at TRG Private Wealth have been dedicated to empowering financial advisors with innovative solutions that drive success. Built on a foundation of independence, expertise and a commitment to excellence, we work hand-in-hand with advisors to enhance their practices and help them deliver exceptional client outcomes.
How our DFM services empower you
Our Discretionary Fund Management (DFM) service is here to make your life easier. We take on the responsibility of selecting, maintaining and servicing a carefully blended portfolio of managers, both locally and offshore. This frees you to focus on what you do best: providing financial planning and building strong client relationships.
Our DFM service doesn’t just save you time – up to 40 hours a year with tools like our bespoke calculators – it also minimises the risk of underperforming or neglected portfolios. By employing a consistent, well-executed investment strategy, we help you deliver predictable outcomes tailored to your clients’ risk profiles. This approach enhances the value of your book of business and simplifies succession planning.
Award-winning fund range
Our fund range stands out for its risk-adjusted performance, earning us accolades at the Citywire DFM Awards for the last three consecutive years. These funds are designed to provide consistent and predictable outcomes through strategic asset allocation. They’re seamlessly global and scalable, catering to a wide range of client needs. For forward-thinking advisors, our offering also includes managed crypto solutions.
Supporting your practice beyond investments
We know that successful partnerships go beyond great funds. That’s why we provide bespoke, white-labelled tools and marketing support to enhance your practice. These resources are designed to help you create a client experience that’s uniquely yours while leveraging our expertise and infrastructure.
Our solutions are built to scale, whether you’re working with high-net-worth individuals or serving a broader client base
Your partner for the long haul
Our solutions are built to scale, whether you’re working with high-net-worth individuals or serving a broader client base. We ensure every portfolio aligns with individual objectives, delivering long-term value and peace of mind for you and your clients.
We don’t see ourselves as just a service provider – we’re your partner in success. Our goal is to complement and enhance your practice with the tools, expertise and innovative solutions you need to thrive in an ever-evolving financial landscape. With no additional fees for our DFM services (subject to a minimum AUM), we’re here to help you optimise your time and deliver exceptional outcomes for your clients. Let’s take your practice to the next level.
Contact information
For more information, reach out to our dedicated DFM specialist and let’s explore how we can work together:
- John Robinson
- Telephone: 032 947 1132
- Email: john@robertgroup.co.za
- Website: www.robertgroup.co.za
