The information in this list of DFMs has been supplied by the companies featured. It does not claim to be an exhaustive list of DFMs, but rather gives an indication of the range of businesses providing DFM services.
2IP Independent Investment Partners
www.2ip.co.za
2IP is a truly independent DFM with a proven long-term track record in delivering above-average returns across a range of model portfolios and unit trusts on all the major LISP platforms. We give IFAs and end-clients the most valuable resource – more time to focus on what is important to them.
Amity Investment Solutions
amity.co.za
Amity Investment Solutions is an independently owned boutique DFM which helps its national network of independent advisors to differentiate their advice offering, grow their business, enhance their client service and improve overall business efficiency. We provide advisors with integrated investment management tools, client service resources, personalised support and outcomes-based investment solutions.
Analytics
www.analytics.co.za
Portfolio Analytics was founded in 2004 through a management buyout from Investec Asset Management as a privately owned Discretionary Fund Manager. In 2025, Graviton Wealth acquired a major shareholding in Portfolio Analytics. As a group we manage assets in excess of R80-billion. This strengthens and broadens our capabilities in providing bespoke, risk-profiled solutions with tailored exposure to local and global financial markets, along with co-branded model portfolios and advisory support to independent FSPs.
Apex Investment Consulting SA
www.apexgroup.com/apex-invest/investment-consulting-south-africa/
As a key player in the retail multi-manager industry in South Africa, prominent South African independent financial advisors, investment managers and collective investment scheme managers, along with their retail and institutional clients, choose investment management and consulting services from Apex Investment Consulting SA to maintain a competitive edge.
Capital International Group
www.capital-iom.com
With 29 years in business, Capital International Group is a privately owned, Isle of Man-based company offering a suite of digital financial services including an open architecture investment platform, asset management services as well as a corporate bank through its licensed subsidiary companies.
Cogence
www.cogence.co.za
Cogence is the world’s first DFM that incorporates multi-dimensional aspects of financial planning through its technology to help advisors manage their clients’ wealth more holistically. Cogence brings global investment expertise and behavioural insights to local advisors through its collaboration with BlackRock, RisCura and Vitality Healthy Futures.
www.cogence.co.za/portal/gen/legal-and-disclaimers
Edify Fund Managers
edifyinvest.co.za
Edify Fund Managers is an independent, owner-managed DFM based in Paarl. We provide tailored investment solutions, from model portfolios to bespoke investment consulting. Leveraging technology, boutique fund managers and alternative investments, we aim to deliver superior risk-adjusted returns while prioritising exceptional client service. Our expertise in hedge funds and global investments sets us apart.
Equilibrium
eqinvest.co.za
Equilibrium provides discretionary fund management (DFM) services and investment solutions to help financial advisers and their clients achieve their desired investment objectives. Our unique advice-led local and dollar-denominated global model portfolios are designed to be efficient and optimised through market cycles. Available on leading LISP platforms, we offer a proven track record of both customised and standard solutions to help meet investors’ goals.
Fundhouse
www.fundhouse.co.za
Fundhouse delivers portfolios shaped by deep research and careful oversight. We value relationships, prioritise trans-parency and support independent advisers with solutions that are unbiased, disciplined and always in the client’s best interest.
Glacier Invest
www.glacierinvest.co.za
Glacier Invest is a discretionary fund manager (DFM) – one of the largest in South Africa – providing holistic investment and operational support to financial advisers. As solutions architects, we build tailored portfolios to help your clients meet their investment objectives and needs. Utilising our skill and scale, we are able to provide financial advisers like yourself with an unrivalled and fully customisable investment proposition that enhances and enriches the investment experience for your clients.
Graviton
gravitonwealth.co.za
Graviton is an independent financial advisory network supported by the scale and stability of the Sanlam Group. It offers advice-led investment solutions, specialist support and efficient portfolio management that help advisors strengthen client retirement outcomes. Graviton provides scalable tools, insights and operational support to IFAs to grow modern advisory practices across South Africa.
Harbour Wealth
harbourwealth.com
Harbour Wealth delivers transparent, cost-effective investment solutions through disciplined model portfolios that blend passive equity with active income. As a reform-driven DFM, we simplify investing for advisors and clients, promoting fairness, clarity and consistent outcomes across a scalable platform designed to elevate industry standards.
Hollard Investments
www.hollard.co.za/invest-and-save
Hollard Investments, part of the Hollard Group, holds FAIS Category I and II licences and is a Level 1 BEE contributor. We offer unit trusts, DFM services, institutional consulting and an investment platform. Our team oversees assets exceeding R25-billion and has delivered consistent, benchmark-beating performance across peer categories over the past decade.
Independent Investment Solutions
i2solutions.co.za
Independent Investment Solutions is an independent, multi-asset discretionary investment manager providing professionally constructed wrap fund solutions to financial advisors. Using rigorous quantitative and qualitative analysis, we deliver transparent, diversified and risk-aligned local and offshore investment solutions across major platforms, helping advisors offer clients consistent performance, reduced single-manager risk and streamlined reporting.
INN8 Invest
inn8.co.za
INN8 Invest is an independent DFM for the wealth manager of the future that places global, best-in-class expertise at your fingertips. We aim to inspire advisor confidence, grow client portfolios and facilitate business growth. We understand that solutions should be designed to meet the ever-changing investment needs of South African investors. By putting the advisor at the centre of our process, we make sure that we build future-focused investments designed to deliver superior client outcomes.
Investment Solutions by Alexforbes
investmentsolutions.alexforbes.com
Investment Solutions is an indepen-dent discretionary fund manager backed by Alexforbes’ scale and expertise. With R696-billion in assets under management and administration, we empower independent financial advisors by streamlining investment processes, offering tailored solutions and providing access to global opportunities – helping you enhance your service and make a greater impact.
Mentenova
www.mentenova.co.za
Mentenova is an award-winning financial services group dedicated to providing goals-driven investment solutions tailored to individual needs. With a focus on innovation, independence and integrity, we prioritise understanding your long-term objectives to maximise investment success and reduce stress in managing your financial future.
MitonOptimal
www.mitonoptimal.co.za
MitonOptimal is an independent, owner-managed Discretionary Fund Manager dedicated to providing investment solutions and support that help advisors meet their clients’ financial objectives. We offer a range of strategies designed to suit each advisor’s unique requirements, assets under management and client base.
Morningstar Investment Management South Africa
www.morningstar.com/en-za/products/investment-management
Morningstar’s investment management capabilities give advisors and their clients access to unparalleled depth and breadth of research. This means having the peace of mind that we’re able to pinpoint specific sources of returns across an unmatched range of investment opportunities for you and your clients. This enables us to build portfolios of the very best investment opportunities designed to work together to achieve your clients’ financial goals.
Mosaic Investment Consulting
mosaicinvestments.co.za
Established in 2015, Mosaic Investment Consulting provides independent investment advice to institutional and retail clients across South Africa. 51% black-owned and a level 2 B-BBEE contributor, Mosaic advises on over R50-billion in assets, including retirement funds and model portfolios for indepen-dent financial advisors, with offices in Cape Town and Johannesburg.
Multivest Asset Management
www.multivest.co.za
Multivest Asset Management is an independently owned financial services business, offering specialist investment management and asset consulting to financial advisors. We offer discretionary portfolio management aligned to specific investment objectives, while we help financial advisors grow their business and assist with prudent investment choices for their clients.
Naviga Solutions
www.naviga.co.za
Naviga Solutions offers an extensive range of more than 20 portfolios across 11 platforms, catering for all risk profiles. We offer innovative post-retirement solutions focused on income security, while our range also covers direct offshore investments, tax-free savings and hedge funds. We provide a paraplanning service through a team of experienced CFPs and quarterly reporting at investor level.
Optimum Investment Group
oig-invest.com
Optimum Investment Group (OIG) is an award-winning boutique asset manager delivering tailored, actively managed investment solutions. Committed to “growing wealth for a prosperous tomorrow”, OIG prioritises long-term relationships built on trust, transparency and integrity, combining personalised service with disciplined, client-focused portfolio management.
PortfolioMetrix
www.portfoliometrix.com
PortfolioMetrix partners with institu-tional allocators and top financial advisors to deliver precision-engineered portfolios supported by proprietary technology. Our role is to give financial professionals the clarity and capacity to focus on the areas where they create the greatest long-term value, for both their clients and their businesses. Our investment discipline provides consis-tent results, while our tools support suitability, governance and efficiency. We manage over R115-billion in assets and have offices in London, Johannesburg, Dublin, Cape Town and Durban.
Ramsey Crookall
ramseycrookall.com
Ramsey Crookall is the Isle of Man’s longest-established independent stockbroking and investment firm, offering offshore discretionary model portfolios to South African advisors. Our Baobab Models provide professionally managed, risk-aligned global solutions using independently selected funds, delivering long-term, diversified investment strategies designed to preserve and grow client wealth.
Rutherford Asset Management
rutherfordam.co.za
Rutherford is an independent DFM specialising in model portfolios that blend world-class managers and funds into risk-adjusted portfolios which are available on all major SA platforms. Our portfolios combine well-diversified asset classes and manager styles with disciplined rebalancing and have achieved enviable returns for more than 10 years.
SA Asset Management
saassetmanagement.co.za
SA Asset Management is an independent investment partner specialising in discretionary fund management and fund consulting solutions for financial advisors. Established in 1995, we also offer hybrid solutions, private client portfolios and cash management, focusing on transparent communication, disciplined investment processes and long-term, risk-adjusted outcomes.
Seed Investments
www.seedinvestments.co.za
Seed Investments is an award-winning, high-conviction multi-manager delivering expertly curated DFM solutions backed by deep research, institutional-grade risk management and full transparency. As Your Investment Solutions Home within a trusted ecosystem, our solutions do exactly what they are meant to do over their intended horizons, offering consistency, confidence and dependable outcomes for IFAs and their clients.
Sequoia Investment Solutions
www.sequoiainvest.co.za
At Sequoia Investment Solutions, we help you navigate the complexities of investment management – delivering strategic, diversified and resilient solutions for sustainable growth. The relationship between the DFM, advisor and client is of paramount importance in understanding the needs of the client. Our DFM service model offers portfolio management, portfolio reporting and consolidated client reporting.
STAR Investment Partners
www.starip.co.za
STAR is a hybrid DFM, partnering with financial advisors to integrate business, investment and client advice needs into sustainable local and global portfolio solutions. We’re platform, fund and management style agnostic, incorporating active, passive and alternative assets. As a hybrid DFM, we may include STAR-managed unit trusts in portfolio solutions.
STRATEGIQ Capital
www.strategiq.co.za
STRATEGIQ Capital is a leading independent DFM with offices in Cape Town and Johannesburg. With nearly a decade of proven success, we deliver innovative, research-driven investment solutions. Our client-first philosophy, advisor-focused tools and commitment to long-term value empower financial advisors and investors to achieve optimal outcomes in a complex financial landscape.
Symmetry
www.symmetry.co.za
Symmetry’s Discretionary Fund Manager offers a full-service, partnership-driven investment experience designed to support both client outcomes and advisor growth. Through disciplined research, asset allocation and portfolio construction, we deliver investment solutions that are available across major LISP platforms. Our solutions evolve with your clients’ needs, helping you focus on what matters most: time with your clients and growing your practice.
The Robert Group
TRG Private Wealth empowers financial advisors with innovative Discretionary Fund Management (DFM) solutions since 2014. Our award-winning, globally scalable funds and bespoke tools save time, reduce risk and enhance client outcomes. Partner with us to strengthen your practice, deliver tailored investment strategies and achieve long-term success in a dynamic financial landscape.
