We hold FAIS Category I and II licences and are a Level 1 BEE contributor. Our three propositions – Implemented Portfolio Solutions (IPS), CIS Unit Trusts and Balance Sheet Investment – are anchored by a robust research engine and “all-weather” philosophy.
In 2023, we launched IPS to deliver bespoke DFM and consulting services for advisors and institutions. Across the three propositions, we manage and advise over R25-billion in assets.
The heart of our success
At Hollard, our purpose is enabling more people to create and secure a better future. Our culture is built on shared value, entrepreneurial thinking and collaboration, ensuring a win for clients, partners, Hollard and the communities we serve. Conlias Mancuveni leads the Implemented Portfolio Solutions (IPS), supported by a dedicated research engine of 11 investment professionals.
This multi-disciplinary team spans client engagement and consulting, research, portfolio management, reporting, implementation and operations and compliance. Hollard Investment Managers values expertise and experience, integrity, strong qualifications, diverse backgrounds and a team-first mindset. Beyond technical skill, we seek curiosity, resilience and a passion for delivering exceptional outcomes.
At your service
Hollard Investment Managers offers a comprehensive suite of SA and Global core range portfolios designed to meet diverse client objectives – whether it’s income generation, capital growth or multi-asset diversification. These solutions form the foundation for tailored strategies that align with each advisor’s unique client needs.
Our proposition is structured into three distinct packages – Core, Custom and Bespoke – segmented by minimum assets under advice. This tiered approach ensures flexibility and scalability, allowing advisors to select the level of service that best fits their practice and client base.
We have also developed specialist portfolios focused on the needs of Shariah-compliant investors. The main outcome is enhanced diversification, consistency and risk-adjusted returns compared to peer averages.
Robust governance and research
We provide institutional-grade governance backed by rigorous research standards and transparency to ensure consistent outcomes and confidence. Our process includes clear manager ratings and detailed investment rationale, giving advisors full visibility into how decisions are made.
High-touch partnership model
Our growth philosophy is simple: fewer, deeper partnerships. We work with select and aligned IFAs who have high-growth potential, enabling them to outsource investment functions to us while they focus on expanding their practice. This win-win approach ensures a healthy IFA-to-consultant ratio and consistently high-quality service.
The right fit
We have built our DFM proposition to deliver more than portfolios – we deliver a partnership experience. Our edge is integrated into our entire investment value chain and thought process, the 4Cs:
Credibility: Hollard is a well-established brand synonymous with trust, enduring partnerships and financial strength. We have a seasoned team of investment professionals with long tenures and have delivered a proven track record of superior performance since 2013.
Clarity: In an increasingly complex investment landscape, simplicity with substance is power. Our investment team is equipped with innovative tools, frameworks and models that cut through the noise, enabling clear, confident and consistent decision-making for clients.
Consistency: Our portfolios are designed to be “all-weather”, built to deliver steady, incremental outperformance across market cycles and macroeconomic regimes. This smoother investment journey keeps clients invested, driving better long-term outcomes.
Client centricity: We take time to listen and understand each advisor’s ecosystem, conducting comprehensive “wellness checks” to assess their book, revenue model, operational challenges and strategic goals. Every recommendation is tailored to fit their unique context.
Contact information:
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Denay Valjee, Head: Distribution and Marketing
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Email: denayv@hollard.co.za
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Website: www.hollard.co.za/invest-and-save
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