Partnerships
with Purpose.

I am a
FUND MANAGER
Go
I am a
FUND MANAGER
I am an
ASSET CONSULTANT
I am a
FINANCIAL ADVISER
Add your fund to the
UMBRELLA FUND
Partnerships with Purpose.
Partnerships with Purpose.
Partnerships with Purpose.
Partnerships with Purpose.
Partnerships with Purpose.

A platform designed for Financial Services Providers

A one stop shop for asset managers, consultants, financial advisors and discretionary fund managers seeking to establish and distribute pooled white-labelled and co-named portfolios.

It's all in the numbers
R 0 B+
in funds administered
0
funds administered
0
financial services providers
0 +
policy and unit holders

Insights from our managers

Regulatory oversight and key developments for investment managers

19th March 2021

Global regulators have increasingly focused on the regulation of investment managers. As we’ve learnt throughout the regulatory reform process in South Africa, ...

How black-owned asset manager Mianzo is challenging the status quo

22nd January 2021

Black-owned asset manager Mianzo pushes into SA’s unit trust inner circle with a radically low-cost option A small black-owned investment firm, Mianzo ...

Regulations all asset managers need to be aware of

27th November 2020

Regulations all asset managers need to be aware of All asset managers, big and small, adhere to the same set of regulations ...