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

Is your organisation POPIA ready?

14th April 2021

The Protection of Personal Information Act (POPIA) is set to take effect on 1 July 2021. This means that organisations have less ...

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 ...