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
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0
B+
in funds administered
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funds administered
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financial services providers
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+
policy and unit holders
Insights from our managers
Managers in motion – Excelsia Capital
28th July 2021In our quarterly newsletter, we will feature one of our partners and provide insight into their business, how they started, their core ...
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Is your Responsible Party acting responsibly?
26th July 2021Should you be uncertain of our role and responsibilities as a responsible party and need guidance on POPIA, please contact us on ...
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Is your organisation POPIA ready?
14th April 2021The Protection of Personal Information Act (POPIA) is set to take effect on 1 July 2021. This means that organisations have less ...
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