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

Managers in motion – Excelsia Capital

28th July 2021

In our quarterly newsletter, we will feature one of our partners and provide insight into their business, how they started, their core ...

Is your Responsible Party acting responsibly?

26th July 2021

Should you be uncertain of our role and responsibilities as a responsible party and need guidance on POPIA, please contact us on ...

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 ...