Investment Solutions

Our senior DFM specialist, Nadir Thokan, took the spotlight in Asset TV's "In the Hot Seat" session, a DFM-focused edition hosted by Joanne Baynham. The panel unpacked vital topics for financial advisers, including: the functions of a DFM, active vs. passive investing, risk vs. return trade-offs, multi-managed vs. model portfolios, asset allocation, costs, transformation, manager track records and future market outlook. 👉 Watch the full session here: https://bit.ly/3DjNDuX

Earlier this year, we had an incredible time at the 2024 ABSIP Retail Symposium, held at The Maslow Hotel in Sandton. As proud sponsors of this event, we were thrilled to see industry leaders gather to discuss:- Consumer trends and evolving wealth demographics- Tailored strategies for high-net-worth individuals- FSCA compliance updates and transformation insights. We are proud to be championing innovation and inclusivity in wealth management!

We recently hosted DFM Long Tables in Cape Town, Durban and Johannesburg, where Fahad Badar and Julius Bendikas from Mercer Investments shared valuable insights into the evolving geopolitical and investment landscape. These discussions explored how investment managers and advisers can navigate uncharted waters, tackling some of the most pertinent questions of our time. Their insights are invaluable for advisers seeking to make informed decisions and guide their clients with confidence in today’s complex environment.

Ever wondered why you should partner with us? Fay Khan highlights a few key reasons: 🌟 Expertise: We offer valuable insights and market expertise, empowering IFAs to provide the best advice. ⏳ Time saving: We take care of investment decisions, allowing IFAs to focus on cultivating strong client relationships. ⚖️ Risk management: We help manage risk and diversify portfolios for lasting client commitment. At Investment Solutions, we connect high-quality advice with top-notch solutions to enhance client experiences. With our institutional expertise, IFAs can feel confident and secure in their pursuits. https://bit.ly/4ebNI0E

Nadir Thokan explains how our innovative DFM offering simplifies investment management for IFAs and their clients. While asset managers focus on acquiring securities, DFMs tailor investment solutions to meet each client’s unique needs. At Investment Solutions, we draw on over 25 years of expertise in manager research and multi-management to create bespoke solutions without directly buying securities, ensuring we deliver exceptional value and strategic insights to IFAs and their clients. https://bit.ly/4hshOjc

Michael Avery and Fay Khan, Senior DFM Specialist, shared key updates from the FIA Conference. Since launching our DFM, we’ve made strong connections with both current and prospective clients. Originating from South Africa’s largest multimanager, it’s about the trust our clients place in us. Together, we’re shaping a future of financial prosperity and reliability. Listen to the full conversation here: https://bit.ly/48DBjkJ and read all about it here https://bit.ly/3ChvBcg

Ruan Jooste, Editor at Citywire, chats with Nadir Thokan, Senior DFM Specialist, about why DFMs support IFAs, rather than replace them. With the investment landscape becoming more complex, IFAs face increasing demands, from navigating intricate regulations to sorting through countless funds. Our early learnings show that DFMs can help alleviate these pressures, empowering advisers to focus on exceptional client service. Join the conversation to see how our DFM can be your ally in this evolving financial environment: https://lnkd.in/drGMDwpD

By partnering with us, your organisation has the benefit of leveraging our solutions and model portfolios, helping you as an IFA to optimise your workflow, making it easier to manage diverse client needs. Let us help you focus on building client relationships. Partner with us for efficiency, growth, and success! Let’s partner: https://bit.ly/3QfrAJy

The IS Balanced Model focuses on sustained investment growth and is ideal for those with future-focused financial goals. Whether its wealth generation or saving towards retirement, the IS Balanced Model helps you stay on track for a secure financial future. Let’s partner: https://bit.ly/3QfrAJy

The IS Cautious Model protects your capital and provides reasonable investment growth, making it an ideal choice to help you achieve your goals. Whether it’s saving for a wedding, a new venture, or simply achieving financial freedom, this solution helps you grow your money without unnecessary risks. Let us help you secure your future, no matter your goal! https://bit.ly/3QfrAJy