Nearly 40% of investment management firms that started between 1990 and 2013 vanished by means of acquisition, merger or closure with the average lifetime close to only five years. Reasons for this failure include lack of steadfast shareholder support, poor business models, lack of differentiation and poor investment returns.
To address this, we partner with independent investment management teams in South Africa by becoming a shareholder to assist them in taking their business to the next level.
We are able to do this through:
We also provide additional distribution capabilities to complement our affiliates’ own distribution teams. We have established our own retail distribution team and partnered with Momentum Metropolitan, a distribution business that has a long history with the financial advisor industry. We use the insights and relationships from these sources to understand how to best service the changing adviser market.
STRATEGIC SUPPORT
ALIGNMENT OF INTEREST
FINANCIAL SUPPORT
DISTRIBUTION AND MARKETING
OPERATIONAL SUPPORT
STRATEGIC SUPPORT
ALIGNMENT OF INTEREST
FINANCIAL SUPPORT
DISTRIBUTION AND MARKETING
OPERATIONAL SUPPORT