2017 PARTNERS

HEADLINE PARTNER

Old Mutual Wealth

Old Mutual Wealth is a fully integrated, advice-led wealth management business. It partners with leading financial planners to assist clients in reaching their financial goals. This is achieved through a tailored financial plan centred on clients’ unique investment objectives, goals and aspirations, to build a lasting financial legacy. Integrated Wealth Planning (IWP), Old Mutual Wealth’s structured advice process, enables financial planners and clients to co-create financial plans to create and preserve their wealth. This plan focuses on more than money and is a lifetime wealth plan appropriate to clients’ unique circumstances, dreams and financial goals. Old Mutual Wealth’s years of experience and bespoke wealth management solutions, as well as unique specialist capabilities including Private Client Securities; Old Mutual Multi-Managers; Fiduciary services and offshore investing, ensure a seamless end-to-end experience

www.omwealth.co.za

PARTNERS

IRESS

We design, develop and implement unified software solutions for the financial services industry. Whether you’re trading on global financial markets, managing investments, providing mortgages or helping your clients plan their financial future; you can rely on our software, and our team, to deliver real outcomes for your business and your clients. Our complete end-to-end solutions enable you to engage and service your clients across all channels, achieve operational efficiencies, make considered decisions, in addition to monitoring and managing risk. Our proven technology, expertise and implementation track record means that businesses of all sizes choose to partner with us – from the world’s most iconic financial services brands to small business entrepreneurs.

www.iress.com/za/

Futuregrowth Asset Management

Futuregrowth Asset Management is a fixed interest investment company that manages around R170 billion of assets on behalf of clients. Our large team of investment professionals manages the full scope of interest-bearing products, from money market funds to yield enhanced bonds, as well as a range of development funds.

With our depth of experience in the market and possessing the requisite skills set, the investment team is well equipped to construct diverse portfolios that reduce risk volatility and produce sustainable returns for our clients. For over 20 years, Futuregrowth has worked towards the development of South Africa and its people, with many of our investment products geared towards making a positive difference to our world. With this in mind we continually look for opportunities that will deliver financial, economic and social returns that really matter.

www.futuregrowth.co.za/

The Financial Planning Institute of Southern Africa (FPI)

The CERTIFIED FINANCIAL PLANNER® designation or CFP® designation is internationally recognised as the standard for financial planning professionals. The status gives consumers confidence that the financial planner they’re dealing with is suitably qualified to provide advice and information and gives assurance that they remain up to date with developments in the industry.

In order to receive the prestigious CFP® designation, the candidate must meet the certification requirements of the profession of financial planning: • Education – An approved qualification on NQF level 8 • Examination – Pass the Professional Competency Exam (Board Exam) • Experience – Require at least three years’ experience • Ethics – Must subscribe to the FPI Code of Ethics and Professional Responsibility

In addition, CFP® professionals are required to maintain technical competence and fulfil ethical obligations by renewing their membership annually. To stay in touch with the happenings in the financial planning profession, every year they must complete 35 hours of Continuous Professional Development (CPD). Furthermore, at least five of these hours must be spent on Professional Ethics and Financial Planning Practice Standards. These stringent requirements ensure that any individual who holds the CFP® designation is well prepared and highly qualified to provide you with sound, professional advice.

The Financial Planning Institute of Southern Africa (FPI), is a South African Qualifications Authority recognised professional body for financial planners in South Africa. It is the only institution in South Africa to offer the CFP® certification.

www.fpi.co.za

Satrix

Satrix is South Africa’s leading provider of index-tracking products, with more than R65 billion in assets under management across a wide range of retail and institutional offerings. Our index-tracking portfolios cover a spectrum of Exchange Traded Funds (ETFs), Unit Trusts and segregated mandates. Satrix pioneered index investing in South Africa, launching our flagship Satrix 40 ETF as the first locally listed ETF in Nov 2000. The Satrix team has proven expertise in risk management, quantitative portfolio analysis and index construction and partners with institutional clients to create customised solution to achieve their desired investment outcomes.

www.satrix.co.za/

36ONE Asset Management

36ONE Asset Management was formed by Cy Jacobs and Steven Liptz in 2004. Over time, they hand-picked a deliberately small team of exceptional, committed and talented individuals. This enables 36ONE to adopt a leaner, more efficient and more customised approach than the typical investment management firm. Our investment approach is centred on the principle that the market does not always efficiently price securities. We believe that stock selection through bottom-up fundamental analysis can outperform over time. We apply fundamental analysis – through proprietary modelling techniques and meetings with company management –to identify incorrectly priced securities. This bottom-up approach is complemented by a top-down, macroeconomic overlay, which is used to manage exposure to industries and asset classes. Our primary focus is on value investment within the South African equity market, but attractive growth shares and opportunities in other asset classes and/or geographies may also be explored. The 36ONE hedge funds and unit trusts invest in all sectors and across the range of small, medium and large cap shares. Risk management is central to our investment philosophy and is embedded in all stages of the portfolio management process.

www.36one.co.za/

Money

With more than 262,000 copies of the Sunday Times sold each weekend, Money is able to reach a very wide audience with content presented in plain jargon-free language. A trusted brand with high credibility that speaks to the lay person across income groups. A lifestyle publication rather than one targeted at the business reader. Content produced by experienced financial consumer journalists, specialists in their fields, with articles campaigning for consumer interests, such as lower banking or investment fees and exposing unfair practices. News you can use that has value long after publication. Readers can look forward to content that unpacks consumer issues related to banking; retirement planning; saving and investing; life and disability cover; healthcare financing; asset financing; estate planning; managing debt; financial planning; short term insurance; property and tax.

Safari Investments RSA Limited

Safari Investments RSA Limited (“Safari”) is a South African Real Estate Investment Trust (“REIT”) listed on the JSE. It has a portfolio of premium property assets in a sustainable investment fund attracting investors who seek exposure to the highly desirable property market. Safari’s portfolio comprises 19 properties including retail centres, a private day-hospital, residential properties, and vacant land for future development – in total valued at R2,63 billion. Our primary sector focus is retail with a strong focus on underdeveloped urban areas.

www.safari-investments.com/