Why a Model Portfolio Solution

 

This service is for advisers looking to outsource discretionary investment management in a platform environment. Our model portfolio service enables you, the financial adviser, to maintain full control of your client relationship whilst outsourcing the discretionary fund management to us. We are accredited by all major linked investment service providers (LISPs) in South Africa. 

 

Our Model Portfolio Service is available on the following platforms:

• Allan Gray

• Allan Gray Offshore 

• Discovery Invest

• Glacier

• INN8

• Momentum Wealth

• Momentum Wealth International

• Ninety One

• PPS

• Stanlib

• Wealthport