Our Partners
2IP -Independent Investment Partners is an independent discretionary investment manager. It provides professional research services to large corporates as well as independent financial advisors. They have a professionally managed range of target return solutions on most administrative platforms. They provide institutional quality research, experience, and discipline in the investment management process.
2IP is our preferred partner to provide well managed target return solutions.
Dalebrook Capital is a bespoke investment solutions partner offering services to private clients, Independent Financial Advisors and Family Offices both locally in South Africa, and internationally.
Their focus is on providing tailored, flexible and versatile investment guidance through a partnering approach that recognises each individual’s goals and ambitions, and evolves strategies to guide individuals to achieve these goals.
Dalebrook Capital is our preferred provider of stock broking services.
Avalon is a provider of financial technology to large corporates as well as independent advisors. The software enables us to do financial engineering in co-planning with our clients. It allows us to build a visual model of the potential outcomes of various options.
Avalon I sour preferred software vendor for financial planning.