Wealth
& Invest
INVEST
HOUSE
Wealth
& Invest
INVEST
HOUSE
INVEST
HOUSE
Wealth & Invest
We offer a range of wealth advisory, family office and investment management services with a focus on our specific solutions, which make our value proposition different. Our belief is not that one should be everything to everybody, but rather to prioritise having our clients’ best interests in mind.
What makes us
different
and Portfolio Structuring
It is essential to have full transparency and in-depth knowledge of all underlying components of any managed investment portfolio solution, to effectively measure outcomes. Licensed as both investment advisors and discretionary investment managers, our highly skilled staff are able to offer clients integrated wealth advisory and investment portfolio solutions, managed at client and portfolio levels.
Measurable Outcomes
Our ability to manage integrated portfolios ensures effective monitoring of measurable outcomes, at client and investment portfolio levels. It is therefore of the essence to have a personalised Investment Strategy Plan in place as reference for each client.
We make use of the latest innovative wealth management technologies to provide clients with consolidated reporting at client, product and asset allocation levels, on a regular basis.
Access to specialised investment expertise
Analytics Consulting is an independent investment consulting business that provides industry-leading global research and analysis, portfolio construction, securities consulting and funds due diligence to top-tier investment and advisory businesses in South Africa.
The Analytics Consulting team originated from the Investec stable and includes technical investment specialists who have worked for some of the top financial services businesses in South Africa including Allan Gray, RMB, Stanlib, Momentum and Stonehage Fleming.
Global Asset Management Capabilities in Mauritius and Guernsey
In order to cater for the ever-growing needs of South African investors who wish to globally diversify their investment portfolios, Investhouse through its Mauritian investment management business, Investhouse Fund Management, has become a member of the Strategic Investment Partners (“SIP”) group of companies in Mauritius and Ci Global Fund Managers ICC in Guernsey, C.I.
SIP, Ci Global Fund Managers ICC and Investhouse Fund Management are specialist investment management businesses that focus on managing global investment portfolios. The joint venture with SIP and several other asset management businesses provides us with the following global opportunities:
- aggregating our scale with the scale of other independent asset managers, with a view to reducing the cost of investing;
- providing access to institutionally priced investments that are only available to SIP members;
- having access to the SIP investment and operational specialists based in Mauritius and Guernsey, C.I.
Access to specialised investment expertise
Analytics Consulting is an independent investment consulting business that provides industry-leading global research and analysis, portfolio construction, securities consulting and funds due diligence to top-tier investment and advisory businesses in South Africa.
The Analytics Consulting team originated from the Investec stable and includes technical investment specialists who have worked for some of the top financial services businesses in South Africa including Allan Gray, RMB, Stanlib, Momentum and Stonehage Fleming.
Global Asset Management Capabilities in Mauritius and Guernsey
In order to cater for the ever-growing needs of South African investors who wish to globally diversify their investment portfolios, Investhouse through its Mauritian investment management business, Investhouse Fund Management, has become a member of the Strategic Investment Partners (“SIP”) group of companies in Mauritius and Ci Global Fund Managers ICC in Guernsey, C.I.
SIP, Ci Global Fund Managers ICC and Investhouse Fund Management are specialist investment management businesses that focus on managing global investment portfolios. The joint venture with SIP and several other asset management businesses provides us with the following global opportunities:
- aggregating our scale with the scale of other independent asset managers, with a view to reducing the cost of investing;
- providing access to institutionally priced investments that are only available to SIP members;
- having access to the SIP investment and operational specialists based in Mauritius and Guernsey, C.I.
Investment Product Solutions
Ci Global Investments RIAIF ICAV - Global Fund USD
Investhouse Fund Management and SIP act as the unrestricted investment advisors and co-investment managers of the Ci Global Fund USD that is domiciled in Ireland and hosted on Ci Global Investments RIAIF ICAV, which is regulated by the Central Bank of Ireland and approved by the Financial Sector Conduct Authority in South Africa. Sanlam Asset Management Ireland is the management company that is responsible for the oversight of Ci Global Investments.
Ci Collective Investments (RF) (Pty) Ltd – Investhouse Ci range of funds
Investhouse has an indirect shareholding in Ci Collective Investments (RF) (Pty) Ltd, a licensed unit trust management company, under which our range of Investhouse Ci proprietary funds are housed. This enables us to structure and manage proprietary solutions based on our unique integrated value proposition to our clients.
Ci Collective Investments (RF) (Pty) Ltd has approximately R21bn of assets under management and utilises leading third-party service providers to perform fund administration (Curo Fund Services), pricing (FNZ), custodianship (FirstRand) and auditing services (PwC) on an independent basis.
The scale of this arrangement has resulted in us being able to offer our clients direct access to cost and tax-efficient integrated investment portfolio solutions.
Investment Product Solutions
Ci Global Investments RIAIF ICAV - Global Fund USD
Investhouse Fund Management and SIP act as the unrestricted investment advisors and co-investment managers of the Ci Global Fund USD that is domiciled in Ireland and hosted on Ci Global Investments RIAIF ICAV, which is regulated by the Central Bank of Ireland and approved by the Financial Sector Conduct Authority in South Africa. Sanlam Asset Management Ireland is the management company that is responsible for the oversight of Ci Global Investments.
Ci Collective Investments (RF) (Pty) Ltd – Investhouse Ci range of funds
Investhouse has an indirect shareholding in Ci Collective Investments (RF) (Pty) Ltd, a licensed unit trust management company, under which our range of Investhouse Ci proprietary funds are housed. This enables us to structure and manage proprietary solutions based on our unique integrated value proposition to our clients.
Ci Collective Investments (RF) (Pty) Ltd has approximately R21bn of assets under management and utilises leading third-party service providers to perform fund administration (Curo Fund Services), pricing (FNZ), custodianship (FirstRand) and auditing services (PwC) on an independent basis.
The scale of this arrangement has resulted in us being able to offer our clients direct access to cost and tax-efficient integrated investment portfolio solutions.
The Investhouse Family Office services suite offers the following services:
- Investment advice linked to
- Experienced tax compliance services and
- Digital accounting for your family businesses and trusts
- Outsourced CFO