As a result of the implementation of the Alternative Investment Fund Managers Directive (AIFMD) boards are reconsidering their approach to risk management and oversight.

Apex Group

Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With over 94 offices worldwide and 12,000+ employees in 38 countries, Apex Group delivers an expansive range of services to asset managers, financial institutions, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund services, digital onboarding and bank accounts, depositary, custody, super ManCo and fund raising services, corporate services including HR and Payroll and a pioneering ESG Ratings and Advisory solution. Apex Group’s purpose is to be more than just a financial services provider and is committed to driving positive change to address three core areas; the Environment and Climate Change, Women’s Empowerment and Economic Independence, Education and Social Mobility.


OFFSHORE investing has been a cornerstone of the Brenthurst Wealth strategy over the past years. Investors who did not increase their offshore investment exposure in recent years have suffered a tremendous opportunity cost and in some cases, particularly over one, two and three years, have not seen any real increase in the real value of their investments in rand terms.

Many South African investors are asking whether there is any benefit to investing offshore now that the domestic economy seems to be on the upturn.

Clients of Brenthurst Wealth will be well aware of our long-standing investment strategy of increasing offshore exposure across all our portfolios. Offshore diversification has long been an underlying theme in our investment portfolios, which was accelerated from about 2010 onwards.

At the time our investment approach was met with substantial resistance, but the events since then, as well as the relative investment performance over the past years, has vindicated this position and has added considerable wealth to our clients.

Web site:

Engelberg Asset Management

Engelberg. was founded in 2012 and is a Financial Sector Conduct Authority (FSCA) registered South African based Asset Management company. Engelberg currently manages three fully compliant local domicile investment funds. Engelberg is a financial services provider authorised by the Financial Advisory and Intermediary Services Act.

Web site:

Fibonacci Asset Management

Fibonacci Investments is a South African based boutique Asset Management firm that forms part of the highly respected 1.618 Group.

As part of a group that has been committed to offering clients the highest standards of financial and insurance services and advice for decades, we are perfectly positioned to offer Institutions, Independent Financial Advisors (IFA’s) and Ultra High Net Worth (UHNW) Individuals professional management of their asset portfolios. Our goal is to protect and grow your portfolio by investing in local and offshore markets to maximise exposure to opportunities.

Web site:

Financial Fitness

Financial Fitness was established during April 1996 with the express objective to provide first class financial education, offshore investment advice and services to the South African public. Since then we have provided personal finance education for over 42,000 individuals and we advise over 2,300 private investors regarding their collective, substantial and growing investments. Our long list of happy clients suggest that Financial Fitness Services, based in Sandton, is a true South African success story – an overnight success that began many moons ago. During 1982, Jim Millar (founder and group managing director) began a project in co-operation with the Johannesburg Stock Exchange to develop a revolutionary way of effectively teaching private investors how to win in the stock market.

Web site:

Flagship Asset Management

Established in 2001 and 100% owned by staff and directors, Flagship Asset Management is a complete boutique asset manager for established South Africans who want to grow, preserve and protect their investments. Our investing heritage in global markets means we truly understand what matters to our clients. We are committed to delivering top performance across all our funds, no matter what turbulence the future may hold.

Through focus and expertise, we have the ability to grow your assets and take advantage of opportunities for you, no matter where in the world we may find them. Your future is safe with those who know.

Web site:


MiPlan exists to create and preserve wealth through the application of critical thinking.

Established in 2006, we assist our clients to manage their money to achieve their desired outcomes through understanding their future income objectives and then creating and managing the wealth required to meet those plans.

Our focus is to become a partner in critical thinking to achieve and preserve your wealth to meet your goals.

Our best-in-class fund managers understand the critical importance of asset allocation in order to build and preserve wealth, and by appointing different managers to manage different components of a portfolio, we position ourselves to reap maximum gain from advantages in asset classes, economic cycles, geography and time horizons. While changes in the macro-environment impacts the relative risks in asset classes, these provide us with the opportunities to make tactical asset allocations to minimise risk and maximize return.

Our stable team of managers have an eight-year track record of achieving inflation-beating targets while minimising shortfall risks.

Each of our funds is a “single manager fund”, which allows each manager’s style and skill to come to the fore, and as our managers are not constrained by consensus or a house view, they act with conviction to take focussed positions, even when this puts them at odds with the herd.

We are not subject to a value or growth bias, and our flexibility and nimbleness allows us to quickly take advantage of opportunities or to manage risk when necessary.

The MiPlan product mix represents our philosophy of both multi-asset investing and our skill at matching asset classes across local and foreign opportunities. We are extremely conscious of the impact of costs on returns and, consequently, charge some of the lowest fees in the industry.

Web site:


The MitonOptimal group of companies is an independent multi-asset investment manager, majority owned by our management and directors. We employ over 30 staff across offices in South Africa and the United Kingdom. Our highly experienced investment management team has been investing MitonOptimal client money for over 16 years. We offer a broad range of global Discretionary Fund Management (DFM), Portfolio Management, Managed Model Portfolios, Institutional Asset Consulting and regulated funds services to our clients, via well-established and regulated distribution channels.

Focussing on our primary service offering of Discretionary Fund Management (DFM), Portfolio Management, Managed Model Portfolios and Institutional Asset Consulting services, we cater for a diverse spectrum of private clients, independent financial advisers (IFAs), fiduciaries, family offices and trustees/institutional clients around the globe.

In our role as Investment Managers, the common denominator across all of our products and services is Global Multi-Asset Management. Our investment philosophy is unashamedly simple, “diversification, through unconstrained global asset allocation, within an absolute mindset”, with the aim of achieving our clients’ objectives, through the management and control of risk. We are a closely knit team of professionals that recognise the importance of focus.

Web site:

Get in touch

Contact Us