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OFFSHORE PROVIDERS   SOUTH AFRICAN PROVIDERS

Ashburton
Ashburton is a relatively small offshore investment manager based in the Channel Islands with ₤108bn in assets under management. It is wholly owned by the Firstrand group and as such forms part of the FirstRand International Wealth Management Holdings Limited .

With its headquarters in Jersey, Channel Islands, Ashburton has been in business for some twenty five years and is a distinctive, niche investment manager, which is known for its nimble investment strategy decisions as well as its annual visits to South Africa where clients are able to meet with the fund managers handling their offshore wealth.

Ashburton offers a focused range of funds which give the investor exposure to various geographic regions and asset classes as well as to a core asset allocation service which aims to produce long term capital growth while keeping volatility to a minimum.

The in-house research team is used to provide most of the information required for decision making while attention is often paid to global sentiment when asset allocation is decided.

Coronation
Coronation International is a London based Fund of funds manager that selects and blends global investment managers to form building blocks in their offshore long only and hedge fund range which are authorised in Ireland and the Cayman Islands.

Established in 1996 under the leadership of Tony Gibson, the team comprises Tony and Ken Lewis in London and Louis Stassen, Charles De Kock, Gavin Joubert & Karl Leinberger in Cape Town.

The Coronation group now manages R120 billion in assets including a strategic partnership with Namibia Asset Management.

Nedgroup Trust 
Nedgroup Trust Company specialises in the provision of offshore trust & company services aimed at protecting the wealth of offshore investors. Nedgroup is the offshore fiduciary arm of the Old Mutual Group and is based in Guernsey in the Channel Islands.

Franklin Templeton
Franklin Templeton established its South African office, registered as Templeton Asset Management Limited, in 1995. Templeton Asset Management Limited, is a wholly owned subsidiary of Franklin Resources, Inc., a global investment organization operating as Franklin Templeton Investments.

Franklin Templeton Investments offers investment choices under the Franklin, Templeton and Mutual Series names and manages US$617.9 billion in assets (as of August 31, 2007) composed of mutual funds and other investment vehicles for individuals, institutions, pension plans, trust and partnerships in 150 countries. The San Mateo, California-based company has 60 years of investment experience.
Franklin Templeton offers a wide range of FSB registered offshore investment funds as well as specialized investment management services to retail and institutional investors in South Africa.

Glacier International
Glacier, a specialised investment services arm within the greater Sanlam group, was established in 2006 in order to compete with the independent investment firms such as Investec, Coronation and Allan Gray.

Glacier’s offerings include a fund of funds operation, a LISP platform as well as the provision of wills, trusts and estate planning services. The LISP provides access to a wide range of unit trust funds managed by various asset managers for both discretionary and compulsory monies as well as access to share portfolios through various stockbrokers.

Glacier International, its locally based offshore investment distribution company, offers a locally registered international endowment platform which provides access to a range of offshore funds managed by various international management firms within a tax-efficient life wrapper. It also provides access to Sanlam Investment Management’s own range of offshore funds managed by by Kokkie Kooyman and his team in Cape Town.

Invesco
INVESCO (formerly Invesco Perpetual) is part of Invesco Plc, one of the world’s largest independent global investment managers. As a member of Invesco Plc, INVESCO benefits from its worldwide network of experienced professionals based around the world. INVESCO manages offshore funds domiciled in the Isle of Man, Jersey and Guernsey totaling in excess of ₤400bn in assets under management.

The INVESCO International Development Division is responsible for the marketing and selling of the INVESCO offshore product range in the United Kingdom, Channel Islands, Isle of Man, Ireland, Bermuda and the Caribbean, Mediterranean countries (e.g. Malta, Cyprus, Gibraltar), as well as the Middle East and Africa.

Investec
Investec Asset Management is a medium sized investment manager, providing an innovative and extensive range of financial and banking products to institutional and individual investors.

Established in Cape Town in 1991, the firm has been built from start-up into an international business managing in excess of US $60bn on behalf of third party clients.

With the acquisition of Guinness Flight in 1998 Investec have grown from domestic roots in the UK and South Africa to a position where they now serve a growing international client base from the Americas, Europe, Asia the Middle East and Africa. They employ 100 investment professionals.

The equity analysis philosophy at Investec is built around its four factor approach. When seeking new investment opportunities in companies, Investec looks at these four factors: Strategy, Valuation, Dynamics & Technicals.

LloydsTSB
LloydsTSB Offshore is the offshore arm of the large UK based LloydsTSB group. Its head office is in Jersey in the Channel Islands.

The management of its offshore funds is outsourced to Scottish Widows Investment Partnership (SWIP), the UK based asset manager with ₤97.6bn under management.

SWIP was created in 2000 when Hill Samuel Asset Management merged with Scottish Widows Investment Management.

Nedgroup Investments (IOM) Ltd
Nedgroup Investments (IOM) Limited (alongside Nedgroup Investment Advisers (UK) Limited) is a niche manager offering a range of risk-controlled investment management solutions.

The core business of Nedgroup Investments is to afford private and institutional investors access to a focused range of fund of fund investment solutions using a proven multi-manager process.

Through this process, Nedgroup Investments selects and blends a suitable mix of the world`s asset managers and funds to create portfolios that attempt to match the specific investment objectives and risk profiles of various investor categories.

The concept was developed in response to the belief that no single fund manager is able to perform consistently well across all asset classes and styles all, or even most, of the time.

Orbis
Orbis is the Bermuda & London based offshore arm of Allan Gray. It was established in London in 1988 by Allan Gray and his son William. Orbis now manages over US$19bn in assets. Orbis provides investment management services to institutions and individuals through the Orbis mutual funds.

They are deep value managers who use their own research to select equities that are priced significantly below an assessment of their intrinsic value. They believe that a focused portfolio of such equities will deliver superior long-term returns at less risk of loss than the average equity portfolio.

For investors seeking positive returns regardless of stockmarket trends, Orbis has absolute return funds that invest in their equity portfolios, complemented with hedging to reduce the risk of loss associated with declines in stockmarkets. Orbis funds have performance-based fees, weekly dealing and no front or back end loads.

Sarasin
Sarasin London is a London-based specialist investment management firm that is 75% owned by Bank Sarasin & Co Limited, a leading Swiss private bank and 25% owned by its professional staff. The firm employs over 100 people and manages approximately £6.75 billion.

Sarasin aim to provide an unusual combination of successful investment performance , using its well known thematic approach, as well as high service standards.

Founded in 1841, Bank Sarasin is today one of Switzerland’s leading private banking institutions.

The Sarasin Group – headquartered in Basel, Switzerland – is represented in Geneva, Lugano and Zurich as well as in Dubai, Guernsey, Hong Kong, London, Munich, Paris and Singapore. Its major shareholder is Rabobank.

Standard Bank Offshore Services

Standard Bank Offshore is a wholly owned subsidiary of Standard Bank Group Limited.

Standard Bank Offshore comprises a number of companies located in the offshore jurisdictions of Jersey, the Isle of Man and Mauritius.

They provide a range of offshore services for the personal, professional and corporate client, including banking, fiduciary and corporate services, stockbroking, asset management, and offshore fund management.

Trident Trust Company (Guernsey) Limited
Trident Trust is a medium sized independent international corporate, fiduciary and fund administrator. With its head office in Guernsey, it also has client liaison offices in Dubai, Hong Kong, Switzerland, the UK and the US.

Trident’s core focus is the administration of international entities such as offshore trusts & companies.

 

Allan Gray
Established in 1974, Allan Gray Limited is the largest privately owned investment management firm in Southern Africa. Its clients comprise institutional investors, principally retirement funds, medical aid schemes and endowments, and individuals. Clients invest through either segregated accounts or collective investment funds.

The Head Office is in Cape Town and is staffed by over 500 people. Allan Gray also has an office in Johannesburg; Gaborone, Botswana and Windhoek, Namibia. Allan Gray’s global asset management partner, the Bermuda based Orbis Group, manages a range of offshore equity mutual funds. The two groups share a common founder in Allan W B Gray and share the same ethos and value-based investment approach. The investment research efforts are also integrated so as to enhance the global investment management capabilities of the two firms.

Coronation Fund Managers
Coronation Fund Managers is one of the larger asset management companies in South Africa.

They manage funds in excess of R120 billion, and have offices in South Africa, Botswana, Ireland and the United Kingdom. They also have a presence in Namibia through their shareholding and strategic partnership with Namibia Asset Management.

Coronation specialises in stockpicking and the company prides itself on its independence of thought as well as its ability to rely on its own research rather than bought in research. Entrepreneurial flair is sought after and encouraged amongst its investment professionals.

Since 2001 their unit trust company has ranked in the top two positions of the Raging Bull Award for ‘Best Unit Trust Company in South Africa’.

Discovery Invest & Discovery Life
Discovery Life
Discovery Life, a new and very innovative addition to the growing number of Life offices in South Africa was also the first South African insurer to separate risk from investment. Their innovative approach to life insurance has led to Discovery taking a 40% share of the new business in the independent broker risk market since starting the company in 2000.

Discovery also won the SAFSIA 2007 award for the “Long-term insurer of the year in risk products” category and they were also voted the top risk and life assurance supplier at the 2008 Financial Intermediaries’ Association Awards.

Discovery Invest
Discovery Invest was launched in 2007 to offer consumers a unique and comprehensive product range to address the existing gaps in the market which they identified at the time. Discovery achieves this by offering access to excellent fund managers at affordable rates and also by offering enhanced returns to investors by linking investment products to their Vitality and Healthy Foods programmes. Discovery also offers a range of guaranteed investment products.

Eighteen months after launching, Discovery Invest managed more than R1 billion worth of assets.

Foord
Foord Asset Management is an independent owner-controlled asset manager established in 1981 by Dave Foord. It is focused purely on investment management and is not interested in being the biggest player in the market but rather the best. It manages different ranges of Private Client, Institutional as well as unit trust funds. It sees itself as a no nonsense investment house that puts the clients’ interests first.

The aim at Foord is to combine superior client service with intelligent and creative investment strategies at the lowest possible cost to its clients in order to achieve the best possible return on their investment. The team at Foord consists of 10 investment professionals, 9 related professionals and about 12 administrative and marketing staff.

Foord currently has manages R13bn under management in its five retail local and offshore unit trust funds apart from its institutional and Private Client funds.

Glacier
Glacier, a specialised investment services arm within the greater Sanlam group, was established in 2006 in order to compete with the independent investment firms such as Investec, Coronation and Allan Gray.

Glacier’s offerings include a fund of funds operation, a LISP platform as well as the provision of wills, trusts and estate planning services. The LISP provides access to a wide range of unit trust funds managed by various asset managers for both discretionary and compulsory monies as well as access to share portfolios through various stockbrokers.

Glacier International, its locally based offshore investment distribution company, offers a locally registered international endowment platform which provides access to a range of offshore funds managed by various international management firms within a tax-efficient life wrapper. It also provides access to Sanlam Investment Management’s own range of offshore funds managed by by Kokkie Kooyman and his team in Cape Town.

Investec Asset Management
Investec Asset Management, an independently managed subsidiary of the Investec Group, is a specialist investment manager, providing a range of portfolio management services and products to institutional and individual investors.

Established in 1991, the firm has been built from start-up into an international business with assets under management in excess of $60bn*.

Investec Asset Management has offices in the UK, Southern Africa and Asia and employs around 100 investment professionals.

Their range of unit trust funds is managed in-house by a diverse and experienced team of portfolio managers and analysts.

Marriott
Marriott is a specialist in the provision of income, especially for the retired investor.

Their main focus is the provision of a predictable, and where possible, increasing revenue stream which is not dependent on the level of local interest rates, into perpetuity.

The products provided by Marriott are designed in such a way as to provide a reliable and predictable income for the retired investor without ever eroding the capital base. A portion of the income is always reinvested to ensure an expanding capital base and, with it, income growth.

Nedgroup Investments
Nedgroup Investments is a unique investment company within the Nedbank Group. As one of the larger unit trust managers in South Africa, they offer a comprehensive range of local and international investment solutions.

Their innovative Best of breed™ investment management strategy sees them partner with select independent fund managers, individuals and teams who they believe will deliver exceptional investment performance over the long term. These external teams are carefully selected to manage each of the Nedgroup Investments unit trust funds.

For this reason, there is no typical Nedgroup Investments investment style. Their clients’ assets under management now exceed R28 billion.

RE:CM
RE:CM is an independent privately-owned asset management firm and was established in 2003 by Piet Viljoen.

Their investment philosophy is that investment markets are very efficient over the long term, but highly inefficient over shorter periods. In order to exploit this, RE:CM adopt a disciplined bottom-up valuation approach to asset selection and they do not pay much attention to the weighting of their holdings in the relevant indices.

RE:CM manages both retail as well as institutional funds. The team consists of 11 investment professionals and around 9 administration and marketing staff. RE:CM currently manages just over R18bn in its five local and offshore unit trust funds.

Sentinel Trust
Sentinel is an independent Cape Town based provider of fiduciary (both local and offshore), tax and estate planning services to intermediaries and high net worth clients.

Sentinel provides international services via their associate offices based in Switzerland, Guernsey and Jersey, Channel Islands.

Sentinel has offices in Cape Town, Port Elizabeth, Durban, Johannesburg and Pretoria.

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