For independent advisors
A serious home for serious independent advisors.
An institutional-quality operating platform for experienced advisors — institutional investment capability, COFI-ready compliance, suitability governance and a modern client onboarding experience. Built to be partnered with, not absorbed.
Who this is for
A small number of careful, long-horizon advisors.
Experienced independent advisors
Practitioners who want serious investment infrastructure and modern operations without surrendering independence.
Principals planning succession
Owners thinking about the next chapter — for themselves, their team and their clients.
Growth-focused practices
Smaller and mid-sized FSPs that want the compliance and operational depth usually reserved for larger firms.
The partnership model
Three ways serious advisors work alongside the firm.
Partnership
A long, considered relationship for experienced independent advisors who want institutional capability and modern infrastructure without giving up their voice with clients.
Succession
A measured path for principals planning the next chapter — continuity for clients, fair value for the practice you've built, and a careful handover at your pace.
Operational support
A way to plug into our compliance, suitability and implementation infrastructure where it makes sense — keeping your brand, gaining the back office.
What you plug into
Institutional capability. Modern operations. Quiet discipline.
01
Institutional investment capability
Direct relationships with South Africa's leading asset managers, anchored by Ninety One. Embedded Category II discretionary oversight, scheduled review, and pricing usually reserved for large allocators.
02
Compliance & COFI readiness
Category I infrastructure built for the COFI era — RMCP operationalisation, disclosure discipline, sanctions and PEP screening, governance evidence and immutable audit trails.
03
Suitability & advice governance
Structured Record of Advice workflows, alternatives-considered documentation, replacement rationale, affordability checks and regulator-defensible suitability evidence on every file.
04
Operational infrastructure
Digital onboarding, FICA/AML verification, secure document collection, electronic quote and proposal signing, centralised client records and an immutable workflow chronology behind every interaction.
05
Technology-enabled client experience
A mobile-first onboarding portal, secure document vault and quiet client communications — sophistication in the workflows, simplicity on the client's side.
06
Practice scalability
Compliance, suitability and implementation handled with discipline so the advisor can return their capacity to client relationships, planning and stewardship.
Succession
A measured handover for the practice you've built.
Succession is rarely an event — it's a careful, multi-year transition. We work with principals to map client continuity, retain the relationships that matter, transfer the operational load gradually and honour the trust built over decades.
The aim is calm continuity for clients, fair value for the practice and a path the principal can step away from without anxiety.
Discuss succession confidentially →A confidential conversation
Explore a partnership.
All advisor conversations are private and without obligation. We work with a small number of advisors and only progress when the fit is right on both sides.