ABOUT US

Intellivest Financial Services (IFS)

Specialises in wealth and investment management. Each portfolio manager and financial adviser is highly qualified. This ensures that Intellivest’s clients are always guaranteed to be advised with the highest level of product specific knowledge, taking into account current market information and applicable legislation as a foundation.

Intellivest is built on the principle that it is essential to provide continuous input and ongoing service to all its clients. Specialising in asset class management, IFS can be differentiated from the market by ongoing investment guidance, striving to outperform with customised investment and wealth management strategies for each individual or corporate client.

Asset Management

Our Portfolio Managers take the burden of looking after your assets off your shoulders by carrying out all asset management-related activities. We have expert knowledge of the markets and use this experience to make informed investment decisions. We have access to financial products and investment offerings that may not be accessible to those outside the financial services environment.

Our Asset Management Services include:

  • Asset Class Model Portfolios within Unit Trust Investments

  • Direct JSE Share Portfolios

  • The Management of the Intellivest BCI Income Fund

  • Direct Offshore Investments

Intellivest BCI Income Fund

The Intellivest BCI Income Fund is a multi-asset income generating portfolio with the objective of achieving an inflation beating level of sustainable returns and stability of capital invested. The portfolio is managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Collective Investment Schemes Control Act, subject to a maximum equity exposure of 10% of the portfolio's net asset value. Investments to be acquired for the portfolio may include equity securities, property securities, property related securities, interest bearing securities, non-equity securities, money market instruments, preference shares and assets in liquid form.

The portfolio may also invest in participatory interests and other forms of participation in portfolios of collective investment schemes registered in South Africa, and other territories. The latter must operate under a regulatory environment that satisfies the fund manager and trustees and be of a sufficient standard to provide investor protection at least equivalent to that in South Africa. It must also be consistent with the portfolio's primary objective. The portfolio may from time to time invest in listed and unlisted financial instruments, in accordance with the provisions of the Act, and the Regulations thereto, as amended from time to time, in order to achieve the portfolio's investment objective. The manager may only include the following unlisted derivative financial instruments for efficient portfolio management purposes: Forward currency as well as interest rate and exchange rate swap transactions.

Financial Planning

We follow a flexible approach in the sense that we prefer to understand exactly what our clients want their investments to achieve. This means that we are led by the individual needs of clients and not product-driven. Our Financial Advisors are highly regarded as experts and thought leaders when it comes to understanding the investment landscape, the drivers and sources of returns and the implications for valuations across asset classes under ever-changing economic and political circumstances.

 

OUR SERVICES INCLUDE:

  • Investment Planning

  • Financial Planning

  • Retirement Planning

  • Estate planning