We look past today and realise long term value creates global wealth. Ivy combines a wealth of experience with a value based investment approach to design customised investment solutions to suit both corporate and private clients.

Our Investment Philosophy

Whether you require assistance with corporate solutions, discretionary investments, retirement planning, trusts, or offshore, Ivy can assist with a suitable solution for you. The cornerstone of our service is sustained performance with a personalised approach that has produced an exceptional track record. Let our industry experts customise your financial solution.

Our ethos is founded on a traditional belief in investing, underpinned by embracing our modern world through state-of-the-art technology.

Explore

Ivy explores and details your financial circumstances, whether you are a private or corporate client.

Through this process, Ivy details the specific needs of the investor, defining your long term investment approach, and assisting in a suitable platform to accommodate the product.

Design Customised Solutions

Our solid foundation, coupled with an understanding of the investment landscape gives you a wide spectrum of options.

Ivy has a variety of offerings for you the investor, such as: equity, fixed income, property, offshore, private equity, and alternatives, creating a tailored solution for your defined strategy and product requirements.

Collaborative Partnership

We walk the distance with you, as we view you as part of Ivy's investment family.

As your needs change, Ivy reviews and adapts the investment components to these changing circumstances. We strive to create solutions that put your mind at ease. There is no greater currency than certainty.

Who We Are

With over 120 years of combined experience on the advisory committee, Ivy's experienced team can tailor transparent financial solutions. The foundation of our service is a sustained performance with a personalised approach that has produced an exceptional track record. Let Ivy's industry expertise help you through your financial journey.

Lucy Brickhill

BSC BSC (Hons) CFA

Bruce Main

B Com (Rhodes University)

Tessa Morrison

B Com (Rhodes University) (Hons) (UNISA)

Ross Randall

B.Comm (UCT), B.Compt Honours (UNISA), CA (SA)

Jan Hendrick Scholz

B. Proc degree (UFS)

Chris Segar

B Com (University of KwaZulu Natal)

Munie Shafee

Administration

Contact our team to tailor your financial solution.

Our Partners

Ivy has partnered with key service providers that facilitate transparent and cost effective platforms for you, our client. We constantly evaluate these partners to ensure continuity of our investment solutions. Our partners offer institutional rates with the requisite transparency, coupled with security and peace of mind for your assets.

Performance

The cornerstone of our service is sustained performance and personalised approach that has produced an exceptional track record. 

We combine our wealth of experience with a value-based investment approach. Our Accreditation Licence is amongst the highest offered by the Financial Services Board. 

Driving lower cost with improved performance adds a significant multiplier effect to your wealth. We take care and pride in developing a plan that is definitive and transparent.

Customers are the best endorsement of Ivy's superior returns. Our clients’ personal remarks highlighting Ivy's investment skills in action are true testament to this.

What Our Clients Say

"I have had a full discretion account with Ivy Asset Management for the past four years. They have achieved an Internal Rate of Return in excess of 15% per annum resulting in a near doubling of my funds under their management. I am very happy with their service and attention to my investment needs."

- Gordon Bentley

"I have been a long standing client of Ivy Asset Management and they assist me with both local and International investments. They offer complete transparency in costs and investment makeup. Thank you for the years of service." 

- Chris Hitchings, CEO, DSTV Media Sales

“I have known Ivy Asset Management in both a personal and professional capacity for well over a decade. Their dedication to the businesses and the management teams of the companies in their funds has allowed them to select investments that have yielded extraordinary returns My personal investments have returned 26.5% per year which is exceptional. Thank you.” 

- Giulietta Talevi, Companies editor, Business Day TV

“I invested with Ivy Asset Management over five years ago. In this time I have had returns that are unmatched by the fund management industry. With a focus on client relationships and a dedication to the businesses they invest in, Ivy has returned on an annual basis a compound return in excess of 22%. This is a substantial multiplier and I can highly recommend the company and Team."

- Craig Smith, MD, Tripharm Agencies (Pty) Ltd, Lesotho.

“I was one of Ivy Asset Management's first clients, my investment in the Ivy Securities Fund has made me a 185% return over the last five years after costs. This is unmatched by the industry.”

- Malcolm T Harris, Bombers Plumbers.

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Corporate Clients