Our Investment Philosophy

Explore, Customise and Partner. These are Ivy’s building blocks to ensure a well planned financial solution for your requirements.


Ivy explores your financial circumstances, whether corporate or private and details your unique needs.

Through this journey, Ivy evaluates your specific financial goals, defining the long term strategy and investment relationship.  

A detailed analysis of Ivy client requirements enables us to understand their specific financial needs and tailor a solution accordingly.

“I have worked with Ivy Asset Management for a number of years. Their professional team ensures my personal and business requirements are always taken care of. Thank you for your dedication.”
-Malcolm Harris CEO of Harscan Distributors (Pty) Ltd
"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

Design Customised Solutions

With a solid construct and understanding of the investment foundation, we tailor specific solutions to bring certainty to your financial goals.

We utilize equity, fixed income, property, offshore, private equity, and alternative products. A unique solution is forged from this foundation of asset classes to diversify your risk and maximize returns.  

Ivy's team of highly skilled professionals with thorough knowledge of the various asset classes, can customize a tailored solution ensuring your financial goals are met. Each client is unique and the solution is built for you.

Collaborative Partnership

We walk the distance with you. As our client, you are part of Ivy's investment family.

As your needs change, Ivy reviews and adapts the investment strategy to these changing requirements. We strive to create a transparent financial solution to put your mind at ease. There is no greater currency than certainty. Let Ivy’s highly skilled team tailor make a solution best suited for you.   

We are cognizant that life has its challenges and the needs of our clients change with the flux of time. As a life partner we walk this financial journey with you. Ivy constantly monitors and advises on changes and amendments that are required.

“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, Thanks Ivy.”
-  Craig Smith, MD, Tripharm Agencies (Pty) Ltd, Lesotho.

Asset Allocation

Ivy has significant experience in all major investment classes, based on our three step model. We evaluate your circumstances, assess your risk, and define your investment profile. This lays the foundation of your unique tailored solution. The key is constant evaluation on your returns and the changing financial landscape.

Investment Universe