Ultima cares about your future.
Building a meaningful life and making your dreams come true require consideration and appropriate investment that is well-managed over time. Based on years of experience in financial and retirement planning, we believe that out-performance of investment portfolios over a period of time can only be achieved by getting the asset mix right.
We align ourselves with the right strategic partners in order to offer the best financial advice, ensuring that you are provided with the best options based on comprehensive research and analysis.
We work closely with these long term partners listed below in ensuring we maximise investment portfolios.
PortfolioMetrix Discretionary Fund Managers (DFM)
PortfolioMetrix provides a robust multi-management service that targets a comfortable balance between science and good judgement. Whilst PortfolioMetrix has a conservative approach to risk management and diversification, the team’s performance reflects the rigour behind its manager selection process.
PortfolioMetrix is a market-leader on innovation (the only firm to offer bespoke portfolios on a scalable basis) and the only fully independent DFM that have made technology and advice-integration a core competency. Ultima takes comfort in the skills and integrity of the team and believes that the company’s independence minimises any potential conflicts of interest.
Ninety One is an independent, active global investment manager dedicated to delivering compelling outcomes for its clients, managing more than £118 billion/R2.54 trillion) in assets (as at 30.06.20).
Established in South Africa in 1991, as Investec Asset Management, the firm started offering domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One. Today Ninety One offers distinctive active strategies across equities, fixed income, multi-asset and alternatives to institutions, advisors and individual investors around the world.
Allan Gray Fund Managers & Investment Platform
Allan Gray was established in 1974 and is the largest investment company being privately owned in Africa. Their philosophy is to buy companies whose share price is less than their intrinsic value. The fund managers are of the opinion that the intrinsic value will appreciate over time as the dividends, net assets and earnings increase. Allan Gray also has an integrated investment platform to their disposal which hosts a selection of domestic and foreign fund options to the client’s disposal. These options range from single- to multi manager unit trust funds or a selected combination of any of these funds. Orbis Fund managers were founded in 1989 which acts as Allan Gray’s foreign fund managers.
Old Mutual Wealth
Old Mutual Wealth offer no generalist solutions. Their team of experienced specialists go to great lengths to understand what really drives the client. Once we know your priorities,. Their capabilities offer clients bespoke portfolios, liquidity and cash management, specialised investments and fiduciary services, all dedicated to taking your wealth further. OMW acquired our long standing partner, ACSIS, in 2013. Founded in 1999, Acsis’ investment approach is based on a conservative investment philosophy, which we believe remain constant regardless of market circumstances.
The Financial Planning Institute of Southern Africa (FPI)
The FPI is the leading independent professional body for financial planners in South Africa. As a non-profit professional body and founding member of the international Financial Planning Standards Board (FPSB), the institution exists to improve the level of professionalism and positively influence the quality of advice delivered by members. Ultima has a long-standing association with the FPI and value the contribution the institute is making towards professional personal financial planning services in South Africa.