Who We Are
Incorporated in 1998, Ivy Asset Management is a privately owned boutique asset management company. Our team has experience across wealth and advisory, asset management, offshore investments, and private equity. With over 120 years of combined experience on our advisory committee, we build transparent solutions designed to hold up over time.
What our clients say
Two decades of trust, built one relationship at a time.
"Their solid philosophy and eye for opportunity have yielded returns well beyond the market."
"Service and investment performance unmatched by anyone else in the industry."
"Complete transparency in costs and investment makeup. Years of reliable service."
"Compound returns of 22% annually. A substantial multiplier and highly recommended."
"Small enough to give your portfolio the attention large managers simply cannot."
"Dedication to companies and management teams has led to unmatched returns."
Our team
A small team with deep experience, supported by trusted partners.
BCom (Rhodes). Founded Ivy in 1998 after equity trading at Societe Generale. Focus: long-term decisions, governance, client outcomes.
BCom (Rhodes) (Hons) (UNISA). 25-plus years in consulting and investment management. Focus: portfolio management and manager research.
BCom (UCT), BCompt Honours (UNISA), CA(SA). Private equity background at Standard Bank. Focus: investment discipline, governance, execution.
BSc Engineering (Chemical), MBA (INSEAD). Senior leadership at SABMiller and AB InBev. Focus: operational discipline and execution.
BCom (UJ), BCom Honours (UJ), CA(SA). Private investment experience across multiple sectors. Joined Ivy's committee in 2024.
Three decades in banking, pensions, stockbroking, and insurance. Supports administration, compliance facilitation, and client liaison.
BSc, BSc(Hons), CFA. Leads Ivy's Structured Product Division. Focus: clear structures and transparent solutions.
BCom (UNISA). Attorney and conveyancer, certified financial planner. Provides external compliance support through Compliserve.
BCom (UNISA). Joined the financial sector in 1994 (Absa, Standard Bank, Nedbank). Supports day-to-day operations, administration and compliance.
More than 45 years’ experience in financial journalism, public affairs and equity markets. The Star, Liberty Group, Deutsche Bank Securities, RMB Morgan Stanley, Merrill Lynch, Macquarie Group and Navigare. Since 2019, he has worked independently, with a focus on corporate access, market insight and mentoring.
Our partners
We work with leading service providers to keep platforms transparent, costs sensible, and your assets secure.
Talk to us
If you want calm clarity and a long-term partner, let’s talk.
Get in touch
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Office
Visit us in Johannesburg to discuss face to face.
Disclaimer and Accreditation Information
Accreditation
Ivy Asset Management African Ivy Investment Holdings (Pty) Ltd FSP 660 Regulated by the Financial Sector Conduct Authority (FSCA)
Important information
This website content is provided for general information only and does not constitute financial, investment, tax, legal, or other professional advice.
Investing involves risk. The value of investments and any income derived may fluctuate and can go down as well as up. You may not recover the full amount invested. Past performance is not indicative of future results.
PAIA
PAIA requires public and private bodies to disclose relevant information necessary for the exercise or protection of rights.
Links (placeholders): - PAIA Request Form for Access to a Record(s) - Access to Information Manual
Documents available on request
Conflict of Interest
Money Laundering Policy
Complaints Policy
The Investment Team
Compliance and Administration
Our Investment Philosophy
Contact us for full documentation
Electronic communication
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