Ivy

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."

Quentin De Bruyn

"Service and investment performance unmatched by anyone else in the industry."

Peter Winn

"Complete transparency in costs and investment makeup. Years of reliable service."

Chris Hitchings

"Compound returns of 22% annually. A substantial multiplier and highly recommended."

Malcolm T Harris

"Small enough to give your portfolio the attention large managers simply cannot."

Alastair Ratcliffe

"Dedication to companies and management teams has led to unmatched returns."

Dr John van Der Merwe

People

Our team

A small team with deep experience, supported by trusted partners.

Bruce Main

CEO Ivy | Co founder Ivy Private Equity | Key Individual | Investment Committee

BCom (Rhodes). Founded Ivy in 1998 after equity trading at Societe Generale. Focus: long-term decisions, governance, client outcomes.

Tessa Morrison

Director | Key Individual | Investment Committee

BCom (Rhodes) (Hons) (UNISA). 25-plus years in consulting and investment management. Focus: portfolio management and manager research.

Ross Randall

CEO Ivy Private Equity | Investment Committee

BCom (UCT), BCompt Honours (UNISA), CA(SA). Private equity background at Standard Bank. Focus: investment discipline, governance, execution.

Brian Ireland

CIO Ivy Private Equity | Investment Committee

BSc Engineering (Chemical), MBA (INSEAD). Senior leadership at SABMiller and AB InBev. Focus: operational discipline and execution.

Bernard Herbert

Investment Committee (Advisory)

BCom (UJ), BCom Honours (UJ), CA(SA). Private investment experience across multiple sectors. Joined Ivy's committee in 2024.

Sven Forssman

Independent Analyst

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.

Mathew Bernath

Data analytics and emerging opportunities | Investment Committee

BSc (Eng), CFA. over a decade and a half of investment banking, data analytics and monetisation experience. RMB, ShopriteX, Alternata.

Munie Shafee

Compliance and Administration

Three decades of financial services experience across banking, pensions, stockbroking, and insurance. Supports administration, compliance facilitation, and client liaison.

Samantha Bennie

Business Management | Administration and Compliance

BCom (UNISA). Joined the financial sector in 1994 (Absa, Standard Bank, Nedbank). Supports day-to-day operations, administration and compliance.

Jan Hendrick Scholz

External Compliance (Compliserve)

BCom (UNISA). External Compliance (Compliserve). Attorney and conveyancer, certified financial planner. Provides external compliance support through Compliserve. Helps keep policies and processes aligned to regulation and best practice.