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MULTIVEST

Fund Management where the interests of the financial advisers and their clients come first

 
Financial Consultation

DISCRETIONARY FUND MANAGEMENT (DFM)

CATEGORY 1 FINANCIAL SERVICES PROVIDERS (IFA)

Appoint us as your DFM to construct and manage a range of portfolios for you.  Benefits:

  • It frees you up to focus on offering advice and building your practice

  • It reduces your advice risk

  • It consolidates your investment offering across your book

  • Meet the stringent regulatory requirements placed on you

    • FICA, TCF, Reg 28, Client reporting, RDR​

  • Build a professional IFA brand with co-branded reports

  • Total Peace of Mind with outcome-based approach

  • Greater focus on servicing your client needs

  • Efficiently manage client expectations countrywide

CATEGORY 2 FINANCIAL SERVICES PROVIDERS

Appoint us to provide advice on your portfolios managed on your mandate.
Or
Appoint us to manage your portfolios on our mandate.

 
Financial Consultation

INVESTMENT MANDATES AVAILABLE

We offer Standard and Bespoke models

Standards, Guidelines, and Codes promote the competitiveness and efficiency of our industry to benefit consumers and to promote fairness, equilibrium, transparency, and industry best practice.

 

PARTICIPATING PRODUCT PROVIDERS

Investment Platform of your client's choice

 
Financial District

OUR STORY

Discretionary portfolio management aligned to specific investment objectives, while the adviser maintains full control of client relationships.

We help financial advisers grow their business and assist with prudent investment choices for their clients, growing their wealth over time.

Fund Management where the interests of the financial advisers and their clients come firts.

Multivest is an independently owned financial services business, offering specialist investment management and asset consulting to financial advisers.

 

CONTACT

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