Graviton

Advisers aren’t just money managers. They are so much more than that. They’re architects of their clients’ futures.   With a DFM by their side, advisers can access tools, insights, and support to design strategies that help clients reach their goals, creating a partnership that is beneficial to both client and adviser. Read more: https://bit.ly/4gICqno    #FinancialArchitect #DFM #IFA #Partnership #Graviton  

What would you do with 10 extra hours a week? Less time on spreadsheets. More time with clients. That’s the power of the right DFM partner. By lifting the weight of portfolio oversight, advisers can focus on deepening relationships and delivering advice that really matters. Read more: https://bit.ly/3KCbs4T  #FinancialAdvice #BuiltToScale #DFM #Graviton #ForYourFuture 

What support empowers powerful financial advice? By partnering with a DFM, advisers can spend less time on the technical side of portfolios and more time on what really matters: building deeper client relationships. Read how a DFM partnership transforms adviser value. https://bit.ly/4gICqno #FinancialAdvisers #WealthManagement #DFM #PracticeGrowth #ForYourFuture 

Portfolio Analytics joins Graviton Portfolio Analytics is pleased to announce that Graviton_SA has acquired a majority stake in our business – bringing us into the Graviton stable.   Graviton is an advice network and discretionary fund manager that currently supports independent financial advisers across the country. They provide advisers with the tools, market insights, operational support and balance sheet required to enable and grow their advice businesses. Graviton is a majority black-owned entity within the Sanlam Investment Holdings structure, reflecting its commitment to transformation and inclusive growth in South Africa’s financial services industry.   As an early entrant to the South African DFM market, originating from a management buyout of the Investec Analytics business in 2004, Portfolio Analytics has built strong foundations in supporting advisers. With this expanded partnership, we will be better positioned to help independent financial advisers grow their practices and meet the evolving needs of their clients.   The financial planning and advice industry continues to experience rapid transformation, driven by regulatory shifts such as COFI (Conduct of Financial Institutions Bill), changing client expectations, technological innovation, and a growing demand for flexible investment solutions that prioritise client outcomes.   “James Towell and the Portfolio Analytics team have a deep understanding of the advice landscape and DFM market. This transaction brings together two parties with a strong culture fit who believe that the combined entity will strengthen our offering and commitment to the independent financial adviser market,” said Mark Duff, Chief Executive Officer of Graviton.   “We expect to see more consolidation in the DFM industry in South Africa, following a similar trend in the UK,” said James Towell, Managing Director of Portfolio Analytics. “We need to remain flexible and attuned to the needs of our clients as the industry continues to evolve. This partnership is an alignment built on shared values and a shared vision of the future of advice,” he added.   Sanlam Investments CEO Carl Roothman said, “We are excited to welcome the Portfolio Analytics team to our business. We pride ourselves on remaining nimble and on being able to offer leading solutions and support to our clients. We believe this transaction will enable us to build an integrated wealth and financial planning business that will benefit our advisers and their clients alike.”   The transaction will be effective 1 October, once the necessary approvals have been received. #PortfolioAnalytics #Graviton #ForYourFuture #ShapingTomorrowsWealthTogether #FinancialAdvisers #DFM #IndependentFinancialAdvisers

Congratulations to Steven Hall and Carl-Peter Lehmann at Henceforward (Pty) Ltd on being selected as one of Citywire’s Top 50 Advisers. This recognition reflects the calibre of your team and your commitment to delivering quality financial advice. We value our partnership and commend you on this well-deserved achievement. #FinancialAdvice #CitywireTop50 #Henceforward #Partnership #GravitonPartner

Graviton_SA has acquired a majority stake in #DFM Portfolio Analytics (PTY) Ltd. In addition to Portfolio Analytics’ clients and AUM, Graviton will also be gaining three key Analytics staff, including MD james towell. Justin Brown shares details from Graviton CEO Mark Duff CFP ®and Sanlam Investments CEO Carl Roothman, here. #assetmanagement #financenews #DFMs #financialadvisers https://lnkd.in/dwkvTqM4

Graviton_SA has acquired a majority stake in Portfolio Analytics (PTY) Ltd – a market-leading discretionary fund manager (DFM) – bringing Portfolio Analytics into the Graviton stable. "This transaction brings together two parties with a strong culture fit who believe that the combined entity will strengthen our offering and commitment to the independent financial adviser market." - Mark Duff CFP ®, CEO of Graviton_SA Read more here https://lnkd.in/d8xWYJET #Graviton #ForYourFuture #PortfolioAnalytics

Behind every long commute. Every late night. Every hard decision. There’s a mission. To realise a future where families are secure, savings grow, and hard work pays off. That’s why we exist: to help hardworking South Africans realise their financial future. With the right advice. The right investments. And the right retirement savings solutions. Graviton. For Your Future. #ForYourFuture #GravitonSA #FinancialAdvisers #FinancialPlanning

Succession isn’t the end. It’s the evolution of your practice. If you stepped away tomorrow, would your clients stay? Would your business survive? Most advisory firms hinge on one person. That’s a risk. And a buy-and-sell agreement? That’s not a strategy, it’s damage control. Succession is about protecting what you've built: 1. The trust you've earned 2. The clients you've guided 3. The future you're still shaping At Graviton, we help advisers build succession plans that lead to growth of their current business and not just an exit in the future. Backed by our scale and support, we give you the tools to lead now and transition on your terms. Read how to future-proof your practice. https://bit.ly/4fTVyhQ #SuccessionPlanning #FinancialAdvisers #LegacyLeadership #ForYourFuture #BusinessContinuity #AdvisorGrowth