Portfolio Analytics (PTY) Ltd

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

Consistency, not bold bets, is the cornerstone of long-term investment success. In a recent interview with Citywire South Africa, Daniel Schoeman, CIO at Analytics Multi-Manager, reflects on the value of consistency in building resilient portfolios. From combining passive and active strategies, aligning portfolios with client goals, to placing rolling three-year performance at the heart of manager selection, Daniel's insights offer a clear look into what drives long-term success in today’s investment environment. The full interview can be read by clicking the following link: https://lnkd.in/dRtTEffT Shaping Tomorrow’s Wealth Together – one deliberate step at a time. #PortfolioAnalytics #AnalyticsMultiManager #InvestmentStrategy #InvestmentManagement #ConsistentReturns #DiscretionaryFundManagement #DFMOfTheYear #ClientCentric #FinancialPlanning #IndependentFinancialAdvisors #WealthManagement #PracticeManagement #PassiveAndActive #ShapingTomorrowsWealthTogether #CityWireSouthAfrica

Analytics Global’s model portfolios and FX solutions offer investors a streamlined, cost-effective way to access offshore markets and expand their global investment potential! With tailored FX solutions, diversification strategies, and long-term support, we’re shaping tomorrow’s wealth—together! #AnalyticsGlobalModelPortfolios #OffshoreInvesting #FXSolutions #GlobalGrowthOpportunities #DFMsolutions #DFMoftheYear #WealthManagement #InvestmentSolutions #PortfolioDiversification #ExpandingGlobalInvestmentPotential #GlobalMarkets #ShapingTomorrowsWealthTogether

USD/ZAR In February, the Rand gained 0.6% against the USD, having gained 0.7% in January. Year-to-date, the Rand has gained 1.2% against the USD. EUR/ZAR In February, the Rand gained 0.9% against the EUR, having gained 1.3% in January. Year-to-date, the Rand has gained 2.2% against the EUR. GBP/ZAR In February, the Rand lost -0.7% against the GBP, having gained 2% in January. Year-to-date the Rand has gained 1.2% against the GBP. Source: Analytics Consulting FX, Macrobond Data. Analytics Consulting FX Solutions provides bespoke currency solutions for Wealth Managers. #PortfolioAnalytics #AnalyticsConsultingFXSolutions #ForeignExchange #CurrencySolutions #Rand #USDollar #Euro #GBP

Are you making the most of your time as a financial advisor? Many advisors are turning to Discretionary Fund Managers (DFMs), such as ourselves, to streamline their investment management process, ensuring expert oversight while freeing up valuable time to focus on client relationships and business growth. But is partnering with a DFM the right move for your practice? Our feature page in the latest February 2025 edition of Blue Chip magazine DFM Guide, highlights how our tailored approach helps independent advisors construct robust well diversified investment portfolios. If you're considering the value a DFM could bring to your business, this is essential reading, and we look forward to engaging with you. #PortfolioAnalytics #DFMoftheYear2024 #DiscretionaryFundManagers #DFM #WealthManagement #InvestmentManagement #BlueChipMagazine #IndependentAdvisors #FinancialPlanning #InvestmentSolutions #BusinessGrowth #WealthAdvisory #RiskManagement #FinancialServices

Are you making the most of your time as a financial advisor? Many advisors are turning to Discretionary Fund Managers (DFMs), such as ourselves, to streamline their investment management process, ensuring expert oversight while freeing up valuable time to focus on client relationships and business growth. But is partnering with a DFM the right move for your practice? Our feature page in the latest February 2025 edition of Blue Chip magazine DFM Guide, highlights how our tailored approach helps independent advisors construct robust well diversified investment portfolios. If you're considering the value a DFM could bring to your business, this is essential reading, and we look forward to engaging with you. #PortfolioAnalytics #DFMoftheYear2024 #DiscretionaryFundManagers #DFM #WealthManagement #InvestmentManagement #BlueChipMagazine #IndependentAdvisors #FinancialPlanning #InvestmentSolutions #BusinessGrowth #WealthAdvisory #RiskManagement #FinancialServices

Navigating Retail Hedge Funds in South Africa: A workshop series that covers Strategies; Risks; Opportunities

Analytics Consulting FX Solution together with Portfolio Analytics hosted Advisors in Cape Town to discuss the impact of President Trump’s tariffs on the short-term performance of the Rand as well as longer-term trends. The focus of the presentation was on the in-house systems to assist wealth managers in managing their foreign exchange businesses. AC FX solutions endeavours to provide best FX rates and execution, bespoke solutions to address more complex client needs, proactive client management and up-to-date Rand research and insights. Analytics FX Solutions leverages the Analytics Group expertise and scale for all requirements to solve for these requirements in the wealth and asset management industry. #PortfolioAnalytics #AnalyticsConsultingFXSolutions #ForeignExchange #CurrencySolutions #Rand #Dollar #Euro #GBP #GlobalMarkets #InvestorInsights

Last week, the Rand weakened on USD strength as well as disappointing economic data. Year-to-date, the Rand has been the second worst performing emerging market currency (after Hungary), down 1.75% against the US dollar, while emerging market currency index is down by much more modest 0.8%. The positive domestic sentiment seen in the second half of 2024 is simply not enough to sustain Rand strength indefinitely without more compelling evidence of improved levels of economic growth. Chart: Rand/US dollar cumulative % gain/loss past 12 months Source: [email protected] Analytics Consulting FX Solutions provides bespoke Currency Solutions for wealth managers. #AnalyticsConsultingFXSolutions #PortfolioAnalytics #EmergingMarkets #SouthAfricanRand #DollarStrength #EconomicGrowth #MarketTrends #Currency

As 2024 draws to a close, we want to take a moment to express our heartfelt appreciation for your continued support throughout the year. This year marks a special milestone: our 20th anniversary! This holiday season, may you enjoy a joyous and restful time with your loved ones. Whether you’re traveling near or far, we wish you safe travels and cherished memories. Thank you for being such an integral part of our journey. Your support inspires us to keep striving for excellence every day. Wishing you all the best for a wonderful holiday season and a successful year ahead. Warm regards, The Analytics Team #PortfolioAnalytics #DFM2024 #HappyHolidays #ThankYou2024 #Celebrating20Years #Celebrating20Years #ShapingTomorrowsWealthTogether