Skill
Scale
Simplicity

Empowering financial advisers with purpose-led solutions

Glacier Invest is one of South Africa’s largest discretionary fund managers (DFM), delivering purpose-driven investment solutions and expert operational support designed to empower financial advisers.

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Solutions architecture

Solutions architecture

By partnering with you to understand your practice requirements, we offer a world-class, cost-effective portfolio management and consulting value proposition, including rigorous manager research, fund selection, and portfolio construction. We are able to leverage our skill, scale, and investment technology to meet your clients’ needs at every stage of their lives, while simplifying yours.

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Customised solutions

Our primary purpose as solutions architects is to maximise the prospect of a desired outcome for your clients. These investment solutions provide our best investment view, combining our skill and expertise in order for your clients to meet their specific investment objectives. Our tailored investment solutions include:
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Glacier Invest Hybrid Solutions

Glacier Invest’s Hybrid Solutions blends strategic allocation with diverse investment styles and manager selection to deliver consistent, risk-aware returns over time—enhancing performance while maintaining fee efficiency and a disciplined approach.
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Glacier Invest Real Income Solutions

Solutions to help investors utilise the maximum potential of their retirement savings to generate an income that will meet their needs for the rest of their lives.
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Glacier Invest Real Growth Solutions

Portfolios constructed and managed to reduce longevity and sequence risk in discretionary investments used to supplement income, especially during retirement.
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Glacier Invest Real Retirement Savings Solution

A solution that helps mitigate the risks associated with retirement savings, to ensure a confident, secure and prosperous retirement.
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Navigate International

An international investment solution that will appeal to investors who are new to offshore investing, as well as seasoned investors who require a more nuanced solution.
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Our investment philosophy

Markets don’t always move logically in the short term, but these fluctuations create opportunities. By understanding markets and the opportunities they present, we add value through the selection of skilled managers and the strategic combination of their expertise. With careful risk management and asset allocation, backed by thorough research, we ensure every decision is informed.

Three elements are key to our investment process:

Manager research and selection

Identifying truly skilful managers and their unique investment strengths and styles.

Market research and forecasting

Determining which investment style will deliver the most favourable outcomes, and when.

Portfolio 
construction

Customising solutions to meet your clients’ performance expectations at every life stage.

Collaborative solutions for investment success

We take the time to understand your practice and your clients' unique needs. By leveraging deep market and manager research, we design investment solutions that align with their goals. Our approach ensures that portfolios are strategically built to meet performance expectations at every stage of their financial journey, providing confidence and stability from start to finish.

Stay ahead with expert insights

Discover the latest market trends, investment strategies, and expert perspectives to empower your financial decisions.

Consolidation set to continue in asset management universe.
Industry news

Consolidation set to continue in asset management universe.

Regulatory shifts, shrinking assets, and rising demand for global expertise are driving mergers and global partnerships.

Interested in finding out more?

Contact us directly via email or phone, or let us arrange a convenient time to call you.
Get in touch with Glacier Invest