OUR COMPANY

Goals-based investment specialists

Amity Investment Solutions is an independent, privately-owned investment management company and an authorised financial services provider (FSP 29661).

We provide goals-based investment solutions that are designed and managed to enhance the probability of specified outcomes, helping people invest money to finance life events. Our end-to-end goals-based wealth management offering enables and equips our accredited network of independent advisors to provide an integrated life-centred wealth management value proposition to their clients.

Financial advisors that join our network are typically people who are passionately independent and consistently look for ways to improve their value proposition, service delivery and financial planning experience to their clients. Our network consists of more than 60 independent advisors across South Africa and the Amity network has in excess of R10 billion in assets under advice. Our team provides support services to thousands of clients on behalf of our advisor partners.

Amity Investment Solutions started in January 2007 with one FSP associate and R80 million in assets under management. At that stage the company employed two people. On the 8th of February 2008, Amity launched its first investment solution in the form of three target return fund of funds and has since grown to a full-fledged Discretionary Fund Manager with a range of specialised model portfolios and CIS funds.

OUR PHILOSOPHY

Constantly look for ways to connect wealth to life

We are continuously motivated by our core purpose: Enriching others to realise their full potential.

This ideology focuses our actions to constantly identify ways in which we can add value to investors, independent advisors, product providers and the Amity team.

Our main objective:

To enhance people’s financial wellbeing by delivering investment solutions that enable them to achieve their life goals.

OUR CULTURE

is built on four core values

Trust

We embrace trust through six critical components; character, competence, intent, commitment, communication and results.

Excellence

All our actions are guided by continuously striving for improvement and the delivery of excellence in both the services we offer and in our relationships with stakeholders.

Partnership

Partnership implies a relationship of care, shared values and a responsibility towards each other. We believe that sustainable relationships can only be built if all parties benefit from them. We firmly believe in win-win relationships.

Stewardship

We are deeply aware of the fact that we are custodians of other people’s money. Connecting wealth to life is our motto and we are cognisant of the consequences our decisions have on people’s lives. Our approach to managing money entrusted to us is to do so with care and a great sense of responsibility.

OUR TEAM

Over the years a group of highly skilled and dedicated individuals have joined Amity Investment Solutions with one common objective, which is to add value to investors and our network of independent wealth advisers. Our team has expertise in wealth management, investment management, business management, coaching, administration and compliance. We place a high value on skills development and consistently invest in and encourage our team to develop their skills and knowledge in their respective fields.

Marius van der Merwe

Chief Executive Officer
Email: marius@amity.co.za

Ian Hutton

Chief Operating Officer
Email: ian@amity.co.za

Jessica Anne Fannin

Portfolio Manager
Email: jessica@amity.co.za

Lehandri van Zyl

Investment Analyst
Email: lehandri@amity.co.za

Tanya Coetzee

Investment Analyst
Email: tanya@amity.co.za

Charlotte du Toit

Associate Support Officer
Email: charlotte@amity.co.za