Intentional Investing for Meaningful Outcomes
A boutique discretionary fund manager built around the financial advisor — outcomes-focused, advisor-first, and built on trust.
Since 2007 we have been helping financial advisors enrich their clients’ financial wellbeing
Our Story
Amity Investment Solutions has been providing investment solutions and peace of mind to professional financial advisors since 2007. We launched our first CIS funds in 2008 and have since grown into a full-fledged Discretionary Fund Manager with a range of specialised outcomes-based model portfolios and CIS funds.
We are an authorised Financial Services Provider (FSP 29661), independently and privately owned, with a single minded focus on delivering outcomes that matter to our advisor partners and their clients.
Our core purpose drives everything we do: Enriching others to realise their full potential.
“Enriching advisors to reach their full potential”
This is not just a statement — it is the ideology that focuses every action we take. It drives us to consistently identify ways to add value to investors, professional advisors, product providers and the Amity team.
Different
We believe a DFM should do more than manage portfolios — we exist to make every financial advisor more valuable to their clients.
Outcomes-focused, advisor-first, and built on trust.
Outcomes-Based
Philosophy
We believe a client’s only benchmark is “Am I achieving my goal?” – Because every investment has a purpose.
End-to-End
Support
From investment planning and portfolio management to practice management consulting and marketing support — we cover the full spectrum so you can focus on your clients.
Advisor-First
Approach
Everything we build is designed to make your advisory practice stronger — improving your value proposition, client experience and business efficiency from day one.
Marius van der Merwe
A founding member of Amity since 2007, Marius leads our outcomes-based investment vision and advisor partnership strategy. With a career spanning academia, Citadel and ABSA Private Bank, he brings decades of investment management expertise.
Ian Hutton
Ian oversees the operational and compliance framework at Amity, ensuring that every advisor partnership is supported by robust processes, regulatory adherence and service excellence.
Jessica Fannin
Jessica joined Amity in 2013 and leads our investment research function. She specialises in outcomes-based portfolio construction, strategic asset allocation and helping advisors deliver meaningful investment outcomes for their clients.
Wiehan Dul
Wiehan specialises in quantitative modelling and capital market assumptions for asset allocation. He conducts in-depth performance analysis across diverse asset classes guided by a commitment to evidence-based decision-making.
Ingrid Breed
Ingrid is the dedicated contact person for Amity's advisor partners. She ensures every advisor receives an exceptional, personalised experience and is the first point of contact for all advisor queries and support.
Ready to partner with Amity?
Let us show you how our outcomes-based approach can transform your practice and enrich your clients’ financial well-being.
Legal & Regulatory Information
Amity Investment Solutions (Pty) Ltd is an authorised financial service provider (FSP29661)
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