Who We Are

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
Est. 2007 Founded in South Africa

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.

FSP 29661
Licence No.
Authorised
FSP Status
Est. 2007
18 years serving
Our Core Purpose

“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.

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

01 / 03

Outcomes-Based
Philosophy

We believe a client’s only benchmark is “Am I achieving my goal?” – Because every investment has a purpose.

17+ Years pioneering this approach
02 / 03

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.

R8Bn+ Assets under advice
03 / 03

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.

10K Client portfolios served
Marius van der Merwe

Marius van der Merwe

Chief Executive Officer

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 Hutton

Chief Operating Officer

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 Fannin

Investment Research Manager

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 Dul

Investment Analyst

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 Breed

Advisor Experience Manager

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.

CONTACT US

Email: info@amity.co.za

Tel: +27 87 980 5321

ADDRESS

Delmondo Office Park, Capri Building, 169 Garsfontein Road, Ashlea Gardens, Pretoria, 0081

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Legal & Regulatory Information
Amity Investment Solutions (Pty) Ltd is an authorised financial service provider (FSP29661)
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