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Synergy Investments

Company Overview:

One of the greatest challenges for financial advisors today is selecting the most appropriate unit trusts to include in a portfolio, out of the ever increasing universe of available unit trust funds.

Synergy Multi Managers (SYNERGY) is a specialist investment management business that focuses on the management of best of breed multi manager investment portfolios. In order to be able to understand SYNERGY’s area of focus, from an investment management point of view, it is necessary to understand exactly what a multi manager investment process entails. Multi Managers construct investment portfolios that combine various specialist asset managers into one composite multi-manager portfolio. By spreading your investment across a number of underlying asset managers, SYNERGY reduces the risk that investors, who invest solely with one asset manager, are exposed to.

Furthermore, Synergy has appointed Analytics Consulting as its technical consultant to provide appropriate investment management capabilities and innovative products to SYNERGY.

Analytics Consulting is an independent investment consulting and product development business that provides investment consulting services and bespoke product solutions to the top independent financial advisory and boutique investment management businesses in South Africa. The Analytics Consulting team originated from the Investec Asset Management stable and includes technical specialists who have worked for some of the top financial services businesses in South Africa, including Allan Gray, RMB, Stanlib, Momentum and Stonehage.

 

Key Staff

Frank Cline – Managing Director

Frank Cline has been active in the financial services industry for more than 30 years and heads up Universal Life Brokers. This business provides advice on life and related insurance, medical aid and health care, investments, employee benefits and retirement planning. Frank brings vast financial services and business acumen to Synergy Multi Managers in his role as managing director.

 

Rodney Kotton – Chairman and representative under supervision

Rodney has been an independent financial advisor since 1988 and heads up Cherrod and Associates. He has extensive experience in a wide range of financial services, with a specific interest in investment funds and personal share portfolios. He is a director of Synergy Multi Managers and acts as the chairman of the board. His macro-economic insights are invaluable to the investment decision making of Synergy.

 

Kyle Bosman – Representative under supervision

Kyle Bosman achieved a BCom (Finance) at the University of Johannesburg. His passion for educating people about the stewardship of their finances led him to complete his honours degree in financial planning at the University of Johannesburg in 2010. Kyle joined AFS Broking in January 2011 to immediately be involved in the insurance industry where he is closest to the people he wants to help.

Kyle is a Member of Financial Planning Institute (FPI) and MILLION DOLLAR ROUND TABLE (MDRT) and has a keen interest in investment management and portfolio construction.

 

Dino Spolidoro – Representative under supervision

Dino has been in the insurance industry for 5 years. He attained his MBA from Wits Business School and his BBA Marketing from IMM. Dino’s natural curiosity about investments and markets adds great value to the investment process of Synergy Multi Managers.

Kyle is a Member of Financial Planning Institute (FPI) and MILLION DOLLAR ROUND TABLE (MDRT) and has a keen interest in investment management and portfolio construction.

 

Andries Kotzee – Key Individual – Analytics Consulting

Andries joined Analytics Consulting in 2015 as Chief Investment Officer. He has an intimate knowledge of the investment services industry and plays a key role in setting business strategy in Analytics Consulting’s investment businesses. Prior to joining Analytics Consulting in 2015, Andries was with Momentum (now MMI Holdings) for nearly 17 years. After completion of his B.Sc. (Act Sci) at the University of Johannesburg (previously the Rand Afrikaans University) and a short stint at Liberty Life he joined the Momentum Group as an actuarial assistant in 1999. He spent time in various product development and management roles, primarily within Momentum’s investment administration and management businesses. In 2007 he was a guest lecturer in Quantitative Analysis as part of the honours degree in Investment Management at the University of Pretoria and also became a CFA Charter holder. He continued the lecturing until he joined Momentum Investment Consulting’s team in London in 2008. While in the United Kingdom, he was responsible for asset class and investment manager research, as well as the implementation of the firm’s investment strategy across a range of global portfolios – both for Momentum and third-party clients. He also played an integral part in the asset allocation committee. In 2011, he relocated to South Africa where he represented Momentum Investments in the retail investment market. He was involved in Momentum Investments’ collective investment businesses and headed up Momentum’s investment consulting capability in the retail market.

 

Dr Elbie Louw – Senior Investment Consultant – Analytics Consulting
PhD, CFA, CIPM

Elbie joined Analytics Consulting in January 2019 as a senior investment consultant. She started her career in 2000 as a junior equity portfolio manager after which she joined an agricultural export company as a financial and management accountant. From 2002 to 2016 she lectured at the University of Pretoria in Investment Management teaching predominantly portfolio management, derivatives and risk management. With an interest in unit trusts and pension fund regulation, Elbie completed her MCom (Financial Management Sciences) and PhD (Financial Management Sciences) in 2012 and 2016 respectively with these topics as the focus. During her academic career, she maintained her involvement in private sector and industry related activities ranging from investment management training, financial statement analysis for McGregor BFA (now IRESS) and involvement in the Quarterly Unit Trust Survey published by Prof Hugo Lambrechts (University of Pretoria). She started consulting to and serving on the Investment Committee of Amity Wealth (now Amity Investment Solutions) in 2012 after which she joined permanently in 2016. Elbie served on the board of CFA South Africa from 2007 to 2011 and as president from 2010 to 2011.

 

Contact Us:

Tel no: +27 11 781 3341

Email: info@synergy.co.za

Website: www.synergymm.co.za

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