Company overview
The MyQ Group was established in 2004. The Group comprises separate FSPs offering clients service across financial planning and investment advice, short term insurance, pension and provident funds, medical aid and accounting services.
MyQ has offices in Durban and Cape Town and there are currently 48 advisors in the business.
MyQ manages a range of Collective investment Scheme portfolios that allow them to effectively manage client portfolios, underpinned by a rigorous investment process and philosophy. This allows MyQ to implement their investment decision in the most efficient way in the best interest of their clients.
MyQ’s management team and investment committee members are Gary Watkins and Mark Levy.
Key staff
Gary Robert Francis Watkins
Education: Pinetown Boys High (Matriculated 1990)
Tertiary Education: NQF5 (Certificate in Financial Planning) 2006-2009 Milpark; Current Studies: NQF6 (National Certificate in Financial Planning) 2013 – current Milpark
Work Experience:
2004 – current MyQ (Joint CEO)
1997 – 2004 Avant-Garde Financial Services / Liberty (Financial Advisor)
Gary started in business at age 17 as a young entrepreneur. He qualified as a (CRS) Certified Real Estate Specialist while working in the Real Estate Industry and at the age of 24 he was appointed as a Director of The Institute of Estate Agents. In 1997 Gary joined the Liberty Group as an advisor and soon afterwards assisted in the establishment of Frontline Financial Advisors, a Liberty Life franchise. Frontline eventually merged with another Liberty franchise, Avant-Garde Financial Services where he remained until 2004.
Gary is currently the Joint CEO and Founder of The MyQ Group. He is a key individual who is involved in management, training, and recruitment within the group. Gary together with Brett Bartlett and the management team a MyQ have grown The MyQ Group to a significant player in the Financial Services Industry. Gary specialises in Business Assurance, Pension Reform and Estate and Personal Financial Planning.
Gary started Momentum’s Franchise division in 2004 and he currently owns five companies in the financial services industry namely, Quattro Life, Quattro Sure (short term), QuattroMed (health), Quattro Fund Managers (Pension Funds & Investments), and Quattro Accounts (Tax, Accounting and F.D. Services).
Gary enjoys working with other entrepreneurs securing their business risks and helping them structure their business financial plans. Aspects he addresses are namely: Investing their capital to create wealth, putting measures in place to protect their wealth, structuring business continuity plans, staff retention plans, contingent liability plans, Keyman cover and exit strategies to name a few.
Mark Levy
Tertiary Education:
B.Com Honours (Economics), University of Natal, 1993
B.Com (Economics & Accountancy), University of Cape Town, 1991
Regulatory Qualifications:
RE1 (Key Individual, all categories); RE3 (Key Individual, Cat II and IIA); RE5 (Representative). Approved Key Individual on two licensed entities, Category I and Category II.
Work Experience:
Mark has over 30 years’ experience in financial services, spanning institutional stockbroking, global asset management, private banking and discretionary wealth management. He is Chief Investment Officer of MyQ Asset Management, responsible for asset allocation and manager selection across the MyQ Ci fund of funds range, and is Key Individual for both MyQ Asset Management (Category II) and Quattro Investment Brokers (Category I), where he advises a high-net-worth client base.
Before joining the Quattro Finance Group in 2021, Mark founded and wholly owned Brownstone Investments for fourteen years, a boutique wealth management business serving high-net-worth families across local and offshore portfolios, which he sold in 2016. He has also held positions at Investec Private Bank (Investment Specialist, KZN), Franklin Templeton Management Company (Regional Sales Manager) and HSBC (Investor Relations).
Contact details
Tel no.: +27 31 242 5100
Email: info@myq.co.za
Website: https://myq.co.za
Fund details
The investment objective of the portfolio is to provide investors with an alternative to cash with a strong focus on capital protection.
The portfolio maintains a low profile and the portfolio’s equity exposure will be limited to a maximum of 10% of the portfolio’s net asset value. The portfolio will comply with prudential investment guidelines to the extent allowed by the Act.
Investments to be included in the portfolio may, apart from assets in liquid form, consist of non-equity securities, fixed interest instruments (including but not limited to bonds, corporate bonds, inflation linked bonds, convertible bonds, cash deposits and money market instruments), debentures, preference shares and property securities as well as any other income enhancing securities which are considered consistent with the portfolio’s primary objective and that the Act may allow from time to time.
The objective of this portfolio is to deliver long term capital growth. The portfolio maintains a high risk profile and the portfolio’s exposure will be limited to a maximum of 75% of the portfolio’s net asset value. The portfolio will comply with prudential investment guidelines to the extent allowed by the Act.
Investments to be included in the portfolio may, apart from assets in liquid form, consist of equity securities, non-equity securities, convertible stock, preference shares and property securities as well as any other securities which are considered consistent with the portfolio’s primary objective and that the Act may allow from time to time.
The portfolio may from time to time invest in listed and unlisted financial instruments, in accordance with the provisions of the Act, and the Regulations thereto, as amended from time to time, in order to achieve the portfolio’s investment objective.
The objective of this portfolio is to provide investors with moderate capital growth. The portfolio aims to generate a return of CPI + 4% p.a. over any rolling 5-year period. The portfolio maintains a moderate risk profile.
The portfolio will be a South African Multi Asset Medium Equity Fund. The primary objective of the MyQ Ci Moderate Fund of Funds is to provide investors with moderate capital growth.
The portfolio will have an equity exposure of a maximum of 60% of the portfolio’s net asset value. The composition of the portfolio shall reflect the investment structure of a retirement fund with a moderate risk profile and will comply with prudential investment guidelines to the extent allowed by the Act.
The objective of this portfolio is to deliver long term capital growth. The portfolio aims to outperform the Average of the Worldwide Multi Asset Flexible sector over any rolling 7-year period. The portfolio maintains a high risk profile.
The portfolio will be a Worldwide Multi Asset Flexible Fund. The primary objective of the MyQ Ci Worldwide Flexible Fund of Funds is to deliver long term capital growth. The portfolio will have full flexibility as to whether to invest offshore or locally, and maintains a high risk profile.
