Company Overveiw

Synergy Multi Managers (Pty) Ltd

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

Rodney Kotton – Chairman, Representative and Investment Committee Member

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.

Mike Beder – Investment Committee Member

Mike Beder has been in financial services since 1976. He started his own business in 1984 as an independent intermediary. He is a Certified Financial Planner, a Member of the Society of Trusts and Estate Planners London, Past President of the Life Underwriters Association of South Africa and Life Member of the Million Dollar Round Table in the USA.

Kyle Bosman – Representative and Investment Committee Member

Kyle Bosman, MD of AFS Broking Services, 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.

Dino Spolidoro – Representative and Investment Committee Member

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.

Contact Us:

Tel no: +27 11 807 1178

Email: info@synergy.co.za

Website: www.synergymm.co.za