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 from the ever-increasing universe of available unit trust funds.

Synergy Multi Managers (SYNERGY) is a specialist investment management business that focuses on managing best-of-breed multi-manager investment portfolios. To understand SYNERGY’s area of focus from an investment management perspective, it’s essential to grasp what a multi-manager investment process entails. Multi-managers construct investment portfolios by combining various specialist asset managers into one composite multi-manager portfolio. By spreading your investment across multiple underlying asset managers, SYNERGY reduces the risk typically associated with investing solely with one asset manager.

Additionally, 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 offers investment consulting services and bespoke product solutions to leading independent financial advisory and boutique investment management firms in South Africa. The Analytics Consulting team originated from Investec Asset Management and includes technical specialists who have worked for some of the top financial services firms in South Africa, including Allan Gray, RMB, Stanlib, and Stonehage.

Key Staff

Rodney Kotton – Chairman, Investment Committee Member and Representative

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 – Managing Director and 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.

Greg Jarvis – Representative, Investment Committee Member and Compliance Officer

Greg has been in the financial services industry since 1980. He has a wide range of experience across the various sectors of the financial services industry, but his particular interest is in wealth management and investment management. He is a certified financial planner and is a director of Synergy.

Greg forms part of the investment committee within Synergy that is responsible for the portfolios within the Synergy group.

Kyle Bosman – Representative and Investment Committee Member and Key Individual

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 Wealth in January 2011 to immediately be involved in the investment industry where he is closest to the people he wants to help.

Dino Spolidoro – Representative, Investment Committee Member and Key Individual

Dino is a Certified Financial Planner® (CFP®) professional, holding an MBA and a Post Graduate Diploma in Financial Planning (PDGFP). The CFP® designation represents the highest standard of professionalism in the financial planning industry.

With over 10 years of experience, Dino’s deep interest in investments and markets brings significant value to the investment process at Synergy Multi Managers.

Contact Us:

Tel no: +27 11 807 1178

Email: info@synergy.co.za

Website: www.synergymm.co.za