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As Chief Executive Officer of Independent Financial Services Africa (Pty) Ltd., my passion for people – and sense of duty – motivates me to provide the best possible investment solutions to my clients. During my more than 14 years in the financial services industry, and prior to IFSA’s inception, I’ve spent 3 years serving on the Board of Directors of a well-known brokerage. I was tasked with establishing the only new branch of the company, which I managed in its entirety, from recruitment to financial management and training. As such, I reported directly to the Board of Directors. Having been the top performing advisor for the brokerage firm for a number of years has prepared me well for my current role.

My passion for and ability to work with people are my greatest attributes. My daily interactions include meeting with the CEO’s of listed companies to retail investment advice. My understanding of the human psyche and people’s inherent desire to be heard, enables me to relate to almost anyone. By partnering with the best Product Providers in the financial services industry, my team and I can assist both clients and brokers with tailor-made Investment Management solutions. We pride ourselves in providing alternative investment solutions to suit our clients’ unique financial requirements.

Frikkie van Loggerenberg - CEO - IFSA
Frikkie van Loggerenberg
CEO IFSA Frikkie van Loggerenberg

SERVICES

Investment Management

Entails the professional asset management of various securities and other assets to meet our investors’ specified investment goals. Our investors are both institutions and private investors.

Offshore Banking

Banking with a bank located outside the country of residence of the depositor and typically in a low tax jurisdiction that often provides financial and legal advantages. These advantages typically include: Greater privacy Low or no taxation Easy access to deposits (at least in terms of regulation) Protection against local, political and/or financial instability

Share Portfolio

The IFSA (Pty) Ltd. Share Portfolio consists of a portfolio of directly owned securities constructed and managed by IFSA (Pty) Ltd. according to an investment mandate that is aligned to the client’s risk profile.

Hedge Funds

Our Hedge Fund pools capital from accredited individuals and/or institutional investors and invests in a variety of assets, often involving complex portfolio construction and risk management techniques. Hedge Funds are generally distinct from mutual funds as their leverage is not capped by regulators and investments are made in relatively liquid assets. Hedge Funds are often structured as a limited partnership, limited liability company or similar vehicle

Offshore Investment

The keeping of money in a jurisdiction other than one’s country of residence and a commonly accepted means of reducing the taxes levied in most countries to large- and small-scale investors alike. The advantage to offshore investment is that such operations are both legal and less costly than those offered in the investor’s own country. Using offshore-domiciled special purpose mechanisms (or vehicles) an investor may reduce the amount of tax payable, allowing the investor to achieve greater profitability overall. It is indicated that more than half of the world’s assets and investments are held in offshore jurisdictions.

Tax Planning

By evaluating your personal and/or investment portfolio, we will arrange your financial affairs in such a manner that you take full advantage of all exemptions, deductions, rebate and reliefs allowed by law to reduce your tax liability.

Cornerstone Capital Private Equity
The Cornerstone Capital Private Equity Fund will look to invest into a number of financing and direct lending opportunities. The Fund’s return profile is uncorrelated to markets and independent of conventional market volatility.
Efficient Private Clients
Efficient Private Clients’ solution integrates a multi-level investment approach with due diligence at an individual client level, resulting in an investment methodology that produces consistent excellence and removes much of the risk associated with investment advice.
Investec
The Investec Cash Manager gives IFSA (Pty) Ltd. the ability to: Open, close and manage accounts on behalf of clients Provide detailed client and management reports View a full audit trail of all transactions Individual accounts are opened for each of our clients The interest rate is based on the aggregate value of IFSA’s (Pty) Ltd.’s call funds
Old Mutual International
Because Old Mutual International, a FTSE®100 listed company, does not sell directly to customers or give advice on their products, they rely on investment partners like IFSA (Pty) Ltd. to recommend their products based on their reputation and the quality of products that they offer. Their products are highly flexible, providing a wide range of international investment funds and assets from some of the biggest and best fund managers in the world.

ALTERNATIVE INVESTMENT SOLUTIONS

What are Alternative Investment Solutions?

Alternative assets fall outside of the definition of the traditional asset classes of equities, bonds and cash. Traditional assets are used very differently within alternative investments and their returns are uncorrelated to market performance. They typically include hedge funds and private equity funds (which use financial instruments to protect investors from loss of capital), high-quality credit and commodities.

Alternative assets were historically the sole domain of institutions but are now more widely available. The appeal of these assets has always been their low correlation to traditional asset returns. By combining traditional with alternative assets, investors can receive better risk adjusted returns over time.

Who should consider Alternative Investments?
Primarily the Affluent Market and High Net Worth Individuals;
Clients who have discretionary money; and
Clients looking for an investment opportunity that provides real returns.

WHY CONSIDER ALTERNATIVE INVESTMENTS?

Let us Explain!

Changing investor trends towards alternatives

The turmoil and regulatory changes following the 2008 – 2009 global financial crisis caused investors to adjust their behaviour. They began looking for new ways to achieve growth and better methods to protect their capital in the event of another market crash. One of these ways was to invest in alternatives. Global trends suggest that 15% – 30% of your portfolio should be allocated to alternatives and it is estimated that 22% (i.e. US$22.7trillion) of global assets under management will be allocated to alternative assets by 2020.

Alternative assets (out-of- the-ordinary assets)

Our solutions sometimes include assets that don’t fall into one of the three traditional asset classes (equities, bonds or cash). We use traditional assets in different ways and include assets such as high-quality credit, hedge funds and commodities. No longer the sole domain of institutions, alternative assets are now more widely available. The appeal of these assets has always been their low correlation to traditional asset returns. By combining traditional with alternative assets, investors can receive better risk adjusted returns over time.

What is a Hedge Fund?

 

A hedge fund is an investment fund that pools capital from accredited individuals or institutional investors and invests in a variety of assets, often with complex portfolio-construction and risk-management techniques.  It is administered by a professional investments management firm and often structured as a limited partnership, limited liability company, or similar vehicle.

Alternative assets provide uncorrelated, less volatile returns

Traditional assets are used very differently within alternative investments and their returns are uncorrelated to market performance. Alternative assets typically include hedge funds (which use financial instruments to protect investors from loss of capital) and theie returns are therefore “smoother”.

Laptop Desk with Coffee

What is a Private Equity Fund?

 

A private equity fund is used for making investments in various equity and to a lesser extent, debt securities, according to one of the investment strategies associated with private equity. These funds are typically limited partnerships with a fixed term, often with annual extensions.

Unsurpassed Service Excellence is a non-negotiable at IFSA (Pty) Ltd.

Service Excellence

To provide the best opportunities available through a unique combination of Investment Solutions to Investors. To ensure that all Investors are able to achieve real returns on their investment portfolio with low volatility and diversification. To enable investors to achieve their goals and objectives with certainty.

MISSION STATEMENT

To manage the largest and best performing Investment Management Company in South Africa and in so doing, become the Alternative Investment Solutions Company of choice for all Clients.

VISION STATEMENT

VISIT US

259 Monument Rd, Glenmarais

Kempton Park

1619

CONTACT US

Office: (011) 394-0260/1/2

Fax: (011) 394-0419

info@ifsaplan.co.za

OPEN HOURS

Mon to Thu: 07h30 – 16h30

Friday: 07h30 to 15:30

Sat & Sun Closed