Simon George Kaye

IW&I is an active manager which seeks to provide a steady growth in income, protect the capital value of client assets and continue to provide long-term care and support. The firm’s investment portfolio invests in five main asset classes such as: fixed interest assets, equities, commercial property, alternative investments, and cash. While the firm invests in direct equities, they can screen individual stocks according to a range of criteria. The assets of clients are held in trust within the firm’s nominee company and are recorded in such a manner as to clearly indicate they do not belong to the firm.

RFM is an active, research-based manager which combines long-term strategy with short-term tactics to enable them to take advantage of market movements as they happen. The Rensburg Unit Trusts seek to minimize investment exposure through diversification, providing income and growth strategies. The firm constructs diversified portfolios and performs company visits to develop stock ideas, seeking companies with competent management, an emphasis on building shareholder value and a sound business environment.