This end-to-end solution combines asset consulting and asset management into a seamless package. It’s ideally suited for small to medium-sized clients (typically below R5 billion) who prefer a hands-off approach to manager appointment and oversight.

By implementing investment strategies through pooled vehicles—such as Collective Investment Schemes or Life Portfolios—clients benefit from cost efficiency, simplicity, and scale. Under a discretionary mandate, Weaver is empowered to make timely asset allocation and manager selection decisions on the client’s behalf, ensuring proactive alignment with investment objectives.

For larger clients (typically above R5 billion) who wish to retain full control of manager appointments and mandate structures, we offer strategic asset consulting without implementation.

In this model, Weaver proposes the optimal asset allocation and recommends managers, but trustees remain the final decision-makers. Implementation is handled either through the managers’ existing pooled offerings or bespoke segregated mandates, depending on the client's governance framework.