At Weaver, our value lies not only in performance, but in partnership. We work alongside Independent Financial Advisers (IFAs) to craft and deliver efficiently constructed model portfolios through structured Investment Committees. This collaborative process reflects our belief in growth through cooperation, ensuring that you play an integral role in shaping your clients’ outcomes.

The adviser’s deep understanding of client needs provides meaningful input into portfolio design—particularly in asset allocation decisions. While Weaver retains full responsibility for the construction and management of the model portfolios, this shared approach enhances suitability, transparency, and long-term alignment.

KEY BENEFITS OF OUR APPROACH

CLIENT-CENTRIC EXPERTISE

Clients benefit from Weaver’s technical precision and strategic insight, helping to deliver consistent investment outcomes that align with financial goals.

MANAGER SELECTION EXCELLENCE

Our research combines rigorous quantitative and qualitative analysis. We blend diverse investment styles—value, growth, quality, momentum—to create portfolios that balance ingenuity with risk-aware structure.

DIVERSIFICATION & RISK MANAGEMENT

Weaver portfolios are carefully diversified across asset classes and styles to reduce volatility and support long-term financial stability.

ONGOING PORTFOLIO MONITORING

Using advanced tools such as Morningstar and Iress, we continuously monitor portfolios for risk, compliance, and peer-relative performance. Portfolios are proactively adjusted to remain well-positioned in changing markets.

ENHANCED ADVISER FOCUS

By outsourcing portfolio construction to Weaver, advisers are freed to focus on what they do best: building strong client relationships, offering strategic guidance, and driving long-term growth.

COST-EFFICIENT SOLUTIONS

Weaver utilises a blend of passive strategies and institutional share classes to deliver cost-effective outcomes—often reducing overall fees compared to adviser-managed solutions. Our goal: high-quality portfolios without inflated costs.

WHITE LABELLING AND CO-BRANDING

We offer flexible options to white label or co-brand investment communications—such as fund fact sheets and market commentary—empowering advisers to strengthen their brand presence with clients.

LET’S BUILD & PROTECT TOGETHER.

Is it time to hop off that perch and invest with our team?

info@weaverinvest.co.za

(011) 034-9000

Weaver Investment Management

Ground Floor, Block A
La Rocca Office Park
321 Main Road
Bryanston

layered, structured, resilient//