ABOUT US

INDEPENDENT INVESTMENT SOLUTIONS

Independent Investment Solutions (Pty) Limited (I²) is an independent multi-asset investment solutions provider to Independent Financial Advisors (IFAs) as well as certain Tied Financial Advisory firms.

I² provides a range of independently compiled wrap fund investment solutions that are made available to any appropriately licenced Category 1 and Category 2 advisors, by providing access to the solutions via a wide range of the largest and most highly recognised Linked Investment Service Provider platforms in South Africa.

The I² range of independently compiled wrap fund investment solutions are tailor-made to address a diverse range of investment needs. The i² range of solutions is constructed by a professional independent investment committee who is tasked with the selection and ongoing review of the specific underlying funds, thus continually ensuring that the correct blend of unit trust funds is combined to achieve the desired risk adjusted returns.

OUR MISSION

To be an industry leading provider of totally independent multi-asset investment solutions to the broader financial services market that our employees, financial advisory services partners and their clients are proud to be associated with.

OUR VISION

To provide a range of totally independent, high quality, multi-asset investment portfolios, which encompass a range of local and international investment solutions, across the risk-return spectrum, that consistently perform in line with their respective benchmarks over their specified investment time horizons.

INVESTMENT COMMITTEE

LUIS LEVY
LUIS LEVYB.Com, CFA
Luis has more than 19 years’ of investment experience and is a CFA charterholder. He started his career in 1998 at Old Mutual. Luis was one of the founders of Mergence Investment Managers – an institutionally focussed asset manager. Following his departure from Mergence Luis joined the asset management arm of Efficient Group Ltd. He was appointed Managing Director in 2011 gaining valuable experience in the retail and institutional investment markets. In June 2015 he departed to setup StrategiQ Capital.
PETER HEWETT
PETER HEWETTB.Com, CAIB(SA), CFP™
Peter has more than 27 years’ of experience in the financial services industry. After spending most of his career within the corporate investment and banking environments, he established and served as Chief Executive of a large South African commercial financial services business affiliated to a well-known JSE listed financial services company. After many successful years there, Peter departed to setup a boutique financial services business named Hewett Wealth. His ongoing dedication to the industry also earned him the prestigious South African Financial Planner of the Year award in 2014.
ROBERT ENSLIN
ROBERT ENSLINB.Com (Honours), CFA
Rob has more than 10 years’ of investment experience and is a CFA charterholder. He started his career in 2008 at ValuGro Capital (rated top small asset management house in the same year). ValuGro was subsequently purchased by Efficient Group Ltd. Rob was the portfolio manager of the Worldwide Flexible Fund which was the recipient of two Raging Bull Awards in 2011 and 2012. In 2015, Rob was appointed as Head of Private Clients. In 2016, he departed to join StrategiQ Capital.
DAVID SHOCHOT
DAVID SHOCHOTB.Sc (Actuarial) FIA, CFA
David has more than 20 years’ of actuarial and investment experience. Prior to establishing Stylo, David was co-founder and chief product architect at 10X Investments. Previously David was a Deutsche Bank Equity Analyst and has over the years consulted to many of the large financial services groups in South Africa.
Johannesburg Office
Block 16 B
Willowbrook Office Park
Van Hoof Street, Ruimsig
Johannesburg, 1724

Cape Town Office
2nd Floor, The Square
Cape Quarter
27 Somerset Rd, De Waterkant
Cape Town, 8001

Contact Details
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