Glacier Invest is a discretionary fund manager (DFM) that provides holistic investment and operational support to financial advisers.
We provide financial advisers with an unrivalled and fully customisable investment proposition that enhances and enriches the investment experience for clients. Utilising our skill and scale, we provide advisers with expertly constructed, innovative investment solutions that are tailor-made for clients.
A holistic investment service for advisers where portfolio management is outsourced to individuals or firms such as Glacier Invest, with multi-management experience and a Category II Discretionary FSP licence.
The DFM service is predominantly offered in two capacities:
Knowledgeable, well-respected and industry-leading, the team at Glacier Invest comprises more than 20 investment professionals with more than 280 years of collective experience in the investment and portfolio management industries. They hold diverse qualifications across disciplines and fields.
With this supportive investment muscle, our business development managers are poised to partner with intermediaries and assist with the intricate processes related to portfolio construction, retirement income planning and discretionary fund management.
Glacier Invest blends world-class investment capability, superior operational scale and pricing power, and revolutionary technology to bring you the future of portfolio construction.
We believe that the purpose of portfolio management is to maximise the probability of a client achieving their desired outcome while adopting the appropriate amount of risk.
Our investment process comprises three main sub-processes, all of which we believe are central to providing good and repeatable outcomes:
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The information on this website is provided for information purposes only and should not be construed as the rendering of advice. Although we have taken reasonable steps to ensure the accuracy of the information, neither Sanlam nor any of its subsidiaries accept any liability whatsoever for any direct, indirect or consequential loss arising from the use of, or reliance in any manner on the information provided on this website.
If you need any assistance with financial planning or investment matters, we recommend that you contact an appropriately authorised financial planning professional.