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Dear Clients
Foster Wealth Partnership with Fundhouse
Given the vastly changing landscape in the investment world, we endeavoured to partner with an independent investment consultant, more commonly known as a DFM-discretionary fund manager or a RIC-retail investment consultant. In South Africa, we have a wide variety of options and selecting a consultancy is not an easy task. Our search ended and we decided on FundHouse as a steady partner; a few key reasons being independence and relationship.
Ian Jones (CEO) and Peter Foster (CIO), not our Peter Foster, have ample qualifications but, more importantly, share similar values to us as we believe in best practise and putting clients first. They have an incredible process of researching and analysing qualitative factors of funds and make themselves accessible to Foster Wealth on a regular basis. Fundhouse forms part of our Investment Committee. We meet with them on a regular basis as well as a quarterly basis for a detailed committee meeting.
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