Investment Partners
Why Independent Financial Advisors Partner with Merchant West Investments
In a complex and competitive financial landscape, Independent Financial Advisors (IFAs) need more than products; they need a trusted partner. At Merchant West Investments (MWI), we empower IFAs to deliver exceptional value to their clients through our boutique, client-centric approach to asset management.
As part of the Merchant West Group, with over 25 years of financial services expertise, we offer innovative investment solutions, actionable insights, and personalised support to help IFAs grow their practices.
Why Choose Merchant West Investments
Our multi perspective philosophy, disciplined process, and boutique service model make MWI an ideal partner for IFAs who want to differentiate themselves. Backed by the Merchant West Group’s legacy, we deliver expert insights, relevant investment solutions, and real support to help you unlock long-term value for your clients and for your practice.
Our Investment Philosophy: Multi Perspective Investing
We believe in safeguarding clients’ assets by embracing market complexity, technological innovation, and long-term societal change. Our investment philosophy is anchored in collaboration, transparency, and adaptability, designed to help IFAs and their clients navigate the future with confidence.
Our Investment Process: Long Term Fundamental Investing
MWI follows a disciplined, valuation driven process that seeks to identify quality securities trading below their fair value. We analyse each opportunity within the context of the broader economic and market environment, while leveraging behavioural insights such as herd behaviour and short-term bias. Our multi strategy framework offers IFAs diversified, risk-managed portfolios to suit a range of client needs.
Proven Track Record
Since 2012, MWI has delivered consistent, risk adjusted returns as an award winning multi strategy asset manager. Our fund range, spanning equities, bonds, property, and cash, includes the SCI Value Fund, Global Equity Fund, and Enhanced Income Fund. These funds are designed with stability, performance, and transparency in mind. Our quarterly commentary empowers IFAs to communicate performance confidently, strengthening trust and deepening client engagement.
Direct Access to Expert Fund Managers
At MWI, we remove the layers between you and the people making investment decisions. Unlike larger institutions, we provide direct access to our experienced investment team, enabling IFAs to discuss fund strategies, market trends, and client specific needs in real time. This access fosters better informed advice and stronger client relationships.
Comprehensive Support for Your Practice
Diverse Fund Offerings
Value, Quality, Income, Multi Asset, and Payers & Growers strategies.
Competitive Costs
Below average management fees and no performance charges.
Streamlined Technology
Our Smart Invest platform simplifies onboarding.
Regulatory Confidence
Transparent, Compliant Infrastructure for peace of mind.
Boutique Support
Personalised service and responsive engagement from our team.
Stay Ahead with MWI Insights
Our IFAs stay informed with weekly market updates covering local and global trends, economic shifts, and investment themes. Our quarterly publication, On Point, dives deeper into market analysis and fund strategy. Together, these insights save you time, enhance your credibility, and support better client conversations.
We also host monthly Coffee with MWI webinars, candid interactive sessions led by our investment team to explore markets, fund performance, and practical client solutions. These forums help IFAs stay connected and up to date in a fast-moving environment.
On Point. Quarterly Newsletter
Juan Mirfin
Head of Distribution
A Personal Invitation from Juan Mirfin
I am passionate about helping IFAs thrive in a changing world. Let us work together to elevate your practice and deliver outstanding results for your clients. Whether you are seeking differentiated investment strategies, hands-on support, or fresh market insights, our team is here to walk the journey with you.
We understand the challenges you face and the ambitions you have. That is why we go beyond the traditional asset manager role. We become your strategic partner.
Let us connect to discuss how Merchant West Investments can make a meaningful difference in your business and client relationships.
– Juan Mirfin, Head of Distribution
(O) +27 (0)21 492 0216 | (M) +27 (0)65 618 2258
Juan.Mirfin@merchantwest.co.za
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