Umbono Fund Managers (Pty) Ltd is a large advisory firm based in Sandton. It manages $3.58 billion of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2009.
Umbono Fund Managers (Pty) provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Umbono Fund Managers (Pty) Ltd is $3.58 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Umbono Fund Managers (Pty) Ltd for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William Loftie Botha has served as the Chief Investment Officer since 1 May 2006 and Betserai Tendai Musikavanhu is the Chief Executive Officer of Umbono Fund Managers (Pty) Ltd family office. Peter Aston Levett joined the executive team most recently as the Chief Operations Officer.
The principal office where Umbono Fund Managers (Pty) Ltd performs its advisory services is located at 144 Katherine Street, Sandton, 2196 The mailing address of the firm is P.O. Box 782574, Sandton, 2196. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number +27 11 562-6000 or by fax +27 11 262-6331. The normal business hours are 9am-5pm on Monday - Friday.