Tax & Advisory » Exceed Asset Management hosted investment function

Exceed Asset Management hosted investment function

In July 2009 a successful lunch time presentation was hosted by Exceed Asset Management and its fund manager, Insinger de Beaufort Investments (SA). The function, which was aimed at the company’s top 50 clients, was held at Asara Wine Estate and Hotel.

Speakers included Mr Ian Kantor, Director of Investec PLC and Insinger de Beaufort Holdings SA; Mr Kobus Human, Managing Director and Chief Investment Officer of Insinger de Beaufort BNP Paribas Wealth Management in the Netherlands, UK and South Africa; and Ms Andrea Brand, Fund Manager at Insinger de Beaufort Investment (SA).

Mr Kantor informed guests about the newly formed partnership between Insinger de Beaufort and BNP Paribas Wealth Management. He explained that the partnership combines the personal approach and exclusive network of a Dutch bank with the security and innovation of BNP Paribas, one of the strongest banks in the world.

Guidance regarding financial markets and the effect of the economic meltdown on clients’ portfolios were given by Mr Human. Although everyone has been affected by the global economic crisis, he believes some “green shoots” are starting to appear.

Ms Brand provided feedback on the Select Manager fund range, which consists of low to high risk funds as well as an offshore fund. Clients of Exceed Asset Management are invested in these funds in accordance to their individual risk profiles. The Select Manager Prudential Active Fund of Funds – which had been performing very well in comparison with its competitors – was cited as an example of the way in which a portfolio was structured. It illustrated the fact that Exceed’s fund range is a combination of A-rated funds in order to form a specific Select Manager Fund of Funds.