Our offerings

IMI offer multiple wealth solutions

Portfolio Management
  • We provide investment portfolios both locally and offshore
  • Invest directly into stocks, bonds, funds, and ETFs
  • Use only reputable custodians:
    • Investec
    • Sanlam Private Wealth
    • Independent Securities
    • Credo
    • Glacier
    • Momentum
    • Allan Gray

Our clients include:

  • High net worth individuals
  • Corporate pensions
  • Non-governmental and charitable organisations
  • Financial advisors
  • Fiduciaries

Our segregated portfolios are actively managed across all asset classes and sectors, focusing on a top down/bottom-up approach.

Portfolios are aligned with client risk tolerance and objectives.

Wealth Management & Financial Planning

In an ever-changing regulation & compliance environment it is important to have a financial plan. 

We design cost effective wealth solutions that allow clients to:

  • Take control of their retirement savings and income
  • Have complete flexibility regarding the allocation of funds via ETF’s, notes, collective investments, listed instruments

We offer holistic wealth planning and management, including:

  • Family office services
  • South African & International advice:
    • Tax & fiduciary services
    • Trust & estate planning services

We partner with specialised tax consultants and fiduciary experts to provide a holistic approach to managing client’s wealth.

Wealth management structures include:

  • Actively managed certificates (AMCs)
  • Endowments
  • Collective investment schemes (CISs)
Pension & Retirement Management

We provide an offering that centres around actively managing the underlying portfolios across all asset classes.

We manage client risk profiles based on their lifecycle, risk appetite, and financial goals.

  • We provide personalized solutions for the following:
    • Living annuities
    • Preservation and provident pension funds
    • Retirement annuities
    • Tax free savings accounts
  • We use the following custodians:
    • Glacier Financial Solutions
    • Momentum Wealth
    • Allan Gray
    • Sanlam
    • Ninety One
Corporate Profile

Built on strong values & unique expertise. We strive to create long term relationships with clients, custodians and partners.

Our team

JOHN SLAUCK

DIRECTOR

John has been in the financial services industry since 1993, starting as a property analyst at Old Mutual and later moving into the Private Clients division with Investec Private Bank. John then moved into portfolio management at Merrill Lynch and subsequently Barnard Jacobs Mellet. After specialising as a senior portfolio manager for a five year period, he became a founding member of IMI in September 2003. The IMI investment process is further strengthened by his property expertise and stock picking skills.

JOHN LAMONT

DIRECTOR

John has been in the financial services sector since 2002, concentrating on multi-manager investment offerings both locally and offshore. In October 2006 he founded Cameron Capital Management specialising in wealth solutions. In August 2008, Cameron Capital Management was incorporated into IMI. John has joined IMI as a Portfolio Manager since 2008.

LEONARDO ALTINI

CA(SA)

Leo completed his Bachelor of Accountancy in 2005 (WITS). He completed his articles with KPMG, Industrial, Automotive and Pharmaceutical division and was admitted as a Chartered Accountant in 2008. Shortly after a brief secondment with KPMG Prague, he joined KPMG’s financial services audit department as a manager. Leonardo was responsible for a client portfolio focused on banking and micro-lending. Clients included Nedbank, Investec and RMB.

FRAN LETCHER

PORTFOLIO ADMINISTRATOR

Fran has been in the Financial Services Industry since 1990. Starting her financial career at Investec Bank Limited working in the Corporate Finance Department. In 1996 she joined Merrill Lynch and reported to the Head of Research. She then relocated to Holland in January 1999 and joined Unilever Rotterdam where she undertook secretarial and administrative duties. On her return in May 2002 Fran joined Allan Gray Limited, she reported to the Head of Retail Distribution and then moved on to start up the Events Department. In 2016 Fran joined the IMI team as a Portfolio Administration Manager.

CONTACT US

Tel: +27 (0)21 671 4700 | 5th Floor Mariendahl House,
Newlands On Main, Cnr Campground & Main Road,
Newlands, Cape Town, 7700
Email: admin@imi.co.za
Financial Services Board License No. 798

Please feel free to contact us on any aspect of investment and wealth creation using the contact points above. Alternatively, make use of the query form here and we will get back to you as quickly and completely as possible.

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