Our Services
Comprehensive wealth management and financial advisory solutions tailored to your needs.
Key Service Areas
Inspired by industry-leading practices, Stem Investment Consultants delivers excellence across Funds, Advice, DFM, Global Investment, Insights and Reporting.
Funds
Comprehensive fund management solutions including mutual funds, hedge funds, private equity funds, ETFs, and collective trusts. We represent over 40 mutual fund groups.
Advice
Prudent investment advice for private individuals and financial advisors. We simplify the complexities of the financial industry to help clients achieve financial freedom.
DFM
Discretionary Fund Management services with the #1 Advisor Toolkit. We enable extraordinary investment options without borders, tailored to your advisory practice.
Global
Go global now without borders. Cross-border distribution of collective investment schemes including European UCITS, South African mutual funds, and global fund distribution across 90+ jurisdictions.
Insights
Market overview, weekly insights, and comprehensive analysis archives. Stay up-to-date with the latest market trends and investment intelligence from our expert team.
Reporting
Transparent, detailed reporting on portfolio performance, investment allocations, and compliance status. We provide the clarity you need to make informed decisions.
Funds & Investment Management
Our fund managers and experts represent some of the largest fund complexes in South Africa and worldwide. We counsel funds, their advisers, fund boards, independent directors and audit committees. Currently, we represent more than 40 mutual fund groups.
We provide asset administration and investment processing outsourcing solutions for mutual funds, hedge funds, private equity funds, exchange-traded funds, collective trusts, and separately-managed account programs.
Our global structure leverages the breadth, depth and access of our franchise to provide our clients a comprehensive suite of investment management solutions.
Wealth Management Markets
Stem Investment Consultants offers solutions in five core wealth management markets.
Private Banks
Institutional and private client wealth management solutions to private banks, trust institutions, and wealth management organizations. We support every facet of a global wealth management business, including business development, investment management, investment processing, and infrastructure operation.
Financial Advisors
Wealth management platforms to independent financial advisors, including end-to-end solutions for practice management, investment management and investment processing. These solutions help financial advisors strengthen client relationships and improve their business success.
Institutional Investors
Retirement and investment solutions for defined benefit plans, defined contribution plans, endowments, foundations, and board-designated funds. These solutions help institutional investors make better financial decisions, reduce business risk, and fulfill their due diligence requirements.
Investment Managers
Asset administration and investment processing outsourcing solutions for mutual funds, hedge funds, private equity funds, exchange-traded funds, collective trusts, and separately-managed account programs.
Individuals
Comprehensive life and wealth solutions including advice, goal-based investment strategies and financial services to high-net-worth investors and their families in South Africa and other regions of the world.
Non-exclusive/Exclusive Representation
We are a non-exclusive/exclusive representative of foreign companies in Southern Africa, providing a platform for showcasing and marketing foreign products and services across Southern Africa, East Africa, West Africa and the rest of the world.
Financial Services & Advisory
Our international team advises on regulatory and compliance matters, investigations by regulatory authorities, litigation and the formation and management of open- and closed-end funds, exchange-traded funds, insurance products, offshore funds and hedge funds.
We serve as transactional counsel and handle regulatory issues in mergers and acquisitions of financial services companies and funds. We also advise on the operational integration of diversified financial institutions, tax, ERISA, executive compensation and employee benefits matters.
With approximately 103 financial managers and experts in offices in Africa, Stem Investment Consultants is here to serve you.
Investment Funds & Advisory Services
Investment Funds
Our fund managers and experts represent some of the largest fund complexes in South Africa and worldwide. We counsel funds, their advisers, fund boards, independent directors and audit committees. Currently, we represent more than 40 mutual fund groups.
Investment Advisers
Recognized as thought leaders on legal and regulatory issues affecting investment advisers. Our clients range from small boutiques to the world's largest financial institutions, including investment banks and insurance company-related advisers.
Broker-Dealers and Markets
Decades of experience working with financial intermediaries and markets. We advise a broad range of clients with broker-dealer issues, including global investment banks, asset managers, and boutique investment banks.
Banking and Financial Institutions
Expert representation for banks, bank holding companies, savings institutions, trust companies, hedge funds and private equity investors in a wide range of transactional and regulatory issues.
Variable Insurance Products
Assistance in the development of securities-based products, including variable annuity and variable life insurance contracts. We create innovative investment products for insurance companies.
Commodities and Derivatives
Expert advice on commodities and related cash, derivative, and structured transactions covering all commodities and asset classes, including financials, currencies, credit, metals, energy, power, and agricultural items.
Regulatory Compliance
Counsel on compliance issues, examinations and inspections. We draft and assist firms in preparing compliance manuals, policies and procedures.
Asset Management Mergers and Acquisitions
Leadership in mergers and acquisitions for financial services companies, handling joint ventures, share and asset-based transactions and corporate restructurings.
Global Fund Distribution
Tailored solutions supporting the cross-border distribution of collective investment schemes, including European UCITS, South Africa mutual funds, closed-end investment funds, and private equity funds.
Custodians, Administrators, Transfer Agents
Representation with respect to service provider arrangements, including custodians, administrators and transfer agents.
Retirement Plans / Tax
Extensive work with clients on fiduciary and tax issues that arise in plan asset management and additional business transactions.
Products and Services Sourcing
A major international products and services sourcing company, assisting corporate entities and government agencies in the procurement of high quality industrial and consumer goods and specialized expertise services.
Additional Consulting Services
Beyond investment management, we offer a full spectrum of professional consulting services to help your organization thrive in today's complex business environment.
From audit and human capital to operations, risk, strategy and tax, our multidisciplinary teams deliver comprehensive solutions tailored to your unique challenges.
Audit
Global network of audit professionals providing assurance services using state-of-the-art tools, adhering to the highest standards of independence, professional objectivity, and technical excellence.
Consulting
Strategy and implementation from a business and technology view to help you lead in the markets where you compete.
Human Capital
Research, analytics, and industry insights to help design and execute critical HR, talent, leadership, and change programs.
Legal
Holistic guidance around strategic business decisions, offering cost-effective support for routine legal activities across multiple jurisdictions.
Operations
Help companies build lasting competitive advantage at every level of the business, connecting strategic vision to measurable results.
Risk
Risk Intelligent approach to focus on areas of increased risk, address emerging risks including cyber and geopolitical trends, and pursue intelligent risk-taking.
Strategy
Help organizations move quickly to take advantage of new opportunities, drive growth, and harness innovation while mitigating risks.
Tax
Broad range of fully integrated tax services combining insight and innovation from multiple disciplines with business and industry knowledge.