Financial Advisors
Global Markets.
Seamlessly Integrated.
Strengthen your competitive edge with a partner that has been crafted for over a century.
Why us?
Our offering for IFA’s
Our offering for IFA’s
The Otto1890 investment offering transforms global markets into an extension of your platform. Whether you provide advisory or discretionary services, our partnership enhances your proposition with depth, flexibility and institutional-quality expertise.
With solutions spanning the full risk spectrum, we support you wherever and however you distribute.
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Our Range of Solutions
Cautious
Collective Investment Schemes
R1K MinSegregated Equity Portfolios
R100K MinSegregated Equity Portfolios
R1M MinModerate
Collective Investment Schemes
R1K MinSegregated Equity Portfolios
R100K MinSegregated Equity Portfolios
R1M MinGrowth
Collective Investment Schemes
R1K MinSegregated Equity Portfolios
R100K MinBespoke Portfolios
Tailored investment solutions designed around your unique objectives
Listed Notes — Structured Products
Customised listed instruments for sophisticated strategies
Platforms supporting our solutions
Our Investment Process
Our investment process is underpinned by rigorous research, governance, and oversight — supporting IFAs in managing investment risk and meeting regulatory expectations.
Key elements include:
- Dedicated portfolio managers accountable for portfolio outcomes
- Company-specific research supported by internal oversight and risk controls
- Transparent reporting to support adviser review, client communication, and regulatory documentation
- A clear separation of advice and discretionary investment decision-making, reducing key-person and operational risk within the practice
Our dedicated investment specialists, responsive support teams, and thought leadership insights integrate seamlessly into an IFA’s practice, helping them scale efficiently, strengthen their proposition, and offer clients a genuinely premium -wealth management- experience while keeping the advisor firmly at the centre of every engagement.
Why Partner With Us?
Custody and Deal & Execution services
- Turn the JSE into a DFM accessing global markets via a single and safe platform
- Stats on listed equities, ETF’s, CIS’s and global jurisdictions covered via the Securities platform.
Private labelling of investment solutions
Leverage the depth of Otto1890’s discretionary IP through private labelling of new or existing solutions.
Bespoke Equity Structuring
- We partner with the global leader in equity structuring to enhance your client’s portfolios.
- From AMC’s to structured products, introduce flexible pay-off profiles with capital guarantees and clearly defined outcomes.
Discretionary insights & IC support
- From our research centre to your client’s living room, unearth the value of curated insights driving confidence in decision making.
- Unearth a host of research related to relevant economics, interesting industry trends and in-depth company analyses.
Get in touch
Partner with Otto1890 to grow your practice with confidence,
supported by disciplined investment management, operational efficiency, and shared accountability.
Speak to us today to explore a partnership that works for your business and your clients.