Boutique Collective Investments (RF) (Pty) Ltd (“BCI”) is a leading large independent Collective Investments Scheme service provider in South Africa.
As an independent Collective Investment Schemes (CIS) manager, Boutique Collective Investments (BCI) provides own-brand and co-branded CIS portfolios to wealth managers as well as to our boutique partners. Our business is managed by a team of very experienced individuals, all of them being CIS specialists.
Our core business is to support our boutique partners in growing their assets under management by providing high quality products, administration and distribution services. The total BCI unit trust assets under administration is +/- R285 billion, spread over more than 450 CIS portfolios.
Our product offering includes:
Our Boutique Partner ™ business model
‘Boutique: a business serving a sophisticated or specialised clientele’ (Oxford dictionary)
Boutique Collective Investments (BCI) is a quality operation built on the foundation of our highly successful Boutique Partner business model. Together with our Boutique Partner we offer FSCA approved retail and institutional single manager, hybrid, multi-manager and fund of fund co-branded unit trust portfolios.
The BCI team takes pride in their 24 year track record and experience of identifying, developing and growing the next generation of successful independent discretionary investment and wealth managers. Not only do we provide our Boutique Partner with CIS infrastructure, CIS compliance and administration, but through our Boutique Partner we have a national distribution footprint across the full distribution spectrum, such as investment administration platforms, independent financial advisors, multi-managers, investment consultants and institutional investors. We believe that long lasting professional relationships with all industry players and our clients are key to the success of our Boutique Partner business model.
During the last decade, a substantial proportion of the pioneers of South Africa’s investment and wealth management industry responded to the ‘burning-entrepreneurial-flair’ within them by leaving the larger investment and financial services houses to establish independent boutique wealth and asset management businesses where their investing passion is more closely aligned to their investors and clients’ need and requirements. This generation of professionals no doubt also makes up large component of the country’s most experienced wealth management professionals. The true worth of their collective years of investing experience is reflected in their exceptional track records, both as stewards of capital at the larger investment houses as well as within their boutique investment and wealth management businesses.
Our Boutique Partner tend to be smaller, passionate, entrepreneurial, flexible asset management and wealth management businesses who are performance focussed. They are pro-actively responsive to changing market conditions as well as to their clients’ specific needs and requirements. Our Boutique Partner employ wealth management professionals and investment professionals who are creative and innovative with a focused approach to investment and wealth management.
All potential Boutique Partner have to pass a thorough due diligence which are not only based upon their investment track record, but also on their business strategy, management, sound values, good business practices and treating clients fairly.
Due to the nature of our Boutique Partner business model, our partners and our staff turnover is low and therefore it enables our partners and us to foster lasting long term relationships with financial advisors and our clients. This also enables us to design and implement lasting long term business strategies which are focussed upon delivering their needs and expectations.
BCI takes great pride in our Boutique Partner business model and together with our partners we take full responsibility for our businesses and our clients. Our clients are the reason for our existence, therefore we aim to provide our clients with top quality service and products. Together we follow the vision that South Africa’s leading boutique managers and wealth managers have for the future and, in the process, create a platform for partnerships on our journey towards long term wealth creation for the investors in our portfolios.