OUR SERVICES

Our service offerings are tailored financial structuring solutions that are dedicated to providing peace of mind and value-add wherever possible.

 
Cost 

The pricing structure that we offer is completely transparent. As an independent transition provider, we offer clients the best execution capability that matches their requirements. A combination of flow trading (dark liquidity), algorithmic trading and niche relationships allow Jaco and his team to tap into the correct trading capabilities to ensure that the client’s needs are served.

 

TRANSITION PROCESS

INVESTMENTS     ->     LEGACY FUND MANAGERS    ->    TRANSITION PORTFOLIO

 

The Transition Process is managed by Jaco Maritz and his team. ​

 

Pre-transition

  • Pre-transition report

  • Initial and target portfolio comparison

  • Trade list analysis for special risks and liquidity bottlenecks

  • Trading cost estimation

  • Project plan presentation

Daily

  • Progress report - including market events that influenced transition

  • Daily valuation of transition portfolio - report to client

  • No interruption of vital fund valuation and pricing function

  • Settlements and accruals performed accurately

  • New fund managers manage portfolio as soon as they receive it

Post-transition

  • Report on progress of transition

  • Report on steps followed

  • Report on performance of the transition portfolio against benchmark

  • Report on actual costs of the transition trades

  • Financial reporting pack at end of transition

  • Final delivery of completed portfolios - handled by competent staff

FINANCIAL ENGINEERING

Gryphon Financial Engineering offers bespoke financial structuring solutions.

 

The business is driven by Pankie Kellerman, who has a unique combination of accounting, law (taxation and commercial), asset management and financial services skills. Within financial services, the regulatory environment as it pertains to life assurance, short-term insurance, banking, asset management and collective investments schemes has provided opportunities for the development of unique structuring solutions.

 

Historic financial solutions include commercial property transactions, asset-backed lending and transactions associated with foreign exchange.

 

Financial Engineering was also responsible for the design of the Gryphon Dividend Income Fund, a collective scheme investment product, which provides the investor with income in the form of dividends. This product which at one point was the fastest growing collective scheme product ever launched in South Africa, bears testimony to Gryphon's purpose-driven approach to investing and investment solutions. The continued evolution of products of this nature requires involvement from Financial Engineering as new instruments are sourced to accommodate fund inflows.

 

T. +27 21 915 5100

F. +27 21 915 5111

E. invest@gryphon.com

www.gryphon.com

 

1st Floor, Bonitas Office Park East, Southgate,

Tyger Waterfront, Carl Cronje Drive,

Tyger Valley, Bellville, 7530

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An authorized financial services provider: FSP No. 581