Insights
YTD inflows
R1.1bn
+83.2% vs AUM target of R1bn
AUM target
R7.8bn
-53.5% vs target
Inflows vs target
14.1%
+0.188% points vs Q3
Total AUM (historical)
R13.73bn
Pipeline
R13.3bn
-1.8% vs AUM target
Imminent AUM
R1.43bn
Expected within 60 days
Region:
01/03/2025
Top 10
Wealth manager overview
| Name | Pipeline | Imminent | Total AUM | YTD AUM | Target | % to target |
|---|---|---|---|---|---|---|
AT Alan Turner | 80 | 4900 | R910 750 000 | R12 750 000 | R400 000 000 | 16.11% |
BB Bonnie Bui (Sandton) | 60 | 0 | R807 780 000 | R10 710 000 | R400 000 000 | 14.07% |
Ed Enrico de la Rey (Constantia) | 0 | 0 | R115 | R0 | R0 | 3.04% |
WF William Fourie (Stellenbosch) | 0 | 0 | R115 | R0 | R0 | 3.04% |
JM Johann Marias | 45 | 2 | R103 545 283 | R4 429 000 | R103 219 000 | 3.44% |
S& Schone & Kie | 30 | 0 | R75 000 | R10 574 297 | R603 877 | 3.00% |
| Total | R83 945 698 | R13 172 097 | R8 970 315 000 | R17 000 000 000 | R17 000 000 000 | 31.69% |