Ninety One Family Office

When the time comes to consider your children’s future more than your own, we’ll have a solution for you. Let's help you create wealth across generations.

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Global trends indicate that tens of trillions of dollars are expected to be transferred from current asset owners to the next generation over the next couple of decades.

The wealth transfer is not just about the transfer of money – it is about financial advisors extending their scope to service the entire family. Increasingly, the focus is not only on meeting the needs of the primary decision-maker, but also addressing the needs of different family members.

Against this backdrop, many advisors have recognised that deepening client relationships across generations is essential for the long-term success of their business.

At Ninety One Investment Platform (Ninety One IP), we have seen a definite shift from a traditional advisor-client relationship to a family advice approach.

That is why we have designed Ninety One Family Office for advisors like you who put families first. Our purpose is to facilitate excellent advice-led outcomes for our clients, and through this feature, we aim to help create prosperity that can span many generations.

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What Ninety One Family Office offers you

The process of consolidating reporting can be costly and resource intensive. Partnering with a platform provider that focuses on technology, can help bridge this gap and fulfil your reporting requirements without increasing costs for your practice or your clients.

The reporting functionality of Ninety One Family Office delivers comprehensive portfolio views that can be aggregated at family level. As with everything we do, this is designed to create efficiencies for our advisor partner practices. Ninety One Family Office lets you view related family accounts as one – on a single dashboard. This new enhancement of our reporting capability enables you to:

  • Group investors by family allowing for data aggregation
  • Instantly analyse portfolio data
  • Assess exposure at family level, turning insight into action
  • Create customised reports that can be updated in real time
  • Strengthen family communication around wealth transfer and preservation

1. Consolidated reporting – multiple family accounts, one view, one platform

The process of consolidating reporting can be costly and resource intensive. Partnering with a platform provider that focuses on technology, can help bridge this gap and fulfil your reporting requirements without increasing costs for your practice or your clients.

The reporting functionality of Ninety One Family Office delivers comprehensive portfolio views that can be aggregated at family level. As with everything we do, this is designed to create efficiencies for our advisor partner practices. Ninety One Family Office lets you view related family accounts as one – on a single dashboard. This new enhancement of our reporting capability enables you to:

  • Group investors by family allowing for data aggregation
  • Instantly analyse portfolio data
  • Assess exposure at family level, turning insight into action
  • Create customised reports that can be updated in real time
  • Strengthen family communication around wealth transfer and preservation

2. Consolidating family assets on a single platform

The platform industry evolves at a rapid pace which means that market-leading providers that fail to innovate can quickly be rendered less relevant or even obsolete. Old products don’t easily solve new problems, and as a result, many advisors are left with a tail of clients that sit on legacy platforms, while new investors are placed with a preferred provider. Ninety One Family Office provides a catalyst for advisors to discuss consolidation of legacy assets on Ninety One IP.

Consolidation of assets on a single platform creates greater scale and efficiencies. This means that you can effectively service more clients spending the same amount of time, which should help you grow your assets under advice and your revenue.

Ninety One Family Office - connecting families on one platform

3. Family sharing – fee aggregation for families

The final pillar of the Ninety One Family Office development is the family sharing component. This enables you to link family members for fee aggregation purposes. Family sharing, a fully digital and automated service, gives you the opportunity to add value to your Ninety One Family Office clients by driving down the administrative costs of their investments.

When you entrust us with the assets of your clients and their family members, they will benefit from one sliding fee scale based on the collective value of their assets on Ninety One IP. All family members will enjoy reduced fees as assets grow, new investments are made, or additional family members are added to the family unit.

We believe family sharing will:

  • Protect existing assets under advice
  • Assist with the acquisition of new clients
  • Incentivise clients on legacy platforms to migrate to a preferred provider
Family sharing – adding value to your family clients

An example of the benefit for a hypothetical family

Ninety One Family Office - Family sharing 1

Family level fee aggregation would mean a fee of 0.21% across all family entities.

Benefits of Ninety One Family Office for clients

01

Convenient and accurate family asset allocation
02

Simplified access to individual tax documents and statements
03

Simplified cash-flow analysis
04

Greater ease in monitoring performance against objectives
05

Benefit of scale increases cost efficiency

Benefits of Ninety One Family Office for advisors

01

The opportunity for consolidation with a preferred investment platform provides a meaningful step towards eliminating legacy platforms
02

Reduces the need to pay for off-the shelf customer relationship management systems
03

Lowers costs and improves efficiencies, so there’s more time to spend with clients and grow assets under advice and revenue
No results found

Important information

All information and opinions provided are of a general nature and are not intended to address the circumstances of any particular individual or entity. We are not acting and do not purport to act in any way as an adviser or in a fiduciary capacity. No one should act upon such information or opinion without appropriate professional advice after a thorough examination of a particular situation. We endeavour to provide accurate and timely information but we make no representation or warranty, express or implied, with respect to the correctness, accuracy or completeness of the information and opinions. We do not undertake to update, modify or amend the information on a frequent basis or to advise any person if such information subsequently becomes inaccurate. Any representation or opinion is provided for information purposes only. The investments referred to in this document are generally medium- to long-term investments. Their value may go down as well as up and past performance is not necessarily a guide to future performance. Fluctuations or movements in exchange rates may cause the value of the underlying international investments to go up or down. Additional information may be obtained, free of charge, at www.ninetyone.com.

Ninety One Investment Platform (Pty) Ltd and Ninety One SA (Pty) Ltd are authorised financial services providers.