Asset Management at TRG

Welcome to TRG Asset Management, where our award-winning in-house team is dedicated to providing unparalleled support to TRG advisors and clients. Our experienced professionals work closely with our financial advisors to develop tailored investment solutions, ensuring our clients receive the best possible advice and portfolio management services.

Our Asset Management Team

Our in-house Asset Management team comprises of experienced and dedicated professionals who possess a deep understanding of the financial markets and various investment strategies. This expertise allows us to offer top-tier investment options and create customized portfolios designed to meet the unique financial goals of our clients.

  • Devin Shute, FIFM - The Robert Group

    Devin Shutte, FIFM

    Head of Investments

    Devin purchased his first shares on the JSE at the age of 10, and has never looked back. He ensures that the TRG Asset Management team is constantly innovating to bring you the best of what the global investment markets have to offer.

  • Kevin

    Kevin Essery, CA (SA)

    Digital Asset Specialist

    Kevin is our very own office "Moon boy". A Chartered Accountant by trade, Kevin is at the cutting edge of everything Crypto and is the manager of the TRG Digital Innovation Fund.

  • Lance Robert, CFP - The Robert Group

    Lance Robert, CFP

    Managing Director

    Lance is the MD, a financial adviser since 2001 and a member of the TRG Investment Committee. His wealth of experience guides the group and asset management team’s strategy. Lance can usually be found in board meetings, either in our office or at Salt Rock beach.

  • Connor Riley - The Robert Group

    Connor Riley

    Investment Infrastructure

    Our clients will tell you that there is nothing too big or too small for Connor to handle. He helps keep the wheels of the Asset Management team running smoothly. He holds a B.Comm in Investment Management and is currently a Level II CFA Candidate.

  • John Robinson - The Robert Group

    John Robinson

    Investment Specialist

    John is a proud South African with a passion for investing in global markets. His economics degree and financial market experience enable him to expertly assist our DFM partners.

  • Clyde Ndlovu - The Robert Group

    Clyde Ndlovu

    Junior Investment Analyst

    Armed with his B.Comm Honours in Financial Management, Clyde seeks to find the hidden gems in both our local and global stock markets. Passionate about fitness and trading he intends on pursuing his Masters to further specialise and grow his skill set in the investments world. He’s always happy and ready to assist the team.

Supporting TRG Advisors and Clients

At TRG, our Asset Management team works closely with our financial advisors to develop tailored investment solutions based on the needs of each individual client. Through ongoing communication and collaboration, we ensure that our clients receive the best possible advice and portfolio management services, resulting in a cohesive and successful investment experience.

Discretionary Fund Management (DFM) Services
for Private Wealth and IFA Firms

In addition to serving TRG clients, our Asset Management team also offers its expertise as a Discretionary Fund Manager (DFM) to other private wealth and independent financial advisory firms. By partnering with TRG Asset Management, these firms can leverage our award-winning investment strategies and portfolio management services to enhance their own offerings and provide their clients with access to our proven investment solutions.

The Benefits of Partnering with TRG Asset Management as a DFM

  • Access to our award-winning, in-house Asset Management team

  • Customized portfolio management services tailored to your client's unique needs

  • Ongoing support and collaboration to optimize investment strategies

  • Enhanced investment offerings for your clients, powered by our proven strategies and solutions

Take Your Investment Services to the Next Level with TRG Asset Management

If you're a private wealth or independent financial advisory firm looking to partner with a Discretionary Fund Manager, consider TRG Asset Management. Let's work together to create exceptional investment experiences for your clients.

Fund Fact Sheets

Get the latest performance reports from our wealth builder range of funds and learn more about our portfolios.