Integre Investment Management
"..building long-term wealth for clients""..building long-term wealth for clients"

About Us


Profile of Arthur Thompson

  Director of:

Intégre Investment Management (Pty) Limited
              
  • Executive Commitee of Investment Analysts Society
  • Board Member, CFA South Africa
  • BSc (Chemistry) University of KZN
  • MBA (Stellenbosch)
  • Chartered Financial Analyst
     

Arthur Thompson has been involved in the investment industry since 1979, starting with joining a stock broking firm on the Johannesburg Stock Exchange as a research analyst. Prior to this he had completed a BSc (Majors: Chemistry and Botany) and a MBA (Specialisation: Finance) and working for an oil company and supplier of mini-computers.

He subsequently became a partner in a medium-sized stock broking firm, fulfilling the role of Director of Research and overseeing the finances of the firm. During this period he enrolled for the CFA Program and was awarded the CFA Charter.

Arthur has developed his relationship with CFA Institute and its local affiliation further over the years, being instrumental in the formation of CFA South Africa, President for CFA South Africa, Board member of CFA South Africa and Presidents Council Representative for the EMEA East region.

He is also a member of the Executive Committee and past-Chairman of the Investment Analysts Society of Southern Africa.

Arthur started Intégre Investment Management (Pty) Limited in 2002, registering the company with the Financial Services Board. After the introduction of the FAIS legislation, Integre became a registered FSP (Financial Services Provider).

His past experience and studies have made him particularly aware and supportive of the need to seek client-centric investment solutions and apply the higher standards of ethics and practice, with the final investor’s priorities paramount.

Ian Dodds and Arthur Thompson jointly own Intégre; this combination of skills and experience provides clients with a broad but in-depth financial planning and investment management set of opportunities.


Profile of Ian Dodds


Ian Dodds is the Founder of Fundamental Investments (Pty) Limited which was formed in 1999. We are a licensed discretionary financial services company based in Johannesburg, South Africa, offering personalized Employee Benefits, Investments, Medical Aid and Wealth Management Services to large, medium and small organizations plus private individuals.

The success of Fundamental Investments (Pty) Limited can be attributed to the areas of personal service delivery which is client focused, hands-on, transparent and relationship orientated.

Ian is well known in the industry and is highly respected for his high standards and ethics, offering sound financial advice backed by 38 years of wisdom.

He is also a fifty percent share holder in Intégre Investment Management (Pty) Ltd.
 

Qualifications:
  • Adv. PDFP (Employee Benefits) UOVS
  • CFP (UOVS) Post Graduate Diploma in Financial Planning
  • DIP FMI (RAU) Diploma in Financial Markets and their Instruments. The course covered the full range of asset classes including derivative, hedge funds, regulatory environment etc.
  • TER (Trust & Estate Practitioner)
Experience:

Ian is an experienced and recognized Financial Adviser, who has been in the industry for 38 years.  He has been involved with investments for 31 years and has looked after companies such as the Altron Group; Imperial; JCI, Premier Group; SANAS; Financial Intelligence Centre; NIC and many other large companies.
 
Ian has worked actively with Trusts for the last 17 years and is an active Trustee on a number of his client’s trusts.  He also deals with offshore investments and offshore trusts and has been doing so for the last 12 years.   He also works actively with a number of Lawyers and Attorneys who deal with the Estates of his clients and is also a nominated Executor for a large number of his clients.
 
Fundamental Investments (Pty) Limited uses Moonstone Compliance (Pty) Limited as our compliance Officers who have an excellent track record.  We are proud to state that Moonstone rates Fundamental Investments (Pty) Limited as one of the best practices in Gauteng.