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Mergence Investment Managers is an independent asset management firm founded in 2004, with a significant portion of its equity held by its employees. The firm specializes in managing assets for institutional clients, including retirement funds, medical schemes, and corporates, as well as offering unit trusts for retail investors. They are known for their specialist investment capabilities spanning listed and unlisted investments, with a strong focus on impact and responsible investing, particularly within South Africa and the broader African continent. Mergence aims to deliver sustainable, long-term investment returns while contributing positively to society and the environment.
The Cape Town headquarters serves as the central hub for all investment management activities, strategic planning, operations, client services, and corporate governance.
The offices are situated in a modern commercial building, offering contemporary workspace and facilities conducive to a high-performance financial services environment.
The work culture at Mergence is characterized by professionalism, collaboration, a strong ethical compass, and an entrepreneurial spirit. There's an emphasis on rigorous research, intellectual honesty, and a client-centric approach.
Being headquartered in Cape Town, a major financial center in Africa, allows Mergence to be close to key institutional clients, regulatory bodies, and a vibrant talent pool. It anchors their South African and African investment strategies.
Mergence Investment Managers primarily operates within Southern Africa, with a strong focus on South Africa, Namibia, and Lesotho. While their core operations and client base are concentrated in this region, they engage with international markets and partners for global investment perspectives and opportunities, particularly in sourcing co-investors or global best practices for their specialized investment areas like infrastructure and private equity.
2nd Floor, The Terraces, 25 Protea Road
Claremont, Cape Town
Western Cape
South Africa
Address: FutureSpace, Building 3, Ground Floor, 150 Rivonia Road, Sandton, 2196
To maintain a strong presence in Johannesburg, the financial capital of South Africa, facilitating easier access to corporate clients, institutional investors, and market activities concentrated in the Gauteng region.
Address: Mergence Unlisted Investment Managers (Namibia) (Pty) Ltd, Unit 50, Ausspann Plaza, Dr Agostinho Neto Road, Ausspannplatz, Windhoek
To serve the Namibian market with tailored investment solutions, particularly in the unlisted space, leveraging local expertise and presence.
Address: Mergence Industrial Holdings Lesotho, Office 17, Second Floor, Metropolitan Building, Kingsway, Maseru
To manage and develop investment opportunities in Lesotho, contributing to local economic development through strategic private equity and industrial investments.
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As of April 2025, Mergence Investment Managers ' leadership includes:
Mergence Investment Managers has been backed by several prominent investors over the years, including:
Mergence Investment Managers has maintained stability in its core executive team over the past year, with a focus on internal growth and strategic appointments to enhance specialized investment capabilities. Publicly available information does not indicate major high-level executive exits.
Discover the tools Mergence Investment Managers uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Mergence Investment Managers typically uses a standard email format for its employees. The most common structure observed is [firstinitial][last]@[domain].
[firstinitial][last]@mergence.co.za
Format
ykriel@mergence.co.za
Example
90%
Success rate
Mergence Investment Managers Website (Press Release) • February 14, 2024
Mergence Investment Managers announced the appointment of Phemelo Orekeng as Head of Manager Research. Phemelo brings 18 years of industry experience to the role, further strengthening Mergence's multi-management capabilities....more
Mergence Investment Managers Website (Insights) • November 28, 2023
Mergence Investment Managers noted key takeaways from the Private Markets Summit, emphasizing the growing interest and necessity of impact investing across Africa, aligning with their own strategic focus on responsible investments....more
Bizcommunity • August 1, 2023
Chitupa Pefile, Head of Unlisted Credit (Non-SA) at Mergence Investment Managers, spoke at the African Women Chartered Accountants (AWCA) Limpopo chapter launch, advocating for women's empowerment in finance....more
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