What Does Mergence Investment Managers Do?

Total employees53
HeadquartersClaremont, Cape Town
Founded2004

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.

Where Is Mergence Investment Managers 's Headquarters?

HQ Function

The Cape Town headquarters serves as the central hub for all investment management activities, strategic planning, operations, client services, and corporate governance.

Notable Features:

The offices are situated in a modern commercial building, offering contemporary workspace and facilities conducive to a high-performance financial services environment.

Work Culture:

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.

HQ Significance:

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.

Values Reflected in HQ: The professional and strategically located headquarters reflects Mergence's commitment to excellence, integrity, client focus, and its deep roots in the South African financial landscape.

Location:

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.

Street Address:

2nd Floor, The Terraces, 25 Protea Road

City:

Claremont, Cape Town

State/Province:

Western Cape

Country:

South Africa

Where Else Does Mergence Investment Managers Operate Around the World?

Johannesburg, Gauteng, 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.

Windhoek, Namibia

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.

Maseru, Lesotho

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.

Buying Intent Signals for Mergence Investment Managers

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Mergence Investment Managers ? Meet the Executive Team

As of April 2025, Mergence Investment Managers ' leadership includes:

Yo-landi Kriel - Chief Executive Officer
Masimo Magerman - Managing Director
Semoli Mokhanoi - Portfolio Manager & Head of Private Markets Investments
Bradley Preston - Chief Investment Officer (CIO)
John Afordofe - Head of Unlisted Credit
Kasief Isaacs - Chief Operating Officer & Head of Private Markets: Infrastructure & Impact Investing

Who's Investing in Mergence Investment Managers ?

Mergence Investment Managers has been backed by several prominent investors over the years, including:

Principally employee-owned (management and staff)
Mergence is a majority black-owned and independent asset management firm.

What Leadership Changes Has Mergence Investment Managers Seen Recently?

Hire1
Exits0

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.

New Appointments:

Phemelo Orekeng, Phemelo Orekeng appointed to lead and enhance manager research functions.

What Technology (Tech Stack) Is Used byMergence Investment Managers ?

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 Email Formats and Examples

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

What's the Latest News About Mergence Investment Managers ?

Mergence Investment Managers Website (Press Release)February 14, 2024

Mergence Investment Managers appoints Phemelo Orekeng as Head of Manager Research

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

Private Markets Summit highlights growth of impact investing in Africa

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

BizcommunityAugust 1, 2023

Mergence's Chitupa champions women's empowerment at African CAs event

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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