Investment Advisors Experience E1.8 Billion Decline In Value of Assets Under Advisory


By Ntokozo Nkambule

The Financial Services Regulatory Authority (FSRA) has revealed that Assets Under Advisory (AUA) by various Investment Advisors declined by a total of E1.8 billion.

This is contained in FSRA’s Quarterly Statistical Bulletin ended September 30, 2022. The FSRA Quarterly Statistical Bulletin is compiled to provide consolidated statistics and analysis relating to the quarterly performance of Non-Banking Financial Institutions and the trends observed by the Authority in the sector’s performance.

“The assets declined from E26.2 billion to E24.0 billion. This decline was due to the 29.4% decline in AUA held by Old Mutual Eswatini followed by the 10.7% decline in assets under advisory held by Alpha SZ, while Stanlib Eswatini and Aluwani’s AUA declined by 4.7% and 3.4% respectively.”

On a positive note, BLZI, and Imbewu Yesive, realized increases of 2.6% and 0.3% in AUA respectively.

In terms of geographical investment allocation E7, 4 billion was invested domestically or held domestically, E12, 4 billion was invested or held in the CMA, and E3, 7 billion was held offshore.

Finally, when it comes to the market share for local investment advisors, Stanlib Eswatini still holds the bulk at 42.9%, followed by Old Mutual Eswatini at 13.4% and Inhlonhla third at 13.3%. Sitting fourth is Alpha SZ at 10.3%, Imbewu Yesive fifth with 8.6%, Aluwani is sixth with 6.4, BLZI at 3.4%, and lastly, African Alliance with a 1.7% market share.


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