Roxburgh Trust partners with service providers and financial institutions that subscribe to our values of integrity, honesty and fairness. When we engage with these service providers on our clients’ behalf, we know that we can trust them to offer the same dedication and excellent service that we do. 




Independent Research and Investment Analysis


Morningstar Investment Management South Africa (Pty) Ltd

is part of the Morningstar Investment Management group, which offers investment advisory services around the world. Licensed with the Financial Services Board, Morningstar Investment Management South Africa provides research-driven, innovative and independent investment services to the local market.

Through its global presence, Morningstar Investment Management brings together a rich heritage of local investment-management expertise and experience to craft solutions that cater to the unique requirements of the South African market. What sets Morningstar apart from other companies is the customised independent investment management services, software, data, research and ratings offered to its clients. The global research team consists of more than 120 analysts and their proven track record has resulted in global assets under management exceeding $180bn.



Governance and compliance


Roxburgh Trust partners with Analytics Consulting, an investment consulting and product development company that focuses on developing bespoke multi-manager solutions for top independent multi-manager businesses. Analytics Consulting assists with local and foreign product development, and provides support for Roxburgh Trust's investment committee's governance framework.