About US

About US 2018-04-04T08:36:46+00:00

About Our Firm

The Synercate brand and associated companies make up a group of entities focused on delivering superior consulting services, resources and tools to revolutionalize the way investment management firms, asset owners and issuers perform key tasks of performance evaluation, manager selection and evaluation and investor relations in Africa.

We are passionate about fostering intra-Africa collaboration by leveraging synergies between African countries and professionals and facilitating access to information that enhances decision making and engenders a holistic performance drive. This we believe will propel industry’s firms to gain global competitiveness, become globally benchmarked and accountable to key stakeholders.

We work with a team of consultants with extensive experience in the investment and financial services industry, specializing in legal and compliance, information technology, risk and accounting audit.

Our Services

GIPS Services
Training Services
Performance & Compliance
Investor Relations & Advisory

About Our Companies?

The companies currently operational under the Synercate Brand are;

  1. Synercate Performance & Compliance – provides Performance Evaluation, GIPS Compliance and Training services
  2. Synercate Advisory Ltd – provides Investor Relations and Advisory Services

Composite Insider is our online membership platform that provides online training content and other membership tools, resources and networking connections for investment performance and compliance professionals in Africa or with an Africa focus.

Afsavvy is our applications platform that will be launched soon with several useful apps for GIPS Compliance, Compliance and Investor Relations for investment firms and investors.

Leshika Literacy Organization is our Not-for-Profit Organization that seeks to provide innovative financial literacy competency across various key age categories. Our focus is to empower our participants, especially from deprived backgrounds with the skills needed to make sound savings and investment decisions and to reward the commitment and consistency. Leshika means ‘Know Money’ in the Ga language of the Ga Tribe found in Accra, Ghana.

Meet Our Principal Consultant

Ivy is an experienced financial service professional with rich experience in the Investment Banking Industry in Ghana as well as other regulated African capital markets. She’s a passionate advocate for improving the investment industry across Africa by challenging investors to question the status quo and demand the best; and helping investment firms rise up to the challenge by being globally competitive and locally relevant.

She gained her experience working with leading financial services firms, SEM International Associates Ltd and Databank Group as a Research/Financial analyst and investment advisor and dealer, trading in over 13 regulated capital markets across Africa. She is the founder and principal consultant of the firms and has been at the forefront of championing adoption and compliance with the Global Investment Performance Standards (GIPS) in Ghana for the past four years.

She is a CFA charter holder and a member of the CFA Institute and the CFA Society of South Africa; a graduate of Economics/Geography of the KNUST, a Registered Securities Dealer, and a Chartered Management Consultant (Ch.MC) and has completed the Principles Level of the CIPM program. She also serves as an Independent Trustee on a number of Corporate Pensions Trustee Boards in Ghana and is also an instructor for the Ghana Securities Industry Certification courses.

IVY HESSE, CFA, CIPM    •   FOUNDER & PRINCIPAL CONSULTANT