Joint Boutique Head
BAcc, BComm, CA (SA); MBA (INSEAD (France) with distinction)
John is the Joint Boutique Head of Customised Solutions, a boutique with assets under management in excess of R100 billion spread the full investment spectrum (both local and global) including active equity funds, multi-asset class funds and hedge funds.
John chairs the portfolio management oversight committee. This committee has oversight of all portfolio management decisions across the boutique
John is also involved in the day-to-day portfolio management activities of three derivative-based hedge funds; and a low-risk absolute return fund – Capital Builder fund (unit trust, life-wrapped guaranteed and segregated versions).
John joined Old Mutual Investment Group in November 2004 as a portfolio manager, and was responsible for developing and managing various portfolios including absolute return funds, structured products and hedge funds, all of which traded a full range of derivative instruments. He was also instrumental in developing a number of innovative equity funds which have built an enviable track record over the last 5 years.
In 2013 John became CIO of the Absolute Return boutique. John has been a member of both the South African Hedge Fund Standing Committee (ASISA) and the Johannesburg Stock Exchange (JSE) Options Advisory Committee.
During his articles at KPMG Financial Services from 1996 to 1998, John was a member of the Treasury Advisory Group, focusing exclusively on treasury operations, derivative trading and market risk management. After completing his articles, John became a senior consultant at KPMG Banking and Finance Consulting in 1999, focusing on bank treasury risk management.
In late 1999, John joined UBS Investment Bank in the derivative sales and structuring division. Over the next four years, he built the South African equity derivative business and was involved in equity derivatives research, structuring, sales and trading. He was promoted to Director, Head of Derivatives and a member of the UBS management committee in January 2001. In 2002, John became a member of the JSE Financial Derivatives Advisory Committee.
John resigned from UBS in mid-2003 to study for an MBA at INSEAD (France).