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Our People

  • Grant-Watson

    Grant Watson

    Joint Boutique Head

    Grant-Watson

    Grant Watson

    Joint Boutique Head

    • Customised Solutions


    BCom, MCom, MBA, SAIS, CMMD

    Grant is the Joint Boutique Head of Customised Solutions. This boutique has assets under management in excess of R100 billion. These assets comprise local and global investments across the investment spectrum. Grant is involved in driving the boutique investment process; developing and implementing the boutique strategy and managing various portfolios across the hedge fund; general equity; specialist equity and multi asset class range. 

    Grant has 22 years of financial markets experience encompassing managing currency, derivative, hedge fund and multi asset class portfolios. Grant began his career in the currency markets, trading currency derivatives on a proprietary basis for one of the large South African banks. Grant is a qualified stock broker and was a founder member of the team that set up one of the first hedge funds in South Africa in 1997. He joined Futuregrowth Asset Management in 2004, heading up their Alternative Investments business. Futuregrowth was acquired by Old Mutual Investment Group in 2008.



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  • John-Gilchrist

    John Gilchrist

    Joint Boutique Head

    John-Gilchrist

    John Gilchrist

    Joint Boutique Head

    • Customised Solutions


    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).

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  • JonathanWestaway0010

    Jonathan Westaway

    Chief Operating Officer

    JonathanWestaway0010

    Jonathan Westaway

    Chief Operating Officer

    • Customised Solutions


    Jonathan is the Chief Operating Officer within Customised Solutions and a member of its Executive Committee.

    Holding a great deal of technical operations expertise, his previous role included the management of the Data and Valuations team in Old Mutual Investment Group as well as managing the outsourcing agreement with Maitland, who are responsible for the administration of our international tracker funds. This position included managing the Old Mutual Investment Group Valuation Policy, performing the necessary analysis, and facilitating the Committee.

    Jonathan has 17 years’ experience in the asset management industry and has held management positions for the past eight years. CLOSE
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  • bernisha-lala_new

    Bernisha Lakhoo Lala, CFA

    Indexation Portfolio Manager

    bernisha-lala_new

    Bernisha Lakhoo Lala, CFA

    Indexation Portfolio Manager

    • Customised Solutions


    Bernisha joined Old Mutual Customised Solutions as an Indexation Portfolio Manager in 2017. Her responsibilities include indexation portfolio management, optimisation and implementation.

    Prior to this role she held positions as both a quantitative analyst and portfolio manager at Taquanta Asset Managers, working on both the passive and active product offerings.

    Bernisha joined Nedbank in 2005 as a quantitative analyst and worked in the Corporate Ratings unit. She also worked as an assistant lecturer in the Department of Statistics at the University of Pretoria.

    Bernisha has 12 years of work experience in the investment industry.
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  • Bivashen-Naidoo

    Bivashen Naidoo, CFA

    Portfolio Manager

    Bivashen-Naidoo

    Bivashen Naidoo, CFA

    Portfolio Manager

    • Customised Solutions


    BusSc (Hons) Actuarial Science, FIA, CAIA Charterholder

    Bivashen is a portfolio manager in the Customised Solutions boutique. Since April 2010, Bivashen has been co-managing various portfolios. He currently co-manages the derivative-based hedge funds, and has overall responsibility for hedge funds and bespoke client solutions.

    Bivashen joined Old Mutual Investment Group in August 2007 as an investment structuring actuary. He was part of the portfolio management team, responsible for research, operational management and client servicing; he was also co-manager of a call-overwriting fund.

    Prior to joining Old Mutual Investment Group, Bivashen was at Metropolitan Employee Benefits Investment Services where he was part of the team responsible for the management of the capital guaranteed products, and also involved in product development. 

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  • Bryn-Hatty

    Bryn Hatty, CFA

    Portfolio Manager

    Bryn-Hatty

    Bryn Hatty, CFA

    Portfolio Manager

    • Customised Solutions


    B.Com: Accounting (Hons), B.BusSc (Hons) Finance, CA (SA)

    Bryn joined Old Mutual Investment Group in February 2006 as an investment structuring specialist. He is currently managing our Premium Equity Fund and is one of the portfolio managers on our suite of derivative-based hedge funds. In addition, he forms part of the Investment Committee for our Absolute Return funds. Bryn also provides input to much of Old Mutual Investment Group and OMLACSA’s derivative activities. He has 18 years of experience in the South African and offshore derivative markets. 

    After completing his articles at Price Waterhouse Coopers in 1996, Bryn worked in the Investment Banking division of Bankers Trust in London. He joined Cadiz Financial Services in 1998 doing institutional derivatives research, sales and structuring. In 2001, Bryn joined Investec treasury performing derivative structuring and sales for institutions and corporates.

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  • Frank-Sibiya

    Frank Sibiya

    Portfolio Manager

    Frank-Sibiya

    Frank Sibiya

    Portfolio Manager

    • Customised Solutions


    BSc: Mathematical Sciences

    Frank joined Customised Solutions in September 2009 as an Investment Analyst before becoming an Index Portfolio Manager in 2012. He is responsible for managing both local and international tracker funds.

    He has eight years industry experience specialising in managing funds in Africa, and Emerging Markets.

    Prior to joining Customised Solutions, he was a lecturer at Tshwane University of Technology (Mathematics and Statistics Department) for five years.

    Frank also worked as a research assistant for Siyazi-SA Consulting, under operations risk management.

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  • Hanno-Niehaus

    Hanno Niehaus, CFA

    Portfolio Manager

    Hanno-Niehaus

    Hanno Niehaus, CFA

    Portfolio Manager

    • Customised Solutions


    BEcon (Hons)

    Hanno is currently part of the portfolio management team responsible for the management of retail and institutional assets. His responsibilities include the management of multi asset class funds, as well as local and international equity portfolios.

    Before joining Old Mutual Investment Group, Hanno worked in the UK for two years. Since joining Old Mutual in 1998, Hanno has been involved in the management of derivative, multi-asset class funds, equity portfolios and hedge funds.

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  • Neliswe-Nzama

    Nelisiwe Nzama

    Portfolio Manager

    Neliswe-Nzama

    Nelisiwe Nzama

    Portfolio Manager

    • Customised Solutions


    BCom (Accounting), BCom Actuarial Science (Hons), EMBA 

    Nelisiwe joined Old Mutual Investment Group in August 2006 and has 16 years financial market experience. Since 2006, she has been involved in the management of the Old Mutual Volatility Arbitrage Fund, and since 2009 has been co-manager of the Old Mutual Premium Equity Fund. Nelisiwe has been instrumental in building and populating various quantitative models used extensively in the management of the derivative-based hedge funds. She has strong technical and quantitative modelling skills.

    Prior to joining Old Mutual Investment Group, Nelisiwe worked as a senior actuarial assistant at Old Mutual Retail Product Development. Nelisiwe worked as a senior portfolio implementation analyst at Metropolitan Asset Managers for two years. She also worked as an actuarial assistant at Momentum Employee Benefits for five and a half years.

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  • Saliegh-Salaam

    Saliegh Salaam, CFA

    Portfolio Manager

    Saliegh-Salaam

    Saliegh Salaam, CFA

    Portfolio Manager

    • Customised Solutions


    BCom, CFA

    Saliegh is responsible for driving Net Client Cash Flow, Performance and Profitability of Shari’ah Funds and Specialist Equity (Managed Volatility and Managed Alpha) Funds.

    He is the lead Fund manager and champion of Shari’ah products (equity and multi-asset) since 2007. In addition, Saliegh is also the lead fund manager on Old Mutual High Yield Opportunity Fund (Managed volatility) and co-fund manager on Managed Alpha Funds. Saliegh is the liaison for Shari’ah board and Shari’ah product partners. Saliegh is a member of the boutique Exco and Sales committee. 

    Saliegh has 20 years of financial markets experience encompassing the entire investments value chain, from dealing, equity analysis, portfolio management and leadership.

     

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  • Warren-McLeod

    Warren McLeod

    Portfolio Manager

    Warren-McLeod

    Warren McLeod

    Portfolio Manager

    • Customised Solutions


    BCom (Hons), BBusSc (Hons), MBusSc

    Warren is responsible for constructing and managing portfolios. In addition to these responsibilities, he is accountable for quantitative research, which is paramount to the success of the boutique’s strategies.

    He was appointed as a Quantitative Analyst in 1998 and participated in quantitative research and building quantitative models.  He worked closely with Old Mutual Investment Group’s chief asset allocation strategist.

    Warren then joined the quantitative and risk unit when it was formed. He was responsible for the investment risk management and his duties included building quantitative models at a security level, risk management and quantitative research of all Old Mutual Investment Group’s clients/products.

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  • Anelisa_Balfour

    Anelisa Balfour

    Investment Analyst

    Anelisa_Balfour

    Anelisa Balfour

    Investment Analyst

    • Customised Solutions


    B.Econ

    Anelisa is primarily responsible for domestic and international portfolio management and contributes to various research projects, such as the launch of the Responsible Investment Equity Index Fund. She joined Customised Solutions in November 2015 as a Trainee Investment Analyst in the Indexation capability of the boutique.

    Prior to joining Customised Solutions, Anelisa was an account executive assistant at FNB Business Banking. She began her career in commercial banking industry; her previous role included assessing credit risk and asset pricing.

    Anelisa has six years financial services work experience.

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  • Fawaz-Fakier

    Fawaz Fakier, CFA

    Quantitative Analyst

    Fawaz-Fakier

    Fawaz Fakier, CFA

    Quantitative Analyst

    • Customised Solutions


    Fawaz joined the Quantitative Investments Team within Customised Solutions in 2015.  He is involved in portfolio management across the full spectrum of funds. He is also involved in quantitative analysis, product development and research. He serves as a consultant to the Indexation team on an offshore mandate and is involved in certain aspects of the business.

    Fawaz joined Customised Solutions’ Old Mutual Global Index Trackers in February 2013 as an Investment Analyst, where he was responsible for local and international portfolio management, optimisation and implementation. He was also involved in various research projects and product development.

    Prior to joining Customised Solutions, Fawaz was a Quantitative Analyst within the Risk Research Division at Old Mutual Investment Group for more than a year. 

    He started his asset management career as a Client Relationship Manager at Oasis Group Holdings, and later joined MetAm, where he moved through the ranks in various roles ranging from the Valuations team, to a Hybrid and Structured Investments specialist and eventually the Investment Risk team.

    Fawaz has nine years of work experience in the investment industry.

     

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  • Maahir-Jakoet

    Maahir Jakoet

    Investment Analyst

    Maahir-Jakoet

    Maahir Jakoet

    Investment Analyst

    • Customised Solutions


    Maahir is responsible for the management of portfolios, improving the investment process and the proactive and professional engagement with clients and service providers. He also conducts research and analysis in the team.

    Working in the Old Mutual Investment Group portfolio implementation team gave him great exposure to all aspects of both domestic and international investing. He also has a remarkable understanding of investment processes, trading, benchmarks, client mandates and compliance.

    Maahir attended an Investment Bank internship at JP Morgan Chase. He was also a Quants analyst at Riscura prior to joining the Old Mutual Investment Group Portfolio Implementation Team. Responsibilities included: Portfolio monitoring, implementing trades across various boutiques and ensuring client mandates are correctly applied (Statutory and Internal).

    He has four years industry experience and three years’ experience at Old Mutual Investment Group. CLOSE
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  • kenneth-mabebe

    Kenneth Mabebe

    Investment Analyst

    kenneth-mabebe

    Kenneth Mabebe

    Investment Analyst

    • Customised Solutions


    BSc. 

    Kenneth joined Customised Solutions in February 2017 and his responsibilities within the investment boutique include quantitative analysis, product development and research.
     
    Kenneth’s career started at Old Mutual Investment Group in 2005 in the Quantitative and Risk Unit as a Junior Risk Analyst. He then moved to join the Stanlib Portfolio Analytics team in 2012 as a quantitative analyst and was instrumental in the development of risk infrastructure and the implementation of risk model. His last role before returning to Old Mutual Investment Group was as an Investment and Risk Analyst at Alexander Forbes Research and Product Development team.
     
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  • Shariefa-Parker

    Shariefa Parker

    Portfolio Manager

    Shariefa-Parker

    Shariefa Parker

    Portfolio Manager

    • Customised Solutions


    BCom (Hons): Business and Financial Management

    Shariefa joined Old Mutual Customised Solutions in February 2013 and currently fulfils the role of Portfolio Manager within the boutique’s Indexation team. She is primarily responsible for domestic and international portfolio management, optimisation and implementation.

    Shariefa is actively involved in the day-to-day portfolio management activities of a range of unit trust funds, multi asset class portfolios as well as international ESG and smart beta strategies. She is also involved in product development and implementation initiatives within the boutique. Shariefa contributes to various research projects, thought leadership pieces and media related activities.

    Prior to joining Customised Solutions, Shariefa held a position as Senior Valuations Specialist within Old Mutual Investment Group. She brings with her a strong understanding of valuation methodologies across a vast range of financial instruments in various asset classes.

    Shariefa has nine years of work experience within asset management.

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  • Stanley

    Stanley Bisho

    Investment Analyst

    Stanley

    Stanley Bisho

    Investment Analyst

    • Customised Solutions


    Stanley joined Customised Solutions in September 2014. He assists in the portfolio management processes underlying the risk-managed solutions.

    Prior to joining Customised Solutions, he was an Actuarial Analyst with Old Mutual, in Investment Services (Corporate). Stanley has six years’ experience in the industry.

     
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  • Zafroulah-Hassiem006

    Zafroulah Hassiem

    Investment Analyst

    Zafroulah-Hassiem006

    Zafroulah Hassiem

    Investment Analyst

    • Customised Solutions


    Zafroulah joined Customised Solutions in November 2013. His responsibilities include quant research, benchmark customisation and local & international portfolio implementation and tracking.

    Prior to joining Customised Solutions, Zafroulah worked for five years as an Investment Analyst for Old Mutual’s Mandate Management department, which provides advice on investment assets in excess of R200billion. CLOSE
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  • Ziyaad-Parker018

    Ziyaad Parker, CFA

    Investment Analyst

    Ziyaad-Parker018

    Ziyaad Parker, CFA

    Investment Analyst

    • Customised Solutions


    Ziyaad joined Customised Solutions in February 2014. He is primarily responsible for domestic portfolio management, portfolio optimisation and implementation. Ziyaad also contributes to various research projects.

    Prior to joining Customised Solutions, Ziyaad was a Performance Analyst within the Performance Research division at Old Mutual Investment Group. He began his career at Riscura as a Risk Analyst consulting to domestic pension funds. Ziyaad later joined State Street where he ultimately worked as a Senior Fund Accountant in the offshore pension fund team.

    Ziyaad has six years of work experience in the investment industry.

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  • Theresa-Delcarme

    Theresa Delcarme

    Business Development Executive

    Theresa-Delcarme

    Theresa Delcarme

    Business Development Executive

    • Customised Solutions


    B.Sc

    Theresa manages Customised Solutions’ existing client relationships and is responsible for new business development. This encompasses maintaining existing clients, securing new clients, addressing all client needs and ensuring the professional delivery of services to clients with the objective of client satisfaction and retention, as well as the growth of the existing institutional client base.

    Theresa joined Old Mutual Investment Group in 1997 as Manager Client Contractual Legal Services before she moved to Distribution in 2003, where she was responsible for the management and retention of a portfolio of institutional clients. Prior to this she worked for Old Mutual Employee Benefits as an actuarial pension fund valuation analyst and later as an investment marketing analyst involved in the development of a range of investment consulting, consolidated reporting and performance evaluation services to retirement fund trustees.

     

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