• Siboniso-Nxumalo

    Siboniso Nxumalo

    Head of Old Mutual Equities

    Siboniso-Nxumalo

    Siboniso Nxumalo

    Head of Old Mutual Equities

    • Old Mutual Equities


    BCom (Hons); MBA (UCT)
     
    Siboniso assumed the joint leadership role within Old Mutual Equities in November 2018 and is responsible for the running of the boutique, which has over R60 billion in assets under management.  
     
    Siboniso joined Old Mutual Investment Group in 2006 and was a financial analyst in the investment research team for four years. In 2010, he was appointed the Financial and Property Sector Head following which he was an analyst and portfolio manager in the ELECTUS boutique. In 2015 he founded the Global Emerging Markets boutique and jointly managed the Old Mutual Global Emerging Market Fund.
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  • Izak-Swanepoel

    Izak Swanepoel, CFA

    Investment Professional

    Izak-Swanepoel

    Izak Swanepoel, CFA

    Investment Professional

    • Global Emerging Markets


     

    Izak's current responsibilities in the Old Mutual GEM boutique include analysing large listed emerging market companies in the industrial, consumer discretionary, staple and energy sectors.

    He has extensive experience in large cap equity research in both developed and emerging markets, focusing on the industrial sectors. Izak joined Old Mutual Investment Group’s ELECTUS boutique in May 2012.

    Prior to joining Old Mutual Investment Group, Izak worked in AllianceBernstein's Cape Town-based investment research team for nearly nine years. His responsibilities included large cap equity research on emerging markets (EMEA industrials, airlines, homebuilders and utilities) and developed markets (European airlines, homebuilders and utilities).

    His previous experience also includes time at Bank of America Securities in London as a senior analyst in European telecoms; at Donaldson, Lufkin & Jenrette (DLJ) in London and at PricewaterhouseCoopers, in both their London and Cape Town offices.

    Izak has 15 years' investment-related experience as a global equity analyst, four years of experience in corporate finance, specifically involving valuation consulting in Europe, and a further four years of experience in accounting and auditing.

     

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  • Wium-Malan

    Wium Malan, CFA

    Investment Professional

    Wium-Malan

    Wium Malan, CFA

    Investment Professional

    • Global Emerging Markets


     

    Wium joined Old Mutual in June 2013 as an Investment Analyst focusing on the Global Emerging Markets Equity product.  His role is to assist in emerging market stock selection and analysis in the telecommunications, internet, media and other industrial sectors.

    Wium previously spent a brief time at Oasis as an investment analyst, after which he worked at AllianceBernstein for six years. His investment experience includes covering the global telecommunication, media, healthcare, pharmaceutical and industrial sectors, both in the emerging and developed markets.

    He has nine years of experience in conducting research and analysis of financial and market data and contributing to the investment teams managing emerging and developed market investment products.

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  • Dwayne-Dipenaar

    Dwayne Dippenaar, CFA

    Investment Professional

    Dwayne-Dipenaar

    Dwayne Dippenaar, CFA

    Investment Professional



    Dwayne joined ELECTUS in April 2013 as an equity analyst in the global emerging markets team. His current responsibilities include emerging market stock analysis and selection, as well as supporting the ELECTUS team in analysing local stocks.

    Dwayne was previously at Berman Capital Management in New York for a year. His position was as a hedge fund research analyst, with a specific focus on US-listed retailers. Prior to that, he spent five years at PWC (where he completed his articles), two years of which were spent in their corporate finance department in New York. His experience included being involved in buy/sell side financial due diligence, as well as an auditor in the financial services banking sector.

    Dwayne has two years of investment-related experience.

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  • Trevor-Abromowitz

    Trevor Abromowitz, CFA

    Boutique Head: Liability Driven Investments (LDI)

    Trevor-Abromowitz

    Trevor Abromowitz, CFA

    Boutique Head: Liability Driven Investments (LDI)

    • Liability Driven Investments


    CFA Charterholder, MSc Actuarial Science, BSc: Advanced Mathematics (Hons), BEconSc, Fellow of the Faculty of Actuaries, Fellow of the Actuarial Society of South Africa

    Trevor is head of the LDI Boutique at Old Mutual Investment Group. He is involved in all aspects of the business, including portfolio construction, portfolio strategy, operational management, business development and client servicing.

    Trevor gained experience in advising retirement funds on LDI solutions in his role as Investment Cluster Head at Alexander Forbes.

    In his five years at Alexander Forbes, Trevor managed the Alexander Forbes Asset Consulting and Special Project divisions. Prior to joining LDI, Trevor was head of Institutional Business at Sygnia Asset Management. CLOSE
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  • Michelle-Erasmus

    Michelle Erasmus

    Head: LDI Portfolio Management

    Michelle-Erasmus

    Michelle Erasmus

    Head: LDI Portfolio Management

    • Liability Driven Investments


    BSc Hons (Financial Mathematics)

    Michelle joined the LDI Boutique in September 2008.

    Michelle has managed LDI portfolios since she joined the LDI Boutique in 2008. Michelle currently heads the Portfolio Management team in the LDI Boutique. She has experience in fixed income assets, interest rate derivatives, inflation-linked assets, credit assets as well as structured interest rate and credit products. She is involved in the implementation of new portfolios, structures interest rate and inflation hedge portfolios, and incorporates yield enhancements for the portfolios. She ensures investment consistency across the mandates and continues to enhance LDI’s portfolio offering.

    Prior to joining OMIG, Michelle was an interest rate derivatives trader at Sanlam Capital Markets for five years. She has over 19 years’ experience in the interest rate market.

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  • Peter-Brooke

    Peter Brooke

    Head of MacroSolutions

    Peter-Brooke

    Peter Brooke

    Head of MacroSolutions

    • MacroSolutions


    BBusSci Finance (Hons)

    Peter joined Old Mutual in May 2005 and has been the Head of MacroSolutions since 2007. He has specific responsibility for the dynamic funds − the higher return funds within the MacroSolutions range. These include institutional funds, such as the Profile Edge 28 Portfolio, and unit trust funds: Old Mutual Maximum Return Fund of Funds and Old Mutual Flexible Fund.

    Having analysed countries and companies, Peter integrates top-down and bottom-up drivers and valuations to create an optimal portfolio. He has won a Raging Bull award for the best risk-adjusted fund in the overall prudential asset allocation category.

    Peter is an award-winning analyst who has extensive experience in the investment arena. Prior to joining Old Mutual, he worked at a stockbroker for 10 years, as an analyst and equity strategist, and was the Head of Research and Head of Equities for Cazenove South Africa.

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  • Sathyen-Mahabeer

    Sathyen Mahabeer

    Chief Operating Officer

    Sathyen-Mahabeer

    Sathyen Mahabeer

    Chief Operating Officer

    • MacroSolutions


    BSc Mathematical Statistics (Hons), FASSA

    Sathyen joined the MacroSolutions boutique in 2010. He is responsible for managing the business operations, product, stakeholder relationships, as well as the marketing and distribution strategy.

    Sathyen joined Old Mutual in 2001. He was previously part of Old Mutual Corporate as Head of Smoothed Bonus Portfolios. In 2006 he was appointed as Old Mutual’s Group Assurance Actuary. In 2008, Sathyen took a position as product actuary at Old Mutual Investment Group where he was responsible for product development across the boutiques. Prior to joining Old Mutual, Sathyen held the position of Associate Director at Alexander Forbes.

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  • Alida-Jordaan

    Alida Jordaan, CFA

    Portfolio Manager

    Alida-Jordaan

    Alida Jordaan, CFA

    Portfolio Manager

    • MacroSolutions


    BMus (Hons) (Cum Laude), MBA (Cum Laude)

    Alida joined MacroSolutions in August 2007. As an equity portfolio manager she is a member of the team responsible for the domestic equity portfolios. The equity managers ensure that MacroSolutions' asset allocation and thematic views are reflected in the equity portfolios.

    Prior to joining MacroSolutions, Alida was a senior portfolio manager at Metropolitan Asset Managers. Here she managed the Metropolitan Industrial Fund, Metropolitan General Equity Fund and the Small Cap Fund, as well as institutional funds. Alida was also the Head of Equity Research at Metropolitan Asset Managers for six years. She started her investment career at Allan Gray in 1994, first as a quantitative analyst and then later an equity analyst.

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  • Arthur-Karas

    Arthur Karas, CFA

    Portfolio Manager

    Arthur-Karas

    Arthur Karas, CFA

    Portfolio Manager

    • MacroSolutions


    BCom

    Arthur joined MacroSolutions as Portfolio Manager in October 2011. Arthur is responsible for the domestic equity portfolios of the dynamic funds, including the Old Mutual Flexible Fund.

    Prior to joining MacroSolutions, Arthur was the Chief Investment Officer at Hermes Asset Management where he was responsible for the investment process and strategy, equity research and portfolio management. Before joining at Hermes, he served as a senior portfolio manager and an equity analyst at various prominent investment houses, including Quaystone Asset Management, Syfrets and BoE.

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  • Denzil-Burger

    Denzil Burger

    Portfolio Manager

    Denzil-Burger

    Denzil Burger

    Portfolio Manager

    • MacroSolutions


    BCom

    Denzil was appointed as portfolio manager for the investment strategy of the OMLAC(SA) portfolios (Life funds) in October 2005. He has been actively involved in asset allocation since the inception of the previous named Old Mutual Asset Management (OMAM) Asset Allocation Group in 2002. He continues to play an active role in the management of MacroSolutions' institutional international portfolios and is specifically responsible for the World Balanced Funds.

    Denzil joined Old Mutual in 1983, and has held a number of different positions in the investment area. His broad experience has given him a wealth of knowledge across a wide range of investment matters, with one of his responsibilities having been the coordination of asset swap activity. Denzil managed the optimised portfolios of the Fairbairn Capital range and the PP Select Life portfolios since inception until September 2005. He has also managed pooled and segregated portfolios for SA and Namibian clients for many years.

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  • Evan-Robins

    Evan Robins, CFA

    Portfolio Manager

    Evan-Robins

    Evan Robins, CFA

    Portfolio Manager

    • MacroSolutions


    BBusSci (Hons), MA (Research Psychology), MBA (Distinction)

    Evan joined MacroSolutions in February 2012 as the property portfolio manager. He manages the institutional and unit trust SA Quoted Property portfolios. Prior to this, Evan was part of Old Mutual Investment Group’s Equity Research team since December 2009. He was responsible for the portfolio management of all the property funds in research, as well as some analyst responsibilities.

    Evan was a rated broker analyst in the property sector at Nedsec for two and a half years. He also headed up the fixed income asset class for six years for BoE Private Clients. Evan was also responsible for listed property portfolios during his time at BoE. Evan also worked at Franklin Templeton NIB Investment and Mawenzi Asset Managers (formerly Brait Asset Managers) as the Head of Fixed Income. In addition, he worked as a management and strategy consultant for four years.

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  • Gary-Davids

    Gary Davids

    Research Analyst

    Gary-Davids

    Gary Davids

    Research Analyst

    • MacroSolutions


    BCom Economics (Hons)

    Gary joined the MacroSolutions team in 2012. He is responsible for collating and validating data, as well as maintaining the accuracy and integrity of the systems employed within MacroSolutions. These systems are integral to the decision-making process in MacroSolutions, and his knowledge of these systems enables him to deliver on his primary responsibility which is to develop ideas that will add value to the investment team.

    Gary first joined Old Mutual Investment Group in 2009 on the Graduate Accelerated programme (GAP), where he rotated within Old Mutual Unit Trusts and thereafter joined Central Distribution as an MI Specialist at the end of 2010.

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  • Graham-Tucker

    Graham Tucker, CFA

    Portfolio Manager

    Graham-Tucker

    Graham Tucker, CFA

    Portfolio Manager

    • MacroSolutions


    BSc Actuarial Science (Hons)

    Graham joined Old Mutual in 2000 and is the portfolio manager of MacroSolutions’ range of balanced funds. Before assuming this responsibility in 2014, he was portfolio manager on a number of aggressive funds, including Edge28. In addition, Graham is the MacroSolutions’ quantitative strategist, risk manager and a member of the asset allocation group. He is quantitatively driven and adds value through his ability to thoroughly test ideas prior to implementation.

    Prior to joining MacroSolutions, Graham was a quantitative analyst in the Quantitative Research Unit (QRU). There he gained experience in the various risk and data systems within Old Mutual Investment Group, and assisted the team leader with the optimisation procedures for the unit's aggressive equity offering.

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  • Melanie-Vollenhoven

    Melanie Vollenhoven

    Client Account Manager

    Melanie-Vollenhoven

    Melanie Vollenhoven

    Client Account Manager

    • MacroSolutions


    NQF Qualifications in Investment and Wealth Management

    Melanie brings her diverse experience in the financial services distribution arena to support our endeavours to offer seamless client service. Among other things, Melanie manages all our client databases, coordinates client interactions and events, and assists with reports, communication material and responses to client queries.

    Melanie has had the opportunity to develop a broad skills set at Alexander Forbes in various roles over time, including assistant in consulting, marketing support in financial planning and performance analyst in asset consulting.

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  • Merrelyn-Diale

    Merrelyn Diale

    Client Account Director

    Merrelyn-Diale

    Merrelyn Diale

    Client Account Director

    • MacroSolutions


    Bcom Financial Management; National Diploma: Building; MDP

    Merrelyn is responsible for managing MacroSolutions’ institutional distribution strategy which includes client servicing, reporting and overall delivery of  client-centric value propositions. She also supports new business, retail and marketing developments.

    Merrelyn has been with the Old Mutual Investment Group since 2000 and the Boutique since 2009. She started as a property analyst before moving into Institutional Distribution where she was responsible for retention management of a portfolio of clients that included parastatals, municipalities, government institutions, companies and their consultants. Prior to this she practiced as a quantity surveyor.

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  • Urvesh-Desai

    Urvesh Desai

    Portfolio Manager

    Urvesh-Desai

    Urvesh Desai

    Portfolio Manager

    • MacroSolutions


    BSc (Hon), FIA, FASSA, CFA

    Urvesh Desai is an analyst and Portfolio Manager within the MacroSolutions team, with his primary focus being the Global Macro Equity Fund. In addition, Urvesh is responsible for MacroSolutions’ institutional international offerings. Urvesh also contributes as an asset allocation strategist to the Global Balanced Fund as well as other MacroSolutions funds.

    Previously, he has been responsible for conservative as well as Namibian multi-asset class portfolios.

    He is a qualified actuary and is a CFA charterholder. He has 16 years industry experience.

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  • WarrenvdWesthuizen

    Warren van der Westhuizen, CFA

    Portfolio Manager

    WarrenvdWesthuizen

    Warren van der Westhuizen, CFA

    Portfolio Manager

    • MacroSolutions


    BCom (Hons)

    Warren joined MacroSolutions in 2007. As an equity portfolio manager, Warren is a member of the team responsible for the domestic equity portfolios. The equity managers ensure that MacroSolutions' asset allocation and thematic views are reflected in the equity portfolios.

    Prior to joining the MacroSolutions team, Warren was a performance analyst at Old Mutual Investment Group for approximately four years.

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  • male_profile

    Andrew Canter

    Chief Investment Officer

    male_profile

    Andrew Canter

    Chief Investment Officer

    • Futuregrowth Asset Management


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  • Craig-Chambers

    Craig Chambers, CFA

    Head: Strategic Initiatives

    Craig-Chambers

    Craig Chambers, CFA

    Head: Strategic Initiatives



    Postgraduate Business Administration
    BCom

    Craig works in the office of the Director of Investments and is responsible for driving strategic initiatives identified by Old Mutual Investment Group. He is also responsible for the distribution efforts of one of Old Mutual Investment Group’s largest boutiques, Customised Solutions, with over R100bn in assets under management.

    Prior to this, Craig was Managing Director of Old Mutual Global Index Trackers (OMGxT) where he was responsible for the oversight and management of the boutique capability, boutique strategy, marketing, financials and oversight of all investment professionals.

    He served as the Chief Investment Officer during the initial five years before he was appointed as Managing Director.

    Prior to his tenure at OMGxT, he spent five years at SCMB Asset Managers as a unit trust fund manager.

    Craig has 20 years of work experience in asset management. CLOSE
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