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WE ARE A PERSONAL,

CLOSE-KNIT TEAM

EXECUTIVE DIRECTORS

George Dell

Executive Director

 

Roeloff Horne

Chief Investment Officer

Jolandi Slabbert

Chief Operating Officer

INVESTMENT COMMITTEE

Gavin Betty

Chairman of Investment Committee

Gavin has over 25 years’ experience in financial services. He was previously MD of Peregrine Securities where he chaired the Board and had oversight of the Operations, Risk, Compliance and Remuneration Committee’s. He also served on the JSE Advisory Committee in Derivative and FX products. As Chair of the Investment Committee, Gavin sits in on the weekly meetings, providing direction and oversight.

Roeloff Horne

Chief Investment Officer

Roeloff has been managing model portfolios and funds since 1998. He founded Eagle Asset Management and Bond Street Financial Services which became part of MitonOptimal in 2010 and 2014 respectively. As Chief Investment Officer, Roeloff serves on the Board of MitonOptimal Holdings (Pty) Limited and is responsible for managing the firm’s suite of Collective Investment Schemes, as well as overseeing the management of our model portfolios.

Jacques de Kock

Head of  Portfolio Management

Jacques started his career in 2010 and has held various client-facing and investment roles at some of South Africa’s most respected Financial Services Providers. He joined MitonOptimal in 2021 and, as Head of Portfolio Management, takes responsibility for the management of the firm’s extensive range of model portfolios.

Oscar de Waal

Head of Due Diligence and Research Analyst

Oscar joined the finance industry in 2000. He joined MitonOptimal in 2010 and is part of the Investment Committee. Oscar is responsible for performing regular and thorough due diligence reports on funds, managers and organisations to aid the team in their portfolio construction.

Armin Diem

Head of  Equities

Armin has over 30 years’ experience in the financial services sector. He has previously held positions at institutions such as; Protea Assurance, Appleton, PSG and Alpha Macro Fund Managers. Over the years he has launched and managed various equity funds.

Anthea Gardner

Founder & Managing Director | Cartesian Capital

Anthea has worked across both equity and fixed income asset classes, delta one and optionality products, locally and abroad. She started Cartesian Capital in January 2014, where she is the Fixed Income and Hedge Fund manager, while overseeing the Balanced Funds and Corporate Cash Management Solution. Anthea sits on the MitonOptimal Investment Committee as our Fixed Income specialist. 

Andy Pfaff

Trends & Commodities

Andy has over 30 years’ experience in financial markets. He has worked on investment bank proprietary trading desks, founded an independent member of the South African futures exchange and worked in traditional asset management companies.

MANAGEMENT TEAM

Sarah Cowan

Head of Marketing & Strategic Implementation

Sarah joined MitonOptimal in 2018 and is responsible for developing and implementing the company’s marketing strategy, ensuring alignment with core business functions, and supporting day-to-day operations. She began her career in the finance industry in 2006, working in marketing roles in the UK for some of the industry’s most respected brands.

George Dell

Executive Director

George joined the financial services industry in 1984 and has held various senior client facing roles at some of SA’s most respected financial companies. As Executive Director, George sits on the MitonOptimal Holdings (Pty) Limited Board and has responsibility for the strategic direction of the business, business development, client relationships and strategic partnerships. George currently serves as chair of the FIA’s Discretionary Investment Management Executive Committee and is also a Director of the FIA.

Jacques de Kock

Head of Portfolio Management

Jacques started his career in 2010 and has held various client-facing and investment roles at some of South Africa’s most respected Financial Services Providers. He joined MitonOptimal in 2021 and, as Head of Portfolio Management, takes responsibility for the management of the firm’s extensive range of model portfolios.

Deon Engelke 

Head of Client Service

Deon began his career in the finance industry as a broker consultant in 1989 and brings extensive experience in working with advisors and their clients. He joined MitonOptimal in 2012 and, as Head of Client Service, is responsible for maintaining strong relationships with the firm’s networks and advisors, while ensuring consistent, high-quality service delivery across all business touchpoints.

Ingrid Farmer

Head of Risk & Compliance

Ingrid has worked in the Financial Services industry since 1987 holding a variety of advisory and compliance roles. She joined MitonOptimal in 2023 and, as Head of Risk & Compliance, is responsible for overseeing and managing all aspects of risk and regulatory compliance within the firm. Ingrid ensures the business operates within the required legal and regluatory framework, maintains a strong risk culture and upholds the integrity of the firm’s operations and client relationships.

Riaan Maartens

Head of Sales & Business Development

Riaan entered the financial services industry in 1997 and has held a range of consultant and sales roles across LISPs and investment management firms. He joined MitonOptimal in 2013 and, as Head of Sales and Business Development, is responsible for driving the firm’s sales strategy and business development initiatives. Riaan is a Key Individual and is a member of the Discretionary Investment Management Executive Committee of the FIA.

Jolandi Slabbert

Chief Operating Officer

Jolandi joined MitonOptimal in 2011 and currently serves as Chief Operating Officer. She sits on the Board of MitonOptimal Holdings (Pty) Limited and is responsible for guiding the strategic direction of the business, overseeing its operational functions, and driving the integration of technology across the organisation. Since entering the financial services industry in 2007, Jolandi has held a variety of roles spanning Human Resources, Operations, and Compliance.

MitonOptimal South Africa (Pty) Limited is an Authorised Financial Services Provider Licence No. 28160, regulated by the Financial Sector Conduct Authority (FSCA) - Registration No. 2005/032750/07.
MitonOptimal Portfolio Management (Pty) Limited is an Authorised Financial Services Provider Licence No. 734, regulated by the FSCA – Registration No. 2000/000717/07.

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