WE ARE A PERSONAL,

CLOSE-KNIT TEAM

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 JSA 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

Director and Head of Portfolio Management

Roeloff has over 20 years experience in managing portfolios. He founded Eagle Asset Management and Bond Street Financial Services which became part of the MitonOptimal Group in 2002. Roeloff is responsible for the management of the suite of local and offshore multi-asset funds and portfolios.

Jacques de Kock

Quantitative Analyst & Portfolio Manager

Jacques has over 10 years’ experience in financial services. He has worked in various roles, most recently managing model portfolios at Bridge Fund Managers. Jacques provides quantitative analysis to the Investment Team and supports in the management of selected model portfolios.

Oscar de Waal

Fund & Manager Analyst

Oscar has worked in the finance industry for over 20 years, managing private client portfolios, analysing various CIS structures and producing attribution reports. Oscar is responsible for conducting due diligence on fund houses and fund managers and assisting in the 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.

James Downie

Head of  Asset Consulting

James joined MitonOptimal in 2017 and is responsible for our proprietary optimiser, software that forms an integral part of the team’s investment process. James joined the finance industry over 35 years ago and has consulted to insurance companies, retirement funds and trusts in South Africa and Namibia accruing experience through investment cycles and liability-driven investing.

Gerry Grispos

Technical Analyst

Gerry has over 30 years’ experience in financial services. Commencing his career as a Financial Advisor, has held the role of key individual and currently serves as a Senior Compliance Officer at Compli-Serve. He provides the Investment Committee with short term technical charts and analysis on a weekly basis and supports the Portfolio Managers with other technical chart work.

Andy Pfaff

Head of Commodities & Trend Analyst

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.  

SALES

George Dell

Director and Head of Business Development

George joined the finance services industry in 1984 and has held various senior client facing roles at some of SA’s most respected financial companies. Amongst George‘s qualifications he also holds a National Certificate in Financial Markets & Instruments from the Academy of Financial Markets and is the current Chair of the Discretionary Investment Management Executive Committee of the FIA.

 

Deon Engelke

Head of Business Management & Business Development Manager

Deon joined MitonOptimal in 2012 and is responsible for leading the management team of MitonOptimal to ensure the objectives of each division are met. Deon also maintains a number of key client relationships, supporting the Sales and Investment teams.

Deon joined the finance industry as a broker consultant in 1989 and has extensive experience in dealing with advisors and their clients.

Willie Kotzee

Discretionary Investment Specialist

Willie joined MitonOptimal in 2002 and is responsible for supporting MitonOptimal’s existing client relationships where he has become an invaluable partner in all the practices that he engages with.

Willie joined the finance industry in 1994. Willie holds a FAIS Level 6 (2010) (64); LT Category C (2011) (32).

Riaan Maartens

Discretionary Investment Specialist

Riaan joined MitonOptimal in 2013 and is responsible for supporting MitonOptimal’s existing client relationships as well as seeking new partnerships for the business.

Riaan joined the finance industry in 1997 and has held consultant and sales roles at LISPs and Investment Managers. Riaan is a Key Individual and holds an Advanced Post Graduate Diploma in Financial Planning as well as a Diploma in Financial Markets & Instruments.

Francois van Heerden

Discretionary Investment Specialist

Francois joined MitonOptimal in 2002 and is responsible for supporting MitonOptimal’s existing client relationships, becoming an invaluable partner in all the practices that he engages with.

He joined the finance industry in 1990 and was instrumental in the start-up of Bond Street Financial Services along with Roeloff Horne in 2000.

MARKETING

Sarah Cowan

Head of Marketing

Sarah joined MitonOptimal in 2018 and is responsible for developing and implementing the marketing strategy for business, ensuring alignment with key business functions and supporting the day-to-day operational aspects of the business.

Sarah joined the finance industry in 2006 where she began her career in marketing in the UK, holding a variety of roles within the marketing teams of some of the industry’s most respected brands.

Tamryn Fortuin

Marketing & Portfolio Implementation Support

Tamryn joined MitonOptimal in 2019 sitting within both the Marketing and Portfolio Implementation teams. Tamryn is responsible for the implementation of the marketing strategy whilst providing assistance to the Portfolio Implementation team where required.

Tamryn started her career with MitonOptimal, quickly integrating the knowledge gained from her studies into practice.

COMPLIANCE, FINANCE & OPERATIONS

Deon Engelke

Head of Business Management

Deon joined MitonOptimal in 2012 and is responsible for leading the management team of MitonOptimal to ensure the objectives of each division are met. Deon also maintains a number of key client relationships, supporting the Sales and Investment teams.

Deon joined the finance industry as a broker consultant in 1989 and has extensive experience in dealing with advisors and their clients.

Jolandi Slabbert

Business Manager & Head of Operations

Jolandi joined MitonOptimal in 2011 and forms part of the Business Management team as well as the role of Head of Operations. Jolandi is responsible for overseeing the operational obligations of business and ensuring effective service delivery of the administration team.

Jolandi joined the finance industry in 2007 and has held various roles in HR, Operations and Compliance.

Andre Swanepoel

Head of Finance

Andre joined MitonOptimal in 2017 and is responsible for the management of the company finances and accounts across all South African entities.

Andre started his career in 1999, holding various roles across the Finance discipline.

Clare Williams

Finance Clerk & Company Secretary

Clare joined MitonOptimal in 2007 and is responsible for commission management as well as assisting the Head of Finance with the accounting deliverables for the business. Clare also performs the role of Company Secretary.

Clare started her career with MitonOptimal, holding various roles within the Administration function.

Suzaan Louw

Compliance Support

Suzaan joined MitonOptimal in 2014 and is responsible for receiving the monthly compliance monitoring report and actioning the recommendations. Suzaan also assists the in-house compliance officer with day-to-day tasks.

Suzaan joined the finance industry in 2004.

PORTFOLIO IMPLEMENTATION & CLIENT RELATIONS MANAGEMENT

Rugshana Salie

Head of Portfolio Implementation

Rugshana joined MitonOptimal in 2002 and is responsible for the implementation and execution of the Model Portfolio function within the business.

Rugshana joined the finance industry in 2000 and has held various roles within Investment Services. Currently, Rugshana is a Key Individual under supervision.

Ruwayda Hendricks

Client Relations Manager

Ruwayda joined MitonOptimal in 2006 and as a Team Leader in Client Relations department is responsible for the co-ordination of the administration functions as well as supports the sales department by overseeing client services.

Ruwayda joined the finance industry in 2006 and has held various roles within the Administration function.

Linka Henning

Implementation Support & Trader

Linka joined MitonOptimal in 2014. She is responsible for placing trades under instruction portfolio managers, para-planning administration to conduct recommendations and also assists our Client Portfolio Managers with performance reviews for existing clients and performance comparisons for potential clients.

Linka joined the finance industry in 2010 and has held various roles within the Administration function.

Lilani van Gent

Client Relations Manager & Implementation Support

Lilani joined MitonOptimal in 2017 and is responsible for the co-ordination and supervision of tasks received from the Sales Team to ensure efficient client services. She is also responsible for para-planning administration to conduct recommendations.

Lilani joined the finance industry in 2017.

Elizna van der Vyver

Client Relations Manager

Elizna joined MitonOptimal in 2006 and is responsible for the co-ordination and supervision of tasks received from the Sales Team to ensure efficient client services.

ONGOING SERVICES

Shana Robertson

Client Portfolio Services

Shana joined MitonOptimal in 2015 and is responsible for the support function of Portfolio Management Services to execute portfolio changes and redemptions, mandate servicing and reporting.

Shana joined the finance industry in 2007 and has held various roles within the Administration function.

Kelly Abrahams

Client Portfolio Services & Office Manager

Kelly joined MitonOptimal in 2011 and is responsible for the support function of Portfolio Management Services to execute portfolio changes and redemptions, as well as some Office Management tasks.

Kelly joined the finance industry in 2011 and has held various roles within the Administration function.

Faiqa Edries

Mandate & Reporting Support

Faiqa joined MitonOptimal in 2004 and is responsible for policy services.

Faiqa joined the finance industry in 1998 and has held various roles within the Administration function.

MitonOptimal delivers and we have found them to be competent, experienced, efficient and reliable business partners, with our model portfolios consistently outperforming the peer group average.

Loffie Malherbe

Etika Wealth

In vennootskap sedert 2008. Met behulp van MitonOptimal het ons kliëntebasis uitgebrei en word MKFD as voorkeur beleggingsadviseurs in die Boland beskou. Voorleggings en administratiewe opdragte word stiptelik en profesioneel uitgevoer en is van hoogstaande gehalte. MKFD sien uit na ‘n suksesvolle toekoms saam met MitonOptimal.

Johan De Klerk

Martin Klopper Finansiële Dienste

We’ve been working with George and Roeloff at MitonOptimal for some time now. They run a great operation and like us, they care about the end client. We really enjoy working with them.

Mike Abbott

Sable Wealth

Great Westerford, Suite 202,
South Wing, 2nd Floor, 240 Main Road,
Rondebosch, 7700, South Africa

Go to MitonOptimal Group

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.