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 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
Executive Director, Head of SA 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 2010 and 2014 respectively. 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.
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.
SALES
George Dell
Executive Director, Discretionary Fund Management
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, Discretionary Fund Management George sits on the Board and has responsibility for the strategic direction of the business, business development, client relationships and strategic partnerships. He is the current Chair of the Discretionary Investment Management Executive Committee and a Director of the FIA.
Deon Engelke
Discretionary Investment Specialist
Deon joined MitonOptimal in 2012 and is part of the Sales and Business Development team. 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 Johnson
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
Jolandi Slabbert
Executive Director, Business Management
Jolandi joined MitonOptimal in 2011 and is Executive Director, Business Management. In her role Jolandi sits on the MitonOptimal Holdings (Pty) Limited Board and is responsible for the strategic direction of MitonOptimal, overseeing the operational obligations of business and has a keen focus on integrating technology into the business.
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.
Ingrid Farmer
Internal Compliance Manager
Ingrid joined MitonOptimal in 2023 as Internal Compliance Manager. She is responsible for compliance management, FSP oversight and supervision activities.
Ingrid has extensive experience within the financial services industry in South Africa holding roles as a Financial Advisor, Key Individual and Director.
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
Relations Manager
Lilani joined MitonOptimal in 2017 and works closely with advisory practices to provide practical solutions and support to assist in managing their operational risks. Her role includes a strong relationship management aspect – which combines her operational expertise with her natural sales ability to ensure efficient onboarding and inflows.
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
Operations Manager
Shana joined MitonOptimal in 2015 and as Operation Manager oversees all operational departments, working closely with the respective Team Leaders to ensure the various team objectives are met.
MitonOptimal International Limited is registered in Guernsey (Registration No. 51561) and is the overlying holding company of MitonOptimal South Africa (Pty) Limited and MitonOptimal Portfolio Management (Pty) Limited. MitonOptimal International Limited, Les Vardes House, La Charroterie, St Peter Port, Guernsey, GY1 1EL, Channel Islands.
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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South Wing, 2nd Floor, 240 Main Road,
Rondebosch, 7700, South Africa
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