- About Us
- Market Matters
- Investment Ethos
The importance of individuals in a business like ours can never be underestimated. We are as great as our people.
We look for bold people. Intelligent people. People who not only have proven academic ability, but also inherent lateral thinking and creative problem-solving skills.
Trevor joined SYm|mETRY Multi-Manager in July 2010 as Chief Executive Officer. Having started his career at Old Mutual within retail product development over 20 years ago, Trevor has since held several senior positions within the group. Most recently he was the General Manager of Product Management, responsible for Investment Services corporate business with R109 billion in AUM, the Group Assurance business with over R1.6 billion in annual premium income, as well as building a very strong mandate management and asset liability management capability for the Old Mutual Life Assurance Company South Africa (OMLACSA). Trevor's previous responsibilities also included oversight of the Old Mutual Actuaries and Consultants business. Trevor has a BSc (Hons) and is a fellow of theInstituteofActuariesand a Health Insurance Associate, as well as a member of theInstituteofActuariesand the Actuarial Society of South Africa. He is the Deputy Chairman of Pro-Active Health Solutions, a health risk management company. He is also a non-executive Director of the Skandia Investment Group Holdings Limited.
Roland joined SYm|mETRY Multi-Manager in January 2011 as Chief Investment Officer (CIO), and is now Head of Business Strategy at Old Mutual Wealth. Roland was previously Head of Consulting and a Director of Brockhouse Cooper SA (BCSA), where he created an asset consulting business that now offers a broad range of client solutions. He has consulted to clients with assets totalling over R40 billion, and has worked for a number of well-established financial services companies in South Africa and abroad, including Momentum, Alexander Forbes, Coris Capital and PriceWaterhouseCoopers in London. He is also a published writer in financial media and an accomplished speaker who has addressed audiences at the Asset Allocation Summit and the Africa Cup of Investments. In addition to his actuarial science degree from the University of Pretoria, Roland has passed his SAIFM Registered Persons Exams and CAIA Level 1, and has earned his CFA Charter. Roland also received technical training in holdings-based investment analysis in London at StyleResearch and was trained in manager selection by Brockhouse Cooper Inc. in Montreal.
Monene, who joined SYm|mETRY Multi-Manager in January 2003,heads up Equity Manager Research and is responsible for the selection of equity managers for SYm|mETRY Multi-Manager's various solutions. Monene started her career as a Performance Analyst at Old Mutual Asset Managers and then worked for Merrill Lynch and Friends Provident in London. On her return she joined TMA, a linked investment services provider, as a Unit Trust Analyst and gained experience in assessing managers and investment houses. Edge Investments subsequently acquired the TMA team and Monene managed wrap fund and fund of funds portfolios. BoE later acquired Edge, and she joined SYm|mETRY Multi-Manager following the consolidation of the Old Mutual, Nedcor and BoE multi-manager businesses. Monene is a CFA Charterholder and is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Institute.
Ameer joined SYm|mETRY Multi-Manager in January 2012. Having started his career in 1998, Ameer has since gained extensive industry experience, working for Metropolitan Asset Managers as a Portfolio Manager, Futuregrowth Asset Management as the Head of Quantitative Research and Peregrine Quant Asset Management as a Quantitative Analyst, among others. His relevant qualifications include a MCom (Financial Management) and a MSc (Engineering). He is also a published writer and has presented at a number of investment conferences. His primary role at SYm|mETRY is the management of the Absolute Return and Fixed Interest Portfolios.
After starting her career as a marketing executive at Investment Solutions in 2003, Andreea joined OMIGSA in a similar role in 2006, but with a focus on retail clients. In 2008, she was employed by SYm|mETRY Multi-Manager to oversee the development and maintenance of SYm|mETRY products. She joined the investment team in mid-2010, where she was involved with manager research within the absolute return building block and was also responsible for the international strategy employed by SYm|mETRY. In September 2011, Andreea was promoted to head up global investments. She is a BCom Honours graduate and a CFA Chartholder.
Glenn joined SYm|mETRY Multi-Manager in October 2011 and is responsible for consulting to both retail and institutional clients. Prior to his appointment at SYm|mETRY, Glenn was employed as a Specialist Relationship Manager at Wilshire Associates in London, managing over twenty large client relationships across Europe, the Middle East and Africa, with a business development and client retention focus. Glenn studied at the University of Cape Town, graduating in 2000 (Bachelor in Business Science with Honours in Finance). His formal education and practical experience has also been enriched by several business and leadership courses he attended in the UK and US.
Stephen, a graduate of Rhodes University, where he studied for his BCom in IT, Economics and Commercial Law, joined SYm|mETRY Multi-Manager in July 2009 to head up the Fund of Hedge Funds business unit. Stephen has been involved in this industry for the last seven years, is a keen participant in the ongoing hedge fund debate, and he consistently participates in publications on the topic. With a keen understanding and enjoyment of portfolio management, asset allocation, manager due diligence and risk analysis, Stephen has his roots in multi-management. Stephen was previously employed at mCubed and Advantage Asset Management and thereafter Worldwide Capital.
Fred joined SYm|mETRY Multi-Manager in 2003 and was responsible for the monitoring and reporting of the Absolute Return Funds. Since 2006, he has managed the Absolute Return Manager Research area, being responsible for the manager selection and portfolio management of SYm|mETRY Multi-Manager's Absolute Return Funds. In 2009, Fred also took over as Head of the Fixed Interest Manager Research area. In 2012, Fred was promoted to Head of Retail, and he is currently responsible for growing SYm|mETRY's retail business strategy; developing key relationships with distribution channels and platforms and developing a customer relationship management model for the servicing of all retail clients. Fred continues to play an advisory role for retail portfolios and, as such, sits on the investment committee for the retail portfolios, including unit trusts. Prior to joining SYm|mETRY, he worked in Old Mutual's Actuarial Finance division and Employee Benefits Investments division. Fred is a CFA and CAIA Charterholder.
Russel joined SYm|mETRY Multi-Manager as Chief Operating Officer in November 2008. He started his career at The Board of Executors - Investment Administrators where he worked as part of the Discretionary Life Product Administration team and also the Employee Benefits Administration team. He then joined Maitland Fund Services (FinSource at the time) where he performed various functions including Head of Retail Accounting, Client Relationship Manager and Investor Services Operations Manager. He was appointed as an Executive Director in 2006 being responsible for the Investor Services Division of Maitland. He held this position until he left the employ of Maitland Fund Services at which time he was responsible for both the Investor Services Division as well as the Business Solutions Division. Russel holds a B.Com in Information Systems from the University of Cape Town, a Post-graduate Diploma in Financial Planning from the University of Free State and is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Institute.
Lynn joined SYm|mETRY Multi-Manager in January 2011 as Head of Operations. She has 11 years of experience in the Asset Management industry. Lynn started her career in private client asset management at Personal Trust International in 1999. She then moved to institutional fund management in 2003 where she was appointed as Client Liaison Officer for Abvest Associates. In 2005, she completed a Postgraduate Diploma in Management and a year later, in 2006, Abvest Associates promoted her to Head of Client Administration. Prior to joining SYm|mETRY Multi-Manager, Lynn worked at Regarding Capital Management where she was employed as Head of Operations from 2007 to 2010.
Kumbu joined SYm|mETRY Multi-Manager in June 2010 as Client Relationship Manager. Prior to this, Kumbu spent 21 months as the Business Development Manager at ACSIS - with a specific focus on institutional retirement funds, medical aids and corporates - and more than five years at Investec Asset Management (retail) as a Business Development Consultant. Kumbu has a BCom Degree in Financial Management and a National Diploma in Economics from the University of South Africa (UNISA), as well as the Registered Persons Exam qualification from the South African Institute of Financial Markets.
Imeraan has 22 years' industry experience and joined SYm|mETRY Multi-Manager in 2005, where he is accountable for sales. During his career, he has worked for a number of organisations such as Norwich Life, Fedsure Unit Trusts, Standard Bank and BoE Private Bank. In his previous role, he was Head of Retail Distribution and Sales with BoE Bank. Imeraan was also directly responsible for managing a number of key accounts in his capacity as Private Banker at BoE. He holds a post-graduate qualification from the University of Free State and Diploma in Unit Trust Investment. He is an associate of the Institute of Financial Markets and a member of the Financial Planning Institute.
Semoli is accountable for sales and has 12 years' financial services experience. He joined SYm|mETRY Multi-Manager in 2008 and prior to that, he was a Client Relationship Manager at Metropolitan Asset Management. During his career, he has held a number of positions, including Fund Accountant, Retirement Benefits Consultant and Asset Consultant, among others. He holds a BCom Accounting degree from Wits University and completed a Management Advanced Programme (MAP) at Wits Business School. He also holds Certificates in Investments and Employee Benefits from Pretoria University.
Ts'epo joined SYm|mETRY Multi-Manager in February 2011 as Business Development Executive, based inLesotho. Most recently Ts'epo worked as Resource Mobilisation Officer and later Financial Administration Officer at Economic Justice NetworkLesotho. He also held the positions of Project Manager at Lesotho Youth Federation and Assistant Accountant at both Lesotho Highlands Development Authority and Ministry of Education and Training inLesotho. He started his career in 2003 as the Distribution Officer for Lesotho Highlands Development Authority. Ts'epo holds a Business Management Diploma and a BCom Accounting from the National University of Lesotho.
Diane, who has 20 years' experience with the Old Mutual Group, joined SYm|mETRY Multi-Manager in January 2005. Diane started her career with Old Mutual as a Broker Consultant and then accepted the position of Investments Marketing Manager for Investment Frontiers, an investment unit specifically aimed at the affluent retail market. Diane then accepted a transfer to Cape Town as Product Marketing Manager for Investment Frontiers/Fairbairn Capital, before joining SYm|mETRY Multi-Manager as a Business Development Executive. She is accountable for institutional sales in the Western Cape and Kwazulu-Natal. Diane has a BCom degree in Economics, a Post-Graduate Diploma in Business Administration from the University of Wales and is a Certified Financial Planner.
Jo-Ann started her career at Old Mutual in 1997 in the Employee Benefits division where she worked on diverse projects, from Demutualisation and Listing to IT. Jo-Ann moved to SYm|mETRY Multi-Manager in 2000 as Personal Assistant to the CEO and has grown within the business. In 2004 she moved to the CRM and Marketing divisions. In 2007 she was appointed Client Services Manager, responsible for day-to-day client deliverables. Currently Jo-Ann is the Head of Marketing, Client Relationship Management and New Business Support. Jo-Ann has a BCom Management degree and has been awarded the Claritas Investment Certificate.