- 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. SYm|mETRY merged with the investment team from Acsis in 2013 and Trevor continued as CEO of the combined entity, Old Mutual Multi-Managers. 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. Prior to SYm|mETRY, he was the General Manager of Product Management, responsible for Investment Services Corporate business, 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 the Institute and Faculty of Actuaries and a Health Insurance Associate, as well as a council member of the Actuarial Society of South Africa. Trevor is the managing director of SIS Manco and was also a non-executive Director of Skandia Investment Group Holdings Limited prior to it being collapsed into Old Mutual Global Investors.
Roland joined SYm|mETRY Multi-Manager in January 2011 as Chief Investment Officer. Post the merger of SYm|mETRY with Acsis investment team in 2013, Roland was appointed Head of Customer and Product Management at Old Mutual Multi-Managers. In 2016 he became responsible for Tailored Fund Portfolios, a new Old Mutual Wealth capability that provides tailored discretionary fund management services to the IFA market. Roland received his CFA charter in 2004 and has more than 17 years' investment experience specialising in investment consulting and multi-management. In addition to his actuarial science degree from the University of Pretoria, Roland has passed his SAIFM Registered Persons Exams. Roland received training in holdings-based investment analysis in London from StyleResearch and was trained in manager selection by Brockhouse Cooper Inc. in Montreal.
Stephan was appointed as the Chief Operating Officer in November 2015. He has a BComm in Finance, an MBA (cum laude) from Stellenbosch University and has completed various executive programmes with local and international business schools. Stephan has extensive experience in various industries having starting off his career and spending 15 years at Old Mutual, working in business units such as Corporate Distribution, Employee Benefits (now Old Mutual Corporate) and IT. He then moved to Woolworths Financial Services (WFS) where he spent seven years working across various disciplines including marketing, analytics, operations and product management. His role prior to leaving WFS was as the Commercial and Marketing Executive. Stephan's most recent position prior to joining Old Mutual Multi-Managers was with AFB Cards (a start-up consumer finance business operating in East Africa) where he held the position of Credit and Collections Executive.
Dave is OM Multi-Managers' Chief Investment Strategist. Dave has extensive investment industry experience. He joined the Old Mutual Investments Division in April 1980 and was Old Mutual Chief Economist for 11 years from 1987 to 1998. He joined Citadel in mid-1998 to develop their asset management capability. In mid-2013, he returned to Old Mutual. He has become a well-respected and an award-winning economist, having been awarded as Sake24's Economist of the Year in both 1992 and 1999 and Reuters Economist of the Year in 2009. He holds an MCom in Economics from Stellenbosch University.
Andrew was appointed by Old Mutual Wealth to manage the consolidated investment teams of Acsis and SYm|mETRY Multi-Manager, which now form Old Mutual Multi-Managers. Old Mutual Multi-Managers draws on the vast resources, systems and stability of a large investment team. As the Head of Investments, Andrew is well-placed to design and manage the multi-managed investment capability for Old Mutual Wealth, for both private and institutional clients. Prior to this appointment, Andrew was the Executive Head of Investments at Acsis. He has extensive investment experience with an in-depth understanding of portfolio management and the broader investment industry. This has seen him manage a research process, research and analyse local and international companies and fund managers, as well as manage pension funds and various unit trusts. Andrew was one of the founding directors of Coronation Fund Managers and the previous head of STANLIB International. Andrew holds a Bachelor of Economics and BCom (Hons) degree.
Monene, who joined SYm|mETRY Multi-Manager in January 2003, now heads up Equity Manager Research for the selection of equity managers in Old Mutual Multi-Managers' 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 (which is now part of Old Mutual Multi-Managers) in January 2012. His primary role is the management of the Absolute Return and Fixed Interest Portfolios. 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 an MCom (Financial Management) and an MSc (Engineering). He is also a published writer and has presented at a number of investment conferences.
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 (which is now part of Old Mutual Multi-Managers) to oversee the development and maintenance of 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, a role she currently undertakes for Old Mutual Multi-Managers. She is a BCom Honours graduate and a CFA and CAIA Charterholder.
Stephen currently heads up Hedge Fund Manager Research at Old Mutual Multi-Managers. Stephen, a graduate of Rhodes University where he studied for his BCom, joined SYm|mETRY Multi-Manager (now called Old Mutual Multi-Managers) in July 2009 to head up the Fund of Hedge Funds business unit. Stephen has been involved in the hedge fund industry for the eleven years and the industry for sixteen years. Stephen has his roots in multi-management having previously worked at mCubed and Advantage Asset Management and thereafter Worldwide Capital. Stephen is a senior member of the investment team and plays an active role in portfolio management, manager due diligence and asset allocation. He has recently become involved in the marketing and business development strategy of Old Mutual Multi-Managers.
Michael is a member of the Old Mutual Multi-Managers investment team that is responsible for the management of all Old Mutual Multi-Managers' investment strategies. Michael's role primarily involves the asset class and manager research responsibilities for South African equity, South African listed property and Global listed property. As a member of the investment team, Michael's responsibilities also involve participation in the investment team decision-making process around manager selection and asset allocation decisions across asset classes and strategies. Michael has a BBusSc (Hons) degree in Actuarial Science, has the FRM certification, is a CFA charterholder and has nine years' industry experience.
Barry is an Investment Analyst and is responsible for investment modelling and data management. He holds a Bachelor's degree in Actuarial Science and an Honours degree in Financial Risk Management (cum laude). These qualifications include mathematically rigorous courses on mathematical statistics, portfolio theory and risk modelling.
Diane, who has 20 years' experience with the Old Mutual Group, joined SYm|mETRY Multi-Manager in January 2005 which is now part of Old Mutual Multi-Managers. 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. 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 and Customer Support at Old Mutual Multi-Managers (renamed from SYm|mETRY Multi-Manager in 2014). Jo-Ann has a BCom Management degree and has been awarded the Claritas Investment Certificate.
Rauzeen was appointed as the Head of Operations for Old Mutual Multi-Managers in November 2015. He has a B Com in Accounting and a Claritas Investment Certificate from the CFA Institute. His previous work experience includes positions at Investec Asset Management, Ovation Global Financial Services and Oasis Group Holdings. Prior to joining Old Mutual Multi-Managers, Rauzeen was the Head of Retail and Institutional Client Services at Kagiso Asset Management.
Kumbu joined SYm|mETRY Multi-Manager (now called Old Mutual Multi-Managers) in June 2010 as Client Relationship Manager. In 2014, the Client Relationship Management and Sales teams moved into Old Mutual Corporate, but continue to service our clients and some of Smooth Bonus Funds clients. 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. He is also a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Institute.
Elna has 26 years' experience in the financial services industry and joined Old Mutual Employee Benefits in 1997 when she moved from the Transnet Pension Fund where she worked predominantly on fund benefit design. Before joining the Transnet Funds, Elna was performing scientific research at the Chamber of Mines Research Organization into methane gas behaviour in South African Coal Mines. Having joined Old Mutual in 1997, she held several positions, ranging from consulting, to key account management and in recent years in institutional sales. Currently she is Head of Large Corporate Sales. Elna holds BSc and BCom degrees as well as several post graduate diploma's in Higher Education; Investment Analysis and Portfolio Management and in Financial Planning specialising in Retirement Funds. She is also a CFP® charter holder. Elna also successfully completed the Level 1 Examination of the CFA Institute. Elna is passionate about making a positive difference in the financial lives of companies and their active and retired employees. She represents the Old Mutual brand with pride and confidence as Old Mutual continues to deliver best of breed, sustainable solutions into the long term for our customers.
Imeraan has 22 years' industry experience and joined SYm|mETRY Multi-Manager in 2005. In 2014, the Client Relationship Management and Sales teams moved into Old Mutual Corporate, but continue to service our clients. 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 (now called Old Mutual Multi-Managers after merging with the investment team of Acsis) 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. He is currently pursuing an MBA degree with School of Business Leadership (UNISA). He serves on the boards of Central Gauteng Mental Health Society and the Lesotho Mining Board.
Ts'epo joined SYm|mETRY Multi-Manager (now called Old Mutual Multi-Managers after merging with the investment team of Acsis) in February 2011 as Business Development Executive, based in Lesotho. Most recently, Ts'epo worked as Resource Mobilisation Officer and later Financial Administration Officer at Economic Justice Network Lesotho. 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 in Lesotho. 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.