
A professional investment manager with over four decades of experience across all major and minor asset classes as well as manager selection, who has been part of the leadership teams of two successful investment management companies.
Lead the work of an internal 'think tank' focusing on investment related thematic macro economic and geopolitical research
Assumed responsibility for relaunching the Institute in 2015, alongside investment responsibilities.
Involves primary fundamental and quantitative research leading to the publication of proprietary papers; working with clients on related projects; inputting into the multi-asset investment process; client and conference presentations
Leading and developing a global multi asset investment business
Managing flagship benchmark relative and total return funds and institutional portfolios
Knowledge of all major and minor publicly traded asset classes and derivatives
Delivered top decile peer relative performance (Global multi asset benchmark relative) during tenure as lead portfolio manager 2004-2022
Assumed responsibility as head and lead portfolio manager for an existing South African based multi manager business
This was renamed Investec Analytics
Recruited a new team and revised both the manager research and portfolio construction processes
Delivered competitive peer relative performance across the product offering
Managed comprehensive marketing and sales strategies to drive engagement and revenue growth
Led a global marketing and sales team of approximately 30 people covering both retail and institutional distribution
Led the most successful fund launch in the Company's history
Promoted on the establishment of the company in recognition of the role I played in delivering investment performance and broadening the product offering from managed currency vehicles to a broader global fixed income business
Added new innovative investment vehicles such as Global High Income and Emerging Market Currency Funds
Continued to build a larger team and evolve the investment process to support a wider product offering
Co lead manager managed currency funds
Portfolio manager role investing in global currencies and fixed income market
Managed two currency funds, progressing from assistant portfolio manager
Conducted macroeconomic and market research specialising in currencies and fixed income securities across developed markets.
Equity securities analyst
Conducted comprehensive equity security research, producing detailed reports
Gained experience in banking administration, lending, mergers and acquisitions, and investment management.
Assistant to the managing director of Caroline Exports Limited, a subsidiary of the Virgin Group
Global multi-asset investment management and asset allocation
Macro research
Third party manager research
Business management and development
Marketing