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.

Executives

Trevor Pascoe

Chief Executive Officer

tel: 021 524 4815 | cell: 082 809 6656 | email Trevor

Andrew Salmon

Chief Investment Officer

tel: 021 524 4400 | cell: 083 443 0705 | email Andrew

Stephan de Kock

Chief Operating Officer

tel: 021 524 4891 | cell: 082 562 5522 | email Stephan

Roland Gräbe

Head | Tailored Fund Portfolios

tel: 021 524 4824 | cell: 082 347 6521 | email Roland

Jo-Ann de Klerk

Head | Marketing and Customer Support

tel: 021 524 4835 | cell: 079 883 8153 | email Jo-Ann

Melanie Sassman

Finance Manager

tel: 021 524 4841 | cell: 079 910 2067 | email Melanie

Denver Hendricks

Compliance Officer

tel: 021 524 4607 | cell: 082 855 5997 | email Denver

Investments

Andrew Salmon

Chief Investment Officer

tel: 021 524 4400 | cell: 083 443 0705 | email Andrew

Dave Mohr

Chief Investment Strategist

tel: 021 524 4836 | cell: 082 922 3420 | email Dave

Izak Odendaal

Investment Strategist

tel: 021 524 4811 | cell: 021 524 4811 | email Izak

Monene Watson

Head of Equity Manager Research

tel: 021 524 4801 | cell: 083 407 3686 | email Monene

Ameer Amod

Head of Absolute Investments and Fixed Interest

tel: 021 524 4802 | cell: 072 216 2674 | email Ameer

Andreea Bunea

Head of Global Investments

tel: 021 524 4807 | cell: 072 087 9112 | email Andreea

Michael Dodd

Senior Investment Analyst

tel: 021 524 4812 | cell: 021 524 4812 | email Michael

Barry van Zyl

Senior Investment Analyst

tel: 021 524 4813 | cell: 082 497 9634 | email Barry

Shawn Thomas

Investment Analyst

tel: 021 524 4622 | cell: 072 273 2164 | email Shawn

Nosibusiso Nqgondoyi

Analyst

tel: 021 524 4486 | cell: 021 524 4486 | email Busi

Craig Whitfield

Investment Analyst

tel: 021 524 4814 | cell: 074 160 6208 | email Craig

Operations

Stephan de Kock

Chief Operating Officer

tel: 021 524 4891 | cell: 082 562 5522 | email Stephan

Rauzeen Fredericks

Operations Manager

tel: 021 524 4696 | cell: 082 322 2047 | email Rauzeen

Afzal Dalwai

Data Manager

tel: 021 524 4468 | cell: 071 679 3807 | email Afzal

Lezanne Nero

Lead Business Analyst

tel: 021 524 4831 | cell: 072 344 7286 | email Lezanne

Product

Taruona Mhuru

Product Manager

tel: 021 524 4817 | cell: 076 887 8141 | email Taruona

Marketing and Customer Support

Jo-Ann de Klerk

Head | Marketing and Customer Support

tel: 021 524 4835 | cell: 079 883 8153 | email Jo-Ann

Sumayya Sayed

Senior Assistant | Marketing and Customer Support

tel: 021 524 4830 | cell: 082 587 6038 | email Sumayya

Diane
Kidd-Anderson

Business Development Executive

tel: 021 524 4838 | cell: 082 466 0682 | email Diane

Tailored Fund Portfolios

Roland Gräbe

Head | Tailored Fund Portfolios

tel: 021 524 4824 | cell: 082 347 6521 | email Roland

Kim Johnson

Investment Analyst

tel: 021 524 4806 | cell: 071 460 9168 | email Kim
  • Renee Beck

    Renee Beck

    tel: 021 524 4623 | cell: 083 454 0223 | email Renee
  • Retail Business Development

  • Stephen Brierley

    Portfolio Manager

    tel: 021 524 4813 | cell: 083 258 8198 | email Stephen
  • Institutional Business Development

    Imeraan Benefeldt

    Business Development Executive

    tel: 011 217 1655 | cell: 083 380 4847 | email Imeraan

    Elna Erwee

    Large Corporate Business Development Executive

    tel: 011 217 1195 | cell: 082 460 1846 | email Elna

    Institutional Client Relationship Management

    Kumbu Kubheka

    Client Relationship Manager

    tel: 011 217 1256 | cell: 079 520 4545 | email Kumbu

    Business Support

    Melanie Sassman

    Finance Manager

    tel: 021 524 4841 | cell: 079 910 2067 | email Melanie

    Denver Hendricks

    Compliance Officer

    tel: 021 524 4607 | cell: 082 855 5997 | email Denver

    Trevor Pascoe

    Chief Executive Officer

    Trevor began his career journey with Old Mutual in February 1987. Since then, he has held several senior positions in divisions within the group with responsibilities ranging from General Manager of Product Management to oversight of the Old Mutual Actuaries and Consultants business. His career path eventually saw him becoming CEO SYm|mETRY Multi-Manager, and then taking up the role of CEO of Old Mutual Multi Managers in 2013. 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. He is also the managing director of SIS Manco and was a non-executive Director of Skandia Investment Group Holdings Limited prior to it being absorbed into Old Mutual Global Investors.

    tel: 021 524 4815 | cell: 082 809 6656 | email Trevor

    Andrew Salmon

    Chief Investment Officer

    Old Mutual Multi-Managers draws on the vast resources, systems and stability of a large investment team. As the Chief Investment Officer, Andrew oversees this team and heads up the design and management of the multi-managed investment capability for private and institutional clients within Old Mutual Wealth. He has extensive investment experience and an in-depth understanding of portfolio management and the broader investment industry. In previous roles he has been responsible for managing research processes, analysing local and international companies and fund managers, as well as managing pension funds and various unit trusts. Andrew was one of the founding directors of Coronation Fund Managers and headed up STANLIB International. He holds a Bachelor of Economics and BCom (Hons) degree.

    tel: 021 524 4400 | cell: 083 443 0705 | email Andrew

    Dave Mohr

    Chief Investment Strategist

    Dave is a highly respected, award-winning economist, and was recognised as Sake24's Economist of the Year in both 1992 and 1999 as well as Reuters Economist of the Year in 2009. He joined the Old Mutual Investments Division in April 1980 and later became Old Mutual's Chief Economist for 11 years between 1987 and 1998. After spending some time developing the Citadel asset management capability, he rejoined Old Mutual as Chief Investment Strategist for Old Mutual Multi-Managers in 2013. He holds an MCom in Economics from Stellenbosch University. 

    tel: 021 524 4836 | cell: 082 922 3420 | email Dave

    Izak Odendaal

    Investment Strategist

    Izak started his career at Old Mutual in Cape Town as an intern in the strategy team, before joining Old Mutual Corporate's business intelligence unit. He later became an investment analyst for Fairbairn Capital and when that business was absorbed into Old Mutual Wealth in 2013, he joined Old Mutual Multi-Managers as Investment Strategist. In this role, he is responsible for economic research and investment analysis that feeds into the tactical asset allocation process. Izak holds an MPhil in Politics, Philosophy and Economics from the University of Cape Town. He writes regular commentary on investment-related matters for clients and advisors, and is frequently quoted in the media.

    tel: 021 524 4811 | cell: 021 524 4811 | email Izak

    Monene Watson

    Head of Equity Manager Research

    After being a member of the SYm|mETRY Multi-Manager team since January 2003, Monene joined Old Mutual Multi-Managers in 2013 where she now heads up Equity Manager Research as part of the process of selecting equity managers. Monene started her career as a Performance Analyst at Old Mutual Asset Managers, before working for various blue-chip investment firms Merrill Lynch, Friends Provident in London, linked investment services provider, TMA, and Edge Investments. She is a CFA Charterholder, a Certified Financial Planner® professional and a member of the Financial Planning Institute.

    tel: 021 524 4801 | cell: 083 407 3686 | email Monene

    Ameer Amod

    Head of Absolute Investments and Fixed Interest

    Ameer began his career in Financial Services in 1998 and 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. He has an MCom (Financial Management) and an MSc (Engineering). He is also a published writer and regularly presents at investment conferences.

    tel: 021 524 4802 | cell: 072 216 2674 | email Ameer

    Andreea Bunea

    Head of Global Investments

    After starting her career as a marketing executive at Investment Solutions in 2003, Andreea joined Old Mutual Investment Group (SA) in 2006. In 2008, she moved to SYm|mETRY Multi-Manager to oversee the development and maintenance of products and then 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. In September 2011, she 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.

    tel: 021 524 4807 | cell: 072 087 9112 | email Andreea

    Michael Dodd

    Senior Investment Analyst

    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 funds and strategies. His role as Senior Investment Analyst sees him mainly responsible for asset class and manager research for South African equity, South African listed property and Global listed property. He is also involved in the investment team decision-making processes around manager selection and asset allocation. Michael has a BBusSc (Hons) degree in Actuarial Science, FRM certification and is a CFA Charterholder. He has nine years' industry experience.

    tel: 021 524 4812 | cell: 021 524 4812 | email Michael

    Barry van Zyl

    Senior Investment Analyst

    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.

    tel: 021 524 4813 | cell: 082 497 9634 | email Barry

    Roland Gräbe

    Head | Tailored Fund Portfolios

    Roland joined SYm|mETRY Multi-Manager in January 2011 as Chief Investment Officer. When the business merged with the Acsis Research and Investment Management team to form Old Mutual Multi-Managers in 2013, He was appointed Head of Customer and Product Management for the new business. In 2016, Roland was appointed Head of Tailored Fund Portfolios, a new Old Mutual Wealth capability that provides tailored discretionary fund management services to the Independent Financial Advisor (IFA) market. Roland has an actuarial science degree from the University of Pretoria, has passed his SAIFM Registered Persons Exams and is a CFA Charterholder. He also received training in holdings-based investment analysis in London from StyleResearch and was trained in manager selection by Brockhouse Cooper Inc. in Montreal.

    tel: 021 524 4824 | cell: 082 347 6521 | email Roland

    Stephan de Kock

    Chief Operating Officer

    Stephan has been Chief Operating Officer for Old Mutual Multi-Managers since November 2015. He started his career with Old Mutual and spent 15 years with the group before expanding his knowledge and experience with Woolworths Financial Services (WFS), where he spent seven years working across various disciplines including marketing, analytics, operations and product management. Just prior to rejoining Old Mutual, he also served as Credit and Collections Executive for AFB Cards, a start-up consumer finance business operating in East Africa. He has a BCom Finance, an MBA (cum laude) from Stellenbosch University and has completed various executive programmes with local and international business schools.

    tel: 021 524 4891 | cell: 082 562 5522 | email Stephan

    Rauzeen Fredericks

    Operations Manager

    Rauzeen was appointed Head of Operations for Old Mutual Multi-Managers in November 2015 and has the primary responsibility of ensuring that all day-to-day operations of the business run smoothly, while also providing strategic leadership and management to the operations function.  His previous work experience includes positions at a number of highly respected financial services organisations, including 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. He has a BCom Accounting and a Claritas Investment Certificate from the CFA Institute.

    tel: 021 524 4696 | cell: 082 322 2047 | email Rauzeen

    Stephen Brierley

    Portfolio Manager

    Stephen has been involved in the investment industry for 17 years.  In his role as Portfolio Manager, for Old Mutual Multi Managers, he works closely with advisors and the Old Mutual Wealth business development team on the Old Mutual Multi-Managers strategy funds. Previously, Stephen headed up the Fund of Hedge Funds building block for eight years. He has a BCom from Rhodes University.

    tel: 021 524 4813 | cell: 083 258 8198 | email Stephen

    Taruona Mhuru

    Product Manager

    Taruona has full responsibility for the product space within Old Mutual Multi-Managers. This includes the asset allocation process, calculating product fees, understanding product margins and managing product profitability matters and fee disclosures to clients. The asset allocation function includes the implementation and management of product change projects and actions. Taruona holds an MSc (Financial Mathematics) and BSc Honours (Mathematics). He has nine years industry experience.

    tel: 021 524 4817 | cell: 076 887 8141 | email Taruona

    Kumbu Kubheka

    Client Relationship Manager

    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.

     

    tel: 011 217 1256 | cell: 079 520 4545 | email Kumbu

    Imeraan Benefeldt

    Business Development Executive

    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.

    tel: 011 217 1655 | cell: 083 380 4847 | email Imeraan

    Elna Erwee

    Large Corporate Business Development Executive

    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.

    tel: 011 217 1195 | cell: 082 460 1846 | email Elna

    Melanie Sassman

    Finance Manager

    Melanie has been the Finance Manager for Old Mutual Multi-Managers since January 2014, shortly after the merger of the SYm|mETRY Multi-Manager and Acsis Research and Investment teams.  She started her career with Old Mutual in 2010 at which time she oversaw the Life Fund investment reporting and financial reporting for South Africa's largest retirement annuity fund, SARAF, as well as the Fixed Bond product reporting. Prior to this, she completed her articles at PricewaterhouseCoopers before progressing to the position of audit manager, which involved servicing clients in the financial services industry, including retirement funds, medical schemes and investment managers. She is a qualified chartered accountant, registered with the South African Institute of Chartered Accountants.

    tel: 021 524 4841 | cell: 079 910 2067 | email Melanie

    Afzal Dalwai

    Data Manager

    Afzal oversees the data and analytics capability across Old Mutual Wealth. He began his career as an Information Analyst at Accenture, where he progressed to the role of Business Intelligence Manager, overseeing data warehouse, data governance and master data initiatives to unlock business value. He joined Old Mutual in 2012 within the Finance, Risk and Capital department and played a pivotal role in transforming the Management Information Reporting Capability. In 2016 he joined Old Mutual Multi-Managers and continues to play an integral role in exploiting data across the Old Mutual Wealth business. He has a BSc (Hons) in Computer Science from UCT and is currently studying towards his MBA at UCT GSB.

    tel: 021 524 4468 | cell: 071 679 3807 | email Afzal

    Kim Johnson

    Investment Analyst

    Kim is an Investment Specialist in Tailored Fund Portfolios, a discretionary fund management capability. Prior to joining the team, she was a Portfolio Manager in the Customised Solutions boutique at Old Mutual Investment Group and also assumed responsibility for expanding the retail capability. Prior to joining Customised Solutions, she was a Portfolio Implementation Specialist also at Old Mutual Investment Group. She has extensive asset management experience, with exposure to both active and passive management. Kim holds a BCom Honours in Finance and Investments and is currently completing an MBA at Stellenbosch business school.

    tel: 021 524 4806 | cell: 071 460 9168 | email Kim

    Renee Beck

    Renee Beck

    Renee joined Old Mutual Multi Managers Tailored Fund Portfolios as an Implementation Specialist in April 2016. In this role she is responsible for client take-on, portfolio implementation for LISP and CIS, portfolio management reporting and business administration operational support. She started her career with Acsis in 2008 as a Fund Accountant and holds a BCompt Degree from the University of South Africa and a Post-Graduate Diploma in Financial Planning. She is a  Certified Financial Planner.

    tel: 021 524 4623 | cell: 083 454 0223 | email Renee

    Denver Hendricks

    Compliance Officer

    Denver joined Old Mutual Wealth in January 2014 and is responsible for monitoring Old Mutual Multi-Manager's compliance with all legislative and regulatory requirements. Prior to joining Old Mutual Wealth, he served, at various times, as the Compliance Officer for Sanlam Investments, Blue Ink Investments, Graviton Financial Partners and Sanlam Multi Managers International. Denver has a BCom degree and a Certificate in Compliance Management. He is a SAFEX Registered Person, an Accredited Member of the Compliance Institute of South Africa, has been awarded the Compliance Practitioner designation and is an FSB approved Compliance Officer for Categories I, II and IIA. He recently completed the RE1 and RE3 FSB exams.

    tel: 021 524 4607 | cell: 082 855 5997 | email Denver

    Shawn Thomas

    Investment Analyst

    Shawn has six years of experience in the Asset Administration industry and almost three years in the Asset Management industry. He started his career in financial services as a Hedge Fund Accountant in 2006, before holding various team leadership and operations positions. He joined Old Mutual Wealth in December 2014 as part of the Fund Operations and Asset Administration unit where he provided essential services to Old Mutual Multi-Managers. Shawn holds a N.Dip Cost Accounting (CPUT), B.Com Honours degree in Finance and Investments from UWC and an M.Com degree in Financial and Risk Management from UCT. 

    tel: 021 524 4622 | cell: 072 273 2164 | email Shawn

    Nosibusiso Nqgondoyi

    Analyst

    Nosibusiso began her career in Financial Services in 2006, working for Absa Bank. In 2008 she joined Novare Actuaries and Consultants as an Investment Analyst during which time she built up extensive experience in manager research, fund selection and fund due diligence. In 2012 she was appointed as Fund Manager, where her responsibilities included maintaining relationships with key clients. In 2015 she joined the Novare Investments team as Portfolio Manager and in March 2016 she was promoted to Head of Research. Nosibusiso joined Old Mutual Multi-Managers in October 2017 and is responsible for the management of hedge fund portfolios. She holds a Bachelor of Accounting and BCom. Honours (FAPM) degrees.

    tel: 021 524 4486 | cell: 021 524 4486 | email Busi

    Jo-Ann de Klerk

    Head | Marketing and Customer Support

    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 initiatives. She moved to SYm|mETRY Multi-Manager in 2000 as Personal Assistant to the CEO and then, in 2004, moved to the CRM and Marketing divisions. In 2007 she was appointed Client Services Manager, responsible for day-to-day client deliverables before being promoted to her current position as Head of Marketing and Customer Support. Jo-Ann has a BCom Management degree and has been awarded the CFA Institute Investment Foundations Certificate.

    tel: 021 524 4835 | cell: 079 883 8153 | email Jo-Ann

    Sumayya Sayed

    Senior Assistant | Marketing and Customer Support

    Sumayya joined SYmmETRY Multi-Manager in 2011 as a Senior Assistant for Marketing and CRM Support. She has over 10 years' experience in the financial services industry, having started her career as Marketing Officer for Oasis Group Holdings before moving into a marketing research role for Limpopo Tourism and then Woolworths Group. She holds a BSc degree and a Post Graduate Diploma in Marketing Management from the University of Cape Town.

    tel: 021 524 4830 | cell: 082 587 6038 | email Sumayya

    Diane
    Kidd-Anderson

    Business Development Executive

    Diane has 20 years' experience with the Old Mutual Group. She started her career with Old Mutual as a Broker Consultant and then took up the position of Investments Marketing Manager for Investment Frontiers. Later she 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 in January 2005. She continues in this role within Old Mutual Multi-Managers. 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.

    tel: 021 524 4838 | cell: 082 466 0682 | email Diane

    Andrew Salmon

    Chief Investment Officer

    Old Mutual Multi-Managers draws on the vast resources, systems and stability of a large investment team. As the Chief Investment Officer, Andrew oversees this team and heads up the design and management of the multi-managed investment capability for private and institutional clients within Old Mutual Wealth. He has extensive investment experience and an in-depth understanding of portfolio management and the broader investment industry. In previous roles he has been responsible for managing research processes, analysing local and international companies and fund managers, as well as managing pension funds and various unit trusts. Andrew was one of the founding directors of Coronation Fund Managers and headed up STANLIB International. He holds a Bachelor of Economics and BCom (Hons) degree.

    tel: 021 524 4400 | cell: 083 443 0705 | email Andrew

    Stephan de Kock

    Chief Operating Officer

    Stephan has been Chief Operating Officer for Old Mutual Multi-Managers since November 2015. He started his career with Old Mutual and spent 15 years with the group before expanding his knowledge and experience with Woolworths Financial Services (WFS), where he spent seven years working across various disciplines including marketing, analytics, operations and product management. Just prior to rejoining Old Mutual, he also served as Credit and Collections Executive for AFB Cards, a start-up consumer finance business operating in East Africa. He has a BCom Finance, an MBA (cum laude) from Stellenbosch University and has completed various executive programmes with local and international business schools.

    tel: 021 524 4891 | cell: 082 562 5522 | email Stephan

    Roland Gräbe

    Head | Tailored Fund Portfolios

    Roland joined SYm|mETRY Multi-Manager in January 2011 as Chief Investment Officer. When the business merged with the Acsis Research and Investment Management team to form Old Mutual Multi-Managers in 2013, He was appointed Head of Customer and Product Management for the new business. In 2016, Roland was appointed Head of Tailored Fund Portfolios, a new Old Mutual Wealth capability that provides tailored discretionary fund management services to the Independent Financial Advisor (IFA) market. Roland has an actuarial science degree from the University of Pretoria, has passed his SAIFM Registered Persons Exams and is a CFA Charterholder. He also received training in holdings-based investment analysis in London from StyleResearch and was trained in manager selection by Brockhouse Cooper Inc. in Montreal.

    tel: 021 524 4824 | cell: 082 347 6521 | email Roland

    Jo-Ann de Klerk

    Head | Marketing and Customer Support

    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.

    tel: 021 524 4835 | cell: 079 883 8153 | email Jo-Ann

    Melanie Sassman

    Finance Manager

    Melanie has been the Finance Manager for Old Mutual Multi-Managers since January 2014, shortly after the merger of the SYm|mETRY Multi-Manager and Acsis Research and Investment teams.  She started her career with Old Mutual in 2010 at which time she oversaw the Life Fund investment reporting and financial reporting for South Africa's largest retirement annuity fund, SARAF, as well as the Fixed Bond product reporting. Prior to this, she completed her articles at PricewaterhouseCoopers before progressing to the position of audit manager, which involved servicing clients in the financial services industry, including retirement funds, medical schemes and investment managers. She is a qualified chartered accountant, registered with the South African Institute of Chartered Accountants.

    tel: 021 524 4841 | cell: 079 910 2067 | email Melanie

    Denver Hendricks

    Compliance Officer

    Denver joined Old Mutual Wealth in January 2014 and is responsible for monitoring Old Mutual Multi-Manager's compliance with all legislative and regulatory requirements. Prior to joining Old Mutual Wealth, he served, at various times, as the Compliance Officer for Sanlam Investments, Blue Ink Investments, Graviton Financial Partners and Sanlam Multi Managers International. Denver has a BCom degree and a Certificate in Compliance Management. He is a SAFEX Registered Person, an Accredited Member of the Compliance Institute of South Africa, has been awarded the Compliance Practitioner designation and is an FSB approved Compliance Officer for Categories I, II and IIA. He recently completed the RE1 and RE3 FSB exams.

    tel: 021 524 4607 | cell: 082 855 5997 | email Denver

    Lezanne Nero

    Lead Business Analyst

    Lezanne joined SYm|mETRY Multi-Manager as a Business Analyst in April 2012 and now holds the position of Lead Business Analyst within Old Mutual Multi-Managers. She focuses on the management of project and change initiatives as part of the Old Mutual Multi-Managers Operations team. She started her career as a Business Analyst in 2010 as a member of the Change Team in the Small Business division at Absa Bank Limited. Lezanne holds a BCom degree in Management as well as a Post-Graduate Degree in Management from the University of the Western Cape.

    tel: 021 524 4831 | cell: 072 344 7286 | email Lezanne

    Craig Whitfield

    Investment Analyst

    Craig has worked in financial services for eight years and has five years direct asset management experience. Craig started his career as a Financial Consultant to pension fund members and an Implementation Consultant for ACSIS (wholly owned subsidiary of Old Mutual) before joining the investment team at Old Mutual Multi-Managers in 2013. Craig now works as the Investment Analyst for the global equity and global fixed income portfolios. Craig holds a MBA degree (Investment Management Research), B.Com Honours (Management), a B.Com (Economics) degree and is a Certified Financial Planner® professional.

    tel: 021 524 4814 | cell: 074 160 6208 | email Craig