Experience

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  Wsp group

  Jan 1992 - Dec 1995

  Professional engineer

  Engineering design and project management.

• 

  Private practice

  Jan 1996 - Jul 1997

  Professional engineer

  Feasibility studies, engineering design and project management. Facilities management.

• 

  Old mutual investment group property investments

  Aug 1997 - Dec 1999

  Property development engineering manager

  Responsible for feasibility studies, design oversight, project management and technical services/soft services operations.

• 

  Old mutual

  Jan 2000 - Sept 2004

  Responsible for country-level business planning, forecasting, management reporting and analysis and interpretation. Co-responsibility for analysis, interpretation and forecasting of shareholder capital requirements and deployment of capital. Extensive involvement in due diligence investigations. Co-responsibility for profit modelling in comprehensive market segmentation study done in conjunction with McKinsey. Custodianship of output/insights (post project) and facilitating the translation of insights into business decisions. Key role in setting up new emerging market distribution business.

  • Head of Planning and Analysis

    Jan 2001 - Sept 2004

  • Strategy Manager

    Jan 2000 - Dec 2000
• 

  Old mutual investment group

  Oct 2004 - Feb 2009

  Executive responsible for establishment of financial governance and control for new asset management cluster. Business partner to boutique asset management businesses in cluster. Establishing and managing relationships with corporate and corporate deliverables (reporting, analysis, interpretation and presentation of results etc). Managing shared services client billing and procurement. Executive in charge of finance, pricing and fund accounting, risk and compliance for Old Mutual Unit Trusts and Old Mutual Investment Services (Lisp). Commercial management of relationships, growth and profitability.

  • Chief Financial Officer

    Oct 2007 - Feb 2009

  • Chief Operating Officer

    Oct 2004 - Sept 2007
• 

  Acsis ltd

  Mar 2009 - Dec 2011

  Executive responsible for asset consulting and treasury advisory services to institutional clients and private clients, IFA practice acquisition and development and marketing. Executive responsibility for development of relationships, governance and post acquisition synergies with Old Mutual and the establishment of management through projects.

  • Executive Head of Business Development

    Jan 2010 - Dec 2011

  • Head of Strategic Operations

    Mar 2009 - Dec 2009
• 

  Old mutual wealth

  Jan 2012 - now

  Old Mutual Wealth : Private Client Securities, Treasury and Fiduciary Services Establishing and managing a Private Client Securities and Treasury capability offering clients segregated managed investment portfolios, an investment and treasury advisory service and stockbroking on a global basis. Development of new capabilities (specialised distribution model, fiduciary services, private client securities and lending) and optimising certain existing capabilities.

  • Portfolio Manager

    Jul 2022 - now

  • Head of Old Mutual Wealth Private Client Securities, Treasury and Fiduciary Services

    Apr 2017 - Jul 2022

  • Head of Private Client Securities and Treasury

    May 2013 - Jul 2022

  • Executive for New Capabilities

    Jan 2012 - Apr 2013