Lebogang Phuti-Thornton

Experience

• 

  Allan Gray Proprietary Limited

  Apr 2014 - Dec 2018

  The role entails looking after the investment needs of a panel of Allan Gray’s high net-worth, private clients throughout South Africa. As a Client Relationship Manager you are required to be the one point of contact and trusted interface between your panel of clients and Allan Gray. This role was newly formed in the institutional space and the focus was to build and maintain relationships with institutional clients and administrators invested in our unitized portfolios (Life Pools, Namibia Unit Trusts & X-Class) and to provide them with outstanding client service. Responsible for the servicing of direct and intermediated Allan Gray investors, potential investors and financial advisers. Played a key role in the stewardship of positive client relationships and the retention of clients.

  • Client Relationship Manager: Private Clients

    Jul 2017 - Dec 2018

  • Institutional Client Operations Servicing Consultant

    Jul 2016 - Jun 2017

  • Investment Consultant

    Apr 2014 - Jun 2016
• 

  Matrix Fund Managers

  Jan 2019 - Oct 2021

  Business Development Manager

  Responsible for managing and deepening existing relationships that Matrix Fund Managers has with its institutional clients, their fiduciaries and advisors. Also responsible for identifying potential clients for investment propositions and developing and implementing the business distribution strategy.

• 

  INN8

  Nov 2021 - Sept 2023

  Proposition Specialist

  The purpose of my role is to:-Perform high quality analysis that enables high conviction decision-making to support delivery of keyfeatures and strategic projects that will position the business for long term success and financial performance. -Creating new and updating existing products and services.-Using the technology of tomorrow to redefine user journeys and the way advisers and their clients do business.

• 

  Melville Douglas

  Oct 2023 - now

  Manager: Business Developmemt (Private Clients)