We question conventional ways of thinking to devise real solutions, based on a solid foundation of intensive research and analysis. We collaborate across teams, expertise and capabilities when considering investment opportunities.
At Sanlam Investments, we consider our people thought leaders. Exceptional individuals who can think outside the box while engaging industry influencers. Pioneers who are not afraid to challenge the norm when building solutions for clients.
We invest in both the personal and professional development of our Wealthsmith™ family by creating time and space for them to think differently and to make a real difference for our investors. These thought leaders are experts in their chosen fields, across the full spectrum of our business capabilities, from strategies to solutions.
My focus in index tracking is to democratise investing.
If a person can understand why something needs to be done, they are more likely to do it. I carry this maxim through every part of my business, my own investments and into my life. This is why my focus within index tracking has always been to educate and democratise investing so every South African can have access to the power of the market.
To make it easier for all South Africans to understand why and how they should invest, I spend every day making sure we can offer them the right products, accessible in a simple, cost-effective and transparent way.
Head: Retail Distribution
I have two great passions: people and investments.
I have two great passions: people and investments. I am fascinated by people’s different interests, needs and approaches to life. And, I believe in always learning from other people. This belief allows me to better understand my clients’ core objectives and investment needs, and I get great satisfaction from building trustworthy relationships with them.
I set out to achieve ambitious goals, build strong distribution teams and thrive in a competitive environment. I am naturally an optimist and strongly believe in empowering people through positive leadership experiences.
Portfolio Manager: Fixed Interest
I have a passion for finding solutions.
I have a passion for finding solutions that drives everything I do; whether it’s in the form of a strategy, product, design or even a broader conceptual idea. An important part of being able to do this is to first understand the truth of things, which requires a wide framework of reference and an open-minded approach. Herein lies one of my key strengths: the ability to take into account a diverse set of inputs and research insights in order to deliver key outputs.
My current role helps me live out this passion by working in the investment industry and being able to help my clients achieve as well as better understand their own goals. I think finance has a fundamental role to play in the economy and by extension, society.
Knowledge of the discipline of economics is never complete.
I research and explain economic events and how they fit into unfolding big-picture trends, with a specific focus on variables relevant to fund management.
I do not believe we can predict the future and rather focus on identifying imbalances or pressure points where economic variables have drifted from their fundamental levels. My departure point in research is to guard against my own bias and I strive to never stop reading, since knowledge of the discipline of economics is never complete.
Head: Fixed Interest
I want to help people retire with dignity.
I want to help people retire with dignity, by investing their savings for long-term income and capital growth. By investing in fixed income I help my clients preserve capital and diversify their assets, reducing their exposure to risk.
Fixed income is the second largest asset class in the world, after residential property, but despite this it is not well understood. I relish all opportunities to engage with clients to demystify fixed income, sharing the latest innovations and trends in this field.
CEO: Sanlam Investments
I am passionate about challenging conventional norms.
I am impassioned about the world we are living in. I deliberate on what is expected to change globally in the years ahead, and ultimately consider what that means for the way we structure and organise ourselves as investors, to best meet the individual needs of our clients.
I aim to truly understand the unique objectives of our clients so that we can first meet and then exceed their expectations. I am also passionate about challenging conventional norms and pushing boundaries so that we remain relevant in an advancing world.
Head: Absolute Returns
I believe consumer education is critical.
What drives me is my absolute and sheer fascination for the dynamic world of investments and for drawing on my multi-asset skill set to construct and build real investment solutions to address real financial challenges for every-day people.
I believe consumer education is critical and my goal is to help equip non-investment people to better navigate the sometimes murky world of investments in an informed way that is simple, enabling and easy-to-understand.
I firmly believe in the multi-manager approach.
My experience in the investment industry has enabled me to lead customer journeys within a business development context and to provide solutions based on more modern needs within a developing industry.
My experience has culminated in a firm belief in the multi-manager approach, especially in this advanced era of intricate possibilities. At a time when solutions architecture encompasses both traditional and alternative asset classes, we are able to offer our investors the potential to reach their long-term goals, regardless of short-term turmoil in the markets.
Head: Implemented Consulting
I’m devoted to making a difference in the lives of people.
I’m devoted to making a difference through the constant pursuit of creating the most appropriate solutions suited to peoples’ individual needs. I consider myself to be a solutions architect, as my desire for understanding the technical nature of a very rapidly changing industry and economic environment, coupled with my passion for people and their circumstances, is what drives me daily to be the best version of myself.
I believe that happiness lies in humility and humanity; and alongside a family I am eternally grateful for, it gives me the motivation to assist clients to save with prosperity and retire with dignity.
Portfolio Manager: Satrix
Managing client funds is entrenched in everyday pragmatism.
Management of my clients’ funds is entrenched in the basic logic of common sense and everyday pragmatism. The constant choice between what to do or not to do is a common sense virtue that we practise and live daily, and I embody this logic-based approach when managing our client investments with index tracking.
In everyday life each decision we make is inherently weighed up and measured, risks and rewards are scrutinised and put up to the light. I approach constructing our client portfolios with the same pragmatism – a measured, calculated and non-emotive stylistic approach.
I’m devoted to building solid long-term investment products.
I’m devoted to building solid long-term investment products, for both individual and institutional clients, by incorporating specialist investment research and skills into solutions. And, I am dedicated to continuously improving the solutions I manage. In essence, I aim to fight against the longevity dilemma faced by pretty much everyone saving for the future.
I believe in multi-asset funds that aim to grow capital steadily while providing income over the medium to longer term, with a key focus on preserving real capital.
I try to always simplify complex investment concepts.
I help offer investors greater certainty and transparency in a cost-effective way. In line with my focus on transparency, I always try to simplify complex investment concepts and present them in insightful and understandable ways to investors.
Within the investments industry I have enjoyed a niche focus on factor investing, customising indices and investing in highly illiquid markets. I have an established track record in investment process oversight and enhancement, as well as product development and quantitative research.
I feel strongly about improving the quality of my clients’ lives.
I feel strongly about improving the quality of my clients’ lives, and it is a great honour to be a custodian of their hard-earned savings. I believe it requires the utmost focus, and acknowledge the great responsibility that I have to my clients.
I also understand that each client is unique and has different needs and preferences. I believe it is critical to listen to the client, and understand their needs clearly. I then follow a disciplined investment process that uses the best research and portfolio construction techniques, in order to put together the optimal solution. There are no shortcuts in investments. Only by working hard and following a disciplined framework can one produce consistent results which fulfil clients’ needs.
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