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.
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.
Head: Client Solutions & Research
My goal is to help our clients build better portfolios.
I work across the entire investment spectrum, showing clients how to combine strategic approaches with tactical approaches, active with passive styles and traditional with alternative investments, in order to deliver the best solution for their specific needs.
My goal is to help our clients build better portfolios, grounded on statistical principles with visually appealing representations. I am passionate about leveraging data for a framework that allows consistent analysis, and thereby demystifying investment strategies.
Head: Investment Strategy
I live for financial markets… and people.
In today’s fast-paced world, connecting with real people with common values and common goals is important to me. People, teamwork and family are everything, and I live by the values of integrity, honour and honesty.
While I love staying on top of what’s happening in the markets globally, it’s important to have personal goals in life, along with perseverance in achieving them. Never let mistakes set you back; life is about making mistakes, learning from them and endeavouring not to repeat them.
My single biggest enemy in life? Chasing time! There’s no clawing it back; use it wisely. And when I need to relax and disconnect, a good movie does the trick.
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 of Distribution
Passionate about building lasting solutions for the average man and woman.
I am passionate about building lasting solutions for the average man and woman; every day people like you and me, to retire well and believe that our business will never go wrong if every decision we make starts off with considering what would be the best outcome for our clients
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.
Head of Strategy: Alternatives
I am passionate about alternative investment opportunities.
I am passionate about the alternative investment opportunities across Africa. I work with investors to direct their capital to where it can have a meaningful and sustainable long-term impact, while improving the risk-return profile of their portfolios.
Alternative strategies are more likely to meet their objectives when supported by access to local knowledge, networks and proprietary deal flow; I believe it is essential for an alternative investment strategy to be executed through highly experienced teams with deep specialist expertise, operating with the highest standards of corporate governance and quality of risk management processes.
Head of ESG and Impact
Passionate about directing investment capital to address the most pressing social and environmental issues in society
Head of ESG and Impact at Sanlam Investments
I believe that the growing inequality, poverty, climate change and many other social and environmental issues provide an opportunity for private capital to close the financing gap, in moving the global community towards achieving the sustainable development goals (SDGs), and at a national level the NDPs. As an ESG and Impact investing Practitioner, I monitor and advise on responsible investing in all its forms across the business.
I have a Masters in Commerce (Development Finance) from UCT’s Graduate School of Business, a BCom Honours (Financial Analysis and Portfolio Management) as well as a BSc in Mathematics and Applied Mathematics from UCT.
Head: Absolute Returns
I believe consumer education is critical.
What drives me is my absolute and sheer fascination with 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 am a believer in people, patience and consistency.
Time in the markets has taught me that one has to invest purposefully, with a significant degree of equanimity — the more things change, the more they stay the same. Returns only make sense when real; with increases above inflation.
The investments universe is about more than just returns, and I am a believer in people, patience and consistency. We have a duty to play a meaningful role in our society and to contribute to the growth of our people, our continent, and our world. I hope that we will always live in times of opportunities; where investors are rewarded for their patience, economies thrive on improved infrastructure, and growing companies can access capital empowerment.
Head: Alternatives Multi-Strategy
I am passionate about reducing information barriers.
I believe in harnessing the power of capital to create meaningful economic growth that supports financial inclusion. I feel privileged that my role in private markets allows me to uplift the standard of living for pension fund members, by generating long-term real returns.
There are over several thousand unlisted, mid-size businesses that make up the growth engine of South Africa, and I find it extremely satisfying to help facilitate capital flow in this sector — where it is most needed but difficult to access. I am passionate about reducing information barriers in private markets and increasing transparency around this asset class.
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.
Please complete the following information.