Investment professional
I have over thirty years of experience in asset management (primarily institutional), attaining the level of Chief Investment Officer (CIO) at Investment Solutions (IS), now AF Investments. IS was, at the time, South Africa’s largest and leading multi-manager, and one of the largest asset managers in the country, with AUM in excess of R300bn (c $25bn).
I am a CA(SA) and a CFA charter holder. I have a deep interest in the BRICS, as in the broader ESG / RI / Sustainability areas, as well as in other investment themes eg. Financial Repression, Megatrends etc, and often present to large audiences on such.
My skills honed over the many years cover multiple areas, including the assessment of asset managers both in SA and abroad (in most asset classes), as well as investment teams & structures, as well as philosophy and processes.
I have run and lead teams of investment professionals up to some 30 strong, often in multiple jurisdictions
Consultant
I have consulted to various financial services organizations since establishing my own consulting firm (GSIS). These are listed in my timeline above, but would include the likes of: Sasfin Wealth (stock broker and private wealth manager), a Nigerian pension fund administrator (Sigma), a Mauritian investment management house (MCBIM), a large SA institutional asset manager (Stanlib), and hedge fund-of-fund investment firm (Novare Investments), a large asset consulting firm (RisCura), and other.
The services provided cover, inter alia, the following: Strategic reviews; SWOT analyses; Gap and risk analyses; Growth strategies, including identifying targets for M&A; Problem solving; Interactions with multiple stock exchanges, stock brokers and investment managers; Re-structuring and running investment teams and processes; Multiple risk, governance and oversight roles etc