Meet the team

Monene holds the position of Chief Investment Officer of Old Mutual Multi-Managers.  Monene initially joined SYm|mETRY Multi-Manager in January 2003 where she held the position of Head of Equity Manager Research and her responsibilities included selecting equity managers (SYm|mETRY Multi-Manager renamed to Old Mutual Multi-Managers post the merger with the Acsis Research and Investment Management Team in 2013).  Monene started her career as a Performance Analyst at Old Mutual Asset Managers, before working for several blue-chip investment firms such as Merrill Lynch, Friends Provident in London, linked investment services provider, TMA, and Edge Investments. She is a CFA Charterholder, a Certified Financial Planner® professional and a member of the Financial Planning Institute.

Dave is a highly respected, award-winning economist, and was recognised as Sake24's Economist of the Year in both 1992 and 1999 as well as Reuters Economist of the Year in 2009. He joined the Old Mutual Investments Division in April 1980 and later became Old Mutual's Chief Economist for 11 years between 1987 and 1998. After spending some time developing the Citadel asset management capability, he rejoined Old Mutual as Chief Investment Strategist for Old Mutual Multi-Managers in 2013. He holds an MCom in Economics from Stellenbosch University. 

Izak started his career at Old Mutual in Cape Town as an intern in the strategy team, before joining Old Mutual Corporate's business intelligence unit. He later became an investment analyst for Fairbairn Capital and when that business was absorbed into Old Mutual Wealth in 2013, he joined Old Mutual Multi-Managers as Investment Strategist. In this role, he is responsible for economic research and investment analysis that feeds into the tactical asset allocation process. Izak holds an MPhil in Politics, Philosophy and Economics from the University of Cape Town. He writes regular commentary on investment-related matters for clients and advisors, and is frequently quoted in the media.

Ameer began his career in Financial Services in 1998 and has since gained extensive industry experience, working for Metropolitan Asset Managers as a Portfolio Manager, Futuregrowth Asset Management as the Head of Quantitative Research and Peregrine Quant Asset Management as a Quantitative Analyst, among others. He has an MCom (Financial Management) and an MSc (Engineering).  Ameer joined the business in January 2012.  He is a published writer and regularly presents at investment conferences and to clients.

After starting her career as a marketing executive at Investment Solutions in 2003, Andreea joined Old Mutual Investment Group (SA) in 2006. In 2008, she moved to SYm|mETRY Multi-Manager to oversee the development and maintenance of products and then joined the investment team in mid-2010, where she was involved with manager research within the absolute return building block and was also responsible for the international strategy. In September 2011, she was promoted to head up global investments, a role she currently undertakes for Old Mutual Multi-Managers. She is a BCom Honours graduate and a CFA and CAIA Charterholder.

Michael is a member of the Old Mutual Multi-Managers investment team, who is responsible for the management of all Old Mutual Multi-Managers' investment funds and strategies. As the Head of Equity, he is mainly responsible for asset class and manager research.  He is also involved in the investment team decision-making processes around manager selection and asset allocation. Michael has a BBusSc (Hons) degree in Actuarial Science, FRM certification and is a CFA Charterholder.

Nosibusiso, joined the Old Mutual Multi-Managers investment team in October 2017 looking after hedge funds. She is currently the Head of Property and Hedge.  Nosibusiso began her career in Financial Services in 2006, working for Absa Bank. In 2008 she joined Novare Actuaries and Consultants, as an Investment Analyst, where she built up extensive experience in manager research, fund selection and fund due diligence. In 2012 she was appointed as Fund Manager, where her responsibilities included maintaining relationships with key clients. In 2015 she joined the Novare Investments team as Portfolio Manager and in March 2016 she was promoted to Head of Research. Nosibusiso holds a Bachelor of Accounting and BCom. Honours (FAPM) degrees. 

Barry is the Head of Quants and is responsible for investment modelling and data management. He holds a Bachelor's degree in Actuarial Science and an Honours degree in Financial Risk Management (cum laude). These qualifications include mathematically rigorous courses on mathematical statistics, portfolio theory and risk modelling.

Shawn has six years of experience in the Asset Administration industry and almost three years in the Asset Management industry. He started his career in financial services as a Hedge Fund Accountant in 2006, before holding various team leadership and operations positions. He joined Old Mutual Wealth in December 2014 as part of the Fund Operations and Asset Administration unit where he provided essential services to Old Mutual Multi-Managers. Shawn holds a N.Dip Cost Accounting (CPUT), B.Com Honours degree in Finance and Investments from UWC and an M.Com degree in Financial and Risk Management from UCT. 

Craig has worked in financial services for eight years and has five years direct asset management experience. Craig started his career as a Financial Consultant to pension fund members and an Implementation Consultant for ACSIS (wholly owned subsidiary of Old Mutual) before joining the investment team at Old Mutual Multi-Managers in 2013. Craig now works as the Investment Analyst for the global equity and global fixed income portfolios. Craig holds a MBA degree (Investment Management Research), B.Com Honours (Management), a B.Com (Economics) degree and is a Certified Financial Planner® professional.

Karen is currently the Chief Operations Officer of Old Mutual Multi-Managers. She is an astute and proven leader having held the position of Business Support Manager in the Old Mutual Income and Guaranteed Solutions business unit within Old Mutual Product Solutions. Karen joined Old Mutual in February 1991 and has held various senior positions within the business over the years. She holds a diploma in Personnel Management which is complemented by her extensive management experience.

Rauzeen was appointed Head of Operations for Old Mutual Multi-Managers in November 2015 and has the primary responsibility of ensuring that all day-to-day operations of the business run smoothly, while also providing strategic leadership and management to the operations function.  His previous work experience includes positions at a number of highly respected financial services organisations, including Investec Asset Management, Ovation Global Financial Services and Oasis Group Holdings.  Prior to joining Old Mutual Multi-Managers, Rauzeen was the Head of Retail and Institutional Client Services at Kagiso Asset Management. He has a BCom Accounting and a Claritas Investment Certificate from the CFA Institute.

Lezanne joined SYm|mETRY Multi-Manager as a Business Analyst in April 2012 and now holds the position of Project Manager within Old Mutual Multi-Managers. She focuses on the management of project and change initiatives as part of the Old Mutual Multi-Managers Operations team. She started her career as a Business Analyst in 2010 as a member of the Change Team in the Small Business division at Absa Bank Limited. Lezanne holds a BCom degree in Management as well as a Post-Graduate Degree in Management from the University of the Western Cape.

Jo-Ann started her career at Old Mutual in 1997 in the Employee Benefits division where she worked on diverse projects, from Demutualisation and Listing to IT. Jo-Ann moved to SYm|mETRY Multi-Manager in 2000 as Personal Assistant to the CEO and has grown within the business. In 2004 she moved to the CRM and Marketing divisions. In 2007 she was appointed Client Services Manager, responsible for day-to-day client deliverables. Currently, Jo-Ann is the Head of Marketing and Customer Support at Old Mutual Multi-Managers (renamed from SYm|mETRY Multi-Manager in 2014). Jo-Ann has a BCom Management degree and has been awarded the Claritas Investment Certificate.

Diane has 20 years' experience with the Old Mutual Group. She started her career with Old Mutual as a Broker Consultant and then took up the position of Investments Marketing Manager for Investment Frontiers. Later she accepted a transfer to Cape Town as Product Marketing Manager for Investment Frontiers/Fairbairn Capital, before joining SYm|mETRY Multi-Manager as a Business Development Executive in January 2005. She continues in this role within Old Mutual Multi-Managers. Diane has a BCom degree in Economics, a Post-Graduate Diploma in Business Administration from the University of Wales and is a Certified Financial Planner.

Roland joined SYm|mETRY Multi-Manager in January 2011 as Chief Investment Officer. When the business merged with the Acsis Research and Investment Management team to form Old Mutual Multi-Managers in 2013, He was appointed Head of Customer and Product Management for the new business. In 2016, Roland was appointed Head of Tailored Fund Portfolios, a new Old Mutual Wealth capability that provides tailored discretionary fund management services to the Independent Financial Advisor (IFA) market. Roland has an actuarial science degree from the University of Pretoria, has passed his SAIFM Registered Persons Exams and is a CFA Charterholder. He also received training in holdings-based investment analysis in London from StyleResearch and was trained in manager selection by Brockhouse Cooper Inc. in Montreal.

Evan heads up new business development for Tailored Fund Portfolios nationally. He holds a B.Com Financial Management and Advanced Post Graduate Diploma in Investments, and is responsible for the growth of adviser take-up of the proposition.

Ubayd is responsible for investment decisions in the team, including manager research, asset allocation, model portfolio design and management. Ubayd is also responsible for client analysis and investment reportbacks. He has a B.Com Honours in Financial Analysis and Portfolio Management and is a CFA® Charterholder.

Jamie joined Old Mutual Wealth in 2022 as a Business Development Specialist within Tailored Fund Portfolios. He holds a Bachelor of Commerce degree in Strategic Management from the University of South Africa and a Post Graduate Diploma in Financial Planning from the University of the Free State.

Shanthan plays a key role in supporting the portfolio management team as well as forming a bridge between operations and investment team. He is responsible for client analysis, monthly and quarterly reporting, efficient client implementation and rebalancing. He has a Bachelor of Commerce degree from UCT, is a candidate in the CFA program and is studying to wards a Bachelor of Laws part time.  

Monene is a key member of the Tailored Fund Portfolios Investment Committee and is a valuable contributor to the Strategic Asset Allocation views employed within TFP. She is a CFA Charterholder, a Certified Financial Planner® professional and a member of the Financial Planning Institute.

Izak is responsible for economic research and investment analysis that feeds into the tactical asset allocation process for Tailored Fund Portfolios. Izak holds an MPhil in Politics, Philosophy and Economics from the University of Cape Town.

Elna has 26 years' experience in the financial services industry and joined Old Mutual Employee Benefits in 1997 when she moved from the Transnet Pension Fund where she worked predominantly on fund benefit design. Before joining the Transnet Funds, Elna was performing scientific research at the Chamber of Mines Research Organization into methane gas behaviour in South African Coal Mines. Having joined Old Mutual in 1997, she held several positions, ranging from consulting, to key account management and in recent years in institutional sales. Currently she is Head of Large Corporate Sales. Elna holds BSc and BCom degrees as well as several post graduate diploma's in Higher Education; Investment Analysis and Portfolio Management and in Financial Planning specialising in Retirement Funds. She is also a CFP® charter holder. Elna also successfully completed the Level 1 Examination of the CFA Institute. Elna is passionate about making a positive difference in the financial lives of companies and their active and retired employees. She represents the Old Mutual brand with pride and confidence as Old Mutual continues to deliver best of breed, sustainable solutions into the long term for our customers.

Melanie has been the Finance Manager for Old Mutual Multi-Managers since January 2014, shortly after the merger of the SYm|mETRY Multi-Manager and Acsis Research and Investment teams.  She started her career with Old Mutual in 2010 at which time she oversaw the Life Fund investment reporting and financial reporting for South Africa's largest retirement annuity fund, SARAF, as well as the Fixed Bond product reporting. Prior to this, she completed her articles at PricewaterhouseCoopers before progressing to the position of audit manager, which involved servicing clients in the financial services industry, including retirement funds, medical schemes and investment managers. She is a qualified chartered accountant, registered with the South African Institute of Chartered Accountants.