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.

• tel 021 524 4801
• cel 083 407 3686
• Email Monene Watson

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. 

• tel 021 524 4836
• cel 082 922 3420
• Email Dave Mohr

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.

• tel 021 524 4811
• cel 021 524 4811
• Email Izak Odendaal

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.

• tel 021 524 4802
• cel 072 216 2674
• Email Ameer Amod

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.

• tel 021 524 4807
• cel 072 087 9112
• Email Andreea Bunea

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.

• tel 021 524 4812
• cel 021 524 4812
• Email Michael Dodd

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. 

• tel 021 524 4486
• cel 021 524 4486
• Email Nosibusiso Nqgondoyi

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.

• tel 021 524 4813
• cel 082 497 9634
• Email Barry van Zyl

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. 

• tel 021 524 4622
• cel 072 273 2164
• Email Shawn Thomas

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.

• tel 021 524 4814
• cel 074 160 6208
• Email Craig Whitfield

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.

• tel 021 524 4512
• cel 082 444 4588
• Email Karen February

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.

• tel 021 524 4696
• cel 082 322 2047
• Email Rauzeen Fredericks

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.

• tel 021 524 4816
• cel 071 602 0145
• Email Lezanne Nero

Taruona has full responsibility for the product space within Old Mutual Multi-Managers. This includes the asset allocation process, calculating product fees, understanding product margins and managing product profitability matters and fee disclosures to clients. The asset allocation function includes the implementation and management of product change projects and actions. Taruona holds an MSc (Financial Mathematics) and BSc Honours (Mathematics). He has nine years industry experience.

• tel 021 524 4817
• cel 076 887 8141
• Email Taruona Mhuru

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.

• tel 021 524 4835
• cel 079 883 8153
• Email Jo-Ann de Klerk

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.

• tel 021 524 4838
• cel 082 466 0682
• Email Diane Kidd-Anderson

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.

• tel 021 524 4824
• cel 082 347 6521
• Email Roland Gräbe

Kim is a Portfolio Manager in Tailored Fund Portfolios, a discretionary fund management capability. Prior to joining the team, she was a Portfolio Manager in the Customised Solutions boutique at Old Mutual Investment Group and also assumed responsibility for expanding the retail capability. Prior to joining Customised Solutions, she was a Portfolio Implementation Specialist also at Old Mutual Investment Group. She has extensive asset management experience, with exposure to both active and passive management. Kim holds a BCom Honours in Finance and Investments and is currently completing an MBA at Stellenbosch business school.

• tel 021 524 4806
• cel 071 460 9168
• Email Kim Rassou

Renee joined Old Mutual Multi Managers Tailored Fund Portfolios as an Implementation Specialist in April 2016. In this role she is responsible for client take-on, portfolio implementation for LISP and CIS, portfolio management reporting and business administration operational support. She started her career with Acsis in 2008 as a Fund Accountant and holds a BCompt Degree from the University of South Africa and a Post-Graduate Diploma in Financial Planning. She is a  Certified Financial Planner.

• tel 021 524 4623
• cel 083 454 0223
• Email Renee Beck

Stephen has been involved in the investment industry for 19 years.  In his role as Portfolio Manager, for Old Mutual Multi Managers, he works closely with advisors and the Old Mutual Wealth business development team on the Old Mutual Multi-Managers strategy funds. Previously, Stephen headed up the Fund of Hedge Funds building block for eight years. He has a BCom from Rhodes University.

• tel 021 524 4813
• cel 083 258 8198
• Email Stephen Brierley

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.

• tel 011 217 1195
• cel 082 460 1846
• Email Elna Erwee

Kumbu joined SYm|mETRY Multi-Manager (now called Old Mutual Multi-Managers) in June 2010 as Client Relationship Manager. In 2014, the Client Relationship Management and Sales teams moved into Old Mutual Corporate, but continue to service our clients and some of Smooth Bonus Funds clients. Prior to this, Kumbu spent 21 months as the Business Development Manager at Acsis with a specific focus on institutional retirement funds, medical aids and corporates, and more than five years at Investec Asset Management (retail) as a Business Development Consultant. Kumbu has a BCom Degree in Financial Management and a National Diploma in Economics from the University of South Africa (UNISA), as well as the Registered Persons Exam qualification from the South African Institute of Financial Markets.  He is also a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Institute.

• tel 011 217 1256
• cel 079 520 4545
• Email Kumbu Kubheka

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.

• tel 021 524 4841
• cel 079 910 2067
• Email Melanie Sassman