WHO WE ARE

We are PortfolioMetrix

PortfolioMetrix was founded in 2010 with the intention of providing financial advisers with a real alternative to their central investment proposition. Our team consists of handpicked, highly qualified, internationally recognised staff to best support the entire advice journey.

The origins of PortfolioMetrix

PortfolioMetrix was founded to help professional advisers achieve financial security and well-being for their clients, while building a sustainable business of which all stakeholders are proud.

 

Meet the PMX Team

“At PMX, it starts with the team. If we look after our people and give them the opportunity to flourish, we can be sure they'll look after our advisers and their clients” - Kathryn van Dongen, MD PortfolioMetrix South Africa

The Business Steering Committee
Investment
Business Development
Partner Relations
Technology
Marketing
Operations and Support
Brandon Zietsman
Brandon Zietsman

CEO and Chief Investment Officer

Brandon Zietsman
Brandon Zietsman

CEO and Chief Investment Officer

BCom (Accounting & Law), HDip (Tax), CFA®, CAIA, IMC

Brandon has been actively involved in the broader industry for many years, and with his skill and wealth of experience, he is a great supporter of advocacy initiatives that promote ethical behaviour in the financial services industry. He began his career at Investec in 1994, before joining RMB Fund Managers, where he headed up product development. This period in his career featured some pioneering achievements in derivative structuring. In 1997, he also assumed responsibility for the sales division and was appointed to the board. Two years later, Brandon joined Mercury Consolidated Holdings, a boutique financial services firm engaging in specialist derivative structuring, broking and risk management, as a director and co-head of structured products, where a number of global-first products were successfully developed.

Brandon re-joined RMB Asset Management in 2001 as an executive director with responsibility for product development and structuring. The following year he was appointed head of quantitative research before assuming the role of CEO of RMB Unit Trusts. In 2008, Brandon was approached by Barclays to head up the Investment and Product Office at Absa Wealth, which included all aspects of investments (as Chief Investment Officer), banking and credit as well as fiduciary services. When he left this role, he continued to be actively involved in the Absa Group strategy on wealth management and remained involved in product support and strategy formulation on a consultancy basis. In early 2010, Brandon left the corporate environment and founded PortfolioMetrix.

Kathryn Van Dongen
Kathryn Van Dongen

SA Managing Director

Kathryn Van Dongen
Kathryn Van Dongen

SA Managing Director

BAcc, MBA (cum laude), CA(SA)

Kathryn started her career at KPMG where she managed various listed company audits. She went on to work in finance at several companies, including a FTSE 100 mining entity and a listed FMCG branded products group. She joined PortfolioMetrix in 2017 initially as Head of Operations before taking on the MD role in 2020. An avid explorer and adventure lover, Kath has travelled through over 50 countries, summited Mount Kilimanjaro, and drove 23 000 km on a return journey from Johannesburg to Kenya. This love of travel has allowed Kath to gain a better understanding of consumer behaviours, cultures, and commerce in various markets. Her MBA thesis on retailers expanding into Africa was published in the Journal of African Business.

Ben Peele
Ben Peele

UK Managing Director

Ben Peele
Ben Peele

UK Managing Director

BA (Modern Languages)

Ben has over 20 years of experience in the financial services industry and over 12 years of experience of running large, complex and cross-border teams. At PortfolioMetrix he is dedicated to fully understanding the needs of both existing and potential adviser partners and is tasked with pulling together the various divisions into a cohesive whole to ensure excellence across our entire client offering. Prior to joining PortfolioMetrix in 2019, he held various positions at UBS Investment Bank for over 15 years. Notably, he ran a team of 25 salespeople which covered the 300 largest institutions in Europe and had the highest market share for trading European equities for five uninterrupted years. During his time in fintech, Ben performed a COO role and his commercial focus resulted in a 100% increase in revenues.

Nic Spicer
Nic Spicer

UK Head of Investments

Nic Spicer
Nic Spicer

UK Head of Investments

BSc (Hons) (Actuarial Science), FFA, CFA®, IMC

Nic looks after UK client portfolios on a day-to-day basis and is a member of PortfolioMetrix’s global investment committee. Being deeply involved in asset allocation, he spearheads PortfolioMetrix’s fund selection process in the UK. Nic began his career with a year of lecturing actuarial science and statistics at his alma mater, the University of the Witwatersrand, before heading off to complete an internship in the financial controlling department at BMW’s Munich headquarters. In 2007 he moved to London to take up an analyst role within a boutique investment company where he was involved in numerous projects, primarily for a capital markets-focused client but also for certain mining-oriented clients. Nic has over 12 years’ worth of financial services experience and is recognised in the Wealth Manager Top 100 for 2019 – which lists the leading fund selectors across the UK and Channel Islands.

Philip Bradford
Philip Bradford

SA Head of Investments

Philip Bradford
Philip Bradford

SA Head of Investments

BSocSci, CFA®

Philip is a multiple-award winning fund manager with over 20 years’ experience in global asset allocation and fixed income. His role at PortfolioMetrix includes fund management responsibilities in the income and multi-asset space as well as being a key member of PortfolioMetrix’s global investment committee. Philip began his career at Investec in 1999, where he worked for 9 years in asset management, wealth advisory and as a bond and interest rate trader. From 2008 to 2014 he worked at Absa Wealth as Chief Investment Officer (CIO). Prior to joining PortfolioMetrix, he was the CIO at Sasfin Asset Managers, where he was the fund manager of the flagship Flexible Income and Balanced funds, which won a Morningstar award and numerous Raging Bull awards. Philip is a past President of CFA Society South Africa, a member of the FTSE/JSE Index Advisory Committee and is accredited as a CFA Ethics Trainer.

Brandon Zietsman
Brandon Zietsman

CEO and Chief Investment Officer

Brandon Zietsman
Brandon Zietsman

CEO and Chief Investment Officer

BCom (Accounting & Law), HDip (Tax), CFA®, CAIA, IMC

Brandon has been actively involved in the broader industry for many years, and with his skill and wealth of experience, he is a great supporter of advocacy initiatives that promote ethical behaviour in the financial services industry. He began his career at Investec in 1994, before joining RMB Fund Managers, where he headed up product development. This period in his career featured some pioneering achievements in derivative structuring. In 1997, he also assumed responsibility for the sales division and was appointed to the board. Two years later, Brandon joined Mercury Consolidated Holdings, a boutique financial services firm engaging in specialist derivative structuring, broking and risk management, as a director and co-head of structured products, where a number of global-first products were successfully developed.

Brandon re-joined RMB Asset Management in 2001 as an executive director with responsibility for product development and structuring. The following year he was appointed head of quantitative research before assuming the role of CEO of RMB Unit Trusts. In 2008, Brandon was approached by Barclays to head up the Investment and Product Office at Absa Wealth, which included all aspects of investments (as Chief Investment Officer), banking and credit as well as fiduciary services. When he left this role, he continued to be actively involved in the Absa Group strategy on wealth management and remained involved in product support and strategy formulation on a consultancy basis. In early 2010, Brandon left the corporate environment and founded PortfolioMetrix.

Mike Roberts
Mike Roberts

US Managing Director

Mike Roberts
Mike Roberts

US Managing Director

MEng (Aerospace Engineering), CFA®, IMC

Mike is responsible for driving and enhancing our award-winning proposition across the multi-location business by ensuring innovation and best practice in terms of investment management, suitability tools, regulation, and marketing. He is also a key member of the investment team, responsible for all areas of asset allocation, fund selection, and portfolio construction. Prior to co-founding PortfolioMetrix, Mike worked as an investment adviser at Barclays Wealth in London. While there, he designed and built a new portfolio construction system that was rolled out to the entire global front office and is now a key tool for portfolio construction at Barclays Wealth. In 2003 Mike joined BlueBay Asset Management as a structurer in the financial engineering team. Mike’s first professional role after leaving university was as a quantitative analyst programmer at OCCAM Financial Technology, and he was responsible for several new systems, including a market-leading portfolio risk analysis system. 

Nic Spicer
Nic Spicer

UK Head of Investments

Nic Spicer
Nic Spicer

UK Head of Investments

BSc (Hons) (Actuarial Science), FFA, CFA®, IMC

Nic looks after UK client portfolios on a day-to-day basis and is a member of PortfolioMetrix’s global investment committee. Being deeply involved in asset allocation, he spearheads PortfolioMetrix’s fund selection process in the UK. Nic began his career with a year of lecturing actuarial science and statistics at his alma mater, the University of the Witwatersrand, before heading off to complete an internship in the financial controlling department at BMW’s Munich headquarters. In 2007 he moved to London to take up an analyst role within a boutique investment company where he was involved in numerous projects, primarily for a capital markets-focused client but also for certain mining-oriented clients. Nic has over 12 years’ worth of financial services experience and is recognised in the Wealth Manager Top 100 for 2019 – which lists the leading fund selectors across the UK and Channel Islands.

Philip Bradford
Philip Bradford

SA Head of Investments

Philip Bradford
Philip Bradford

SA Head of Investments

BSocSci, CFA®

Philip is a multiple-award winning fund manager with over 20 years’ experience in global asset allocation and fixed income. His role at PortfolioMetrix includes fund management responsibilities in the income and multi-asset space as well as being a key member of PortfolioMetrix’s global investment committee. Philip began his career at Investec in 1999, where he worked for 9 years in asset management, wealth advisory and as a bond and interest rate trader. From 2008 to 2014 he worked at Absa Wealth as Chief Investment Officer (CIO). Prior to joining PortfolioMetrix, he was the CIO at Sasfin Asset Managers, where he was the fund manager of the flagship Flexible Income and Balanced funds, which won a Morningstar award and numerous Raging Bull awards. Philip is a past President of CFA Society South Africa, a member of the FTSE/JSE Index Advisory Committee and is accredited as a CFA Ethics Trainer.

Brendan De Jongh
Brendan De Jongh

SA Head of Research

Brendan De Jongh
Brendan De Jongh

SA Head of Research

BCom (Investment Management), BCom (Hons) (Financial Planning), CFP®, CFA®, IMC, CAIA

Brendan began his career in 2008 as a trainee financial adviser after completing his undergraduate degree from the University of Pretoria. While gaining valuable experience in the financial planning industry, Brendan studied part-time for his Honours qualification as well as the CFP® designation. He worked as a financial consultant to individuals as well as the technical trainer at Alexander Forbes prior to joining PortfolioMetrix in 2013.

Liam Dawson
Liam Dawson

Investment Analyst

Liam Dawson
Liam Dawson

Investment Analyst

BEng (Mechanical Engineering), CFA®, CAIA

Liam began his career in the mining and metals industry as a mechanised mining applications consultant. However, he left this promising career to follow his passion and curiosity for investing. Liam joined PortfolioMetrix in 2015 as an analyst. This move has directed him along a new career path where he applies his mathematical and reasoning ability to investments and wealth management under PortfolioMetrix’s distinctive risk-based approach.

Philip Wellington
Philip Wellington

Investment Analyst

Philip Wellington
Philip Wellington

Investment Analyst

BSc (Hons) (Forensic Science), CFA®

Phil joined PortfolioMetrix in September 2016 and his main responsibilities cover both the asset allocation and fund selection processes to enable a wide range of diversified and customised portfolios to be built. He is also responsible for monitoring portfolios to ensure that client money is invested in-line with their mandate. Phil’s career started at the Bank of England in 2008 where he worked in a variety of roles, covering banknote management and monitoring, retail interest rate statistics and international bank supervision. Much of his time was spent within the markets department, firstly in credit risk operations, then valuation and market risk monitoring, and lastly within the market intelligence function. This involved speaking to participants across a broad range of different financial markets, to then analyse and help deliver this market intelligence to the monetary and financial policy committees and other senior staff.

Oliver Jones
Oliver Jones

Investment Analyst

Oliver Jones
Oliver Jones

Investment Analyst

BSc (Hons) (Economics), IMC

Oli works in the asset management team in the UK and his main responsibilities include asset allocation and fund selection processes across the range of portfolios managed by PortfolioMetrix. Outside of his main responsibilities, Oli is also responsible for the daily monitoring of client portfolios, ensuring clients are invested in-line with their mandates.

Prior to PortfolioMetrix, Oli worked in the Platform Oversight Team at Embark Investment Services, where he was primarily focused on cash and asset reconciliations while also responsible for overseeing day-to-day operational processes. Oli completed Level 1 of the CFA exams in June 2019 and is studying towards the Level 2 exam. Oli is also working towards his certificate in ESG Investing.

Riccardo Peretti
Riccardo Peretti

Investment Analyst

Riccardo Peretti
Riccardo Peretti

Investment Analyst

BCom (Hons) (Financial Analysis and Portfolio Management)

Riccardo joined the South African asset management team in January 2021. He has been in the investment industry for more than seven years, having moved from a graduate trainee position to portfolio manager at Sasfin Asset Management. Riccardo was part of the multi-award-winning team that won several Raging Bull awards during his tenure. Riccardo is currently actively pursuing his CFA charter.

Taahir Ramchandra
Taahir Ramchandra

Investment Analyst

Taahir Ramchandra
Taahir Ramchandra

Investment Analyst

Bcom (Hons) (Risk and Investments)

Taahir began his career in management consulting, with a focus on the banking sector. He earned his consulting experience at the major South African banks, including RMB, Investec and “the big four”, before leaving the management consulting industry to follow his passion for investments. Taahir joined the PortfolioMetrix SA Asset Management team as an Investment Analyst in April 2021 and is primarily responsible for managing the SA Equity Share Portfolio. He is actively studying towards the CFA level 3 exam.

Chloe Tang
Chloe Tang

Investment Analyst

Chloe Tang
Chloe Tang

Investment Analyst

BSc (Hons) (Mathematics with Statistics)

Chloe joined the PortfolioMetrix UK asset management team in May 2021 and her priorities sit in both asset allocation and fund selection processes to support and build on the PortfolioMetrix fund range available to clients. Upon joining, one of her key responsibilities has been regular monitoring of portfolios to ensure maintenance of client accounts in-line with their bespoke mandates. Chloe began her career in investment consulting, specialising in institutional pension schemes and focusing on the production of strategic advice covering portfolio construction, implementation, and monitoring. She was also involved in the research and analysis behind the firm’s responsible investing framework. Chloe is actively pursuing her CFA charter.

Edden
Edden Kift

SA Head of Business Solutions

Edden
Edden Kift

SA Head of Business Solutions

BA (Law), CFP®

Edden joined PortfolioMetrix in February 2015. He has over 25 years’ experience in the financial services industry, beginning his career at Old Mutual in 1994 after which he joined Marriott Asset Management as an investment specialist. Edden was approached by Acsis to join its team where he spent nearly four years in a national role as a practice development manager. This role was career-defining as it soon became evident that his passion lay in assisting independent financial advisers to enhance and grow their businesses and run them more efficiently. Key elements of the role and the successes achieved were the implementation of financial planning, investment, and business processes. He then joined Nedgroup Investments, where he spent six years, culminating in his appointment as Head of Business Consulting. His primary responsibility was the delivery of business consulting and practice management to a select group of independent financial advisers nationally. 

Dave Chessell
Dave Chessell

UK Distribution Director

Dave Chessell
Dave Chessell

UK Distribution Director

FPC

Appointed to the PortfolioMetrix Board in April 2015, Dave’s initial focus was to develop an effective distribution strategy for our award-winning proposition. Successful implementation has since seen new flows increase from sub £100m to nearly £1 billion in four years. Dave has established a very experienced team to support independent financial advisers with their business readiness, asset accumulation and customer proposition. On top of numerous awards, he also delivered a model portfolio service to sit alongside our core offering of a central investment proposition for our partner firms. Prior to joining PortfolioMetrix, Dave worked as Skandia’s UK Sales Director, where he gained unique insight into the emerging needs of the independent adviser community and its customers. His subsequent role of Chief Commercial Officer at Intelliflo enabled him to develop his understanding of integrated web-based software for the UK financial services sector and the regulatory challenges UK advisers face.

Allan Geddie
Allan Geddie

SA Head of Investment Sales & Distribution

Allan Geddie
Allan Geddie

SA Head of Investment Sales & Distribution

Dip. Business Management, Dip. Marketing (SAIM) PGDip. Financial Planning - CFP®

Allan joined PortfolioMetrix in 2019 after 13 years at STANLIB Asset Management. He has worked in financial services since 2000, starting his career at Liberty within broker services, then later joining auditors and accountants, Moore Stephens. At STANLIB Asset Management he occupied roles in different areas during his tenure, including corporate cash management and institutional distribution. In 2013 he was promoted to National Head of wholesale accounts. A year later Allan relocated from Johannesburg to Cape Town, where he still resides and is now based in our Cape Town offices.

Mark Bradley
Mark Bradley

Ireland Head of Operations and Distribution

Mark Bradley
Mark Bradley

Ireland Head of Operations and Distribution

BSc (Economics & Finance), MSc (Financial Services), CFP®, QFA

Mark helped establish the PortfolioMetrix proposition in Ireland and currently leads the drive towards expanding its footprint in the Irish marketplace. Mark has worked in the financial services industry since 2003 and specifically in wealth management since 2010. He started his career working in the investment industry with Investors Bank and Trust and later State Street Corporation before moving into the area of private client wealth management and investments.

Kirsten De Wet
Kirsten De Wet

Business Development SA

Kirsten De Wet
Kirsten De Wet

Business Development SA

Bcom (Investment Management) (cum laude), Bcomm (Hons)(Financial Analysis), CFA

Kirsten is committed to building mutually beneficial relationships with financial advisers through their partnership with PortfolioMetrix. She initially joined PortfolioMetrix as a Partner Relationship Specialist and has been dedicated to building deep and meaningful relationships with our partners, creating harmony between business and personal interactions. She believes in working closely with advisers and supporting them with various functions within their business. Kirsten joined PortfolioMetrix in 2018.

Jim Clay
Jim Clay

Business Development UK

Jim Clay
Jim Clay

Business Development UK

BSc(Hons) (Economics and Statistics), MBA (Distinction)

Jim is focused on broadening and deepening our strategic partnerships through the adoption of PortfolioMetrix technology solutions and investment services. With nearly 20 years of experience in financial services, he joined us from Tilney Smith & Williamson, where he was Director of Business Development in the North of England and was responsible for developing and supporting relationships with financial planning firms. Prior to this, he worked with Heartwood Investment Management, Pershing/BNY Mellon, and SEI Investments in senior business development roles.

Claire Van Den Houten
Claire Van Den Houten

UK Head of Partner Relations

Claire Van Den Houten
Claire Van Den Houten

UK Head of Partner Relations

BCom (Economics)

Claire leads the Partner Relationship team based in our London office. She is focused on maximising the clarity financial advisers have when working with PortfolioMetrix so they get the most out of their partnership with us. Claire takes a cooperative approach to client service and ensures that our partners feel encouraged throughout the process. She is passionate about designing solutions for the challenges advisers and their teams face. Claire’s hands-on experience within PortfolioMetrix is backed by the global knowledge she has of the financial planning process in both the UK and South Africa. Claire joined PortfolioMetrix South Africa in 2015 and transferred to the London office in 2016. She plans to pursue her Certified Financial Planner certification in the coming years.

Siliziwe Mapalala
Siliziwe Mapalala

SA Head of Partner Relations

Siliziwe Mapalala
Siliziwe Mapalala

SA Head of Partner Relations

Bcom (Accounting & Law)

Sili leads the Partner Relationship team in South Africa. She ensures that the service we provide to our partners is implemented from a holistic approach. Sili believes in building a thorough understanding of the financial adviser’s business in order to accommodate their goals and needs. She thrives in an environment where solving issues leaves advisers and their teams with peace of mind and a great sense of comfort to implement investment solutions. Sili joined PortfolioMetrix South Africa in 2019 and was previously a Client Service Team Leader at Allan Gray.

Daiva Petrauskaite
Daiva Petrauskaite

IE Head of Partner Relations

Daiva Petrauskaite
Daiva Petrauskaite

IE Head of Partner Relations

BA (Economics & Law), MSc (International Finance), QFA

Daiva is at the helm of the partnerships we have with financial advisers in Ireland through all phases of the journey. She is focused on helping financial advisers provide customised investment solutions to their clients. She is driven and consultative when understanding the requirements of our partners, with the goal of spurring innovation and achieving results.

Daiva joined PortfolioMetrix in 2017 and was previously a Fund Accountant at Citco Fund Services and State Street International. Daiva is a Qualified Financial Adviser (QFA).

Jade Reed
Jade Reed

Partner Relationship Specialist

Jade Reed
Jade Reed

Partner Relationship Specialist

BCom (Economics, Risk & Investment Management), Bcom (Hons) (Risk Management)

Jade is a key liaison between our partners and other areas of the PortfolioMetrix business. She has a strong love for enabling our partners through the use of our investment management and financial planning tools. Jade is committed to a high standard of client service that contributes to the development of their business. Jade joined PortfolioMetrix in 2019 and was previously in service roles at Indequity Specialised Insurance and ABSA Bank. Prior to that she held an Assistant Branch Manager role at Capitec Bank.

Khanya Ngcobo
Khanya Ngcobo

Partner Relationship Specialist

Khanya Ngcobo
Khanya Ngcobo

Partner Relationship Specialist

National Senior Certificate

Khanya is dedicated to understanding our partners’ desired outcomes and achieving them in the most efficient manner. He has regular contact with our partners and is always available to assist them in ways that make them look their best. Khanya is passionate about enabling financial advisers and their teams to focus on work that matters. Khanya joined the PortfolioMetrix in 2018 and was previously an executive service consultant at Momentum and a financial planner at Liberty. He is currently pursuing his degree in Investment Management.

Rethabile Mokoatsi
Rethabile Mokoatsi

Partner Relationship Specialist

Rethabile Mokoatsi
Rethabile Mokoatsi

Partner Relationship Specialist

BCom (Investment Management), BCom (Hons) Financial Management

Rethabile’s conscientiousness and determined nature are incorporated into her liaison with our partners and facilitates the effective execution of their desired outcomes. She joined the Partner Relationship team in January 2020 after a finance internship role at Nestlé South Africa.

Bongiwe Mpungose
Bongiwe Mpungose

Partner Relationship Specialist

Bongiwe Mpungose
Bongiwe Mpungose

Partner Relationship Specialist

BCom (Investment Management and Banking)

Bongiwe joined PortfolioMetrix in 2020. She is dedicated to building meaningful relationships with our partners and in ensuring that they get the best value from partnering with us. She aims to know our partners on a human level and establish enough trust to be their go-to person whenever they need assistance. She is currently pursuing her post-graduate studies in Risk Management and values continuous improvement and growth in her personal and professional life.

Audacious Murewa
Audacious Murewa

Partner Relationship Specialist

Audacious Murewa
Audacious Murewa

Partner Relationship Specialist

BCom (Economics, Corporate Finance and Investments)

Audacious is a former financial adviser and financial literacy teacher. Driven by a mission to add value to people’s lives through the world of investments, Audacious is focused on building strong relationships with PortfolioMetrix partners. He strives to add value to our partners’ businesses to ultimately help them add value to their clients’ lives.

Claudia Clark
Claudia Clark

Partner Relationship Specialist

Claudia Clark
Claudia Clark

Partner Relationship Specialist

BA (History)

Claudia is based in London and is committed to helping financial advisers throughout the process to ensure their partnership with PortfolioMetrix is a happy one. With an energetic and friendly nature that allows her to build relationships with our partners, she thrives on problem-solving and strategising. Claudia is keen to ensure our offering remains efficient and innovative.Claudia joined PortfolioMetrix in 2021. Her blend of academic and professional experience provides her with a great foundation to assist our partners at PortfolioMetrix.

Jenny Hobbs
Jenny Hobbs

Partner Relationship Specialist

Jenny Hobbs
Jenny Hobbs

Partner Relationship Specialist

BA(Hons) (International Business)

Jenny is committed to understanding the needs of our clients and dedicated to fulfilling them, finding effective solutions to challenges, whilst building and maintaining trusted relationships between PortfolioMetrix and our partner firms. She takes an enthusiastic and cooperative approach to achieve the best outcome for our clients. She joined PortfolioMetrix as a Partner Relationship Specialist in 2021 after graduating with a bachelor’s degree in International Business from the University of the West of England, Bristol. This included a year of studying abroad in Barcelona.

Oscar Reitsma
Oscar Reitsma

Head of Technology

Oscar Reitsma
Oscar Reitsma

Head of Technology

BSc (Computer Science)

Oscar’s majors included Enterprise Software Development and Artificial Intelligence. He is a Microsoft Certified Professional and an experienced architect in both the Microsoft.NET and Java languages. Oscar began his career working as a Java developer working on a government project, which gave him exposure to high-volume transactional systems. In 2007 Oscar joined the private sector as a developer/consultant. His focus shifted quickly from Java to .NET and he took on the role of team lead and architect on multiple enterprise projects. Oscar joined PortfolioMetrix in 2014 as system architect and was promoted to Head of Tech in 2020. He focuses on adding value to projects by making effective and efficient decisions in every aspect of his work. It is his firm belief that technology should facilitate business processes and not dictate them.

Ross Jackson
Ross Jackson

Head of Software Development

Ross Jackson
Ross Jackson

Head of Software Development

International Diploma in Computer Studies

Ross has worked as a developer, architect and business intelligence professional since 2000 after graduating top of his class at WS&L. He started his career as a junior programmer with a software house in Cape Town, where he progressed to the position of senior developer/project manager. In 2004 he joined Cyest Corporation, where he became a team leader and systems architect. His role included business intelligence and analysis. In 2011 Ross made the decision to work as an independent contractor, largely providing services to Cyest and PortfolioMetrix, before joining PortfolioMetrix full-time as a developer in 2012.

René Zietsman
René Zietsman

Project Administrator

René Zietsman
René Zietsman

Project Administrator

BCom (Corporate Communications and Economics & International Trade)

With her background in project management, René has been instrumental in improving the internal processes of the initiatives she’s worked on during her career. René has been working as a project manager for almost five years and joined PortfolioMetrix in 2020 as Project Administrator.

Herman Ferreira
Herman Ferreira

Analyst Developer

Herman Ferreira
Herman Ferreira

Analyst Developer

B.Sc (Information Technology), M.Sc. (Information Systems Management)

Herman started his career as a consultant and has over 16 years of effective leadership within the technical field, leveraging his skills to oversee the design and development of various projects in South Africa’s FinTech industry. Having contributed to and managed significant projects for various banks within South Africa, including a real-time transaction and payment information integration project, a business intelligence data warehouse project and a custom CRM microservice application development/design project, Herman joined PortfolioMetrix in 2021 to contribute to our tech capability.

Rankadu Mahuma
Rankadu Mahuma

Analyst Developer

Rankadu Mahuma
Rankadu Mahuma

Analyst Developer

NatDip (Information Technology), Advanced Business Analysis Programme

Rankadu completed his studies at the University of Johannesburg and at Faculty Training Institute (FTI). He started his career developing document management systems in VB and Java technologies. He then joined the former MWEB Business’s division of McGregor BFA (now IRESS) as a .NET Solutions Developer, creating systems to provide financial data feeds and analysis tools. After five years, he moved to Alexander Forbes Investments, where he worked in various roles, including Contract Analyst Developer, Business Analyst and Senior Analyst Developer. After eight years of experience in the asset management industry, Rankadu joined PortfolioMetrix in September 2018 as an Analyst Developer.

Douglas Lee-Jones
Douglas Lee-Jones

Analyst Developer

Douglas Lee-Jones
Douglas Lee-Jones

Analyst Developer

BBusSc (Hons) (Information Systems)

Douglas has extensive experience as a developer as well as leading development teams. His responsibilities have included systems architecture and ensuring the robustness and quality of the software developed. Douglas has worked on projects for several listed South African companies, including Sanlam, Woolworths and Old Mutual.

Steven Van Der Linde
Steven Van Der Linde

Analyst Developer

Steven Van Der Linde
Steven Van Der Linde

Analyst Developer

Van Zyl & Pritchard for Java Programming Course

Steven completed his studies at Van Zyl and Pritchard in 2006. Thereafter he joined Internet Solutions for 12 years where he worked as CRM developer for six years and as a Software Engineer specializing in web development for a further six years. In February 2019 Steven left the telecommunications industry behind to join PortfolioMetrix as an Analyst Developer.

Heinrich Lategan
Heinrich Lategan

Analyst Developer

Heinrich Lategan
Heinrich Lategan

Analyst Developer

BSc (Computing)

Heinrich started his career working as a JavaScript and SQL developer at INCASU Information Services, developing financial software focused on financial reporting and modeling. After this, he moved to PAYTEQ where he expanded his skills to include .NET development and helped develop software used by many large financial institutions. He joined our tech team in 2017.

Drikus Van Dyk
Drikus Van Dyk

Analyst Developer

Drikus Van Dyk
Drikus Van Dyk

Analyst Developer

B.Sc (Hons) Computer Science (cum laude)

Drikus has over 18 years’ experience in software development. He has a passion for software development and solving hard problems with software. Prior to joining PortfolioMetrix in 2020, his most recent role was a software architect, and his duties included the development of architecturally significant or sensitive software components and establishing software architecture frameworks and guidelines.

Darryn Geldenhuys
Darryn Geldenhuys

Analyst Developer

Darryn Geldenhuys
Darryn Geldenhuys

Analyst Developer

Darryn has over 15 years’ experience as a developer. He has experience in web development, App development, Databases and Microsoft SQL Server. He is certified in Blockchain, Web Security and various other development programmes. Darryn joined PortfolioMetrix in 2020.

Caribe Breese
Caribe Breese

UK Head of Digital Marketing

Caribe Breese
Caribe Breese

UK Head of Digital Marketing

BSc (International Relations), MSc (Government)

With 10 years of marketing experience, Caribe joined PortfolioMetrix in March 2021, eager to contribute to the company’s ambitious growth plans for the UK market. Her career began in  a PR role in the events industry, where she secured sponsorship deals with Smirnoff and Redbull and carved out media coverage on BBC Radio and London Live. In 2015 she entered the FMCG industry as Pak Cosmetics’ Brand Marketing Manager and was instrumental in getting 29 beauty products onto shelves in two of the UK’s top supermarket chains. Caribe has since then worked with software and solutions service companies like QS Quacquarelli Symonds and ISI Markets Group, helping to scale marketing teams, streamline marketing processes and optimise digital strategies. At ISI Caribe grew the monthly Google ad clicks by 1,160% and the leads generated by 150% without increasing spend, ultimately contributing to an overall 115% return on marketing investment.

Pontsho Ramontsha
Pontsho Ramontsha

SA Marketing Manager

Pontsho Ramontsha
Pontsho Ramontsha

SA Marketing Manager

BJourn (Journalism and Media Studies), MBA

Pontsho began her career in the media industry as a journalist writing for various leading publications, including Business Day, SA Home Owner and Cosmopolitan. In 2009, she shifted into the corporate communication and marketing space by joining KPMG as the communication and marketing writer, focusing on internal communication and creating thought leadership content for clients. Pontsho has since then worked as a communication and marketing specialist for several financial service companies, including MMI, Old Mutual Investment Group (OMIG) and PSG Wealth. At OMIG she was integral to developing the ESG content strategy for the local market, was the editor of the annual responsible investing journal and the communication lead for the alternative investments capability. With over 10 years of marketing and corporate communication experience, Pontsho joined PortfolioMetrix in October 2021 to deliver against the marketing needs of the South African business.

Sharné Sanders
Sharné Sanders

Head of Core Operations

Sharné Sanders
Sharné Sanders

Head of Core Operations

BCom (Hons) Accounting Sciences, CA(SA)

Sharné started her career at Deloitte, where she completed her articles and qualified as a Chartered Accountant (SA). Thereafter she went on an eight-month secondment to Europe, where she worked in the Deloitte Malta office and travelled to 17 countries. Sharné joined PortfolioMetrix in October 2018 as Operations Controller and was promoted to Head of Core Operations in September 2020. She is actively pursuing her CFA charter and passed her Level I exam in June 2019.

Cecilia La Cock
Cecilia La Cock

Operations Controller

Cecilia La Cock
Cecilia La Cock

Operations Controller

BAcc (Hons), CA(SA)

Cecilia joined Deloitte in Cape Town and completed her articles there in 2019 and subsequently went on a three-month secondment to Deloitte Edinburgh. Thereafter she worked in the corporate finance industry before joining the PortfolioMetrix Operations team in March 2021 as an Operations Controller. An analytical, organised and goal-driven individual, Cecilia aims to deliver excellence in her role and empower others.

Kerilee Privett
Kerilee Privett

Operations Analyst

Kerilee Privett
Kerilee Privett

Operations Analyst

BCom (Financial Management)

Kerilee has a holistic understanding of our value proposition, having initially joined PortfolioMetrix in 2016 as a Client Services & Portfolio Monitoring Consultant. She then became a Partner Relationship Specialist in South Africa before joining the Operations team. She enjoys analysing the data in our internal systems to identify and act upon both the risks and opportunities faced by our partners. Kerilee has relentless attention to detail and is meticulous when evaluating solutions that help our partners build their business. She takes a collaborative approach to supporting our partners throughout their journey with PortfolioMetrix.

Alex Black
Alex Black

Operations Analyst

Alex Black
Alex Black

Operations Analyst

B.Sc (Finance)

Alex joined PortfolioMetrix as an Operations Analyst in 2020. He has a keen interest in business intelligence and operations within the investments space. Alex previously worked at Allan Gray after completing his BBusSci in Finance and is currently pursuing his CFA charter. He brings to his role strong data analysis, research and problem solving skills, as well empathy, compassion and good judgement, which make him a valuable team member.

Charl De Beer
Charl De Beer

Operations Specialist

Charl De Beer
Charl De Beer

Operations Specialist

CA(SA), BAcc LLB, BAcc (Hons)

After a year working on the yachts in the Caribbean and exploring South East Asia, Charl joined Deloitte in Johannesburg to complete his articles. During his time there he spent a five-month secondment at Deloitte Boston in the listed private equity division. Charl joined the PortfolioMetrix Operations team in August 2020. Given his qualifications, Charl has a keen interest in the complex interplay between finance and law as well as automation and its impact on financial modelling. He also has experience with major capital restructuring as well as financial projection-based valuations.

Africa Amões
Africa Amões

Operations Support

Africa Amões
Africa Amões

Operations Support

BA Economics (Entrepreneurship), MSc in Economics and Policy of Energy and the Environment

After completing a BA Economics degree with a minor in Entrepreneurship at the University of Southern California in 2018, Africa spent six months working in China where she completed internships at a fintech startup in Shanghai and a diversified private market asset management firm in Hong Kong. Africa joined PortfolioMetrix in August 2021 with a strong background in research and analysis.

Russell Brown
Russell Brown

Product Manager

Russell Brown
Russell Brown

Product Manager

BCom (Finance), MSc Finance (cum laude)

Russell joined PortfolioMetrix in April 2013 as an Investment Analyst and was promoted to Product Manager in 2021. While working at PortfolioMetrix, his primary responsibilities have included portfolio optimisation to derive the strategic asset allocation of portfolios, fund selection and manager research, performance reporting and the day-to-day monitoring of PortfolioMetrix’s building block unit trusts. Russell is intricately involved in ensuring that PortfolioMetrix’s asset management process is seamlessly translated into WealthExplorer™. Russell completed his Master’s Degree in Finance (with distinction) at Plymouth University. He also holds a National Certificate in Financial Markets and Instruments at the Academy of Financial Markets.

Tim-Wightman-1
Tim Wightman

Product Owner

Tim-Wightman-1
Tim Wightman

Product Owner

BSc Mechanical Engineering

Tim is an experienced product owner in the asset management and fintech sectors, having most recently spent a few years at Coronation Fund Managers within the Trading Operations and Retail Data Warehouse teams. Prior to that, he was an operations lead and product owner of a document production and reporting team for a growing fintech company in Cape Town. This followed a long stint at a mobile start-up called Datafree, with years spent in Sydney as well as Cape Town in a variety of roles during the rapid growth phase of the business. Previously, he spent three years in London working as an analyst developer in a variety of technologies and industries. Stemming from his original qualification, he also has a few years of experience in engineering and project management.

Ryan Jordan
Ryan Jordan

Head of Special Projects

Ryan Jordan
Ryan Jordan

Head of Special Projects

BCom (Hons) (Accounting), MSc (Management), CFP®

Ryan started his career as an IT consultant in London. On his return to South Africa, he worked for two small local consulting companies before joining the Monitor Group, a leading global strategy consulting company, in 1998. During his four years at Monitor, Ryan worked in Johannesburg, New York and London on projects ranging from redesigning an incentive scheme on a coal mine to developing a new methodology for building websites around “customer experiences”. Prior to founding PortfolioMetrix with Brandon, Ryan spent eight years as a freelance management consultant working on a wide variety of strategic and operational projects in the UK and South Africa. The projects have ranged from architecting and managing the building of a valuation and scenario management solution for a R15 Billion mining company to designing and managing the development of critical new products and management systems for Europe’s largest and fastest growing WiFi Network.

Paul-De-Goede
Paul De Goede

Director

Paul-De-Goede
Paul De Goede

Director

BSc (Hons) (Computer Science & Mathematics) (cum laude)

Once he had finished his studies, Paul was immediately head-hunted to work at Microsoft in the United States, where he quickly came to lead a team within the Windows 2000 business unit. After three years at Microsoft, Paul joined a start-up providing tools and analytics to the FMCG sector. Paul then moved on to providing management and technical consulting through Cyest Corporation, where he gained invaluable experience across the mining, retail, entertainment and financial sectors. Paul assumed the head of development role for Cyest’s in-house modelling solution and after a Cyest and Knowledge Factory (geo-spatial analytics) joint venture, he became the Chief Information Officer at Knowledge Factory. Thereafter, Paul provided consulting services to various companies, including a “big four” bank, a London based start-up, and a US based multi-national fast food. He left the consulting life to join PortfolioMetrix in 2010, driven by his passion for financial modelling and analytics.

Dumile Sibuyi
Dumile Sibuyi

Strategy and Planning Assistant

Dumile Sibuyi
Dumile Sibuyi

Strategy and Planning Assistant

BCom (Financial Sciences); CIMA Diploma Management Accounting

Dumile is diligent and has a passion for business and finance. In 2020, he completed the CIMA Operational level of studies and obtained a Diploma in Management Accounting. Thereafter he joined PortfolioMetrix as a Partner Relationship Specialist in 2020 before taking up the Strategy and Planning role. His responsibilities are centred on providing strategic support to the CEO as well as the business at large, and this role offers Dumi an opportunity to fully explore his passion for people and business. 

Natalie Horton
Natalie Horton

Head of Finance

Natalie Horton
Natalie Horton

Head of Finance

BCom (Hons), CA(SA)

After articles, Natalie started her career in the Structured Finance department of Real Africa Durolink, a JSE-listed bank, where she was involved in asset finance modelling and transactional administration. She then spent four years in the finance department of African Merchant Bank. In 2005, she joined RMB Asset Management (now Momentum Asset Management), as a Finance Manager, where she was quickly promoted to the Head of Finance, leading a team of 12 finance staff and managing the full finance function. Natalie transferred to the Momentum Investments Division, taking on more executive responsibility, as well as maintaining the operational finance and reporting functions for all the investment entities of this division within the Momentum Group. After nine years of experience in the asset management industry, Natalie joined PortfolioMetrix in January 2015 as the Head of Finance.

Michelle Madondo
Michelle Madondo

Junior Financial Assistant

Michelle Madondo
Michelle Madondo

Junior Financial Assistant

BCom (Accounting)

Michelle joined PortfolioMetrix in July 2018. Previously, she worked as an Assistant Financial Accountant at Alexander Forbes Ltd, assisting with financial accounting/management and reporting. Being a person who values an organised mess, honesty and keeping the integrity of work intact, accounting was an obvious career choice for Michelle. Her role at PortfolioMetrix has broadened her skills and areas of experience, ,from bookkeeping and office administration to implementing and applying processes, tools and systems that inform business decisions with relevant and useful financial information specific to our organisation.

Tebogo Fothane
Tebogo Fothane

Finance and Admin Assistant

Tebogo Fothane
Tebogo Fothane

Finance and Admin Assistant

BAccSci (Financial Accounting)

Tebogo holds a dual role as both a Finance and Admin Assistant, having joined PortfolioMetrix in January 2021. Previously, she worked as an Accounts clerk for a mining company, then a Junior Accountant at Pele Energy Group and most recently an Accountant at Malander Advisory, assisting with financial accounting/management and reporting for various companies. She is a Registered Accountant with the South African Institute of Professional Accountants.

Laaiqah Cajee
Laaiqah Cajee

Executive Support

Laaiqah Cajee
Laaiqah Cajee

Executive Support

BCom Hons (Industrial & Organisational Psychology)

Laaiqah contributes to the smooth administration and continuous improvement of the company by providing steadfast support to our SA executive team. She has proven herself to be an agile professional who strikes a fine balance between offering efficient, business-as-usual support and being a cornerstone when the inevitable wild winds of change begin to blow. Laaiqah joined PortfolioMetrix in 2021.

Dineo Leepile
Dineo Leepile

Office Support

Dineo Leepile
Dineo Leepile

Office Support

Dineo has been with the PortfolioMetrix family since August 2015, responsible for ensuring our offices and staff are well taken care of. She was made a permanent employee of the company in June 2019 as the official office cleaner and assistant.

Brandon Zietsman
Brandon Zietsman

CEO and Chief Investment Officer

BCom (Accounting & Law), HDip (Tax), CFA®, CAIA, IMC

Brandon has been actively involved in the broader industry for many years, and with his skill and wealth of experience, he is a great supporter of advocacy initiatives that promote ethical behaviour in the financial services industry. He began his career at Investec in 1994, before joining RMB Fund Managers, where he headed up product development. This period in his career featured some pioneering achievements in derivative structuring. In 1997, he also assumed responsibility for the sales division and was appointed to the board. Two years later, Brandon joined Mercury Consolidated Holdings, a boutique financial services firm engaging in specialist derivative structuring, broking and risk management, as a director and co-head of structured products, where a number of global-first products were successfully developed.

Brandon re-joined RMB Asset Management in 2001 as an executive director with responsibility for product development and structuring. The following year he was appointed head of quantitative research before assuming the role of CEO of RMB Unit Trusts. In 2008, Brandon was approached by Barclays to head up the Investment and Product Office at Absa Wealth, which included all aspects of investments (as Chief Investment Officer), banking and credit as well as fiduciary services. When he left this role, he continued to be actively involved in the Absa Group strategy on wealth management and remained involved in product support and strategy formulation on a consultancy basis. In early 2010, Brandon left the corporate environment and founded PortfolioMetrix.

Kathryn Van Dongen
Kathryn Van Dongen

SA Managing Director

BAcc, MBA (cum laude), CA(SA)

Kathryn started her career at KPMG where she managed various listed company audits. She went on to work in finance at several companies, including a FTSE 100 mining entity and a listed FMCG branded products group. She joined PortfolioMetrix in 2017 initially as Head of Operations before taking on the MD role in 2020. An avid explorer and adventure lover, Kath has travelled through over 50 countries, summited Mount Kilimanjaro, and drove 23 000 km on a return journey from Johannesburg to Kenya. This love of travel has allowed Kath to gain a better understanding of consumer behaviours, cultures, and commerce in various markets. Her MBA thesis on retailers expanding into Africa was published in the Journal of African Business.

Ben Peele
Ben Peele

UK Managing Director

BA (Modern Languages)

Ben has over 20 years of experience in the financial services industry and over 12 years of experience of running large, complex and cross-border teams. At PortfolioMetrix he is dedicated to fully understanding the needs of both existing and potential adviser partners and is tasked with pulling together the various divisions into a cohesive whole to ensure excellence across our entire client offering. Prior to joining PortfolioMetrix in 2019, he held various positions at UBS Investment Bank for over 15 years. Notably, he ran a team of 25 salespeople which covered the 300 largest institutions in Europe and had the highest market share for trading European equities for five uninterrupted years. During his time in fintech, Ben performed a COO role and his commercial focus resulted in a 100% increase in revenues.

Nic Spicer
Nic Spicer

UK Head of Investments

BSc (Hons) (Actuarial Science), FFA, CFA®, IMC

Nic looks after UK client portfolios on a day-to-day basis and is a member of PortfolioMetrix’s global investment committee. Being deeply involved in asset allocation, he spearheads PortfolioMetrix’s fund selection process in the UK. Nic began his career with a year of lecturing actuarial science and statistics at his alma mater, the University of the Witwatersrand, before heading off to complete an internship in the financial controlling department at BMW’s Munich headquarters. In 2007 he moved to London to take up an analyst role within a boutique investment company where he was involved in numerous projects, primarily for a capital markets-focused client but also for certain mining-oriented clients. Nic has over 12 years’ worth of financial services experience and is recognised in the Wealth Manager Top 100 for 2019 – which lists the leading fund selectors across the UK and Channel Islands.

Philip Bradford
Philip Bradford

SA Head of Investments

BSocSci, CFA®

Philip is a multiple-award winning fund manager with over 20 years’ experience in global asset allocation and fixed income. His role at PortfolioMetrix includes fund management responsibilities in the income and multi-asset space as well as being a key member of PortfolioMetrix’s global investment committee. Philip began his career at Investec in 1999, where he worked for 9 years in asset management, wealth advisory and as a bond and interest rate trader. From 2008 to 2014 he worked at Absa Wealth as Chief Investment Officer (CIO). Prior to joining PortfolioMetrix, he was the CIO at Sasfin Asset Managers, where he was the fund manager of the flagship Flexible Income and Balanced funds, which won a Morningstar award and numerous Raging Bull awards. Philip is a past President of CFA Society South Africa, a member of the FTSE/JSE Index Advisory Committee and is accredited as a CFA Ethics Trainer.

Brandon Zietsman
Brandon Zietsman

CEO and Chief Investment Officer

BCom (Accounting & Law), HDip (Tax), CFA®, CAIA, IMC

Brandon has been actively involved in the broader industry for many years, and with his skill and wealth of experience, he is a great supporter of advocacy initiatives that promote ethical behaviour in the financial services industry. He began his career at Investec in 1994, before joining RMB Fund Managers, where he headed up product development. This period in his career featured some pioneering achievements in derivative structuring. In 1997, he also assumed responsibility for the sales division and was appointed to the board. Two years later, Brandon joined Mercury Consolidated Holdings, a boutique financial services firm engaging in specialist derivative structuring, broking and risk management, as a director and co-head of structured products, where a number of global-first products were successfully developed.

Brandon re-joined RMB Asset Management in 2001 as an executive director with responsibility for product development and structuring. The following year he was appointed head of quantitative research before assuming the role of CEO of RMB Unit Trusts. In 2008, Brandon was approached by Barclays to head up the Investment and Product Office at Absa Wealth, which included all aspects of investments (as Chief Investment Officer), banking and credit as well as fiduciary services. When he left this role, he continued to be actively involved in the Absa Group strategy on wealth management and remained involved in product support and strategy formulation on a consultancy basis. In early 2010, Brandon left the corporate environment and founded PortfolioMetrix.

Mike Roberts
Mike Roberts

US Managing Director

MEng (Aerospace Engineering), CFA®, IMC

Mike is responsible for driving and enhancing our award-winning proposition across the multi-location business by ensuring innovation and best practice in terms of investment management, suitability tools, regulation, and marketing. He is also a key member of the investment team, responsible for all areas of asset allocation, fund selection, and portfolio construction. Prior to co-founding PortfolioMetrix, Mike worked as an investment adviser at Barclays Wealth in London. While there, he designed and built a new portfolio construction system that was rolled out to the entire global front office and is now a key tool for portfolio construction at Barclays Wealth. In 2003 Mike joined BlueBay Asset Management as a structurer in the financial engineering team. Mike’s first professional role after leaving university was as a quantitative analyst programmer at OCCAM Financial Technology, and he was responsible for several new systems, including a market-leading portfolio risk analysis system. 

Nic Spicer
Nic Spicer

UK Head of Investments

BSc (Hons) (Actuarial Science), FFA, CFA®, IMC

Nic looks after UK client portfolios on a day-to-day basis and is a member of PortfolioMetrix’s global investment committee. Being deeply involved in asset allocation, he spearheads PortfolioMetrix’s fund selection process in the UK. Nic began his career with a year of lecturing actuarial science and statistics at his alma mater, the University of the Witwatersrand, before heading off to complete an internship in the financial controlling department at BMW’s Munich headquarters. In 2007 he moved to London to take up an analyst role within a boutique investment company where he was involved in numerous projects, primarily for a capital markets-focused client but also for certain mining-oriented clients. Nic has over 12 years’ worth of financial services experience and is recognised in the Wealth Manager Top 100 for 2019 – which lists the leading fund selectors across the UK and Channel Islands.

Philip Bradford
Philip Bradford

SA Head of Investments

BSocSci, CFA®

Philip is a multiple-award winning fund manager with over 20 years’ experience in global asset allocation and fixed income. His role at PortfolioMetrix includes fund management responsibilities in the income and multi-asset space as well as being a key member of PortfolioMetrix’s global investment committee. Philip began his career at Investec in 1999, where he worked for 9 years in asset management, wealth advisory and as a bond and interest rate trader. From 2008 to 2014 he worked at Absa Wealth as Chief Investment Officer (CIO). Prior to joining PortfolioMetrix, he was the CIO at Sasfin Asset Managers, where he was the fund manager of the flagship Flexible Income and Balanced funds, which won a Morningstar award and numerous Raging Bull awards. Philip is a past President of CFA Society South Africa, a member of the FTSE/JSE Index Advisory Committee and is accredited as a CFA Ethics Trainer.

Brendan De Jongh
Brendan De Jongh

SA Head of Research

BCom (Investment Management), BCom (Hons) (Financial Planning), CFP®, CFA®, IMC, CAIA

Brendan began his career in 2008 as a trainee financial adviser after completing his undergraduate degree from the University of Pretoria. While gaining valuable experience in the financial planning industry, Brendan studied part-time for his Honours qualification as well as the CFP® designation. He worked as a financial consultant to individuals as well as the technical trainer at Alexander Forbes prior to joining PortfolioMetrix in 2013.

Liam Dawson
Liam Dawson

Investment Analyst

BEng (Mechanical Engineering), CFA®, CAIA

Liam began his career in the mining and metals industry as a mechanised mining applications consultant. However, he left this promising career to follow his passion and curiosity for investing. Liam joined PortfolioMetrix in 2015 as an analyst. This move has directed him along a new career path where he applies his mathematical and reasoning ability to investments and wealth management under PortfolioMetrix’s distinctive risk-based approach.

Philip Wellington
Philip Wellington

Investment Analyst

BSc (Hons) (Forensic Science), CFA®

Phil joined PortfolioMetrix in September 2016 and his main responsibilities cover both the asset allocation and fund selection processes to enable a wide range of diversified and customised portfolios to be built. He is also responsible for monitoring portfolios to ensure that client money is invested in-line with their mandate. Phil’s career started at the Bank of England in 2008 where he worked in a variety of roles, covering banknote management and monitoring, retail interest rate statistics and international bank supervision. Much of his time was spent within the markets department, firstly in credit risk operations, then valuation and market risk monitoring, and lastly within the market intelligence function. This involved speaking to participants across a broad range of different financial markets, to then analyse and help deliver this market intelligence to the monetary and financial policy committees and other senior staff.

Oliver Jones
Oliver Jones

Investment Analyst

BSc (Hons) (Economics), IMC

Oli works in the asset management team in the UK and his main responsibilities include asset allocation and fund selection processes across the range of portfolios managed by PortfolioMetrix. Outside of his main responsibilities, Oli is also responsible for the daily monitoring of client portfolios, ensuring clients are invested in-line with their mandates.

Prior to PortfolioMetrix, Oli worked in the Platform Oversight Team at Embark Investment Services, where he was primarily focused on cash and asset reconciliations while also responsible for overseeing day-to-day operational processes. Oli completed Level 1 of the CFA exams in June 2019 and is studying towards the Level 2 exam. Oli is also working towards his certificate in ESG Investing.

Riccardo Peretti
Riccardo Peretti

Investment Analyst

BCom (Hons) (Financial Analysis and Portfolio Management)

Riccardo joined the South African asset management team in January 2021. He has been in the investment industry for more than seven years, having moved from a graduate trainee position to portfolio manager at Sasfin Asset Management. Riccardo was part of the multi-award-winning team that won several Raging Bull awards during his tenure. Riccardo is currently actively pursuing his CFA charter.

Taahir Ramchandra
Taahir Ramchandra

Investment Analyst

Bcom (Hons) (Risk and Investments)

Taahir began his career in management consulting, with a focus on the banking sector. He earned his consulting experience at the major South African banks, including RMB, Investec and “the big four”, before leaving the management consulting industry to follow his passion for investments. Taahir joined the PortfolioMetrix SA Asset Management team as an Investment Analyst in April 2021 and is primarily responsible for managing the SA Equity Share Portfolio. He is actively studying towards the CFA level 3 exam.

Chloe Tang
Chloe Tang

Investment Analyst

BSc (Hons) (Mathematics with Statistics)

Chloe joined the PortfolioMetrix UK asset management team in May 2021 and her priorities sit in both asset allocation and fund selection processes to support and build on the PortfolioMetrix fund range available to clients. Upon joining, one of her key responsibilities has been regular monitoring of portfolios to ensure maintenance of client accounts in-line with their bespoke mandates. Chloe began her career in investment consulting, specialising in institutional pension schemes and focusing on the production of strategic advice covering portfolio construction, implementation, and monitoring. She was also involved in the research and analysis behind the firm’s responsible investing framework. Chloe is actively pursuing her CFA charter.

Edden
Edden Kift

SA Head of Business Solutions

BA (Law), CFP®

Edden joined PortfolioMetrix in February 2015. He has over 25 years’ experience in the financial services industry, beginning his career at Old Mutual in 1994 after which he joined Marriott Asset Management as an investment specialist. Edden was approached by Acsis to join its team where he spent nearly four years in a national role as a practice development manager. This role was career-defining as it soon became evident that his passion lay in assisting independent financial advisers to enhance and grow their businesses and run them more efficiently. Key elements of the role and the successes achieved were the implementation of financial planning, investment, and business processes. He then joined Nedgroup Investments, where he spent six years, culminating in his appointment as Head of Business Consulting. His primary responsibility was the delivery of business consulting and practice management to a select group of independent financial advisers nationally. 

Dave Chessell
Dave Chessell

UK Distribution Director

FPC

Appointed to the PortfolioMetrix Board in April 2015, Dave’s initial focus was to develop an effective distribution strategy for our award-winning proposition. Successful implementation has since seen new flows increase from sub £100m to nearly £1 billion in four years. Dave has established a very experienced team to support independent financial advisers with their business readiness, asset accumulation and customer proposition. On top of numerous awards, he also delivered a model portfolio service to sit alongside our core offering of a central investment proposition for our partner firms. Prior to joining PortfolioMetrix, Dave worked as Skandia’s UK Sales Director, where he gained unique insight into the emerging needs of the independent adviser community and its customers. His subsequent role of Chief Commercial Officer at Intelliflo enabled him to develop his understanding of integrated web-based software for the UK financial services sector and the regulatory challenges UK advisers face.

Allan Geddie
Allan Geddie

SA Head of Investment Sales & Distribution

Dip. Business Management, Dip. Marketing (SAIM) PGDip. Financial Planning - CFP®

Allan joined PortfolioMetrix in 2019 after 13 years at STANLIB Asset Management. He has worked in financial services since 2000, starting his career at Liberty within broker services, then later joining auditors and accountants, Moore Stephens. At STANLIB Asset Management he occupied roles in different areas during his tenure, including corporate cash management and institutional distribution. In 2013 he was promoted to National Head of wholesale accounts. A year later Allan relocated from Johannesburg to Cape Town, where he still resides and is now based in our Cape Town offices.

Mark Bradley
Mark Bradley

Ireland Head of Operations and Distribution

BSc (Economics & Finance), MSc (Financial Services), CFP®, QFA

Mark helped establish the PortfolioMetrix proposition in Ireland and currently leads the drive towards expanding its footprint in the Irish marketplace. Mark has worked in the financial services industry since 2003 and specifically in wealth management since 2010. He started his career working in the investment industry with Investors Bank and Trust and later State Street Corporation before moving into the area of private client wealth management and investments.

Kirsten De Wet
Kirsten De Wet

Business Development SA

Bcom (Investment Management) (cum laude), Bcomm (Hons)(Financial Analysis), CFA

Kirsten is committed to building mutually beneficial relationships with financial advisers through their partnership with PortfolioMetrix. She initially joined PortfolioMetrix as a Partner Relationship Specialist and has been dedicated to building deep and meaningful relationships with our partners, creating harmony between business and personal interactions. She believes in working closely with advisers and supporting them with various functions within their business. Kirsten joined PortfolioMetrix in 2018.

Jim Clay
Jim Clay

Business Development UK

BSc(Hons) (Economics and Statistics), MBA (Distinction)

Jim is focused on broadening and deepening our strategic partnerships through the adoption of PortfolioMetrix technology solutions and investment services. With nearly 20 years of experience in financial services, he joined us from Tilney Smith & Williamson, where he was Director of Business Development in the North of England and was responsible for developing and supporting relationships with financial planning firms. Prior to this, he worked with Heartwood Investment Management, Pershing/BNY Mellon, and SEI Investments in senior business development roles.

Claire Van Den Houten
Claire Van Den Houten

UK Head of Partner Relations

BCom (Economics)

Claire leads the Partner Relationship team based in our London office. She is focused on maximising the clarity financial advisers have when working with PortfolioMetrix so they get the most out of their partnership with us. Claire takes a cooperative approach to client service and ensures that our partners feel encouraged throughout the process. She is passionate about designing solutions for the challenges advisers and their teams face. Claire’s hands-on experience within PortfolioMetrix is backed by the global knowledge she has of the financial planning process in both the UK and South Africa. Claire joined PortfolioMetrix South Africa in 2015 and transferred to the London office in 2016. She plans to pursue her Certified Financial Planner certification in the coming years.

Siliziwe Mapalala
Siliziwe Mapalala

SA Head of Partner Relations

Bcom (Accounting & Law)

Sili leads the Partner Relationship team in South Africa. She ensures that the service we provide to our partners is implemented from a holistic approach. Sili believes in building a thorough understanding of the financial adviser’s business in order to accommodate their goals and needs. She thrives in an environment where solving issues leaves advisers and their teams with peace of mind and a great sense of comfort to implement investment solutions. Sili joined PortfolioMetrix South Africa in 2019 and was previously a Client Service Team Leader at Allan Gray.

Daiva Petrauskaite
Daiva Petrauskaite

IE Head of Partner Relations

BA (Economics & Law), MSc (International Finance), QFA

Daiva is at the helm of the partnerships we have with financial advisers in Ireland through all phases of the journey. She is focused on helping financial advisers provide customised investment solutions to their clients. She is driven and consultative when understanding the requirements of our partners, with the goal of spurring innovation and achieving results.

Daiva joined PortfolioMetrix in 2017 and was previously a Fund Accountant at Citco Fund Services and State Street International. Daiva is a Qualified Financial Adviser (QFA).

Jade Reed
Jade Reed

Partner Relationship Specialist

BCom (Economics, Risk & Investment Management), Bcom (Hons) (Risk Management)

Jade is a key liaison between our partners and other areas of the PortfolioMetrix business. She has a strong love for enabling our partners through the use of our investment management and financial planning tools. Jade is committed to a high standard of client service that contributes to the development of their business. Jade joined PortfolioMetrix in 2019 and was previously in service roles at Indequity Specialised Insurance and ABSA Bank. Prior to that she held an Assistant Branch Manager role at Capitec Bank.

Khanya Ngcobo
Khanya Ngcobo

Partner Relationship Specialist

National Senior Certificate

Khanya is dedicated to understanding our partners’ desired outcomes and achieving them in the most efficient manner. He has regular contact with our partners and is always available to assist them in ways that make them look their best. Khanya is passionate about enabling financial advisers and their teams to focus on work that matters. Khanya joined the PortfolioMetrix in 2018 and was previously an executive service consultant at Momentum and a financial planner at Liberty. He is currently pursuing his degree in Investment Management.

Rethabile Mokoatsi
Rethabile Mokoatsi

Partner Relationship Specialist

BCom (Investment Management), BCom (Hons) Financial Management

Rethabile’s conscientiousness and determined nature are incorporated into her liaison with our partners and facilitates the effective execution of their desired outcomes. She joined the Partner Relationship team in January 2020 after a finance internship role at Nestlé South Africa.

Bongiwe Mpungose
Bongiwe Mpungose

Partner Relationship Specialist

BCom (Investment Management and Banking)

Bongiwe joined PortfolioMetrix in 2020. She is dedicated to building meaningful relationships with our partners and in ensuring that they get the best value from partnering with us. She aims to know our partners on a human level and establish enough trust to be their go-to person whenever they need assistance. She is currently pursuing her post-graduate studies in Risk Management and values continuous improvement and growth in her personal and professional life.

Audacious Murewa
Audacious Murewa

Partner Relationship Specialist

BCom (Economics, Corporate Finance and Investments)

Audacious is a former financial adviser and financial literacy teacher. Driven by a mission to add value to people’s lives through the world of investments, Audacious is focused on building strong relationships with PortfolioMetrix partners. He strives to add value to our partners’ businesses to ultimately help them add value to their clients’ lives.

Claudia Clark
Claudia Clark

Partner Relationship Specialist

BA (History)

Claudia is based in London and is committed to helping financial advisers throughout the process to ensure their partnership with PortfolioMetrix is a happy one. With an energetic and friendly nature that allows her to build relationships with our partners, she thrives on problem-solving and strategising. Claudia is keen to ensure our offering remains efficient and innovative.Claudia joined PortfolioMetrix in 2021. Her blend of academic and professional experience provides her with a great foundation to assist our partners at PortfolioMetrix.

Jenny Hobbs
Jenny Hobbs

Partner Relationship Specialist

BA(Hons) (International Business)

Jenny is committed to understanding the needs of our clients and dedicated to fulfilling them, finding effective solutions to challenges, whilst building and maintaining trusted relationships between PortfolioMetrix and our partner firms. She takes an enthusiastic and cooperative approach to achieve the best outcome for our clients. She joined PortfolioMetrix as a Partner Relationship Specialist in 2021 after graduating with a bachelor’s degree in International Business from the University of the West of England, Bristol. This included a year of studying abroad in Barcelona.

Oscar Reitsma
Oscar Reitsma

Head of Technology

BSc (Computer Science)

Oscar’s majors included Enterprise Software Development and Artificial Intelligence. He is a Microsoft Certified Professional and an experienced architect in both the Microsoft.NET and Java languages. Oscar began his career working as a Java developer working on a government project, which gave him exposure to high-volume transactional systems. In 2007 Oscar joined the private sector as a developer/consultant. His focus shifted quickly from Java to .NET and he took on the role of team lead and architect on multiple enterprise projects. Oscar joined PortfolioMetrix in 2014 as system architect and was promoted to Head of Tech in 2020. He focuses on adding value to projects by making effective and efficient decisions in every aspect of his work. It is his firm belief that technology should facilitate business processes and not dictate them.

Ross Jackson
Ross Jackson

Head of Software Development

International Diploma in Computer Studies

Ross has worked as a developer, architect and business intelligence professional since 2000 after graduating top of his class at WS&L. He started his career as a junior programmer with a software house in Cape Town, where he progressed to the position of senior developer/project manager. In 2004 he joined Cyest Corporation, where he became a team leader and systems architect. His role included business intelligence and analysis. In 2011 Ross made the decision to work as an independent contractor, largely providing services to Cyest and PortfolioMetrix, before joining PortfolioMetrix full-time as a developer in 2012.

René Zietsman
René Zietsman

Project Administrator

BCom (Corporate Communications and Economics & International Trade)

With her background in project management, René has been instrumental in improving the internal processes of the initiatives she’s worked on during her career. René has been working as a project manager for almost five years and joined PortfolioMetrix in 2020 as Project Administrator.

Herman Ferreira
Herman Ferreira

Analyst Developer

B.Sc (Information Technology), M.Sc. (Information Systems Management)

Herman started his career as a consultant and has over 16 years of effective leadership within the technical field, leveraging his skills to oversee the design and development of various projects in South Africa’s FinTech industry. Having contributed to and managed significant projects for various banks within South Africa, including a real-time transaction and payment information integration project, a business intelligence data warehouse project and a custom CRM microservice application development/design project, Herman joined PortfolioMetrix in 2021 to contribute to our tech capability.

Rankadu Mahuma
Rankadu Mahuma

Analyst Developer

NatDip (Information Technology), Advanced Business Analysis Programme

Rankadu completed his studies at the University of Johannesburg and at Faculty Training Institute (FTI). He started his career developing document management systems in VB and Java technologies. He then joined the former MWEB Business’s division of McGregor BFA (now IRESS) as a .NET Solutions Developer, creating systems to provide financial data feeds and analysis tools. After five years, he moved to Alexander Forbes Investments, where he worked in various roles, including Contract Analyst Developer, Business Analyst and Senior Analyst Developer. After eight years of experience in the asset management industry, Rankadu joined PortfolioMetrix in September 2018 as an Analyst Developer.

Douglas Lee-Jones
Douglas Lee-Jones

Analyst Developer

BBusSc (Hons) (Information Systems)

Douglas has extensive experience as a developer as well as leading development teams. His responsibilities have included systems architecture and ensuring the robustness and quality of the software developed. Douglas has worked on projects for several listed South African companies, including Sanlam, Woolworths and Old Mutual.

Steven Van Der Linde
Steven Van Der Linde

Analyst Developer

Van Zyl & Pritchard for Java Programming Course

Steven completed his studies at Van Zyl and Pritchard in 2006. Thereafter he joined Internet Solutions for 12 years where he worked as CRM developer for six years and as a Software Engineer specializing in web development for a further six years. In February 2019 Steven left the telecommunications industry behind to join PortfolioMetrix as an Analyst Developer.

Heinrich Lategan
Heinrich Lategan

Analyst Developer

BSc (Computing)

Heinrich started his career working as a JavaScript and SQL developer at INCASU Information Services, developing financial software focused on financial reporting and modeling. After this, he moved to PAYTEQ where he expanded his skills to include .NET development and helped develop software used by many large financial institutions. He joined our tech team in 2017.

Drikus Van Dyk
Drikus Van Dyk

Analyst Developer

B.Sc (Hons) Computer Science (cum laude)

Drikus has over 18 years’ experience in software development. He has a passion for software development and solving hard problems with software. Prior to joining PortfolioMetrix in 2020, his most recent role was a software architect, and his duties included the development of architecturally significant or sensitive software components and establishing software architecture frameworks and guidelines.

Darryn Geldenhuys
Darryn Geldenhuys

Analyst Developer

Darryn has over 15 years’ experience as a developer. He has experience in web development, App development, Databases and Microsoft SQL Server. He is certified in Blockchain, Web Security and various other development programmes. Darryn joined PortfolioMetrix in 2020.

Caribe Breese
Caribe Breese

UK Head of Digital Marketing

BSc (International Relations), MSc (Government)

With 10 years of marketing experience, Caribe joined PortfolioMetrix in March 2021, eager to contribute to the company’s ambitious growth plans for the UK market. Her career began in  a PR role in the events industry, where she secured sponsorship deals with Smirnoff and Redbull and carved out media coverage on BBC Radio and London Live. In 2015 she entered the FMCG industry as Pak Cosmetics’ Brand Marketing Manager and was instrumental in getting 29 beauty products onto shelves in two of the UK’s top supermarket chains. Caribe has since then worked with software and solutions service companies like QS Quacquarelli Symonds and ISI Markets Group, helping to scale marketing teams, streamline marketing processes and optimise digital strategies. At ISI Caribe grew the monthly Google ad clicks by 1,160% and the leads generated by 150% without increasing spend, ultimately contributing to an overall 115% return on marketing investment.

Pontsho Ramontsha
Pontsho Ramontsha

SA Marketing Manager

BJourn (Journalism and Media Studies), MBA

Pontsho began her career in the media industry as a journalist writing for various leading publications, including Business Day, SA Home Owner and Cosmopolitan. In 2009, she shifted into the corporate communication and marketing space by joining KPMG as the communication and marketing writer, focusing on internal communication and creating thought leadership content for clients. Pontsho has since then worked as a communication and marketing specialist for several financial service companies, including MMI, Old Mutual Investment Group (OMIG) and PSG Wealth. At OMIG she was integral to developing the ESG content strategy for the local market, was the editor of the annual responsible investing journal and the communication lead for the alternative investments capability. With over 10 years of marketing and corporate communication experience, Pontsho joined PortfolioMetrix in October 2021 to deliver against the marketing needs of the South African business.

Sharné Sanders
Sharné Sanders

Head of Core Operations

BCom (Hons) Accounting Sciences, CA(SA)

Sharné started her career at Deloitte, where she completed her articles and qualified as a Chartered Accountant (SA). Thereafter she went on an eight-month secondment to Europe, where she worked in the Deloitte Malta office and travelled to 17 countries. Sharné joined PortfolioMetrix in October 2018 as Operations Controller and was promoted to Head of Core Operations in September 2020. She is actively pursuing her CFA charter and passed her Level I exam in June 2019.

Cecilia La Cock
Cecilia La Cock

Operations Controller

BAcc (Hons), CA(SA)

Cecilia joined Deloitte in Cape Town and completed her articles there in 2019 and subsequently went on a three-month secondment to Deloitte Edinburgh. Thereafter she worked in the corporate finance industry before joining the PortfolioMetrix Operations team in March 2021 as an Operations Controller. An analytical, organised and goal-driven individual, Cecilia aims to deliver excellence in her role and empower others.

Kerilee Privett
Kerilee Privett

Operations Analyst

BCom (Financial Management)

Kerilee has a holistic understanding of our value proposition, having initially joined PortfolioMetrix in 2016 as a Client Services & Portfolio Monitoring Consultant. She then became a Partner Relationship Specialist in South Africa before joining the Operations team. She enjoys analysing the data in our internal systems to identify and act upon both the risks and opportunities faced by our partners. Kerilee has relentless attention to detail and is meticulous when evaluating solutions that help our partners build their business. She takes a collaborative approach to supporting our partners throughout their journey with PortfolioMetrix.

Alex Black
Alex Black

Operations Analyst

B.Sc (Finance)

Alex joined PortfolioMetrix as an Operations Analyst in 2020. He has a keen interest in business intelligence and operations within the investments space. Alex previously worked at Allan Gray after completing his BBusSci in Finance and is currently pursuing his CFA charter. He brings to his role strong data analysis, research and problem solving skills, as well empathy, compassion and good judgement, which make him a valuable team member.

Charl De Beer
Charl De Beer

Operations Specialist

CA(SA), BAcc LLB, BAcc (Hons)

After a year working on the yachts in the Caribbean and exploring South East Asia, Charl joined Deloitte in Johannesburg to complete his articles. During his time there he spent a five-month secondment at Deloitte Boston in the listed private equity division. Charl joined the PortfolioMetrix Operations team in August 2020. Given his qualifications, Charl has a keen interest in the complex interplay between finance and law as well as automation and its impact on financial modelling. He also has experience with major capital restructuring as well as financial projection-based valuations.

Africa Amões
Africa Amões

Operations Support

BA Economics (Entrepreneurship), MSc in Economics and Policy of Energy and the Environment

After completing a BA Economics degree with a minor in Entrepreneurship at the University of Southern California in 2018, Africa spent six months working in China where she completed internships at a fintech startup in Shanghai and a diversified private market asset management firm in Hong Kong. Africa joined PortfolioMetrix in August 2021 with a strong background in research and analysis.

Russell Brown
Russell Brown

Product Manager

BCom (Finance), MSc Finance (cum laude)

Russell joined PortfolioMetrix in April 2013 as an Investment Analyst and was promoted to Product Manager in 2021. While working at PortfolioMetrix, his primary responsibilities have included portfolio optimisation to derive the strategic asset allocation of portfolios, fund selection and manager research, performance reporting and the day-to-day monitoring of PortfolioMetrix’s building block unit trusts. Russell is intricately involved in ensuring that PortfolioMetrix’s asset management process is seamlessly translated into WealthExplorer™. Russell completed his Master’s Degree in Finance (with distinction) at Plymouth University. He also holds a National Certificate in Financial Markets and Instruments at the Academy of Financial Markets.

Tim-Wightman-1
Tim Wightman

Product Owner

BSc Mechanical Engineering

Tim is an experienced product owner in the asset management and fintech sectors, having most recently spent a few years at Coronation Fund Managers within the Trading Operations and Retail Data Warehouse teams. Prior to that, he was an operations lead and product owner of a document production and reporting team for a growing fintech company in Cape Town. This followed a long stint at a mobile start-up called Datafree, with years spent in Sydney as well as Cape Town in a variety of roles during the rapid growth phase of the business. Previously, he spent three years in London working as an analyst developer in a variety of technologies and industries. Stemming from his original qualification, he also has a few years of experience in engineering and project management.

Ryan Jordan
Ryan Jordan

Head of Special Projects

BCom (Hons) (Accounting), MSc (Management), CFP®

Ryan started his career as an IT consultant in London. On his return to South Africa, he worked for two small local consulting companies before joining the Monitor Group, a leading global strategy consulting company, in 1998. During his four years at Monitor, Ryan worked in Johannesburg, New York and London on projects ranging from redesigning an incentive scheme on a coal mine to developing a new methodology for building websites around “customer experiences”. Prior to founding PortfolioMetrix with Brandon, Ryan spent eight years as a freelance management consultant working on a wide variety of strategic and operational projects in the UK and South Africa. The projects have ranged from architecting and managing the building of a valuation and scenario management solution for a R15 Billion mining company to designing and managing the development of critical new products and management systems for Europe’s largest and fastest growing WiFi Network.

Paul-De-Goede
Paul De Goede

Director

BSc (Hons) (Computer Science & Mathematics) (cum laude)

Once he had finished his studies, Paul was immediately head-hunted to work at Microsoft in the United States, where he quickly came to lead a team within the Windows 2000 business unit. After three years at Microsoft, Paul joined a start-up providing tools and analytics to the FMCG sector. Paul then moved on to providing management and technical consulting through Cyest Corporation, where he gained invaluable experience across the mining, retail, entertainment and financial sectors. Paul assumed the head of development role for Cyest’s in-house modelling solution and after a Cyest and Knowledge Factory (geo-spatial analytics) joint venture, he became the Chief Information Officer at Knowledge Factory. Thereafter, Paul provided consulting services to various companies, including a “big four” bank, a London based start-up, and a US based multi-national fast food. He left the consulting life to join PortfolioMetrix in 2010, driven by his passion for financial modelling and analytics.

Dumile Sibuyi
Dumile Sibuyi

Strategy and Planning Assistant

BCom (Financial Sciences); CIMA Diploma Management Accounting

Dumile is diligent and has a passion for business and finance. In 2020, he completed the CIMA Operational level of studies and obtained a Diploma in Management Accounting. Thereafter he joined PortfolioMetrix as a Partner Relationship Specialist in 2020 before taking up the Strategy and Planning role. His responsibilities are centred on providing strategic support to the CEO as well as the business at large, and this role offers Dumi an opportunity to fully explore his passion for people and business. 

Natalie Horton
Natalie Horton

Head of Finance

BCom (Hons), CA(SA)

After articles, Natalie started her career in the Structured Finance department of Real Africa Durolink, a JSE-listed bank, where she was involved in asset finance modelling and transactional administration. She then spent four years in the finance department of African Merchant Bank. In 2005, she joined RMB Asset Management (now Momentum Asset Management), as a Finance Manager, where she was quickly promoted to the Head of Finance, leading a team of 12 finance staff and managing the full finance function. Natalie transferred to the Momentum Investments Division, taking on more executive responsibility, as well as maintaining the operational finance and reporting functions for all the investment entities of this division within the Momentum Group. After nine years of experience in the asset management industry, Natalie joined PortfolioMetrix in January 2015 as the Head of Finance.

Michelle Madondo
Michelle Madondo

Junior Financial Assistant

BCom (Accounting)

Michelle joined PortfolioMetrix in July 2018. Previously, she worked as an Assistant Financial Accountant at Alexander Forbes Ltd, assisting with financial accounting/management and reporting. Being a person who values an organised mess, honesty and keeping the integrity of work intact, accounting was an obvious career choice for Michelle. Her role at PortfolioMetrix has broadened her skills and areas of experience, ,from bookkeeping and office administration to implementing and applying processes, tools and systems that inform business decisions with relevant and useful financial information specific to our organisation.

Tebogo Fothane
Tebogo Fothane

Finance and Admin Assistant

BAccSci (Financial Accounting)

Tebogo holds a dual role as both a Finance and Admin Assistant, having joined PortfolioMetrix in January 2021. Previously, she worked as an Accounts clerk for a mining company, then a Junior Accountant at Pele Energy Group and most recently an Accountant at Malander Advisory, assisting with financial accounting/management and reporting for various companies. She is a Registered Accountant with the South African Institute of Professional Accountants.

Laaiqah Cajee
Laaiqah Cajee

Executive Support

BCom Hons (Industrial & Organisational Psychology)

Laaiqah contributes to the smooth administration and continuous improvement of the company by providing steadfast support to our SA executive team. She has proven herself to be an agile professional who strikes a fine balance between offering efficient, business-as-usual support and being a cornerstone when the inevitable wild winds of change begin to blow. Laaiqah joined PortfolioMetrix in 2021.

Dineo Leepile
Dineo Leepile

Office Support

Dineo has been with the PortfolioMetrix family since August 2015, responsible for ensuring our offices and staff are well taken care of. She was made a permanent employee of the company in June 2019 as the official office cleaner and assistant.

Independently endorsed. Industry leading partnerships.

PortfolioMetrix is a high energy, results-driven global investment management business founded in 2010 with offices in London, Dublin, Johannesburg, Cape Town and California.

In 2013, we launched in the UK, providing financial advisers with a unique proposition that combines investment management and technology, delivering a scalable, consistent and repeatable process.

Defaqto ratings
ESG partnerships
Defaqto review our portfolios using multiple criteria like performance, risk rating and charges. We have secured five star and five diamond ratings for the past 3 years.
We consider ourselves to be leaders when it comes to ESG but we always want to learn more. We invest considerable time to work with industry experts like UKSIF, SRI Services & FundEcomarket.

 

INDUSTRY RECOGNITION

Awards

We are proud of the external recognition received from advisers and the industry, which offers a powerful validation of the PortfolioMetrix proposition.

Professional Adviser 2021

Professional Adviser 2021

Professional Adviser 2020

Professional Adviser 2020

Professional Adviser 2019

Professional Adviser 2019

COLWMA 2021 Nominee

COLWMA 2021 Nominee

Regional Stars 2020 London

Regional Stars 2020 London

Regional Stars 2019 London

Regional Stars 2019 London

Regional Stars 2018 London

Regional Stars 2018 London

Regional Stars 2017 London

Regional Stars 2017 London

Advisers Choice Awards 2021

Advisers Choice Awards 2021

Advisers Choice Awards 2021

Advisers Choice Awards 2021

Advisers Choice Awards 2021

Advisers Choice Awards 2021

OUR FOOTPRINT

Where we operate

“PortfolioMetrix was established in 2010 in the United Kingdom and South Africa, and subsequently entered the European market in 2014. We now have offices in London, Johannesburg, Cape Town and Dublin. Our portfolios and technology are specifically configured to the region we operate in, including different currency optimisations, domestic product structures and access via local platforms”
Ben Peele, MD PortfolioMetrix UK