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.

Multidimensional Investment Methods

PortfolioMetrix Investment Overview

Our ethos at PortfolioMetrix is 'investment management by design'. We create precision-engineered portfolios that produce predictable, repeatable results. Each investor is different, as are the advice businesses they have trusted with their money.  Our range of portfolios caters for the precise needs of advisers and the clients that they serve. The same investment expertise runs through every solution but can be implemented in the format that works best for your clients
 

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.

 

OUR PEOPLE

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
Non-Executive Directors
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Brandon Zietsman

CEO and Chief Investment Officer

Brandon Zietsman Updated 169x169
Brandon Zietsman

CEO and Chief Investment Officer

MSc (Global Challenges) (Dist.), BCom (Accounting & Law), HDip (Tax), IMC, CAIA®, CFA®

Brandon has been a key figure in the financial services industry for many years, leveraging his experience and an extensive skill in various influential roles. He started his career at Investec in 1994, then joined RMB Fund Managers to lead product development and the sales division.

In 1999, he moved to Mercury Consolidated Holdings as a director and co-head of structured products, pioneering several innovative financial products. He returned to RMB Asset Management in 2001 as member of the board, becoming head of quantitative research and later CEO of RMB Unit Trusts.

In 2008, Barclays appointed him as Head of the Investment and Product Office at Absa Wealth, overseeing investments, banking, credit, and fiduciary services. Brandon left Absa in 2010 to found PortfolioMetrix, whereafter he continued to advise Absa on portfolio optimisation and asset allocation, as well as on strategic business choices. 

At PortfolioMetrix, Brandon has maintained his commitment to innovation and ethical standards in the industry, leading a vibrant company that has made an indelible impression on the markets in which it operates.  He has a deep interest in the issues that beset our society and humankind, completing a Master of Science in Global Challenges (with distinction) through the University of Edinburgh in 2023.

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Ben Peele

UK Managing Director

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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.

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Nic Spicer

UK Head of Investments

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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.

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Philip Bradford

SA Head of Investments

April Edit 1 Web
Philip Bradford

SA Head of Investments

BSocSci, CFA®

Philip Bradford is a multiple-award winning fund manager with 24 years’ experience in investment management. He is the Head of Investments for PortfolioMetrix Asset Management SA and fund manager of a number of fixed income and multi-asset class funds. 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 CIO at Sasfin Asset Managers, where he was the fund manager of the flagship Flexible Income and Balanced funds, for which he won two Morningstar awards and four Raging Bull awards.

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Oscar Reitsma

Joint COO and Head of Technology

Oscar-1
Oscar Reitsma

Joint COO and 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.

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Sharné Sanders

Joint COO and Head of Operations

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Sharné Sanders

Joint COO and Head of 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.

 

Brandon Zietsman Updated 169x169
Brandon Zietsman

CEO and Chief Investment Officer

Brandon Zietsman Updated 169x169
Brandon Zietsman

CEO and Chief Investment Officer

MSc (Global Challenges) (Dist.), BCom (Accounting & Law), HDip (Tax), IMC, CAIA®, CFA®

Brandon has been a key figure in the financial services industry for many years, leveraging his experience and an extensive skill in various influential roles. He started his career at Investec in 1994, then joined RMB Fund Managers to lead product development and the sales division.

In 1999, he moved to Mercury Consolidated Holdings as a director and co-head of structured products, pioneering several innovative financial products. He returned to RMB Asset Management in 2001 as member of the board, becoming head of quantitative research and later CEO of RMB Unit Trusts.

In 2008, Barclays appointed him as Head of the Investment and Product Office at Absa Wealth, overseeing investments, banking, credit, and fiduciary services. Brandon left Absa in 2010 to found PortfolioMetrix, whereafter he continued to advise Absa on portfolio optimisation and asset allocation, as well as on strategic business choices. 

At PortfolioMetrix, Brandon has maintained his commitment to innovation and ethical standards in the industry, leading a vibrant company that has made an indelible impression on the markets in which it operates.  He has a deep interest in the issues that beset our society and humankind, completing a Master of Science in Global Challenges (with distinction) through the University of Edinburgh in 2023.

Nic Spicer New v3
Nic Spicer

UK Head of Investments

Nic Spicer New v3
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.

April Edit 1 Web
Philip Bradford

SA Head of Investments

April Edit 1 Web
Philip Bradford

SA Head of Investments

BSocSci, CFA®

Philip Bradford is a multiple-award winning fund manager with 24 years’ experience in investment management. He is the Head of Investments for PortfolioMetrix Asset Management SA and fund manager of a number of fixed income and multi-asset class funds. 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 CIO at Sasfin Asset Managers, where he was the fund manager of the flagship Flexible Income and Balanced funds, for which he won two Morningstar awards and four Raging Bull awards.

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Brendan De Jongh

SA Head of Research

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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 & Portfolio Manager

Liam Dawson
Liam Dawson

Investment Analyst & Portfolio Manager

BEng (Mechanical Engineering), CFA®, CAIA, FDP

Liam began his career in the mining and metals industry as a mechanised mining applications consultant. He left to follow his passion for investing and joined PortfolioMetrix in 2015 as an Investment Analyst covering both local and global asset classes, and fund manager selection. Most of his time in the financial industry has been spent on portfolio optimisation and construction, with a particular focus on controlling for risk, this played into his very analytical and statistical based skillset. Liam plays a key role in the Investment Committee that makes decisions on all of PortfolioMetrix investment offerings. From 2021, he took on responsibilities for portfolio management in the domestic fixed income product range alongside Philip Bradford.

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Philip Wellington

Investment Analyst

Philip Wellington v4
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.

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Oliver Jones

Investment Analyst

Oliver Jones v3
Oliver Jones

Investment Analyst

BSc (Hons) (Economics), IMC, CFA®

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.

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Riccardo Peretti

Investment Analyst

Riccardo Peretti 2
Riccardo Peretti

Investment Analyst

BCom (Hons) (Financial Analysis and Portfolio Management), CFA®

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.

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Taahir Ramchandra

Investment Analyst

Taahir
Taahir Ramchandra

Investment Analyst

Bcom (Hons) (Risk and Investments), CFA®

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, with his main responsibilities including asset allocation and fund selection processes across the range of portfolios managed by PortfolioMetrix. Taahir is also responsible for managing the SA and Global Share Portfolios.

Yaseera Lockhat PortfolioMetrix
Yaseera Lockhat

Investment Analyst

Yaseera Lockhat PortfolioMetrix
Yaseera Lockhat

Investment Analyst

BSc Mechanical Engineering (Cum Laude)

Yaseera is an Investment Analyst who has a track record in data analysis, which she leverages to obtain key insights and make informed decisions. Having studied Mechanical Engineering, her technical knowledge and analytical skills make her well-suited for the field of finance. She is embarking on her Chartered Financial Analyst (CFA) journey, which will further enhance her abilities and knowledge in the industry. With her strong background and dedication to continuous learning, Yaseera is an asset to our investment team.

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Isabelle Chessell

Investment Analyst

Isabelle Chessell Photo March 2024 Web
Isabelle Chessell

Investment Analyst

MEng (Civil Engineering)

Isabelle is an Investment Analyst in the UK Asset Management team. Isabelle studied Civil Engineering and was formerly a Graduate Tunnel Engineer. Her previous experience brings both strong analytical and technical skills. Isabelle is committed to professional growth and was recently awarded the CISI Level 3 Award for Introduction to Investment.

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Russell Brown

Product Manager

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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.

Edden Kift PortfolioMetrix
Edden Kift

Head of SA Distribution

Edden Kift PortfolioMetrix
Edden Kift

Head of SA Distribution

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. 

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.

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Mark Bradley

Ireland Head of Operations and Distribution

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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 Culverwell
Kirsten Culverwell

Investment Specialist

Kirsten Culverwell
Kirsten Culverwell

Investment Specialist

BCom (Investment Management) (cum laude), BCom (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.

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Lawrence Mohale

Investment Specialist

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Lawrence Mohale

Investment Specialist

BCom LLB

With over five years of experience in the financial services industry, Lawrence joins us from Ninety One, where he served as a Sales Manager responsible for the distribution of local and offshore funds within the Johannesburg region. Previously, he held various roles at Sanlam Investments, including Distribution Consultant, where he spearheaded the rollout of the national advisor digital transformation strategy. Driven by a passion for empowering clients through financial success, Lawrence is dedicated to fostering strong partnerships with advisors and helping to guide clients towards securing their financial future and achieving their aspirations.

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Isheanesu Muvimwa

Distribution Support

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Isheanesu Muvimwa

Distribution Support

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

Isheanesu graduated from Stellenbosch University with a BCom (Honours) in Financial Analysis at the end of 2023, providing him with a solid foundation in financial analysis and financial management. He has also completed a thesis on the influence of behavioural biases in the decision to save. Paired with his knowledge in investments and a passion for people, he will be a part of the business development team contributing as Distribution support. Isheanesu is determined to use his drive and passion for investments make significant strides in the business development of PortfolioMetrix.

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Jim Clay

Business Development UK

Jim Clay-1
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.

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Dean Swindell

Business Development UK

Dean 2
Dean Swindell

Business Development UK

BA in American Studies

Dean is responsible for our strategic partnerships through the adoption of PortfolioMetrix technology solutions and investment services. With over 20 years of experience in financial services, he joined us from Parmenion, where he was a Regional Sales Manager in the North of England and was responsible for developing and supporting relationships with financial planning firms. Prior to this, he worked in private client stock broking and investment management.

Claire Van Den Houten PortfolioMetrix
Claire Van Den Houten

UK Head of Partner Relations

Claire Van Den Houten PortfolioMetrix
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.

Khanya Ngcobo PortfolioMetrix
Khanya Ngcobo

SA Head of Partner Relations

Khanya Ngcobo PortfolioMetrix
Khanya Ngcobo

SA Head of Partner Relations

BCom (Quantitative Management)

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. 

Bongiwe Mpungose PortfolioMetrix
Bongiwe Mpungose

IE Head of Partner Relations

Bongiwe Mpungose PortfolioMetrix
Bongiwe Mpungose

IE Head of Partner Relations

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.

Jade Reed PortfolioMetrix
Jade Reed

Partner Relationship Specialist

Jade Reed PortfolioMetrix
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.

Audacious Murewa PortfolioMetrix
Audacious Murewa

Partner Relationship Associate

Audacious Murewa PortfolioMetrix
Audacious Murewa

Partner Relationship Associate

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.

Brody Kundsami PortfolioMetrix
Brody Kundasami

Partner Relationship Associate

Brody Kundsami PortfolioMetrix
Brody Kundasami

Partner Relationship Associate

Bachelor of Commerce in Investment and Corporate Finance

Brody is committed to building strong relationships with our Partners through open and effective communication. He strives to use his undeniable passion for finance and investment to improve our Partners’ experience and add value to their clients. Brody joined PortfolioMetrix in 2022 after graduating with a Bachelor of Commerce in Investment and Corporate Finance from the University of the Witwatersrand.

Claudia Clark PortfolioMetrix
Claudia Clark

Partner Relationship Specialist

Claudia Clark PortfolioMetrix
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 PortfolioMetrix
Jenny Hobbs

Partner Relationship Specialist

Jenny Hobbs PortfolioMetrix
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.

Katlego Makena PortfolioMetrix
Katlego Makena

Partner Relationship Associate

Katlego Makena PortfolioMetrix
Katlego Makena

Partner Relationship Associate

Bachelor of Commerce in Accounting.

Katlego is committed to building strong relationships with our Partners through open and effective communication. He strives to use his experience as a former financial advisor at Old Mutual to improve our Partners’ experience and add value to their clients. Katlego joined PortfolioMetrix in 2022 after previously working for Amazon as a Client Support Associate.

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Tyra Heslop

PRS Operations Specialist

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Tyra Heslop

PRS Operations Specialist

BCom Honours Business Management: Financial Management; BCom Management Sciences

After graduating with a BCom Honours in Financial Management from the University of Stellenbosch in 2019, Tyra started her career in the servicing spaces at Allan Gray and Ninety One. She joined the Partner Relations team at PortfolioMetrix in 2023 and is focused on leveraging her experience to help optimise servicing processes in the team and building meaningful relationships with our partners. 

Oscar v2
Oscar Reitsma

Joint COO and Head of Technology

Oscar v2
Oscar Reitsma

Joint COO and 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 v2
Ross Jackson

Head of Software Development

Ross Jackson v2
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 v3
René Zietsman

Project Administrator

René Zietsman v3
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.

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.

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

Microsoft certified professional certificate for Html5 and Css3

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.

Charles Ford PortfolioMetrix
Charles Ford

Analyst Developer

Charles Ford PortfolioMetrix
Charles Ford

Analyst Developer

National Senior Certificate

Charles joined PortfolioMetrix in 2023 as a junior software developer. Charles realized his aptitude and passion for software development while employed in an alternative industry.
He subsequently participated in a remote software engineering apprenticeship program and is currently pursuing a Bachelor of Science Degree in Computer Science.
Charles is highly motivated by challenging problems and takes great pleasure in finding solutions to them.

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David Oduntan

Software Developer

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David Oduntan

Software Developer

BIS (Hons) Information Science

David joined PortfolioMetrix as a software developer in 2023. He completed his studies at the University of Pretoria. While studying, he worked as a vulnerability management specialist and as an IT support technician. David has a passion for using software to solve real-world problems.

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Chiara Buran

UK Marketing Manager

Chiara Buran Photo March 2024 Web
Chiara Buran

UK Marketing Manager

MSc (Innovation Management and Entrepreneurship), BCom (Economics and Management of Innovation)

Chiara joined PortfolioMetrix in 2024 as UK Marketing Manager. With a rich background in B2B marketing spanning the technology and financial sectors, her primary objective is to increase brand awareness and boost sales. Chiara's energy and expertise fuel her dedication to amplifying PortfolioMetrix's market presence and facilitating business growth.

Sharne Sanders PortfolioMetrix
Sharné Sanders

Joint COO and Head of Operations

Sharne Sanders PortfolioMetrix
Sharné Sanders

Joint COO and Head of 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

Product Operations Manager

Cecilia La Cock
Cecilia La Cock

Product Operations Manager

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.

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Charl De Beer

Governance and Strategic Project Specialist

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Charl De Beer

Governance and Strategic Project 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.

Junaid
Junaid Slaffa

Operations Support

Junaid
Junaid Slaffa

Operations Support

BCom (Hons) Corporate Finance & Investments

Having earned his BCom (Honours) in Corporate Finance and Investment in 2021, the energetic individual has shown a solid foundation in financial analysis and strategic thinking. In 2022, Junaid embarked on an enriching journey as an intern at Alex Forbes, where he ventured into the technical marketing sector, a pivotal stepping stone that ignited his passion for the world of investments. With a keen eye for detail and an unwavering dedication to his craft, Junaid is poised to make significant strides in the ever-evolving landscape of finance and investment and hopes to bring this passion and drive into his new role in Operations.

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Luthando Mtsi

Investment Operations Specialist

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Luthando Mtsi

Investment Operations Specialist

BCom (Investment Management & Financial Management)

Luthando is a dynamic finance professional, holding a BCom degree from Stellenbosch University where he specialised in Investments and Financial Management. With a track record at State Street Corporation and Futuregrowth, he has joined PortfolioMetrix with the commitment of achieving impactful outcomes and aiding in the strategic and operational prowess of the company. He is eager to advance his career and deepen his expertise in finance and investment operations.

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Desiree Chaukura

Operations Support

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Desiree Chaukura

Operations Support

BCom (Investment Management & Banking), PGDip (Investment Planning)

Desiree is a dedicated and results-oriented professional with a strong passion for the investment operational environment. She holds a BCom in Investment Management and Banking, along with a Postgrad Diploma in Investment Planning from the University of the Free State. She has prior experience in the Financial Operations Department at Prime Investments. Joining PortfolioMetrix in January 2024, Desiree strives to contribute to the operations team and reach her full potential and make significant strides in her career.

Tim Wightman
Tim Wightman

Product Owner

Tim Wightman
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.

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Russell Brown

Product Manager

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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.

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Thuso Maile

Quality Assurance Analyst

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Thuso Maile

Quality Assurance Analyst

BCom (Investment Management and Banking)

Thuso is an avid advocate for how financial services offerings contribute to enhancing and empowering people's lives. He holds a BCom (Investment Management and Banking) with Distinction from Milpark Education. Prior to joining PortfolioMetrix, he had a career spanning from being a Financial Advisor at Liberty Life to positions in Risk and Compliance at CFD Brokers. He brings a comprehensive understanding of client needs, regulatory frameworks, and risk management practices into the Quality Assurance Analyst role.

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Natalie Horton

Head of Finance

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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 PortfolioMetrix
Michelle Madondo

Junior Financial Manager

Michelle Madondo PortfolioMetrix
Michelle Madondo

Junior Financial Manager

BCom Accounting, Dip. Management Accounting (CIMA)

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.

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Tebogo Fothane

Finance and Admin Assistant

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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.

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.

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Amanda Clark

Team Assistant

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Amanda Clark

Team Assistant

Amanda joined PortfolioMetrix in February 2024 as Team Assistant, tasked with coordinating meetings, events, and ensuring the smooth operation of the UK office. With over 15 years of experience in administrative and executive assistant roles prior to joining PortfolioMetrix, her adept multitasking and organizational abilities make her a valuable addition to the PMX team.

Paul De Goede PortfolioMetrix
Paul De Goede

Non-Executive Director

Paul De Goede PortfolioMetrix
Paul De Goede

Non-Executive 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.

Ryan Jordan PortfolioMetrix
Ryan Jordan

Non-Executive Director

Ryan Jordan PortfolioMetrix
Ryan Jordan

Non-Executive Director

Non-Executive Director

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.

Mike Jacket PortfolioMetrix
Mike Roberts

Non-Executive Director

Mike Jacket PortfolioMetrix
Mike Roberts

Non-Executive 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. 

Dave Chessell PortfolioMetrix
Dave Chessell

Non-Executive Director

Dave Chessell PortfolioMetrix
Dave Chessell

Non-Executive 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.

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Brandon Zietsman

CEO and Chief Investment Officer

MSc (Global Challenges) (Dist.), BCom (Accounting & Law), HDip (Tax), IMC, CAIA®, CFA®

Brandon has been a key figure in the financial services industry for many years, leveraging his experience and an extensive skill in various influential roles. He started his career at Investec in 1994, then joined RMB Fund Managers to lead product development and the sales division.

In 1999, he moved to Mercury Consolidated Holdings as a director and co-head of structured products, pioneering several innovative financial products. He returned to RMB Asset Management in 2001 as member of the board, becoming head of quantitative research and later CEO of RMB Unit Trusts.

In 2008, Barclays appointed him as Head of the Investment and Product Office at Absa Wealth, overseeing investments, banking, credit, and fiduciary services. Brandon left Absa in 2010 to found PortfolioMetrix, whereafter he continued to advise Absa on portfolio optimisation and asset allocation, as well as on strategic business choices. 

At PortfolioMetrix, Brandon has maintained his commitment to innovation and ethical standards in the industry, leading a vibrant company that has made an indelible impression on the markets in which it operates.  He has a deep interest in the issues that beset our society and humankind, completing a Master of Science in Global Challenges (with distinction) through the University of Edinburgh in 2023.

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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.

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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.

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Philip Bradford

SA Head of Investments

BSocSci, CFA®

Philip Bradford is a multiple-award winning fund manager with 24 years’ experience in investment management. He is the Head of Investments for PortfolioMetrix Asset Management SA and fund manager of a number of fixed income and multi-asset class funds. 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 CIO at Sasfin Asset Managers, where he was the fund manager of the flagship Flexible Income and Balanced funds, for which he won two Morningstar awards and four Raging Bull awards.

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Oscar Reitsma

Joint COO and 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.

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Sharné Sanders

Joint COO and Head of 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.

 

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Brandon Zietsman

CEO and Chief Investment Officer

MSc (Global Challenges) (Dist.), BCom (Accounting & Law), HDip (Tax), IMC, CAIA®, CFA®

Brandon has been a key figure in the financial services industry for many years, leveraging his experience and an extensive skill in various influential roles. He started his career at Investec in 1994, then joined RMB Fund Managers to lead product development and the sales division.

In 1999, he moved to Mercury Consolidated Holdings as a director and co-head of structured products, pioneering several innovative financial products. He returned to RMB Asset Management in 2001 as member of the board, becoming head of quantitative research and later CEO of RMB Unit Trusts.

In 2008, Barclays appointed him as Head of the Investment and Product Office at Absa Wealth, overseeing investments, banking, credit, and fiduciary services. Brandon left Absa in 2010 to found PortfolioMetrix, whereafter he continued to advise Absa on portfolio optimisation and asset allocation, as well as on strategic business choices. 

At PortfolioMetrix, Brandon has maintained his commitment to innovation and ethical standards in the industry, leading a vibrant company that has made an indelible impression on the markets in which it operates.  He has a deep interest in the issues that beset our society and humankind, completing a Master of Science in Global Challenges (with distinction) through the University of Edinburgh in 2023.

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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.

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Philip Bradford

SA Head of Investments

BSocSci, CFA®

Philip Bradford is a multiple-award winning fund manager with 24 years’ experience in investment management. He is the Head of Investments for PortfolioMetrix Asset Management SA and fund manager of a number of fixed income and multi-asset class funds. 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 CIO at Sasfin Asset Managers, where he was the fund manager of the flagship Flexible Income and Balanced funds, for which he won two Morningstar awards and four Raging Bull awards.

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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 & Portfolio Manager

BEng (Mechanical Engineering), CFA®, CAIA, FDP

Liam began his career in the mining and metals industry as a mechanised mining applications consultant. He left to follow his passion for investing and joined PortfolioMetrix in 2015 as an Investment Analyst covering both local and global asset classes, and fund manager selection. Most of his time in the financial industry has been spent on portfolio optimisation and construction, with a particular focus on controlling for risk, this played into his very analytical and statistical based skillset. Liam plays a key role in the Investment Committee that makes decisions on all of PortfolioMetrix investment offerings. From 2021, he took on responsibilities for portfolio management in the domestic fixed income product range alongside Philip Bradford.

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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.

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Oliver Jones

Investment Analyst

BSc (Hons) (Economics), IMC, CFA®

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.

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Riccardo Peretti

Investment Analyst

BCom (Hons) (Financial Analysis and Portfolio Management), CFA®

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.

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Taahir Ramchandra

Investment Analyst

Bcom (Hons) (Risk and Investments), CFA®

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, with his main responsibilities including asset allocation and fund selection processes across the range of portfolios managed by PortfolioMetrix. Taahir is also responsible for managing the SA and Global Share Portfolios.

Yaseera Lockhat PortfolioMetrix
Yaseera Lockhat

Investment Analyst

BSc Mechanical Engineering (Cum Laude)

Yaseera is an Investment Analyst who has a track record in data analysis, which she leverages to obtain key insights and make informed decisions. Having studied Mechanical Engineering, her technical knowledge and analytical skills make her well-suited for the field of finance. She is embarking on her Chartered Financial Analyst (CFA) journey, which will further enhance her abilities and knowledge in the industry. With her strong background and dedication to continuous learning, Yaseera is an asset to our investment team.

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Isabelle Chessell

Investment Analyst

MEng (Civil Engineering)

Isabelle is an Investment Analyst in the UK Asset Management team. Isabelle studied Civil Engineering and was formerly a Graduate Tunnel Engineer. Her previous experience brings both strong analytical and technical skills. Isabelle is committed to professional growth and was recently awarded the CISI Level 3 Award for Introduction to Investment.

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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.

Edden Kift PortfolioMetrix
Edden Kift

Head of SA Distribution

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. 

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.

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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 Culverwell
Kirsten Culverwell

Investment Specialist

BCom (Investment Management) (cum laude), BCom (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.

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Lawrence Mohale

Investment Specialist

BCom LLB

With over five years of experience in the financial services industry, Lawrence joins us from Ninety One, where he served as a Sales Manager responsible for the distribution of local and offshore funds within the Johannesburg region. Previously, he held various roles at Sanlam Investments, including Distribution Consultant, where he spearheaded the rollout of the national advisor digital transformation strategy. Driven by a passion for empowering clients through financial success, Lawrence is dedicated to fostering strong partnerships with advisors and helping to guide clients towards securing their financial future and achieving their aspirations.

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Isheanesu Muvimwa

Distribution Support

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

Isheanesu graduated from Stellenbosch University with a BCom (Honours) in Financial Analysis at the end of 2023, providing him with a solid foundation in financial analysis and financial management. He has also completed a thesis on the influence of behavioural biases in the decision to save. Paired with his knowledge in investments and a passion for people, he will be a part of the business development team contributing as Distribution support. Isheanesu is determined to use his drive and passion for investments make significant strides in the business development of PortfolioMetrix.

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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.

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Dean Swindell

Business Development UK

BA in American Studies

Dean is responsible for our strategic partnerships through the adoption of PortfolioMetrix technology solutions and investment services. With over 20 years of experience in financial services, he joined us from Parmenion, where he was a Regional Sales Manager in the North of England and was responsible for developing and supporting relationships with financial planning firms. Prior to this, he worked in private client stock broking and investment management.

Claire Van Den Houten PortfolioMetrix
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.

Khanya Ngcobo PortfolioMetrix
Khanya Ngcobo

SA Head of Partner Relations

BCom (Quantitative Management)

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. 

Bongiwe Mpungose PortfolioMetrix
Bongiwe Mpungose

IE Head of Partner Relations

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.

Jade Reed PortfolioMetrix
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.

Audacious Murewa PortfolioMetrix
Audacious Murewa

Partner Relationship Associate

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.

Brody Kundsami PortfolioMetrix
Brody Kundasami

Partner Relationship Associate

Bachelor of Commerce in Investment and Corporate Finance

Brody is committed to building strong relationships with our Partners through open and effective communication. He strives to use his undeniable passion for finance and investment to improve our Partners’ experience and add value to their clients. Brody joined PortfolioMetrix in 2022 after graduating with a Bachelor of Commerce in Investment and Corporate Finance from the University of the Witwatersrand.

Claudia Clark PortfolioMetrix
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 PortfolioMetrix
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.

Katlego Makena PortfolioMetrix
Katlego Makena

Partner Relationship Associate

Bachelor of Commerce in Accounting.

Katlego is committed to building strong relationships with our Partners through open and effective communication. He strives to use his experience as a former financial advisor at Old Mutual to improve our Partners’ experience and add value to their clients. Katlego joined PortfolioMetrix in 2022 after previously working for Amazon as a Client Support Associate.

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Tyra Heslop

PRS Operations Specialist

BCom Honours Business Management: Financial Management; BCom Management Sciences

After graduating with a BCom Honours in Financial Management from the University of Stellenbosch in 2019, Tyra started her career in the servicing spaces at Allan Gray and Ninety One. She joined the Partner Relations team at PortfolioMetrix in 2023 and is focused on leveraging her experience to help optimise servicing processes in the team and building meaningful relationships with our partners. 

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Oscar Reitsma

Joint COO and 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.

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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.

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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.

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.

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

Microsoft certified professional certificate for Html5 and Css3

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.

Charles Ford PortfolioMetrix
Charles Ford

Analyst Developer

National Senior Certificate

Charles joined PortfolioMetrix in 2023 as a junior software developer. Charles realized his aptitude and passion for software development while employed in an alternative industry.
He subsequently participated in a remote software engineering apprenticeship program and is currently pursuing a Bachelor of Science Degree in Computer Science.
Charles is highly motivated by challenging problems and takes great pleasure in finding solutions to them.

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David Oduntan

Software Developer

BIS (Hons) Information Science

David joined PortfolioMetrix as a software developer in 2023. He completed his studies at the University of Pretoria. While studying, he worked as a vulnerability management specialist and as an IT support technician. David has a passion for using software to solve real-world problems.

Chiara Buran Photo March 2024 Web
Chiara Buran

UK Marketing Manager

MSc (Innovation Management and Entrepreneurship), BCom (Economics and Management of Innovation)

Chiara joined PortfolioMetrix in 2024 as UK Marketing Manager. With a rich background in B2B marketing spanning the technology and financial sectors, her primary objective is to increase brand awareness and boost sales. Chiara's energy and expertise fuel her dedication to amplifying PortfolioMetrix's market presence and facilitating business growth.

Sharne Sanders PortfolioMetrix
Sharné Sanders

Joint COO and Head of 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

Product Operations Manager

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.

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Charl De Beer

Governance and Strategic Project 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.

Junaid
Junaid Slaffa

Operations Support

BCom (Hons) Corporate Finance & Investments

Having earned his BCom (Honours) in Corporate Finance and Investment in 2021, the energetic individual has shown a solid foundation in financial analysis and strategic thinking. In 2022, Junaid embarked on an enriching journey as an intern at Alex Forbes, where he ventured into the technical marketing sector, a pivotal stepping stone that ignited his passion for the world of investments. With a keen eye for detail and an unwavering dedication to his craft, Junaid is poised to make significant strides in the ever-evolving landscape of finance and investment and hopes to bring this passion and drive into his new role in Operations.

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Luthando Mtsi

Investment Operations Specialist

BCom (Investment Management & Financial Management)

Luthando is a dynamic finance professional, holding a BCom degree from Stellenbosch University where he specialised in Investments and Financial Management. With a track record at State Street Corporation and Futuregrowth, he has joined PortfolioMetrix with the commitment of achieving impactful outcomes and aiding in the strategic and operational prowess of the company. He is eager to advance his career and deepen his expertise in finance and investment operations.

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Desiree Chaukura

Operations Support

BCom (Investment Management & Banking), PGDip (Investment Planning)

Desiree is a dedicated and results-oriented professional with a strong passion for the investment operational environment. She holds a BCom in Investment Management and Banking, along with a Postgrad Diploma in Investment Planning from the University of the Free State. She has prior experience in the Financial Operations Department at Prime Investments. Joining PortfolioMetrix in January 2024, Desiree strives to contribute to the operations team and reach her full potential and make significant strides in her career.

Tim Wightman
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.

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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.

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Thuso Maile

Quality Assurance Analyst

BCom (Investment Management and Banking)

Thuso is an avid advocate for how financial services offerings contribute to enhancing and empowering people's lives. He holds a BCom (Investment Management and Banking) with Distinction from Milpark Education. Prior to joining PortfolioMetrix, he had a career spanning from being a Financial Advisor at Liberty Life to positions in Risk and Compliance at CFD Brokers. He brings a comprehensive understanding of client needs, regulatory frameworks, and risk management practices into the Quality Assurance Analyst role.

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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 PortfolioMetrix
Michelle Madondo

Junior Financial Manager

BCom Accounting, Dip. Management Accounting (CIMA)

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.

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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.

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.

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Amanda Clark

Team Assistant

Amanda joined PortfolioMetrix in February 2024 as Team Assistant, tasked with coordinating meetings, events, and ensuring the smooth operation of the UK office. With over 15 years of experience in administrative and executive assistant roles prior to joining PortfolioMetrix, her adept multitasking and organizational abilities make her a valuable addition to the PMX team.

Paul De Goede PortfolioMetrix
Paul De Goede

Non-Executive 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.

Ryan Jordan PortfolioMetrix
Ryan Jordan

Non-Executive Director

Non-Executive Director

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.

Mike Jacket PortfolioMetrix
Mike Roberts

Non-Executive 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. 

Dave Chessell PortfolioMetrix
Dave Chessell

Non-Executive 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.

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 in2010 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