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.
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.
“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
CEO and Chief Investment Officer
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.
UK Managing Director
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.
UK Head of Investments
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.
SA Head of Investments
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.
Head of Core Operations
Head of Core Operations
BCom (Hons) Accounting Sciences, CA(SA)
Sharné started her career at Deloitte, where she completed her articles and qualified as a Chartered Accountant (SA). Thereafter she went on an eight-month secondment to Europe, where she worked in the Deloitte Malta office and travelled to 17 countries. Sharné joined PortfolioMetrix in October 2018 as Operations Controller and was promoted to Head of Core Operations in September 2020. She is actively pursuing her CFA charter and passed her Level I exam in June 2019.
Head of Technology
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.
CEO and Chief Investment Officer
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.
UK Head of Investments
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.
SA Head of Investments
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.
SA Head of Research
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.
Investment Analyst & Portfolio Manager
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.
Investment Analyst
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.
Investment Analyst
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.
Investment Analyst
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 has completed his CFA charter.
Investment Analyst
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.
Investment Analyst
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.
Investment Analyst
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.
Product Manager
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.
Head of SA Distribution
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.
SA Head of Investment Sales & Distribution
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.
Ireland Head of Operations and Distribution
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.
Investment Specialist
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.
Investment Specialist
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.
Distribution Support
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.
Business Development UK
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.
UK Head of Partner Relations
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.
SA Head of Partner Relations
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.
IE Head of Partner Relations
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.
Partner Relationship Specialist
Partner Relationship Specialist
BCom (Economics, Corporate Finance and Investments)
Audacious is a former financial adviser and financial literacy teacher. Driven by a mission to add value to people’s lives through the world of investments, Audacious is focused on building strong relationships with PortfolioMetrix partners. He strives to add value to our partners’ businesses to ultimately help them add value to their clients’ lives.
Partner Relationship Specialist
Partner Relationship Specialist
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.
Partner Relationship Specialist
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.
Partner Relationship Specialist
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.
Partner Relationship Specialist
Partner Relationship Specialist
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.
PRS Operations Specialist
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.
Partner Relationship Specialist
Partner Relationship Specialist
BA (Psychology)
Millie joined PortfolioMetrix in 2024 as a Partner Relationship Specialist. She provides effective communication, makes sure to address client needs, and ensures satisfaction. With a keen understanding of both client requirements and company offerings, Millie fosters long-term relationships built on trust and collaboration. She is known for her proactive approach, attention to detail, and dedication to delivering exceptional client experiences.
Head of Technology
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.
Head of Software Development
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.
Project Administrator
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.
Analyst Developer
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.
Analyst Developer
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.
Analyst Developer
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.
Analyst Developer
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.
Analyst Developer
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.
Analyst Developer
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.
Software Developer
Software Developer
BID (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.
UK Marketing Manager
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.
Head of Core Operations
Head of Core Operations
BCom (Hons) Accounting Sciences, CA(SA)
Sharné started her career at Deloitte, where she completed her articles and qualified as a Chartered Accountant (SA). Thereafter she went on an eight-month secondment to Europe, where she worked in the Deloitte Malta office and travelled to 17 countries. Sharné joined PortfolioMetrix in October 2018 as Operations Controller and was promoted to Head of Core Operations in September 2020. She is actively pursuing her CFA charter and passed her Level I exam in June 2019.
Product Operations Manager
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.
Governance and Strategic Project Specialist
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.
Operations Process Manager
Operations Process Manager
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.
Operations Support
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.
Investment Operations Specialist
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.
Operations Support
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.
Product Owner
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.
Product Manager
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.
Quality Assurance Analyst
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.
Head of Finance
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.
Junior Financial Manager
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.
Finance and Admin Assistant
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.
Office Support
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.
Team Assistant
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.
UK Non-Executive Director
UK 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.
Non-Executive Director
Non-Executive Director
BCom (Hons) (Accounting), MSc (Management), CFP®
Ryan started his career as an IT consultant in London. On his return to South Africa, he worked for two small local consulting companies before joining the Monitor Group, a leading global strategy consulting company, in 1998. During his four years at Monitor, Ryan worked in Johannesburg, New York and London on projects ranging from redesigning an incentive scheme on a coal mine to developing a new methodology for building websites around “customer experiences”. Prior to founding PortfolioMetrix with Brandon, Ryan spent eight years as a freelance management consultant working on a wide variety of strategic and operational projects in the UK and South Africa. The projects have ranged from architecting and managing the building of a valuation and scenario management solution for a R15 Billion mining company to designing and managing the development of critical new products and management systems for Europe’s largest and fastest growing WiFi Network.
Non-Executive Director
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.
Non-Executive Director
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.
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.
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.
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.
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.
Head of Core Operations
BCom (Hons) Accounting Sciences, CA(SA)
Sharné started her career at Deloitte, where she completed her articles and qualified as a Chartered Accountant (SA). Thereafter she went on an eight-month secondment to Europe, where she worked in the Deloitte Malta office and travelled to 17 countries. Sharné joined PortfolioMetrix in October 2018 as Operations Controller and was promoted to Head of Core Operations in September 2020. She is actively pursuing her CFA charter and passed her Level I exam in June 2019.
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.
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.
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.
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.
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.
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.
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.
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.
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 has completed his CFA charter.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Partner Relationship Specialist
BCom (Economics, Corporate Finance and Investments)
Audacious is a former financial adviser and financial literacy teacher. Driven by a mission to add value to people’s lives through the world of investments, Audacious is focused on building strong relationships with PortfolioMetrix partners. He strives to add value to our partners’ businesses to ultimately help them add value to their clients’ lives.
Partner Relationship Specialist
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.
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.
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.
Partner Relationship Specialist
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.
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.
Partner Relationship Specialist
BA (Psychology)
Millie joined PortfolioMetrix in 2024 as a Partner Relationship Specialist. She provides effective communication, makes sure to address client needs, and ensures satisfaction. With a keen understanding of both client requirements and company offerings, Millie fosters long-term relationships built on trust and collaboration. She is known for her proactive approach, attention to detail, and dedication to delivering exceptional client experiences.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Software Developer
BID (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.
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.
Head of Core Operations
BCom (Hons) Accounting Sciences, CA(SA)
Sharné started her career at Deloitte, where she completed her articles and qualified as a Chartered Accountant (SA). Thereafter she went on an eight-month secondment to Europe, where she worked in the Deloitte Malta office and travelled to 17 countries. Sharné joined PortfolioMetrix in October 2018 as Operations Controller and was promoted to Head of Core Operations in September 2020. She is actively pursuing her CFA charter and passed her Level I exam in June 2019.
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.
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.
Operations Process Manager
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
UK 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.
Non-Executive Director
BCom (Hons) (Accounting), MSc (Management), CFP®
Ryan started his career as an IT consultant in London. On his return to South Africa, he worked for two small local consulting companies before joining the Monitor Group, a leading global strategy consulting company, in 1998. During his four years at Monitor, Ryan worked in Johannesburg, New York and London on projects ranging from redesigning an incentive scheme on a coal mine to developing a new methodology for building websites around “customer experiences”. Prior to founding PortfolioMetrix with Brandon, Ryan spent eight years as a freelance management consultant working on a wide variety of strategic and operational projects in the UK and South Africa. The projects have ranged from architecting and managing the building of a valuation and scenario management solution for a R15 Billion mining company to designing and managing the development of critical new products and management systems for Europe’s largest and fastest growing WiFi Network.
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.
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.
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.
We are proud of the external recognition received from advisers and the industry, which offers a powerful validation of the PortfolioMetrix proposition.
Advisers Choice Awards 2024
Advisers Choice Awards 2024
Professional Adviser 2024
Advisers Choice Awards 2023
Professional Adviser 2023
Advisers Choice Awards 2022
Professional Adviser 2022
Advisers Choice Awards 2021
Advisers Choice Awards 2021
Advisers Choice Awards 2021
Professional Adviser 2021
Professional Adviser 2020
Professional Adviser 2019
COLWMA 2021 Nominee
Regional Stars 2020 London
Regional Stars 2019 London
Regional Stars 2018 London
“PortfolioMetrix was established in 2010 in the United Kingdom and South Africa, and subsequently entered the European market in 2014. We now have offices in London, Johannesburg, Cape Town and Dublin. Our portfolios and technology are specifically configured to the region we operate in, including different currency optimisations, domestic product structures and access via local platforms”
Ben Peele, MD PortfolioMetrix UK
Corner Main Office Park, 2 Payne Road, Bryanston, South Africa
infoSA@portfoliometrix.com1st Floor Constantia Emporium, Ladies Mile, Constantia, Cape Town
infoSA@portfoliometrix.comGround Floor, 66 Buckingham Gate, London SW1E 6AU
infoUK@portfoliometrix.com5 Marine Terrace, Dun Laoghaire, Co. Dublin, A96 H9T8
infoIE@portfoliometrix.com