SPEAKERS

Andrew has a legal background and joined Citadel in 1996 to start and head up their fiduciary division. He subsequently moved into wealth management and was appointed as Head of Wealth Management in 2011 and became its Chief Executive Officer in 2013. He is a member of the Financial Planning Institute and the Association for Savings and Investment South Africa (ASISA).

Andrew Möller CitadelChief Executive Officer

Brandon is CEO of PortfolioMetrix, an independent investment management firm operating in Europe and South Africa. He previously headed up the Investment and Product Office at Absa Wealth (Barclays Africa) and before that was CEO of Rand Merchant Bank Unit Trusts. He is a CFA® charter holder, a CAIA charter holder and has a Bachelor of Commerce degree and a post graduate diploma in tax law from Wits University.

Brandon Zietsman PortfolioMetrixChief Executive Officer & Head of Investments

Bronwyn has over a decade’s experience in strategic management, trend research and foresight, consulting to clients in the public and private sector across the African continent. She is currently completing a master’s in applied economics from the University of Bath. Bronwyn’s research focuses on how macro socio-economic trends and emerging technologies will impact businesses, industries, and na-tions in the near and long-term future. Part economist, part strategist, Bronwyn’s areas of expertise include fintech trends, alternative economic models, and sustainable future design. Bronwyn is a published writer, guest lecturer and a well-known media commentator on future trends and economic trajectories. She holds the following tertiary qualifications in Marketing Management (University of Johannesburg), Economics (University of London), Foresight (University of Manchester), and Future Studies (University of Stellen-bosch).

Bronwyn Williams FluxtrendsFuturist, Economist and Business Trends Analyst

Callie has more than two decades in the financial services industry and has worked for blue chip companies including Old Mutual, Momentum and currently heads up Retail Distribution at Discovery. Having studied law he understands the intricacies of the South African labour relations environment which often adds value and insight to his role. He is accountable for over 40 Discovery franchises doing business through more than 1 600 tied financial advisers and 6 000 independent financial advisers across South Africa. Callie has successfully led the DCS and DFC distribution teams since 2012, delivering exceptional growth in new business across all product lines.

Callie NelDiscoveryHead of Retail Distribution

Dan serves on various Executive Committees and Board of Directors. After a career as Financial Advisor at Sanlam and Volkskas, he joined Theron Du Plessis Accountants at Villiersdorp. In 1998 he joined PSG Konsult as the Western and Northern Cape Regional Manager, then in 2008 as Chief Executive for PSG Konsult Financial Planning and in 2013 Chief Executive Distribution: PSG Konsult. Dan holds a B. Comm degree from the University of Port Elizabeth and CFP from the University of the Free State.

Dan HugoPSG Konsult LtdChief Executive Distribution

Daniel was part of the original founding team that started Silica. As part of his role he is responsible for the strategy and innovation for Silica. Silica has grown from 2 to 500 employees in the past 20 years and is the leading Business Process Outsourcing and Technology company specialising in the provision of investment product and shareholder administration services solutions across Africa and United Kingdom. Silica services over R2 trillion in investments. Daniel has a Bachelor of Information Systems and Economics degree and is an alumnus of Cambridge Judges Business School, Chicago Booth University and Singularity University. Daniel is passionate about how technology influences business and how it can change the world.

Daniel Micali Silica HoldingsDirector

Dave joined the Standard Bank group in 1996. In 2003, he was appointed deputy Chief Executive, CIB South Africa and in 2006 was appointed to Chief Executive, CIB South Africa. In 2011, he was appointed chief executive CIB which position he held until30 May 2017 when he was appointed chief executive liberty Holdings Limited. He holds a BCom, PGDip Accounting (UCT), CA (SA), AMP (Harvard).

David MunroLiberty Holdings LimitedChief Executive

Emily has over 15 years’ experience in financial services and wealth management roles at leading Australian companies including the past 8 years in technology businesses. She currently leads the product for wealth management at Iress globally, including Xplan. Emily is passionate about the power of technology to help advisers provide financial advice to more people and bringing financial services and technology together to drive innovation.

Emily ChenIressProduct Executive Wealth Management

Florbela joined Momentum Investment Consulting (MIC) in January 2017 as Head of Momentum Investment Consulting and is responsible for Momentum Retail’s advisory business. Florbela is an experienced Head of Investments with a demonstrated history of working in the financial services industry. She is skilled in investment advisory, investment management, business development, financial services, and Discretionary Fund Management (DFM, DIM, DM). Florbela is a strong consulting professional who graduated from the University of the Witwatersrand.

Florbela Yates MomentumHead of Momentum Investment Consulting

Heiko has been the Chief Executive Officer of Efficient Group since 2002. Prior to that, he was a partner at Philip Craib Investments, an investment management company where he was responsible for marketing, systems and finance. From 1991 to 2000 he was the Operations Director at Giants Canning (Pty) Ltd. From 1989 to 1991 he was the Factory Manager at the same company, prior to which he was the Production Supervisor.

Heiko Weidhase Efficient GroupChief Executive Officer

Hylton started his career at Liberty Life and joined Discovery in 1996 where he initially held various positions in marketing, actuarial and strategic projects. He served as the Group Chief Marketing Officer from 2006 to 2016 and CEO of Discovery Life from 2016 to 2020, while overseeing the group’s R&D, Marketing & Distribution, and Vitality business units. In his current role, he leads the SA business and composite strategy for Discovery Health, Discovery Life, Discovery Invest, Discovery Insure, and Vitality, and their integration with Discovery Bank. He chairs the SA EXCO as the core governance forum of the SA composite. Hylton also sits on the Group Exco and boards of Discovery Limited, Discovery Health, Discovery Life, Discovery Insure, Discovery Invest and Discovery Vitality. Hylton graduated from the University of the Witwatersrand with a BEconSC in Actuarial Science. In 2000, he was admitted as a Fellow of the Faculty of Actuaries and a Fellow of the Actuarial Society of South Africa.

Hylton Kallner Discovery SAChief Executive Officer

Ian founded Adviceworx in 2012 after 20 years and 3 generations of family service to the Standard Bank Group. Formative experience was as a Portfolio Manager with Standard Merchant Bank. He was one of the founders of STANLIB in 2002 and appointed as CEO of STANLIB Wealth Management, tasked with merging all the asset and wealth businesses of Liberty and Standard. He joined Liberty Holdings on the acquisition of STANLIB in 2007 as CEO for Marketing, Sales, and Distribution for the Group. In 2010 he was appointed as the CEO of the Growth Cluster of the Group which included management of all the growth businesses including, Liberty Africa, Liberty Health, Frank.Net, Direct and Affinities, Global Bancassurance, and Corporate Finance. Ian has extensive experience in sales, distribution, and advice models relating to wealth and asset management markets in SA.

Ian van Schoor AdviceworxChief Executive Officer

Jeanette joined Momentum Metropolitan on 1 March 2018, as Deputy chief executive officer (CEO) and CEO of Momentum Investments. In addition to managing the investments business, her portfolio also includes marketing of the Momentum Metropolitan group and Momentum Distribution Services. She has extensive knowledge of financial services, the retail investments market, intermediary distribution and operational aspects of investment management.She has a strong track record at various financial institutions of building strong profitable businesses. She appears regularly in the media and is an active participant in relevant industry bodies. Jeanette started her career at Momentum, filling various roles in actuarial product development, marketing and also being part of the founding team that launched Momentum Administration Services, which pioneered investment platforms in South Africa. Following this, she filled executive level positions at PSG, Stanlib and Old Mutual before joining Allan Gray in 2009, where she co-headed the retail business, and later as executive director. Jeanette is an advocate for life-long learning and holds a BSc (Mathematics and Statistics), MBA (with Honours), (IMD Switzerland) and PED.

Jeanette Marais Momentum Metropolitan HoldingsDeputy CEO and CEO of Momentum Investments

Johan joined Liberty Group in 1997 as a legal adviser after graduating with a Corporate Finance Honours degree from the University of the Free State. Since then, he has led regional teams and headed up various divisions, including the Broker Division, Sales and Distribution, Emerging Consumer Market Sales, and Direct Financial Services. In that time, Johan garnered extensive knowledge in business strategy and execution, as well as marketing and sales management. He leads a team of professionals that are dedicated to helping millions of South Africans secure financial freedom for themselves and their loved ones. The team, consisting of Financial Advisers, Brokers and internal staff, provides clients with professional guidance as they make those important financial decisions. Johan drives the adviser and client experience at Liberty Group, which includes identifying and implementing better tools, systems and processes to help Advisers find solutions to their clients’ needs.

Johan MinnieLiberty GroupGroup Sales Director

Mandy is an entrepreneurial investment and finance professional. She started her career in 1990 at Old Mutual in the modest role of administration clerk. Her work ethic and relentless pace quickly saw her move onto more established roles at Northwest Financial Services and Fussell and Associates where she focused on traditional insurance and medical aid products, eventually heading up the medical aid division at Fussell. In 1997 Mandy joined Alexander Forbes Financial Planning Consultants, and as a passionate planner and quickly rose to the ranks of director. It was at Forbes, that Mandy fell in love with the investment industry. In 2002 Mandy started her own business venture - Precept Wealth Solutions. Precept is a niche wealth management company that manages the financial planning needs of corporate executives, entrepreneurs and retirees. Mandy leads all Precept’s in-house investment strategies, risk management. Mandy’s unyielding approach to business and her consistency in putting her clients’ needs at the epicentre of all she does.

Mandy StratfordPrecept Wealth SolutionsDirector

Keith is a director of Benchmark Capital, a group of companies incorporating a multi award-winning IFA practice, a support organisation for Chartered IFAs, a software company and a discretionary platform. In previous lives, Keith has run his own consultancy firm, worked for several global software companies, run a team of actuaries and ran the Chartered Institute of Marketing for the East of Scotland. Outside work, Keith enjoys spending time with his young family, running and cycling long distances and raising money for CLIC Sargent, an amazing kids’ cancer charity.

Keith Hare Benchmark Capital Corporate Development Director

Kobus has and is serving on many past and current committees and task forces for the Million Dollar Round Table (MDRT) , Financial Planning Institute of South Africa (FPI), Financial Intermediaries Association of Southern Africa (FIA)) and Liberty Group over the years in the roles of Chairperson, Vice-Chair, Director and Assistant Director. Kobus also serves on NPO boards as Director and The South African Youth Project Organisation (SAYPO- Diepsloot) was his most recent NPO. Kobus is an award-winning speaker and accomplished author and has published over 200 articles on various media platforms and magazines. He obtained his Post Graduate Qualification in Financial Planning at the University of Free State (South Africa) and his MDP & AEP from UNISA (Southern Africa). He holds many other designations & qualifications.

Kobus Kleyn Kainos Wealth (Pty) LtdCertified Financial Planner

A stalwart of the investment industry, Mark Jurgens originally started out as an agent for Liberty Life in 1988 and in his first year, was Agent of the Year within his division. In 1989, Mark started Jurgens Finance, an independent financial advisory firm and subsequently established Jurgens Insurance Brokers a year later. Mark has 32 years’ industry experience and is a Certified Financial Planner and member of the Financial Planning Institute. Jurgens Group is registered with the Financial Services Board (FSB). Jurgens Finance (Pty) Ltd has grown into one of the most prestigious and respected independent advisory businesses in the country. Anchor Capital recently acquired a 50% stake in Jurgens Finance (Pty) Ltd.

Mark Jurgens Jurgens FinanceDirector

Mark joined The Assupol Group in January 2017, as head of Group strategy, and to pioneer and steer Assupol’s growth initiatives. He has been a highly-rated investment analyst for a number of years, focusing on the listed long-term and short-term insurance companies. Mark was voted the top insurance analyst in the Financial Mail’s annual survey of analysts three years in a row, and before joining the Assupol Group Mark was also head of Investec’s Institutional research team. He holds a BSc (Actuarial Science), MBA.

Mark Salmon Assupol GroupHead of Group Strategy

Mike is one of the founding partners of Adviceworx and an Executive Director on the Board. He has over 25 years of experience in Financial Services, fulfilling executive positions at some of SA’s leading brands - Standard Bank, Stanlib and Hollard. Mike shifted to an entrepreneurial focus in 2013 with the establishment of Adviceworx, a primary focus for him is building new business capabilities across both Advice and Investment Management. He spends a considerable amount of time engaging with clients and uses this practical experience to drive and inform growth development initiatives at Adviceworx.

Mike Galloway Adviceworx Chief Operating Officer

Peter founded the Anchor Group, in 2011, he is a CA (SA) with 23 years’ experience in global financial markets. Peter has worked as an analyst, Head of Research and Chief Investment Officer at several SA’s top financial institutions. Peter has been rated the top investment analyst in the annual Financial Mail rankings a record 21 times. He has worked at Merrill Lynch, Deutsche Bank, Nedbank and Investec Wealth & Investment. In 2015, he was named by the Financial Mail as one of the 10 top businessmen in South Africa.

Peter Armitage Anchor CapitalChief Executive Officer

Peter has operated in the financial services industry for 30 years within trust and fiduciary services, lending, financial planning and advisory, portfolio management and senior executive and board roles within various Corporate environments. In 2016, Peter established Hewett Wealth as a totally independent financial services business, which currently has branches in Johannesburg, Pretoria and Cape Town and which will expand into other regions in the near future. The business has grown significantly through referrals since its establishment and now looks after the financial affairs of more than 200 high net worth clients with assets under management and advice exceeding a billion Rand. He is married to Erika and they have two wonderful sons, Ashley and Andrew. Peter holds a B.Econ, a CAIB(SA) and a CFP™ and he is now attempting his CFA™ and is also a winner of the FPI Financial Planner of the Year Award.

Peter Hewett Hewett WealthManaging Director

Peter Mann is a respected business leader with more than 30 years’ experience in the financial services industry. Prior to joining Bravura Solutions as an Independent Non-Executive Director, Peter was Vice Chairman of Old Mutual Group, where he spent a total of 12 years and oversaw a period of exceptional growth. Peter’s time with the Old Mutual Group included 6 years as CEO of Skandia, one of the UK’s largest retail platforms, which was acquired by Old Mutual in 2006. Under Peter’s leadership, Skandia grew to become the largest retail platform in the UK. Prior to this Peter was CEO of Bankhall, a leading supplier of support services to financial advis-ers. Bankhall was acquired by Skandia in 2001. As CEO at Bankhall, Peter drove significant revenue and profit growth, implementing new services for existing members across multiple business lines. He was an active panel member of the Association of Independent Financial Advisors, lobbying the Financial Services Authority, ombudsman, product providers and other market participants on behalf of Bankhall members.

Peter MannBravura Solutions LtdIndependent Non-Executive Director

Pieter is Head of Personal Investments at Coronation Fund Managers. His key responsibility is to ensure exceptional client service through a combination of appropriate product, relevant market information and good client outcomes. He is a CA (SA), CFP and CFA.

Pieter Koekemoer Coronation Fund ManagersHead of Personal Investments

MODERATORS

Seb is an independent advisor to various businesses and families across the globe alongside being an early stage investor. He is chairman of F2 Strategy in San Francisco and a non-executive director of FiComm in Los Angeles, Entrepreneurs Investment Office in Dubai, and Milamber PLC in London. He is also on the advisory board for Moneyhub, Silver Lane, Align17 and the London School of Economics Generate program for Entrepreneurship. Seb was co-founder of Scorpio Partnership, a multiple award-winning global wealth management strategic insight consultancy which was acquired by Aon PLC in 2014. As managing partner of this business for two decades Seb originated and led many of the world’s largest consumer insight CX programs covering HNWs, UHNWs and family wealth for private banks, asset managers, law firms, consultancies, and governments. He was also the author of multiple innovative thought leadership outputs focused on driving forward the industry understanding of the future requirements of private client investor and relationship managers. His body of work was recognized by the industry in 2018 with the award of Industry Thought Leader (Wealth Briefing).

Sebastian (Seb) Dovey Entrepreneur, global client experience strategist, previously co-founder of Scorpio Partnership (now part of Aon PLC)

Stuart has a deep-seated understanding of the front-end advisory process, combined with his skill in delivering diverse, technical, and challenging project builds, he assists advisor practices to transition into the Adviceworx business seamlessly. This enables Adviceworx Financial Planning Partners to excel in their practice management setup. Adviceworx Partnerships are represented across South Africa in over 50 offices. Following a globally regarded advice process, underpinned by technology and tools in all the Financial Planners’ offices. The framework supports a differentiated financial planning approach for all clients.

Stuart Porrill Adviceworx Executive: Partner Services

Francois is the founder and director of PROpulsion a company focused on delivering impactful learning content, training, and technology solutions for financial professionals. Francois has worked in financial services since 1994 and has established himself as a subject matter expert in financial and tax planning. Francois practical experience has been gained as a consultant, adviser, and trainer. Apart from his tech-nical expertise, his vast knowledge on different IT platforms enables him to suggest the best solution (or combination of solutions) based on the nature of the business. Francois also designed “The Tax Tool”, which is software built to highlight risks and opportunities from a client’s income tax assessment. He hosts two live shows. “Virtual Coffee with Francois” a live video show on LinkedIn and YouTube and “PROpulsion Podcast”. He holds a Bachelor of Commerce in Risk Management and a Post-Graduate Diploma in Financial Planning. He is a Certified Financial Planner Professional and a registered Tax Practitioner.

Francois du Toit PROpulsion Founder and Director

Hamilton is the Head of Retail Sales and Distribution at Prudential. With 26 years’ experience, he is responsible for managing relationships with Independent Financial Advisers and expanding Prudential’s presence in the retail market. Hamilton’s qualifications include: B.Soc Sc; LLB; Post Graduate Diploma in Tax; and CFP.

Hamilton van BredaPrudentialHead of Retail Sales and Distribution

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Ray joined Momentum on 1 March 2020, he is responsible for the marketing and distribution of Momentum Investments to financial advisers across the country. Ray spent the first 10 years of his investments career at Allan Gray where he fulfilled various roles in operations and distribution. His last role being the Johan-nesburg regional manager where he was responsible for Allan Gray’s strategic expansion in the region. He holds a Bachelor of Commerce degree in Economics and Law from the University of Cape Town and a Postgraduate Diploma in Financial Planning from the University of the Free State.

Ray Mhere MomentumHead of Investment Distribution

Tamryn joined Orbis in London in 2006 as an investment analyst, covering European equities. After spending several years in both investment and client-facing roles, she joined Allan Gray in the institutional client services team in 2013. Tamryn completed her BBusSc degree at the University of Cape Town and is a qualified chartered accountant and a CFA charterholder.

Tamryn Lamb Allan Gray and OrbisHead of Retail Distribution

Zama is a Portfolio Executive at RMI Investment Managers. Her portfolio focuses on assisting RMI’s affiliate boutique asset management firms with their asset raising initiatives in the retail industry across DFMs, Multi Managers, Financial Advisors and the LISP platforms. Her asset management career began in 2004 when she joined Coronation Fund Managers as an investment specialist in the retail distribution team. After close to 10 years she left to pursue a slight change in career and joined the Debt Capital Markets distribution team at RMB where she assisted various corporates raise debt capital from asset managers in bond auctions and private placements. Outside the asset management career, Zama enjoys travelling the world and is a competitive flamenco dancer. She holds a B.Business Science Finance Honours degree from UCT and a Postgraduate Diploma in Certified Financial Planning from the UFS.

Zama Molai RMI Investment ManagersPortfolio Executive

René has been in the financial services industry throughout her career, with most of her roles involving setting up new businesses or business turnarounds. She joined Investec in 2009 as director of Investec Asset Manage-ment (IAM), responsible for the inception and leadership of Investec Asset Management’s corporate business. She was also head of the retail unit trust business at Investec Asset Management (now Ninety One) from 2011 to 2012, before joining the Specialist Bank in 2014 as head of retail funding and subsequently took on the position as head of the newly formed Investec for Intermediaries (IFI). She is responsible for the retail funding of the Specialist Bank and heads up the Cash Investments (ICI) business that includes Corporate Cash Management (CCM), Business Cash Solutions (BCS) and Personal Cash Investments (PCI) as well as central analytics, prod-uct and pricing teams supporting the retail funding initiatives. As head of IFI, she’s responsible for leading the strategic integration of Investec’s full value proposition to intermediary clients, which includes savings, trading, investment and protection solutions to financial advisers. René has a CA (SA) qualification and a Master of Commerce degree (M.Com) from RAU (now University of Johannesburg).

René Grobler Investec Head of Investec for Intermediaries and Cash Investments