Our South Africa Team

Learn more about us. The MitonOptimal South Africa Advisory Services and Fund Management team are based primarily in South Africa, but also have team members based in Guernsey, Isle of Man and Singapore, to ensure that we offer our clients the best possible service.

Investment Management Team

Scott Campbell

Scott Campbell

Group Managing Director and Chief Investment Officer
Scott is Managing Director of the MitonOptimal Group and the Chief Investment Officer. He commenced his career with AMP Group in New Zealand in 1989, then joined Appleton in 1996 and was appointed MD of Appleton International London in 2000. Scott achieved a five-star ranking and awards from Standard & Poor’s for the management of several of the Appleton range of offshore funds. In 2002 he set up what is now MitonOptimal Guernsey and leads the development of the MitonOptimal Group of companies.

Sports are a passion for Scott, including golf, cycling, squash, tennis and - more watching than playing these days -rugby and cricket. That is when his time is not taken up with family activities and their small farm in the Winelands.
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Roeloff Horne - MitonOptimal South Africa

Roeloff Horne

Director and Head of Portfolio Management (SA)
Roeloff is a Key Individual and the Head of SA Portfolio Management MitonOptimal. He is responsible for managing the outcome of the Local Multi-Asset Funds and Portfolios in conjunction with a large investment management team and CIO Scott Campbell.

He was a founder and Director of Eagle Asset Management and Bond Street Financial Services, now MitonOptimal Portfolio Management (SA). He has a National Certificate in Financial Markets & Instruments and an International Capital Markets qualification from the London Securities Institute.

Roeloff founded Bond Street in 2000 and was instrumental in structuring the company as a Portfolio Management Company. Roeloff has been responsible for the Diversified Income and Worldwide Flexible Fund of Funds since their inception in 2005 and 2008 respectively. Roeloff is an avid golfer and family man.
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Joanne Baynham - MitonOptimal South Africa

Joanne Baynham CA, CFA

Director and Head of Investment Strategy
Joanne is a Director of MitonOptimal South Africa (Pty) Ltd and Head of Investment Strategy. She is a Chartered Accountant and holds the Chartered Financial Analyst® (CFA®) designation.

She started her career at Appleton Asset Management, leaving there after six years to join Optimal Fund Management prior to the merger with Miton Investments. Having worked in the markets for over 20 years she has a wealth of experience, thanks to starting her career at the outset of the Asian financial crisis, followed by the 2000 Tech boom and latterly the global financial crisis.

Based in Cape Town, she has lead responsibility for macroeconomic, asset allocation and fundamental research. Her chief role is to question the status quo of the team’s portfolio decisions and to grill underlying fund managers on their views.

Joanne is a regular host on CNBC Africa, sharing views on international market moving events. She also hosts the occasional radio show as well as being a regulator contributor to FMR’s daily business programme.

In her personal time, Joanne enjoys spending time with her kids, travelling far and wide, drinking fine wines and discovering those value bottles ignored by wine snobs. To make up for those countless hours sitting at her desk, Joanne is also a devoted gym bunny.
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Arshad Tape - MitonOptimal South Africa

Arshad Tape

Head of Quantitative Research and Portfolio Manager
Arshad started as an intern in the investment industry in 2009, at Curo Fund Services (previously JP Morgan), and in 2010 at H1 Capital. He later joined RECM, in 2012, as fund services/operations intern, eventually moving into institutional portfolio administration.

Ashad was promoted to Implementation Analyst, covering portfolio construction and modelling across all asset classes. He later moved on to become a Dealer, trading primarily money market instruments and as well as listed equities.

Ashad holds a Business Administration (BBA) from the Tertiary School in Business Administration - FNB and Lewis Holdings bursar. His academic major were Investment Management, Entrepreneurship and Leadership.

When he is not sitting at his desk, he is an avid trail runner, bodyboarder and a diehard WP rugby fan. Anything outdoors is always a great idea, and he enjoys trying new adrenalin pumping adventures on a regular basis.
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Andy Pfaff - MitonOptimal South Africa

Andy Pfaff

Commodities Fund Manager
Andy has over 25 years of experience in the financial markets. He has worked on investment bank proprietary trading desks (including Investec and Rand Merchant Bank), has founded an independent member of the South African futures exchange and has worked in traditional asset management companies. He was a founder of Trendline Hedge Fund management, which won hedge fund awards in 2005 and 2008 when they earned investors over 30%. Andy is a former director of the SA Institute of Financial Markets and the Hedge Fund Association of SA.

Andy is also an enthusiastic open water swimmer and has swum Robben Island, Cape Point and the English Channel.
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Oscar de Waal

Head of Multi-Asset Manager Research and Client Portfolio Manager

Oscar has worked in the finance industry for over 21 years, managing private client portfolios and has been involved with fund of funds and analytics since early 2000.

Oscar's qualifications include; a Post Graduate Certificate in Financial Planning (UFS); a National Certificate in Financial Markets and Instruments (AFM); a Masters in Science (Biotechnology) (UFS) and a B.Sc. Hon. (Geology) (UFS)

In his personal time, he enjoys Mountain biking with his son, mountain and canyon hiking (preferably wherever cell phones don't work), squash and motorbike touring. "Live life to the full, Walk in truth, Keep on learning - be willing to teach and be taught."
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Portfolio Management Team

Roeloff Horne - MitonOptimal South Africa

Roeloff Horne

Director and Head of Portfolio Management (SA)
Roeloff is a Key Individual and the Head of SA Portfolio Management MitonOptimal. He is responsible to manage the outcome of the Local Multi-Asset Funds and Portfolios in conjunction with a large investment management team and CIO Scott Campbell.

He was a founder and Director of Eagle Asset Management and Bond Street Financial Services, now MitonOptimal Portfolio Management (SA). He has a National Certificate in Financial Markets & Instruments and an International Capital Markets qualification from the London Securities Institute.

Roeloff founded Bond Street in 2000 and was instrumental in structuring the company as a Portfolio Management Company. Roeloff has been responsible for the Diversified Income and Worldwide Flexible Fund of Funds since their inception in 2005 and 2008 respectively. Roeloff is an avid golfer and family man.
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Deon Engelke - MitonOptimal South Africa

Deon Engelke

Director and Head of Business South Africa
Deon first joined the industry in 1989 as a broker consultant. He offers a wealth of experience in dealing with advisors and their clients. Deon is responsible for the overall management of the South African Portfolio Management, Administrative and Sales teams.

He is married with two children and apart from spending time with his family, he enjoys mountain biking and golf.
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Western Cape

Willie Kotzee

Willie Kotzee

Director and Client Portfolio Manager
Willie first joined the industry in 1994, after completing his studies at the University of Stellenbosch. He predominantly plies his trade in the Boland area, where he has become an invaluable partner in all of the practices that he has engaged with. Willie is an 'investment specialist' personified and his knowledge of his field and his commitment towards his client is second to none.

When he is not at work, he enjoys trail running, mountain biking and anything to do with the ocean.
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Francois van Heerden

Francois van Heerden

Director and Client Portfolio Manager
Francois joined the industry in 1990 with Sanlam; he became a Broker Consultant from 1995 to 1999. He was instrumental in the start-up of Bond Street Financial services (now MitonOptimal Portfolio Management (Pty) Ltd) along with Roeloff Horne in 2000.

Francois is a Director of MitonOptimal Portfolio Management (Pty) Ltd and is responsible for marketing, new business and client relationships. He has a national diploma in Human Resources and qualifications in Financial Markets & Instruments.

He enjoys golf, watersports and anything outdoors.
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Gauteng

Adva Lewitt

Adva Lewitt

Investment Consultant
After completing a BComm at Wits, Adva went on to do an honours degree in Economics at UCT. Adva also holds the Chartered Financial Analyst (CFA®) designation.

She has been in the finance industry since 1999, where she played the role of consultant to a variety of companies such as Delta Financial Instruments, Society General Bank, Innovation Asset Management, Martin Morris Financial Mentors, Pioneer Financial Planning & others.

Adva is a mother of two young children and is passionate about her family. Other passions include travelling, reading and good food. Adva believes the thing that clears her head the most is a good hike. She has summited Kilimanjaro and Macchu Pichu and has traversed the Otter Trail.
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Recommendations Team

Jacques Marais

Jacques L Marais

Client Portfolio Manager
Jacques joined MitonOptimal in October 2014, after spending 3 years in the vehicle finance industry, whereupon he decided that his future ultimately lay in the investment industry. He is currently working in Investment Services Support. Jacques finished his Bcomm Degree at the University of Stellenbosch in 2011, completed his Traders examination and RPE’s (specialising in Equity markets) at SAIFM in 2014 and completed his post grade in Financial Planning in 2016. "In the future, I am looking to learn more, be more passionate and always adding as much value to any situation as possible."

Jacques is a keen golfer and enjoys spending time with family and friends.
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Stellenbosch Office

Linka Henning - MitonOptimal South Africa

Linka Henning

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Linka joined MitonOptimal in 2014. She has been in the finance industry for a number of years and hopes to grow and gain further experience within MitonOptimal. She previously worked her way up from Receptionist to Accounts & Office Assistant and then finally to Key Accounts Manager in the computer consumables division of a large IT company. In her spare time, she enjoys reading and family related activities.
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DFM Implementation Team

Riaan Maartens - MitonOptimal South Africa

Riaan Maartens

Key Individual & Discretionary Fund Management Specialist
Riaan joined MitonOptimal in March 2013. He heads up the Discretionary Fund Management (DFM) Implementation side of the business where his responsibilities are to set up model portfolios at the Lisps, co-ordinate the Investment Committee Meetings with our DFM partners and provide monthly reporting in the form of CIS buy lists/model portfolio reports & portfolio sheets.

Together with compliance, he ensures that the client mandate is completed and is sent to the respective Lisp and IFA.

Riaan started his career as a consultant in 1997 with Guardbank Unit Trust Company. He joined the Lisp industry two years later with BoE, where his responsibilities in the sales environment were to service IFAs, Corporates, Fund of Fund and Wrap Fund Managers.

Riaan has an Advanced Post Graduate Diploma in Financial Planning as well as a Diploma in Financial Markets & Instruments.

He has a wife & two children who keep him on his toes. He enjoys his sport, wine & entertaining friends.
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MitonOptimal Portfolio Management

George Dell - MitonOptimal South Africa

Rugshana Salie

Client Portfolio Manager
Rugshana has worked in the Financial Services Industry since 2000. She worked at IFAnet Group before she joined MitonOptimal Portfolio Management (formerly Bond Street) in 2002. She graduated from Milpark Business School with a Higher Certificate in Financial Planning.

Rugshana initially worked in the Investment Services Department at MitonOptimal and has since been appointed as Key Individual under Supervision.

She loves spending quality time with family & friends and strives to live a happy, healthy and joyful life.
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Sales Team

Deon Engelke - MitonOptimal South Africa

Deon Engelke

Director and Head of Business Development (SA)
Deon first joined the industry in 1989 as a broker consultant. He offers a wealth of experience in dealing with advisors and their client’s. Deon is responsible for the overall management of the South African Portfolio Management team and the Sales team.

He is married with two children and apart from spending time with his family, he enjoys mountain biking and golf.
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Cherie-Lee Stratford - MitonOptimal South Africa

Cherie-Lee Stratford

Director & Head of Offshore DFM Business Development (Africa
Cherie-lee joined MitonOptimal in March 2006, as an Investment Specialist responsible for business development of the Group. She has over 20 years experience in the South African financial services industry, working for companies such as Standard Bank, TMA, Fedsure International and Bond Street Financial Services. Cherie-lee holds a Registered Persons Financial Markets Diploma in Equities from SAIFM, Diploma in Financial Markets and Instruments from the Academy of Financial Markets and a Post Grad Diploma in Financial Planning from the University of Free State.

Cherie-lee is married with two boys and enjoys the outdoors and socializing with friends and family.
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George Dell - MitonOptimal South Africa

George Dell

Director & Head of DFM Business Development (SA)
George started his career in the Financial Services Industry in 1984, in the investment department at Nedbank, he then moved to Old Mutual before becoming Regional Manager for mCubed Holdings. Before joining MitonOptimal he was at PSG Group, initially in Sales & Business Development at PSG Fund Management and then as Head of Wholesale Marketing at PSG Asset Management. George joined MitonOptimal in 2013, with a 28-year career in the Financial Services Industry gained from grassroots to senior levels and brings an in-depth understanding of the Industry to seek, identify and develop business opportunities and solutions. His personal interests include spending time with his wife and boys, reading, history, opera, wine, travelling, the outdoors and socialising over a broad spectrum of activities.
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Adva Lewitt

Adva Lewitt

Investment Consultant
After completing a BComm at Wits, Adva went on to do an honours degree in Economics at UCT. Adva also holds the Chartered Financial Analyst (CFA®) designation.

She has been in the finance industry since 1999, where she played the role of consultant to a variety of companies such as Delta Financial Instruments, Society General Bank, Innovation Asset Management, Martin Morris Financial Mentors, Pioneer Financial Planning & others.

Adva is a mother of two young children and is passionate about her family. Other passions include travelling, reading and good food. Adva believes the thing that clears her head the most is a good hike. She has summited Kilimanjaro and Macchu Pichu and has traversed the Otter Trail.
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Asset Consulting Team

James Downie

James Downie

Head of Institutional Asset Consulting
James has been in the investments and employee benefits industry for 35 years. He has a BSc in Maths and Statistics, an MBA from UCT and holds the CFP designation.

James has consulted to insurance companies, retirement funds and trusts in South Africa and Namibia and has experience through investment cycles. He also has extensive experience with liability-driven investing.

James was South Africa’s first independent trustee trainer and is the author of the LexisNexis book, “The Essentials of Retirement Fund Management”, which has become a university set book. He has developed a number of bespoke systems designed to both assess asset managers and implement solutions for clients.

In his spare time, James enjoys surfing, trail-running, live music and spending time with his family. He has recently discovered that cruising is a wonderful way of having a family holiday.
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Greg Pullin - MitonOptimal South Africa

Greg Pullin

Employee Benefits Consultant
Greg has accumulated over 35 years’ experience in employee benefits administration and consulting and investments consulting, holding senior positions at Old Mutual, Alexander Forbes, First Bowrings Consulting and Actuarial Services, as well as running a successful independent consulting business.

He joined MitonOptimal from Sterling Financial Services where he was responsible for employee benefits and investment consulting and support since 2001. Greg is a Certified Financial Planner (CFP®) professional and a member of the Pension Lawyers Association of South Africa.

His interests include aviation research, scale modelling, photography, playing strategic war games, reading and cooking.
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Leonie Meyer - MitonOptimal South Africa

Leonie Meyer

Employee Benefits Administrator
Leonie’s working career started more than 39 years ago as an administrator at the United Building Society (now part of ABSA Bank). From there; she held various positions at the Old Mutual over a period of more than 16 years, including that of Department Head and Branch Manager (Administration).

She joined MitonOptimal from Sterling Financial Services where she was responsible for Employee Benefits administration since March 1999. Leonie obtained her Certificate in Financial Planning in 2010 and successfully completed the Regulatory Exams in 2012.

Outside of the business world Leonie’s hobbies include decoupage, knitting and long walks in nature. Getting involved in Community projects is another passion that will be more actively pursued as soon as she retires from the business world.
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Administrative Team

Faiqa Edries - MitonOptimal South Africa

Faiqa Edries

Portfolio Services Support
Faiqa started her career in the industry at Appleton 1998. She later joined MitonOptimal Portfolio Management ( formerly Bond Street Financial Services) in 2004, as an Administrator reporting on client's portfolios.

Her hobby is running and her most accomplished race was the 2013 Hardmoors 15 miles run in the UK.
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Ruwayda Hendricks - MitonOptimal South Africa

Ruwayda Hendriks

Business Specialist Support
Ruwayda joined the Financial industry in April 2006 and was appointed at MitonOptimal Portfolio Management (formerly Bond Street). Ruwayda worked in the New Business Administration department and she was recently appointed as Team Leader of the Portfolio Management Administration team.

Spending time with her family is important to Ruwayda. She is hooked on running and loves being outdoors.
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Suzaan Louw - MitonOptimal South Africa

Suzaan Louw

Portfolio Reporting
Suzaan joined MitonOptimal Portfolio Management in January 2014 as a Client Portfolio Administrator where she is responsible for liaising with clients, client portfolio managers, financial advisors as well as service providers. She started her career in the financial industry in 2004 as an Asset Consulting Administrator at Sterling Financial Services. After matriculating she studied at the Cape Technikon and obtained a National Diploma in Public Relations Management.

Suzaan likes spending quality time with her family and friends. She loves baking & cooking and long walks along the beach.
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Elizna va der Vyver - MitonOptimal South Africa

Elizna van der Vyver

Business Specialist Support
Elizna started with MitonOptimal Portfolio Management (formerly Bond Street) in 2006. She has been in the finance industry for over 24 years.

She loves the outdoors, hiking, walking and spending time with family and friends.
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Kelly Abrahams image

Kelly Abrahams

Admin Assistant
Kelly joined the financial industry in July 2011 as receptionist and Admin Assistant for MitonOptimal. She was later appointed as Junior Administrator which is her current role in the company. She enjoys watching movies and reading books. Kelly is hoping to expand her horizons in order to gain more experience across the company.
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Clare Williams - MitonOptimal South Africa

Clare Williams

Business Specialist Support
Clare matriculated in 2005, followed by a much appreciated gap year. In 2006 she joined Galaxy Jewellers as a Sales Assistant. Clare decided to move into the finance world and joined MitonOptimal (formerly Bond Street Financial Services) as a Receptionist in February 2007. Clare previously worked in the mandate and reporting department and is currently working within the new business team. Her hobbies include socialising, crossword puzzles and word searches, watching sports and enjoying a good television series.
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Diana le Brun

Diana le Brun


Portfolio Reporting
Diana was in the retail sector for many years before joining us as a receptionist in 2008.

Her hobbies are Arts and crafts and gardening.
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Operations Team

Human Resources & Compliance

Jolandi Slabbert

Jolandi Slabbert

Head of Human Resource and Compliance
Jolandi is originally from North West and moved to Wellington in Western Cape Town end of 2003 where she continued her studies towards Office Management and Technology. She worked for the Cape Peninsula University whilst studying and started out in the Financial industry in 2007. She joined Bond Street in 2011, where she was appointed as Human Resource Manager and assisted with some operational functions. Her current role at MitonOptimal is Human Resource Manager and Compliance for the MitonOptimal South Africa Group. She also oversees some operational functions within MitonOptimal Portfolio Management.

For off-loading or relaxation, she enjoys the outdoors, scuba and time with her family and friends.
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Marketing

Mark Margetts-Smith

Mark Margetts-Smith

Group Head of Marketing
Mark moved to Guernsey from Grand Cayman in 1998. He has had over 20+ years experience in senior business management and marketing roles across a number of industries in Bermuda, the Cayman Islands, South Africa and the UK.

Mark is experienced and knowledgeable in business management and marketing in many different business areas, including finance, the electronics industry, TV and print media. Travelling between the Guernsey and Cape Town - South Africa office, Mark oversees the group-wide marketing strategy and marketing processes, he also oversees the Guernsey IT facilities and is the Data Protection Officer for the Guernsey office. Mark is a member of the Chartered Institute of Marketing (CIM).

His personal interests include photography, food & wine, cars, boating and trying to keep fit through the gym and cycling (in the summer months!).
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Inneke Sauerman

Inneke Sauerman

Junior Digital Designer

Inneke joined the MitonOptimal team in October 2016. She previously studied Public Relations and Events Management, Photography and Graphic Design.

In her spare time, Inneke is passionate about running, hiking, the outdoors, and spending quality time with her friends and family.
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Finance

Taryn Perring

Taryn Perring


Head of Finance / Operations
Taryn has worked within the finance industry for the past 20 years, initially starting her career with Appleton in 1994. She spent six years working in London and was instrumental in setting up both the MitonOptimal UK and Guernsey offices.

Taryn continues to work closely with Scott Campbell and is currently in charge of operations and heads up the Finance Department for MitonOptimal South Africa. Her time is taken up at home with two young active boys and she enjoys spending time with close friends and family.
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Terry Thompson

Terry Thomson

Sales Management
Terry has worked in the financial services industry for more than 30 years. Her career began in 1981 with Barclays National Bank (now First National Bank), then onto Syfrets Limited in 1987 (now Nedgroup Investments). She fulfilled numerous functions, from the back office to sales support.

Terry joined MitonOptimal in South Africa during January 2007, as Sales Administrator, and is responsible for Sales Administration & Reporting, Broker support, General Operations and Marketing. She enjoys reading and spending time with family and friends.
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Reception & Office Administration

Carole Bruyns

Carole Bruyns

Receptionist
Carole has worked within the financial services industry since 1989, when she joined the Old Mutual performing mainly administrative support, client liaison roles to Advisers, Brokers, Clients and Service Providers. She moved on in 2007 and has worked with Individual Brokers / Financial Services offices.

In 2012, she completed a course through UNISA, in Customer Relations Management to broaden and further her understanding of the demands of customer relations in a service environment. Carole strives to achieve positive results creating magic moments, with a strong sense of ownership and a desire for positive results, this she believes empowers her to continue striving towards service excellence.

Her personal interests are Snow Dogs and Wolves; Spending time with family and friends, and some recreational fishing admiring the beauty of our beaches. She enjoys reading motivational quotes and articles from various resources.
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Lynette Hoogstaden

Lynette Hoogstaden

Tea Lady and Office Cleaner
Lynette joined MitonOptimal South Africa (Pty) Ltd in January 2010 and plays an integral role in providing tea/coffee for visiting clients and keeping the staff supplied all day long. Lynette also ensures that our offices are kept clean and tidy. In her free time, Lynette enjoys reading, being outdoors and spending time with family and friends.

Please note that certain personnel operate across more than one role within the Group and that is reflected above.

 

Main Address

MitonOptimal South Africa (Pty) Limited
Great Westerford,
Suite 202,
South Wing, 2nd Floor,
240 Main Road,
Rondebosch, 7700,
South Africa

Phone

t: +27 (0) 21 689 3579
f: +27 (0) 21 685 6944

Regulatory Information

MitonOptimal South Africa (Pty) Limited (Registration No. 2005/032750/07) is regulated by the South Africa Financial Services Board – Licence no. 28160.

MitonOptimal Portfolio Management (Pty) Limited is an Authorised Financial Services Provider License No. 734, regulated by the South African Financial Services Board – Registered No. 2000/000717/07 – Vat No.4070188646.