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 and the United Kingdom to ensure that we offer our clients the best possible service.
Investment Management Team
 | Roeloff HorneDirector 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. |
 | Andy PfaffHead of CommoditiesAndy 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. |
 | Oscar de WaalHead of Multi-Asset Manager Research and Client Portfolio ManagerOscar 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." |
Portfolio Management Team
| Roeloff HorneDirector 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. |
 | Deon EngelkeDirector and Head of Business South AfricaDeon 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. |
Western Cape |
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 | Willie KotzeeDirector and Client Portfolio ManagerWillie 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. |
 | Francois van HeerdenDirector and Client Portfolio ManagerFrancois 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. |
Recommendations Team
Somerset West Office |
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 | Linka Henning-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. |
DFM Implementation Team
 | Riaan MaartensKey Individual & Discretionary Fund Management SpecialistRiaan 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. |
MitonOptimal Portfolio Management |
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 | Rugshana SalieClient Portfolio ManagerRugshana 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. |
Sales Team
| Deon EngelkeDirector 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. |
 | George DellDirector & 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. |
 | Waldo BooysenInvestment Consultant - GautengWaldo started his career as a Trainee Accountant in 2010. He then changed track and embarked on a career within the financial services sector, holding roles in technical analysis, investment consulting and management at a number of South African financial services companies. Waldo is responsible for supporting advisers across Gauteng and the surrounding regions, as well as seeking new partnerships for the MitonOptimal DFM Value PropositionWaldo is a sports fanatic and keen on anything physical and outdoors - from gym to crossfit to trial running and even a random game of golf every now and then. For his downtime he is a lover of literature and nature and will be found with a book by the beach. |
Asset Consulting Team
 | James DownieHead of Institutional Asset Consulting and OptimizationJames has been in the investments and employee benefits industry for 35 years. He has a BSc in Maths and Statistics and an MBA from UCT.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. |
Administrative Team
 | Faiqa EdriesPortfolio Services SupportFaiqa 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. |
 | Ruwayda HendriksBusiness Specialist SupportRuwayda 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. |
 | Elizna van der VyverBusiness Specialist SupportElizna 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. |
 | Kelly AbrahamsAdmin AssistantKelly 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. |
 | Clare WilliamsBusiness Specialist SupportClare 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. |
Operations Team
Human Resources & Compliance |
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 | Jolandi SlabbertHead of Human Resource and ComplianceJolandi 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. |
Marketing |
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 | Sarah CowanHead of MarketingSarah joined Miton Optimal in 2018 and has over 10 years’ experience working within marketing and advertising, specialising in the financial services industry. She holds a Bachelor of Business Science (Marketing) degree from the University of Cape Town.Sarah started her career in London, working for a range of Asset Management and Private Wealth companies – New Star Asset Management, M&G and Cazenove Capital/Schroders. In 2016 Sarah relocated back to South Africa, taking up a role at Maitland Group in Cape Town. Sarah is responsible for the overall marketing strategy at MitonOptimal. |
Finance |
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 | Terry ThomsonSales ManagementTerry 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. |
Please note that certain personnel operate across more than one role within the Group and that is reflected above.
