Client Portfolio Managers

Our team of highly experienced Client Portfolio Managers take great pride in their role, forging strong, long-lasting relationships with their clients. MitonOptimal believes that the client is best served through a long-term relationship built on trust and communication.

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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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.