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 the investment management team.

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.
EMAIL
Andy Pfaff

Andy Pfaff

Head of Commodities
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.
EMAIL
Oscar de Waal

Oscar de Waal

Head of Multi-Asset Manager Research and Client Portfolio Manager (SA)
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)
EMAIL

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 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.
EMAIL

Jacques de Kock

Quantitative Analyst and Portfolio Manager (SA)
Jacques de Kock joined MitonOptimal in 2021 as a Quantitative Analyst and Portfolio Manager and has over 10 years’ experience in the investment industry. He started his career at PSG Wealth (as an Investment Specialist) moving to Head of Investments at Quantum Portfolios. He joined Bridge Fund Managers as an Investment Consultant in December 2015, taking on the responsibility for managing model portfolios for various Bridge Fund Managers’ clients in 2018. Jacques has completed his Post Graduate Diploma in Financial Planning and also became a CFA Charter Holder in 2017.
EMAIL

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 is an Authorised Financial Services Provider License No. 28160,  regulated by the Financial Sector Conduct Authority (FSCA) - Registration No. 2005/032750/07.

MitonOptimal Portfolio Management (Pty) Limited is an Authorised Financial Services Provider License No. 734, regulated by the Financial Sector Conduct Authority (FSCA) – Registered No. 2000/000717/07.

 

 

Send this to a friend