Alusi Asset Management is a performance driven asset manager looking to provide clients with above average investment returns by combining successful managers outside the main stream universe. We achieve this through a disciplined, meticulous process of finding the best niche manager talent to have emerged in South Africa post integration, and overlaying this multi-council approach with a sensible allocation to the most appropriate asset classes based on pragmatic valuation principles.

A highly skilled, experienced team of investment professionals and experienced support specialists, which in turn are supported by industry leading, independent underlying specialist managers. Our pure focus on investment performance and exceptional client service means all non-investment related functions have been outsourced to highly rated specialists in these fields.

Our business is founded on trust and delivery, and we strive to build long-term relationships with our partners and clients. Our people are our EDGE , our work is our passion, and our clients are at the heart of everything we do! This approach will see us become the most prominent independent manager utilising the broadest base of new talent in South Africa.

Directors



Pieter Davis

Portfolio Manager and Head of Business Strategy
B.Com; B. Hons (B&A); MBA; CFA

  • Portfolio Management iro the ALUSI Managed Fund of Funds and the ALUSI Spectrum Balanced Fund of Funds
  • Manager analysis and selection
  • Manager due diligence
  • Portfolio construction

Pieter started out on the investment side at Old Mutual Asset Managers (now OMIGSA), which he joined in 1993 and spent eight years with the group. He went on to join Investec Asset Management to set up a dedicated new business and client service unit before leaving to spend a further five years at Coronation, helping to build its client service offering. He was most recently with Stanlib as MD of the Institutional Business. Pieter joined Edge Capital and Alusi Asset Management in 2011 to head up business development and marketing.



Ryan Wiborg

Financial Director
BCompt, Professional Accountant (SA)

  • Head of Finance and Compliance
  • Head of Operations

Ryan completed his SAICA learnership in 2008 as audit manager of CAP chartered accountants where he headed the FSP audits and the high net worth individual portfolios. He qualified with SAIPA as a CPA in 2009. Ryan is knowledgeable in all aspects of the FSP environment. Holds positions on various boards as the audit/accounting advisor and also sits on the audit, compliance and operations committee of various FSP’s from CAT I, CAT IIA to CIS (Unit Trusts). Ryan is a founding executive of the Alusi Group.

Access to Information

(in terms of the “Promotion of Access to Information Act”)

The Promotion of Access to Information Act (No 2 of 2000) gives persons the right of access to information that is required for the exercise or protection of any rights. Certain requirements must be met in order for access to information to be granted.

The Act requires private bodies, which includes Alusi Asset Management, to compile a manual that will assist persons who want to exercise their right of access to information. Should it be required, this manual is available for inspection at Alusi office.