BCompt, Professional Accountant (SA)
- Head of Operations
- Structuring and Tax Expert
- Specialist in Financial Management and Compliance Systems
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 private client portfolios. He qualified with SAIPA as a Professional Accountant (SA) in 2009. Ryan is knowledgeable in all aspects of the FSP environment, holding positions on various boards as the finance and operations advisor and sits on the audit, compliance, and operations committees of various FSPs holding FSCA licenses from CAT I, CAT IIA to CIS (Unit Trusts). Ryan is a founding executive of the Alusi Group.
Portfolio Manager and Head of Business Strategy
B.Com; B. Hons (B&A); MBA; CFA
- Portfolio Management iro the Alusi portfolios
- 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.
Head of Risk
- Systems architecture specialist
- Data analytics and visualisation
- Portfolio oversight
Justin worked in Bermuda for 4 years where he was responsible for managing the global counterparty credit risk at Fidelity Worldwide Investment (FIL Limited). Prior to that, he worked at PriceWaterhouseCoopers in their financial services / investment management departments in the following jurisdictions: Cape Town, New York and Bermuda. He was exposed to hedge funds, investment management and insurance clients. Justin brings with him a wealth of local and offshore investment management knowledge.
Investment Risk Manager
MSc Computational Finance
- Data interrogation and analysis
- Interpretation and analysis of report results
- Monitor daily mandate compliance
Thoriso began his career at RisCura in 2014, responsible for reporting on pension and hedge funds. He became Head of Analysts/Operations at RisCura, therefore bringing with him a wealth of experience in product development, maintenance and administration on a MANCO level. Thoriso studied BSc Mathematical and Statistical Science at the University of the Western Cape, and completed his Honours and MSc in Computational Finance. Thoriso joined Alusi in June 2019.
- Fund accounting review
- Portfolio management support in terms of manager analysis and selection, manager due diligence and portfolio construction
Lynn gained 10 years of investment experience whilst working at Sanlam Investments, Momentum Asset Management, Cadiz and the Eskom Pension and Provident Fund. She has a B.Com Honours (Economics) degree from the University of the Western Cape. Lynn joined Edge Capital and Alusi Asset Management in December 2016. She brings with her a wealth of investment management knowledge.
Business Communication, UNISA
- Corporate marketing manager
- ESG integration into the investment process and business strategy
- Fund accounting review
Hayley worked in middle-office administration and as an investor liaison at TMA Investment Product Services for 3 years before joining Edge Capital in 2000. She has completed numerous courses throughout her career. Hayley brings to the Alusi team her diverse experience in client relations, reporting, marketing and corporate social investment.
Client Liaison Officer
- Managing client relations
- Distribution of client statements
- Custodian of legal agreements, subscription and withdrawal instructions
- Facilitate month end unit NAV
Elizabeth has over 18 years financial industry experience. She joined Edge Investments in 2003 as an assistant to the Operations and Sales teams, before co-managing the Client Services Department. Prior to that she spent several years in a senior administration position at Sanlam Unit Trusts. She brings with her a wealth of experience in client relations, administration and office management.
- Administrative support to the portfolio management team
- Marketing assistant
Carmen worked as an administrator for the IDS Group / SANNE a provider of alternative asset and corporate administration services, from 2005 to 2016. She joined Edge Capital and Alusi Asset Management in November 2016, and brings with her wealth of experience in office management and administration.
Head of Finance Department
Diploma in Technical Financial Accountancy, Institute of Certified Bookkeepers
Liaan has 14 years’ experience in the financial industry. She worked as the team leader at two audit firms and held the position of senior accountant. Liaan has a wealth of experience in financial accounting, tax and private client portfolios. She chairs the FSP & B-BBEE audit functions. Liaan joined the Alusi group in November 2017.
Chanel has over 12 years administrative experience. She offers support services to the Alusi finance department focusing on various clerical and accounting tasks such as individual wealth portfolios, compliance enquiries, resolutions, licence applications, training, portfolio amendments and report backs. Chanel has been a member of the Alusi team since September 2016 and is currently working toward completing her BCom degree.
National Certificate in Bookkeeping & Business Data, Institute of Certified Bookkeepers
Bianca has 11 yearsâ experience in the financial industry. She gained experience from two audit firms with the focus on financial accounting and private clients. Bianca has gained extensive knowledge in compliance & corporate governance within both the regulated and unregulated FSCA environment focusing on the Multi-Manager, CIS MANCO, and Private Equity/Venture Capital alternative investment sectors. She also sits on the audit and compliance committee for various FSPs. Bianca joined Alusi Asset Management in October 2018.
B.Com (Finance and Economics)
Cephas began his career as an equity trader before heading up the equity sales and trading desk of New Africa Securities on the Zimbabwe Stock Exchange. He relocated to South Africa where he gained experience in Wealth Management, Hedge Funds, Asset Management and the African Private Equity Market. Cephas worked for leading companies like RMB, Stanlib and ABSA, and was a director of alternative fund managers Nexus Asset Management and South Suez Advisory. He was appointed to the role of Non-Executive Director on 1 March 2018.
Stephen is currently the Managing Director of Lemon Tree Holdings, which focuses, inter alia, on asset management, collective investment schemes and hedge fund compliance and due diligence. He co-founded the hedge fund administrator, IDS, where he was active in many senior management roles, and a member of the board and audit committee. Stephen has over 30 years’ worth of knowledge in the South African financial services industry and was appointed to the role of Non-Executive Director on 1 April 2019.