- Directors & Executive Management
- Portfolio Management
- Quants, Analytics & Investment Support
- Client Relations & Professional Services
Directors & Executive Management Portfolio Management Quants, Analytics & Investment Support Client Relations & Professional Services
BCompt; Professional Accountant (SA)
Ryan completed his SAICA learnership in 2008 and 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.
B.Com; B. Hons (B&A); MBA; CFA
Pieter joined Alusi Asset Management in 2011 and is responsible for portfolio management, manager analysis, selection and due diligence, as well as portfolio construction. He has over 28 years of wide-ranging experience across all asset classes and product types in the investment industry.
CA (SA); CFA; CIPM
Verosha qualified with SAICA as a Chartered Accountant (SA) in 2013. Thereafter, she moved into the financial services industry as a Portfolio Analyst within the investment team of a large Multi-Manager of Hedge Funds in South Africa. In this time, she also attained the CFA Charter-holder designation. Verosha was appointed to the role of Non-Executive Director at Alusi Asset Management on 1 March 2018. She resigned from Alusi in September 2021 and re-joined in November 2022.
MSc Computational Finance
Thoriso joined Alusi in June 2019 bringing with him a wealth of experience in product development, maintenance and administration on a MANCO level. He is responsible for all the quantitative investment processes and data analysis. Specific duties include the interpretation and analysis of attribution, risk and performance statistics and monitoring the daily mandate compliance process. He is currently under supervision for obtaining the relevant Category II and IIA regulatory sign-offs. Thoriso has 7 years of experience in the investment industry.
Zintle began employment with Alusi on 1 March 2020. She is a MAD Leadership Bursary Programme recipient and graduate who participated in the Alusi mentorship programme in 2019. Zintle has a Bachelor of Commerce degree majoring in Operations Research and Investments Management from the University of Stellenbosch, and will focus on systems development,data integration and optimization in all investment processes.
Lynn joined Alusi Asset Management in December 2016, bringing a wealth of investment management knowledge. She is responsible for portfolio management support in terms of manager analysis and selection, manager due diligence and portfolio construction. Lynn is currently operating under supervision in attaining her Category II and IIA regulatory sign-off. She has 16 years of experience in the investment industry.
Hayley joined Alusi Asset Management in 2011 and has over 20 years of experience in the investment industry. She is the digital brand and corporate identity specialist at Alusi. Hayley is also responsible for ESG integration into the investment process and business strategy and provides investment support to the portfolio management team.
Elizabeth joined the Alusi Client Services department in 2010. She is in charge of managing client relations, monitoring client portfolios and issuing of client reporting. With more than 20 years’ experience in the financial industry, she brings with her a wealth of expertise in client relations, administration and office management.
Rene joined the Alusi team in 2019. She is the front office manager and provides support to the Client Services team.
Diploma in Technical Financial Accountancy, Institute of Certified Bookkeepers
Liaan joined the Alusi Group in November 2017 and has 14 years’ experience in the financial and accounting services industry. She has a wealth of experience in financial accounting, tax and private client portfolios. Liaan chairs the FSP & B-BBEE audit functions at Alusi.
Bianca joined Alusi Asset Management in October 2018 and has 11 years’ experience in the financial and accounting services industry. She has 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. Bianca sits on the audit and compliance committee for various FSPs.
Currently working toward BCom degree
Chanel joined Alusi in September 2016. She has over 12 years administrative experience. Chanel 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. She is currently working toward completing her BCom degree.
BCom Financial Accounting
Chaneal was a recipient of the Make A Difference (MAD) Leadership Scholarship sponsored by Alusi. She joined the Alusi team as part of a mentorship program in 2019. In January 2021, Chaneal was appointed full time employment, assisting the finance department as a trainee accountant.
Carmen has over 16 years of experience in the investment industry. She is responsible for daily data report uploads and provides administrative support to the portfolio management team.
B.Com (Finance and Economics)
Cephas began his career in Zimbabwe before relocating to South Africa where he gained experience in Wealth Management, Hedge Funds, Asset Management and the African Private Equity Market. He was appointed to the role of Non-Executive Director at Alusi 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 has over 30 years’ worth of knowledge in the South African financial services industry and was appointed to the role of Non-Executive Director at Alusi on 1 April 2019.
Nadine’s current role is Company Secretary to six unlisted companies, offering company secretarial services to these companies. She has a wealth of experience in corporate governance and compliance. Nadine completed her Bachelor of Laws degree at the University of Western Cape in 2014. She was appointed to the role of Non-Executive Director on 1 August 2022.