2 years ago

Blue Chip Issue 78 - Jan 2021

  • Text
  • Lifeinsurance
  • Retirementplanning
  • Retirement
  • Insurance
  • Equity
  • Wealthmanagement
  • Advisor
  • Financial
  • Planner
  • Invest
  • Emerging
  • Wealth
  • Investments
  • Global
  • Asset
  • Investing
  • Investors
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  • Offshore


THE AUTHORS Chris Potgieter MD: Old Mutual Wealth Trust Company Chris joined Old Mutual Wealth at inception and was responsible for establishing Old Mutual Wealth Private Client Securities (PCS). He also heads up our Treasury and Advisory Services and Fiduciary capabilities. Chris is passionate about investments and is a lead portfolio manager of the PCS Global Equity Portfolio. He has over 20 years of experience in the financial services industry and fulfilled senior and diverse roles within a number of investment businesses. Chris is a CFA Charterholder, Fellow of the Association of Chartered Certified Accountants (UK) and holds a Bachelor of Mechanical Engineering (Cum Laude) from the University of Stellenbosch and an MBA (Cum Laude) from the University of Stellenbosch Business School. Andrew Dittberner Chief Investment Officer: Private Client Securities Andrew joined PCS in 2017 and was previously employed at Cannon Asset Managers. He joined Cannon in 2007 as a research analyst. During his tenure, he rose through the ranks to become a portfolio manager in 2011 and was then appointed CIO in 2014. Andrew has extensive knowledge and insight into valuing businesses across multiple industries and identifying suitable investment opportunities. He holds a Master’s Degree in Economic Science from the University of the Witwatersrand, where he lectured for a while. He also holds a PhD in Investments and Securities from the University of Pretoria. Wayne Sorour Head of Old Mutual International: Sales & Distribution Wayne matriculated at Grey College in Bloemfontein. He obtained his BProc LLB at the University of the Free State and is an admitted attorney. He joined Old Mutual as a legal adviser and has spent many years in the financial services industry where he gained vast experience in sales, wealth management and the distribution side of asset management. Wayne currently holds the position of Head of Old Mutual International in South Africa and has been working in the offshore market for over 15 years. He also holds a CFP® qualification. Kim Rassou Portfolio Manager: Old Mutual Wealth Tailored Fund Portfolios Kim has been in the investment management industry for 16 years and her experience includes both active and passive management. Prior to joining the team, Kim was a portfolio manager in the Indexation team at Old Mutual Customised Solutions. In addition to her portfolio management responsibilities, she was responsible for the team’s retail business development. Kim has completed an MBA at the University of Stellenbosch. 18

PROUDLY SOUTH AFRICAN OR A GLOBAL CITIZEN? SMART INVESTORS ARE BOTH. Diversity is the key to a well-balanced portfolio and with over 30 years of global experience, Old Mutual Wealth can offer the expertise you need to expand your portfolio offshore and reduce your risk. Take your wealth further with our wide range of expertly managed offshore solutions, built around your unique needs. Stay connected to expert advice. Speak to your planner today. WEALTH 175 YEARS OF DOING GREAT THINGS Old Mutual Wealth is brought to you through several authorised Financial Service Providers in the Old Mutual Group who make up the elite service offering.

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