About
Seasoned executive with over 15 years of progressive leadership in wealth management, international business, corporate finance, and governance. As CEO of Old Mutual Wealth Namibia, successfully led strategic growth, optimized cross-border operations, and significantly enhanced stakeholder engagement. Expertise spans capital raising, investor relations, and complex compliance, underpinned by an entrepreneurial mindset and multilingual proficiency in English, Afrikaans, German, and basic Chinese.
Work
Tunga Real Estate Fund & Midina Fund
|Trustee / Alternate Trustee
Windhoek, Khomas, Namibia
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Summary
Provided fiduciary oversight for unlisted assets across real estate and other funds, ensuring robust compliance and governance.
Highlights
Provided critical fiduciary oversight for diverse unlisted asset portfolios, ensuring alignment with investment mandates and investor interests.
Ensured stringent regulatory compliance, conducted thorough financial reviews, and strengthened governance reporting frameworks for enhanced transparency.
Elevated the quality of investment due diligence processes, identifying key risks and opportunities for fund assets.
Successfully negotiated improved fee structures, resulting in significant cost savings and enhanced returns for the funds.
Old Mutual Wealth Namibia
|Chief Executive Officer
Windhoek, Khomas, Namibia
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Summary
Led a multi-division wealth business, overseeing strategy, international investments, and governance, with over USD 200M+ Assets Under Management (AUM).
Highlights
Led a multi-division wealth management business, growing Assets Under Management (AUM) to over USD 200M+ through strategic vision and operational excellence.
Directed comprehensive strategy, international investment portfolios, and robust governance frameworks, ensuring regulatory adherence and risk mitigation.
Spearheaded the successful launch of new wealth propositions, expanding market reach and enhancing client value.
Optimized operational efficiencies, resulting in improved cost-to-income ratios and enhanced profitability across business units.
Strengthened compliance protocols and risk management systems, ensuring adherence to financial regulations and industry best practices.
Recruited, developed, and mentored a high-performing senior leadership team, fostering a culture of accountability and strategic execution.
Cultivated and managed strategic cross-border partnerships, facilitating international investment opportunities and market expansion.
First National Bank Namibia
|Manager: Private Banking (UHNW)
Windhoek, Khomas, Namibia
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Summary
Advised Ultra-High Net Worth (UHNW) clients on international structures and investments, driving new business growth and client retention.
Highlights
Provided tailored financial advisory services to Ultra-High Net Worth (UHNW) clients on complex international investment strategies and wealth structures.
Originated substantial new business flows and achieved high client retention rates by delivering exceptional service and strategic financial solutions.
Enhanced onboarding processes and developed robust cross-border fiduciary solutions, improving client experience and operational efficiency.
Trustco Group Holdings
|Manager: Alternative Investments
Windhoek, Khomas, Namibia
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Summary
Launched unlisted unit trust and debt products, coordinating origination, investor relations, and regulatory engagement.
Highlights
Successfully launched new unlisted unit trust and debt products, diversifying the firm's investment offerings.
Coordinated end-to-end product lifecycle from origination to investor relations, ensuring effective regulatory engagement and market acceptance.
Sanlam Namibia Holdings
|Business Development Manager
Windhoek, Khomas, Namibia
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Summary
Drove business development by training advisors, supporting sales, and producing investment research, while contributing to asset-liability management decisions.
Highlights
Trained and mentored a team of financial advisors, significantly enhancing their sales capabilities and product knowledge.
Conducted in-depth investment research, providing critical insights that informed strategic decision-making and product development.
Contributed to the Asset and Liability Committee (ALCO), influencing key financial and risk management strategies.
PwC & CR van Wyk & Co
|Audit Clerk
Windhoek, Khomas, Namibia
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Summary
Conducted comprehensive audits, tax preparations, and financial reporting across diverse industries.
Highlights
Performed detailed financial audits, prepared tax documentation, and generated financial reports for a diverse portfolio of clients across multiple industries.
Applied accounting principles to ensure accuracy and compliance with regulatory standards.
Education
London School of Business & Finance
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Master's
Investment & Finance (Risk Management)
Stellenbosch University
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Bachelor of
Accounting
Languages
English
Afrikaans
German
Chinese
Skills
International Business
Cross-border Operations, International Investments, Global Market Expansion, Cross-Cultural Communication, Diplomacy (Africa, Europe, Asia).
Financial Management
Wealth Management, Asset Management, Corporate Finance, Capital Raising, Investor Relations, Investment Due Diligence, Financial Reporting, Cost Optimization, Fee Negotiation, Asset-Liability Management (ALCO), Private Banking (UHNW).
Governance & Compliance
Fiduciary Oversight, Regulatory Engagement, Risk Management, Corporate Governance, Compliance Protocols, Internal Controls.
Strategic Leadership
Executive Leadership, Strategy Execution, Business Development, New Proposition Development, Team Leadership, Senior Leadership Team Building, Stakeholder Engagement, Entrepreneurial Mindset.
Analytical & Problem Solving
Investment Research, Financial Analysis, Data-Driven Decision Making, Problem-Solving, Critical Thinking.
Client Relations
UHNW Client Advisory, New Business Origination, Client Retention, Relationship Management.