Our private client portfolio management team consists of market experts with many years’ industry experience
Private Client Portfolio Management
Fernando started his career in stockbroking in 1987. He has worked his way up through the ranks from admin, assistant PM and Portfolio Manager. Fernando has a wealth of knowledge and experience with a proven track record of wealth creation for clients.
Direct Line: 011 011 1612
Stockbroking and Investment Management
Warren has a BComm Honours in Economics (WITS), Registered Persons qualification as well as the Registered Securities Trader exam with the JSE.
He bought his first shares in 1995 (in Bidvest), has been a student of the stock market ever since and then joined a stock broking company in 2007. He teaches clients what he has learnt, and enjoys helping clients on their wealth creation journey using the local/ offshore stock markets.
Direct Line: 011 011 1630
Portfolio Manager
Sam has completed his BSC honours Economics at the university of Zimbabwe in 2001. Sam also attained his qualifications required by the South African institute of Stockbroking and the FSCA. He has worked in the financial industry for many years and has a proven track record in managing Clients Portfolios, be it with short term or long term trading ideas. Derivative trader, CFDs, SSFs, Equities trader, Portfolio management, Business development, Forex trader, Trading lessons and platforms training, Forex solutions for importers and exporters, Key individual and Financial planner.
Direct Line: 011 011 1624
Portfolio Manager
Monte became interested in stockbroking as a learner in High School and started his career in 1996 as a consultant and advisor with Progressive systems in Pretoria. During this time he has moved through the ranks and has joined the Afrifocus team in 2001. He completed his JSE exam. Monte is actively involved with social upliftment in Mozambique and in South Africa and has a passion for people.
Portfolio Manager
Yusuf completed a Bachelor of Commerce degree at the University of Witwatersrand, majoring in economics and Finance. He began his career at ABN Amro in 1995 . He then went on to become a partner and senior stockbroker at CKS Equities. He pioneered a bespoke Shariah portfolio for Sanlam Private Investment in 2010.
In 2012, he was promoted to Wealth Head Islamic for FNB and the Portfolio Manager for Ashburton Shariah Portfolio. Yusuf has been a member of the JSE since 2003.
Direct Line: 011 011 1631
Portfolio Manager
Tebogo holds Bachelor of Arts in Business majoring in finance and economics and attained certificates from South African Institute of Financial Markets. He has developed an immense interest and determination in becoming part of the elite group of individuals who have dedicated their lives promoting efficiency, transparency, and investor protection in the financial market. His strong passion for the market stems from the writing of Graham, Fisher, Bogle, Buffet and Munger.
Direct Line: 011 011 1628
Portfolio Manager
Sid studied B.Com Econ, holds a Post graduate in financial planning and attained certificates from the Institute of South African Markets in Derivatives, Bonds and Yield X. He has a passion for Markets and Private Clients and is an active person who partakes in many sporting activities in his past time.
Direct Line: 011 011 1626
Certified Stock Broker CSb (SA)
Ferdi joined the JSE in early 1980 and two years later he started his stock broking career as an equity dealer on the JSE trading floor with Simon Vinderine & Co. He went on to join other financial companies where he completed his JSE membership exams and became a certified stock broker. He is also registered as a Financial advisor with the FSCA and his passion is in long term portfolio structuring. He also enjoys technical analysis.
Direct Line: 011 011 1611
Money Market Officer
Yvette has over 20 years’ experience in the financial markets, having worked for various stockbrokers in the fixed income and cash markets. Given her market knowledge, expertise in settlements and client-centric personality, she is ideally suited to administer our client’s investments in the Nedbank Corporate Saver accounts.
