Directors
Warren Wheatley
Director
- 20+ years of experience across Asset Management, Private Equity, Banking and Institutional Capital Markets
- CA(SA), CFP, Post Graduate Diploma in Corporate Finance, Post Graduate Diploma in Financial Planning Law, Post Graduate Diploma in Auditing.
- Founder and former Chief Investment Officer of Lebashe Investment Group
- Non-Executive Director on the board of Arena Holdings
- Chairman of the Joint Investment Committee of the Telkom Retirement Fund
- Chairman of the Investment Committee of the Transnet Retirement Fund
EXPERIENCE
- Previous Investment Banker and Wealth Manager at ABSA Capital
- Served in various roles at Alexander Forbes
Akshay Karan
Director
- ~10 years of experience in Investment Banking and Management Consulting
- Qualified CA (SA) and CAIA
- Postgraduate Diploma in Accounting
- Bachelor of Business Science in Finance with Accounting
EXPERIENCE
- Ex-Investment Banker (Investec) and top-tier management consultant (BCG).
- Successfully structed and executed several private equity transactions across Africa.
- Experience in leveraged finance, principal investing, private equity, financial engineering and strategy.
Nicolas Mugisha
Director
- ~ 10 years of experience in Management Consulting and Digital Media
- Nic has a degree in Finance and Accounting as well as a post-graduate diploma in Accounting.
EXPERIENCE
- Following his studies, he joined the Boston Consulting Group in 2018 where he worked in Strategy and Operational design. He mainly worked in Mining and Healthcare over a period of 4 years
- Nic has since transitioned to work at BankerX as the head of operations as well as a Director of Sezerano capital which operated in East Africa
- Within Altvest, Nic works as the head of the strategy and heading up special projects for Altvest
Chrizelle van der Colff
Director
- 20+ years of experience in Banking, Operations, Marketing and Business Optimization
- Advanced Diploma in Wealth Management, Financial Markets and Instruments
- Academy of Financial Markets Certificate in Wealth Management, GIBBS
- Family Business Consulting and Governance, Nelson Mandela University
- RE5 Fais accreditation
EXPERIENCE
- Family Office Banker at ABSA Wealth and Investment Management
- Facilitation of large-scale transactions in structured credit, wealth and investment management, FX Aviation finance and Investment Banking related transactions
- Portfolio Risk Management
Tatum Wheatley
Director
- 10+ years of experience in Media, Marketing and Behavioural Finance
- Degree in Psychology, Majoring in Industrial Psychology
- Miss South Africa (2008)
- 2nd Runner-up Miss World
EXPERIENCE
- Practiced Industrial Psychology, specialising in Organisational Development and Culture; and change management.
- Professional modelling career spanning 20-years across five continents.
- Director of Corporate Relations and Fairmont Zimbali in KZN
- Public speaker, and consultant in Industrial Psychology