Our Team
Financial Advisors
Warren Wheatley
CEO & Founder
- 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
CIO
- ~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
Head of Strategy and Special Projects
- ~ 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
Head of Operations
- 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
Sheena Singh
Operations
- ~20 years of experience in Banking, Operations and Process Optimization
- Bachelor of Commerce in Business Administration (NQF 7)
- RE 5 REGULATORY EXAMINATION
- National Certificate in Financial Markets & Instruments (NQF 6) | 2016
- Financial Services Certificate: Banking (NQF 5) | 2004
EXPERIENCE
- Sheena has more than two decades of experience in the banking industry dealing primarily with high-income clients – assisting in credit, lending and securities linked to products and revenue
Josh Moses
Analyst
- Three years of experience in investment analysis, covering both debt and equity investments;
- Currently in second year at UCT studying a Bachelor of Business Science specialising in Finance with Accounting.
EXPERIENCE
- Joined Altvest Capital straight out of matric at the beginning of 2023
Ross Morley-Jepson
Analyst
- ≈ 3 years of experience spanning investment analysis, venture capital & private equity
- Bachelor of Commerce: Majoring in Finance (UCT)
- Young African Catalyst (Advanced Venture Capital Fellowship – CatalyzU)
EXPERIENCE
- Vice President – University of Cape Town Investment Society
- Intern Analyst at 10x Value Partners & Utopia Capital Management
- Joined Altvest in Feb 2024 as a graduate on an internship programme
- Pursuing Bachelor of Commerce Honours specialising in Economic Analysis of Financial Markets (UCT)
Zenzo Zuma
Analyst
Zenzo Zuma is a finance professional with a background in investment analysis and entrepreneurship. He holds a BCom Honours in Finance from the University of the Witwatersrand and has experience in private equity, structured credit, and financial modeling. With a strong analytical skillset and a passion for impactful solutions, Zenzo brings a dynamic approach to challenges in finance and investments.
Mfihlakalo Mngomezulu
Analyst
Mfihlakalo Mngomezulu is investment analyst with a background in risk management, finance and law in his undergraduate degree. He holds a BCom Honours in Finance from University of the Witwatersrand and has experience in leverage finance.
Tymicah Naidoo
Analyst
- Final year BCom Actuarial Science (Quantitative Finance) student at UCT
EXPERIENCE
- Joined Altvest in January 2025 as an intern investment analyst
- Allan Gray Orbis Foundatiom Candidate Fellow
Operations
Tatum Wheatley
Head of Media
- 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
Reggie Dlamini
Head of Legal
- 15+ years of experience in Corporate and Commercial Law
- BA(Hons), LL.B, Advanced Company Law
EXPERIENCE
- All aspects of mergers and acquisitions, reorganisations and general corporate transactions in South Africa and the rest of Sub-Saharan Africa; Loan origination and restructuring; Commercial intellectual property and licensing arrangements; JSE and CTSE Listings Requirements; Corporate Governance.
- Admitted attorney of the High Court, Notary Public and Fellow of the South African Institute of Intellectual Property Law.
Sheena Singh
Operations Manager
- ~20 years of experience in Banking, Operations and Process Optimization
- Bachelor of Commerce in Business Administration (NQF 7)
- RE 5 REGULATORY EXAMINATION
- National Certificate in Financial Markets & Instruments (NQF 6) | 2016
- Financial Services Certificate: Banking (NQF 5) | 2004
EXPERIENCE
- Sheena has more than two decades of experience in the banking industry dealing primarily with high-income clients – assisting in credit, lending and securities linked to products and revenue