Team

Angus Samuels

Chairman

Chairman since founding in 2006

Over 30 years’ experience in the investment industry as a senior stockbroker, CEO and chairman

Chairman of Punter Southall Group, June 2003-present

Formerly CEO of Sanlam Investment Management (formerly GIAM), Sanwa Asset Management (UK) and Credit Suisse Asset Management (UK)

Soondra Appavoo

Group CEO

Founded the company in 2006

Over 29 years’ experience in the investment industry, largely in the energy & infrastructure and Financial Services sectors

Managed the P-Solve Alternative Investments ($400m) and PSource Structured Debt ($120m) funds

Formerly a Director at UBS Warburg

Chartered Accountant, MA (Natural Sciences) and an MBA with Distinction, University of Oxford

Group CEO and Director of Craven Street Wealth and it’s subsidiaries

Matthew Ritchie CFA

Director

Matthew joined in 2015

More than 10 years’ experience in corporate finance specialising in structured finance, and mid-market public and private transactions in South Africa and the UK

Previously Associate at i capital advisers

BBusSci (Finance), University of Cape Town

CFA Charterholder

Director of Craven Street Wealth and it’s subsidiaries

Donald Sinton CFA

Director

Donald joined in 2017

Background in finance and financial technology solutions with Standard Bank and Dimension Data

BBusSci (Finance), University of Cape Town

CFA Charterholder

Director of Craven Street Wealth and it’s subsidiaries.

Kimberley Campbell

Associate Director

Kimberley joined in 2020

Previously Head of FP&A at 23 Capital, with experience in the financial services industry across investor relations, financial control and audit

BBusSci (Finance and Accounting) and Post Graduate Diploma (Accounting), University of Cape Town

Chartered Accountant (SA)

Tahir Domun

Associate

Tahir joined in 2020

Previously Analyst at the Carlyle Group

BSc (Hons) Investment & Financial Risk Management, Cass Business School, 2016

Passed CFA Level 1 and 2

Robert McClay

Associate

Robert joined in 2020

Previously an Analyst at EY and AIG, with experience in corporate finance, financial services and M&A insurance

MFin (Corporate Finance), University of New South Wales and BBus (Economics and Finance), University of Technology Sydney

Megan Gibson

Group Finance Manager

Megan joined the company in 2019

She has over 9 years’ experience in Accounting Finance and Office Administration

MAAT Qualified levels 2, 3 & 4

Helen Thomas

HR & Office Manager

Helen joined the company in 2021

She has many years experience as an office/ facilities manager including at Kirontech UK Limited.

 

 

Harpreet Aujla

Director of Finance

Harpreet joined in 2022

Over 20 years’ accounting/finance experience in senior FP&A and financial reporting roles.

Previously at Quilter and Lighthouse Group.