Team

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)

Founded the company in 2006

Over 21 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

Matthew joined in 2015

More than 5 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

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

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 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

Megan joined the company in 2019

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

MAAT Qualified levels 2, 3 & 4

Siobhan joined the company in 2019

She has 3 years experience as an administrative assistant, including at Société Générale and Foskett Marr Gadsby & Head

CILEx Diploma for Legal Secretaries Levels 2 & 3