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Alwyn van der Merwe
Direttore degli Investimenti presso Sanlam Private Wealth (Pty) Ltd.
Profilo
Mr. Alwyn van der Merwe, CFA MBA, is a Director of Investments at Sanlam Private Wealth (Pty) Ltd.
He is on the Board of Directors at Sanlam Private Wealth (Pty) Ltd.
He was appointed Director of Investments at Sanlam Private Wealth in May 2007.
He also sits on the executive committee and board.
He has over 20 years’ experience in financial services.
He acts as the custodian of Sanlam Private Wealth’s investment philosophy, is responsible for the investment process and research, and the performance of the model portfolios.
Mr. van der Merwe works very closely with SPW’s team of portfolio managers to ensure client performance in line with their risk appetite.
Mr. van der Merwe was previously employed as a Portfolio Manager by Old Mutual Investment Group (Pty) Ltd.
He has a BCom, an Honours degree in Economics and a MBA from the University of Stellenbosch.
Mr. van der Merwe was previously employed as a Global Chief Investment Officer by Sanlam Private Investments (UK) Ltd.
and a Portfolio Manager by Old Mutual Investment Group (Pty) Ltd.
Posizioni attive di Alwyn van der Merwe
Società | Posizione | Inizio |
---|---|---|
Sanlam Private Wealth (Pty) Ltd.
![]() Sanlam Private Wealth (Pty) Ltd. Investment ManagersFinance Sanlam Private Wealth (Pty) Ltd. is a wealth management firm headquartered in Cape Town, South Africa. The firm was founded in 1999 and is a subsidiary of Sanlam Investment Management (Pty) Ltd., ultimately held by Sanlam Ltd. (JSE: SLM). Sanlam Private Wealth manages a comprehensive range of local and global equity-only or multi-asset portfolios for high net-worth clients, family offices, financial institutions, and not-for-profit organizations. | Direttore degli Investimenti | 01/05/2007 |
Precedenti posizioni note di Alwyn van der Merwe
Società | Posizione | Fine |
---|---|---|
Atomos Financial Planning Holdings Ltd.
![]() Atomos Financial Planning Holdings Ltd. MiscellaneousMiscellaneous Atomos Financial Planning Holdings Ltd. offers inflation-linked bond exposure across different economic regimes and inflation environments. The company is based in London, UK, and has subsidiaries in the UK. The fund also selectively invests in corporate inflation-linked bonds. The British company was founded in 1999, and Jonathan Charles Polin has been the CEO of the company since 2015. | Direttore degli Investimenti | 09/04/2018 |
Old Mutual Investment Group (Pty) Ltd.
![]() Old Mutual Investment Group (Pty) Ltd. Investment ManagersFinance Old Mutual Investment Group (Pty) Ltd. (OMIGSA) is an asset management firm headquartered in Cape Town, South Africa. The firm is a wholly-owned subsidiary of Old Mutual Investment Group Holdings (Pty) Ltd., ultimately held by Old Mutual Ltd. (JSE: OMU; OTCMKTS: ODMUF). Formerly known as Old Mutual Asset Managers, OMIGSA offers segregated portfolios and pooled funds across the risk/return spectrum and manage various multi-assets, equity, fixed interest and listed property strategies for individual and institutional investors. The firm is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Gestore di Portafoglio-Azioni | - |
Esperienze
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Aziende private
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Aziende private | 3 |
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Old Mutual Investment Group (Pty) Ltd.
![]() Old Mutual Investment Group (Pty) Ltd. Investment ManagersFinance Old Mutual Investment Group (Pty) Ltd. (OMIGSA) is an asset management firm headquartered in Cape Town, South Africa. The firm is a wholly-owned subsidiary of Old Mutual Investment Group Holdings (Pty) Ltd., ultimately held by Old Mutual Ltd. (JSE: OMU; OTCMKTS: ODMUF). Formerly known as Old Mutual Asset Managers, OMIGSA offers segregated portfolios and pooled funds across the risk/return spectrum and manage various multi-assets, equity, fixed interest and listed property strategies for individual and institutional investors. The firm is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
Sanlam Private Wealth (Pty) Ltd.
![]() Sanlam Private Wealth (Pty) Ltd. Investment ManagersFinance Sanlam Private Wealth (Pty) Ltd. is a wealth management firm headquartered in Cape Town, South Africa. The firm was founded in 1999 and is a subsidiary of Sanlam Investment Management (Pty) Ltd., ultimately held by Sanlam Ltd. (JSE: SLM). Sanlam Private Wealth manages a comprehensive range of local and global equity-only or multi-asset portfolios for high net-worth clients, family offices, financial institutions, and not-for-profit organizations. | Finance |
Atomos Financial Planning Holdings Ltd.
![]() Atomos Financial Planning Holdings Ltd. MiscellaneousMiscellaneous Atomos Financial Planning Holdings Ltd. offers inflation-linked bond exposure across different economic regimes and inflation environments. The company is based in London, UK, and has subsidiaries in the UK. The fund also selectively invests in corporate inflation-linked bonds. The British company was founded in 1999, and Jonathan Charles Polin has been the CEO of the company since 2015. | Miscellaneous |
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