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

Tatum Keshwar

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

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

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.

Naledi Moloi

Analyst

  • ~5 years of experience in Investment Analysis and Equity Research
  • Bachelor of Commerce Economics, Econometrics and Investment Management

EXPERIENCE

  • QYF Graduate Trainee (Data Science)
  • Semi-finalist Old Mutual Budget Speech Competition
  • Joined Altvest in 2023 as a graduate on a rotational programme
  • Currently completing Honours degree in Investment Management

Josh Moses

Analyst

Ross Morley-Jepson

Analyst

Zenzo Zuma

Analyst

Mfihlakalo Mngomezulu

Analyst

Tristan Peacock

Analyst

Genna-Lee Peacock

Media