FUNDHOUSE - Key Persons
Amy heads up the operational side of the business with specific focus on the Discretionary Fund Management services. Amy joined Fundhouse in 2012 and has been instrumental in developing our operational processes and systems from the start. Her previous roles as a business analyst and project manager in the Investment industry compliment her now operational focus.
Danielle began her career completing her articles at one of the big four audit firms in South Africa. Prior to joining the Fundhouse team, Danielle gained experience in providing assurance and advisory services to clients within the financial services industry, both in South Africa and the United States. She then went on to join a global fund administrator as an assistant manager. Danielle joined the Fundhouse Team in November 2021 and is responsible for financial management.
Prior to joining Fundhouse, Doug was based in Ireland, where he started his career in 2013 and gained experience working on senior and subordinated debt transactions across a range of industries, including property, manufacturing, and renewable energy. In 2018, he relocated back to South Africa, where his most recent role was as an Investment Analyst at Nedgroup Investments and his primary focus was conducting fund research. Doug holds a Master's degree in financial and economic risk analysis
Job Titles:
- an Investment Specialist
- Investment Specialist
Greig joined Fundhouse as an Investment Specialist in August 2023. He brings over 8 years of experience in wealth and investment management. Working at Personal Trust, a financial and investment management company as a Wealth Manager and more recently at PSG Asset Management as a Fund Specialist. Servicing a range of both corporate and IFA clients. He has also gained exposure in Fund Analysis and selection processes when working within the Investment Council sub-committee at Personal Trust. As well as being a member of their Financial Planning Council. Greig has a keen interest in politics, both locally and abroad and enjoys travelling whenever he can!
Ian is a qualified actuary and brings with him a wealth of financial services experience, most recently as an executive of an asset manager. He also has international experience, having spent five years in Australia. He started in the investment industry in 2001 and is based in South Africa.
Job Titles:
- Business Advisor
- Strategic Initiatives
James is an experienced business advisor, with expertise across the investment and wealth industry. He has advised SA and UK businesses in the areas of strategy, new business capabilities, transaction management, and operational enhancements. Before entering the investment industry in 2003, he was a financial manager. James has a track record of setting up new businesses, including managing the launch of a DFM and CIS Manco. He re-joined Fundhouse in 2021.
Lauren joined the industry in 2014. She started as an Equity Dealer and moved on to gain experience as a Trader on Local JSE securities and later became an Offshore Equities Trader. She joined the Fundhouse team in 2018 and is responsible for portfolio implementation. Lauren is based in South Africa.
Job Titles:
- Analyst
- Investment Analyst
Matthew joined the Fundhouse team in 2020 as an analyst working in the investment team, specializing in manager research. Prior to joining Fundhouse, Matthew worked for a large asset consultancy business in South Africa as part of the alternative investment services team, focusing on unlisted equity and debt valuations and investment research across Africa. His journey in the investment industry began in 2017 and he is based in South Africa.
Micaela joined the industry in 2021. She started her career as a client service consultant at STK Advisory Connect and completed a Bachelor of Commerce Honours Degree in Finance at the University of Western Cape. She joins Fundhouse as an Operations Analyst responsible for model portfolio implementation.
Job Titles:
- Quality Assurance Analyst
Muneeb joined the Industry in 2019 as a senior test analyst at one of South Africa's leading Investment companies. previously having gained over 10 years software testing experience in the telecommunication and retail industries. Muneeb joined the Fundhouse team in June 2021 as a quality assurance analyst.
Nicole began her career on a trade floor in London and since returning to South Africa 15 years ago, has gained extensive experience within the asset management and financial advisory sectors. She has deep and broad industry expertise to act as an investment specialist for the Fundhouse team, whom she recently joined.
Norma-Jeanne joined the industry in 2015 working at a large global investment advisory firm where she provided administrative support to senior and high-level staff. In 2019, she joined their Finance team where she worked on streamlining finance and travel processes and upskilled her bookkeeping experience. She has now joined the Fundhouse team in 2024 as Office manager responsible for overall coordination of a broad range of services that allow the organization to operate efficiently.
Peter Foster - Chief Investment Officer
Peter focuses on investment process management, including portfolio advisory, fund manager research and investment consulting. He gained his experience in the setup and management of investment processes in the asset management industry and is well positioned to assist clients develop these areas.
Razeen Dinath is a CA(SA) with more than 16 years' investment management experience. He joins Fundhouse from Futuregrowth Asset Management, where he was an Investment Analyst in the Unlisted Credit team overseeing R3.2b of investments. Prior to Futuregrowth, he was Head of Equity at Cadiz Asset Management where he was responsible for investment analysis and portfolio management on equity and multi-asset funds as well as leading the equity investment team. Having worked at several leading asset management firms he has a diverse range of experience across asset classes and has an intimate understanding of asset management firms.
Rob has held several senior executive positions in the investment industry. He has also worked as an independent coach and consultant focusing on strategic and organizational development issues. Before joining the industry Rob taught at the UCT Graduate School of Business where one of his roles was Director of the MBA Programme. Rob has written and spoken widely on a range of topics related to leadership, investments, practice management and financial planning. His primary areas of focus at Fundhouse are on Adviser Consulting and Adviser Programmes.
BCom in Economics and Finance. BCom Honours in the Economic Analysis of Financial Markets.
Rukeya joins Fundhouse as an Investment Analyst working within the investment team, specialising in analytics and portfolio implementation. She holds a Bachelor of Commerce in Economics and Finance, as well as a BCom Honours degree specialising in the Economic Analysis of Financial Markets, from the University of Cape Town. Prior to joining Fundhouse, Rukeya started her career in the financial service industry as a Junior Investment Consultant at 10X Investments, focusing on retirement products. Rukeya intends to further her knowledge and skillset by obtaining her CFA accreditation.
1402 Sima joins Fundhouse as an Operations Analyst responsible for model portfolio implementation. Prior to joining Fundhouse, she worked as an Operations Consultant at Allan Gray. She holds a Bcom Investment management and banking degree from University of Free State and she is currently completing her Honours In Economic Analysis of Financial Markets at the University of Cape Town.
Stuart is involved in fund analytics, manager research, performance and reporting at Fundhouse. Prior to joining Fundhouse he worked for a boutique asset manager which focused on aggressive long-only equity portfolios for private clients. He worked as an analyst focusing mainly on identifying mispriced South African and US equities. He started in the industry in 2014 and is based in South Africa.
Vuyokazi joined our Cape Town office in 2008, and is responsible for the maintenance of the office and the well-being of guests while they are in our offices, while also assisting with a range of administrative tasks across the business.