Our Team

Robert Walton

Chief Executive Officer

B.Acc Hons, CMA, CA (SA)

  • 25 years financial services experience
  • 11 years multi-manager experience
Email Robert at rwalton@bcis.co.za

Robert is a respected pioneer in the financial services industry. His history in the unit trust industry at both Metropolitan and later Momentum spans a period of 14 years, during which time he was the CEO of the collective investment businesses, building an esteemed capability within the industry. Robert graduated from the University of Stellenbosch, and he is a qualified CA (SA), an FSB approved category FSP2 Investment Manager and CIMA (UK) member. He has also completed various executive management courses at Harvard (USA), Duke (USA) and Stanford (USA) as well as at the IMD (Swiss).

Pierre de Klerk

Managing Director & Senior Portfolio Manager

CFA, B.Com Hons (Act. Sci)

  • 21 years financial services experience
  • 15 years multi-manager experience
Email pdeklerk@bcis.co.za

Pierre holds a B. Com (Honours) degree in Actuarial Science and is a CFA Charter holder. He started his career at Old Mutual gaining experience in actuarial product development and actuarial marketing. He joined Momentum in 1997 as the head of investment products for Momentum’s Linked Investment Service Provider. In the early 2000’s Pierre transitioned to a pure investment management career, working in turn working for Momentum Multi Managers and Advantage Asset Managers while gaining 10 years of multi management investment experience. In 2007 he was a founding member of Momentum Investment Consulting (MIC), a unit responsible for all retail multi-manager activities in the Momentum Group. As the head of investments for MIC in South Africa he was responsible for managing an investment team and overseeing investments of R 4 billion. Following the merger between Metropolitan Multi Managers and MIC as part of the MMI merger transaction, Pierre became an executive director of MIC, having general management responsibility for the combined business. By 2013, Momentum Investment Consulting had grown its asset base from R9bn in 2011, to just over R22bn, making it one of the largest retail multi-manager offerings in South Africa. Pierre was the lead portfolio manager on a range of top performing portfolios during his employment at MIC. At the end of 2013, Pierre left the Momentum Group, to co-establish a new investment consulting and investment management firm – Boutique Investment Partners. Pierre is the managing director of Boutique Investment Partners and a senior portfolio manager.

Tavonga Chivizhe

Chief Investment Officer

B.Bus.Sci Hons (Act. Sci), Executive leadership

  • 10 years financial services experience
  • 10 years multi-manager experience
Email Tavonga at tavonga@bcis.co.za

On completing his actuarial studies at the University of Cape Town in 2005, Tavonga Chivizhe joined the Metropolitan Collective Investments CEO - Robert Walton, with the primary goal being to establish a retail multi-manager offering for the Metropolitan Group. This initiative, which begun early 2006, started off with seed capital of just under R 5 million, and by the time of the merger between Metropolitan and Momentum in 2010, the Metropolitan Multi-Manager division was gaining meaningful traction with assets under management of just over R6bn. This division boasted a successful range of house view funds, one of which, the MET Odyssey Conservative Fund of FundsF, in 2010, was awarded the Raging Bull Award, for the best risk adjusted performance over a 5 year period. During this 5 year period of building the Metropolitan Multi-Manager business, Tavonga continued to pursue his professional actuarial exams with the Institute of Actuaries in the United Kingdom up to 2011 when he passed his Actuarial Fellowship exam. The merger of 2010, saw Metropolitan Multi-Managers being combined with the retail multi-manager offering of the Momentum group, with the joint entity then branded to Momentum Investment Consulting [MIC]. In 2011, Tavonga assumed ownership of MIC's Investment Philosophy and Process, and was also the portfolio manager of the MIC's 6 house view funds. The combined assets under management of Momentum Investment Consulting [MIC] was then just over R9bn. This period saw yet another MIC house view fund, the MET Odyssey Balanced Fund of Funds being awarded the Morning Star Award for being the best risk adjusted performer in its category in 2012. Tavonga was responsible for the management of a notable number of the MET third-party / white label portfolios. By 2013, Momentum Investment Consulting had grown its asset base from R9bn in 2011, to just over R22bn, making it one of the largest retail multi-manager offerings in South Africa. The same year, 2013, saw Momentum go through a re-structuring exercise, which combined three of its multi-manager divisions: Momentum Manager of Managers, Momentum Investment Consulting and Momentum Alternative Investments. The combined unit was branded Momentum Outcomes Based Solutions and had asset of just close on R150bn. Tavonga was appointed Chief Investment Strategist of this unit, where his role was to assume full ownership and accountability for the division's Investment Strategy. At the end of 2013, Tavonga left the Momentum Group, to co-establish a new retail investment consulting and investment management firm Boutique Investment Partners. In addition to being a founding director, Tavonga is currently the Chief Investment Officer at Boutique Investment Partners.

Mitsie vd Westhuizen

Senior Investment Analyst

B.Com (Economics)

  • 18 years financial services experience
  • 15 years multi-manager experience
Email Mitsie at mvdwesthuizen@bcis.co.za

On completing her B.Com Economics degree in 1996, Mitsie joined Citadel Investment Services as a Portfolio Manager Assistant. In July 1998, she joined Momentum Wealth where she fulfilled various roles in the Client Liaison and Offshore Investment Administration departments. As South Africa was at the time starting to open up foreign investment to its residents, Mitsie gained valuable experience in dealing with asset swap transactions and foreign investment management companies. In 2001 she joined Momentum Multi Managers, initially in the performance measurement and reporting department and in 2002 became a member of the Investment team. Over the next 10 years she gained valuable investment experience as a Research Analyst at Momentum’s institutional multimanager and from 2007 at Momentum’s retail multimanager, Momentum Investment Consulting, of which she was a founding senior staff member. At the end of 2013, Mitsie left the Momentum Group, and joined a new investment consulting and investment management firm – Boutique Investment Partners, as a Senior Research Analyst.

Eugene Braak

Business Development - Model Portfolios

 

  • 22 years financial services experience
  • 9 years multi-manager experience
Email Eugene at ebraak@bcis.co.za

Eugene has 15-plus years experience in the retail investment-management arena with an excellent knowledge of the needs of financial advisors. After serving little over 8 years as business development manager for Momentum Wealth he joined Momentum Investment Consulting where he became head of sales and distribution. He joined newly formed Boutique Investment Partners in January 2014 as head of distribution and are instrumental in operations and implementation of bespoke solutions.

 

Shamir Popat

Senior Investment Analyst

B.Fin (Corp.Finance) B Compt(Multi-Media)

  • 7 years financial services experience
  • 5 years multi-manager experience
Email Shamir at spopat@bcis.co.za

Shamir Popat left South Africa shortly after matriculating in 2001, and lived in Melbourne, Australia for 8 years while completing two degrees in Computing (Multimedia Design major) and Finance (Corporate Finance major). He returned to South Africa in June 2009 and joined Momentum Collective Investments as a junior product manager in the Technical Marketing Team. His role involved re-designing and overseeing the initial factsheet production processes, and resolving performance-related queries for retail and institutional clients. In October 2011, he joined the retail multi-management division of Momentum Investment Consulting as a Junior Investment Analyst specialising in the building block strategies under Tavonga Chivizhe. He was mentored in most facets of the business by the senior members of the team, while having a strong focus on manager research and client relationship management. In November 2013, he left Momentum Investment Consulting to assist in establishing a new retail investment management and investment consulting firm – Boutique Investment Partners as an investment analyst.

 

Tebogo Moopa

Investment Analyst

National Diploma in Information Technology Networking

  • 3 years financial services experience
  • 1 years multi-manager experience
Email Tebogo at tebogo@bcis.co.za

Tebogo matriculated at Prestige College In 2009. During this time, he served as the head of the prefect body. The following year, he enrolled at Varsity College to purse his studies in Information Technology, where he specialized in Networking. While studying, he became part of the Varsity College Care Committee as the Deputy Chairperson. In 2012, Tebogo obtained his National Diploma in Information Technology Networking at Varsity College and further continued to do various courses in Microsoft (MCITP) and Service Desk Management. Early 2013, Tebogo began working as a Support Technician Engineer at South African Social Security Agency (SASSA). Later, Tebogo moved on to become a Team Leader for the Support Technician Engineer team; where his main responsibility was to monitor and manage the team’s performance, advice in troubleshooting and handling clients’ queries as well as assist with Troubleshooting of SASSA’s executive’s technical issues. While he held this position, he completed a course in Advanced Windows 7 troubleshooting and CompTIA A+. Tebogo then moved on from this role to become a Technical Account Manager at Inet-BFA, where he managed accounts like Investec, Standard Bank and other big financial companies.

 

Mandisa Zavala

Investment Analyst

BSC Honours (Economics)

  • 4 years financial services experience
  • 1 years multi-manager experience
Email Mandisa at mandisa@bcis.co.za

After matriculating at Ahmed Timol Secondary school in 2007, Mandisa went to Rhodes University to study a Bachelor of Science in Economics and Information systems. During her undergraduate year, she held a number of leadership roles, one of them being an Academic Representative in a newly built residence. In this position, her role was to be a support structure in ensuring academic excellence to both new and existing students. Before completing her degree, she took on a part time role with Singular systems - helping out as an administrator on the trading desk. Getting exposure to the financial markets fuelled an interest in this field and provoked her to study further and do her honours in financial economics. While studying for her honours in Economics, she also resumed the role of an economics tutor, which further affirmed her passion for the financial markets. In March 2014, Mandisa joined Allan Gray as a Client Service Consultant, where she played a key role in the stewardship of positive client and adviser relationships. In this role, some of her duties were to respond to queries regarding investment performance and assist clients with product, legislative or process information on the available offering. At the end of November, Mandisa left Allan Gray to join Boutique Investment Partners as an Investment Analyst.

 

Marietjie Geldenhuys

Investment Analyst

CFA, B.Com (Hons) Investment Management

  • 5 years financial services experience
  • 1 years multi-manager experience
Email Marietjie at marietjie@bcis.co.za

Marietjie gained work experience as an investment specialist at Sanlam/Blignaut BlueStar during the period 2012-2015. Her main task as an investment specialist was to create, manage and monitor clients’ portfolios on the Unit Trust, Sanlam and Glacier platforms according to the client’s circumstances, objectives and constraints. They specialised in discretionary as well as non-discretionary portfolios, preservation funds, retirement annuities and living annuities. She analysed and researched funds and fund managers according to a new fund criteria we created as an investment team to analyse each fund on a quantitative and qualitative basis. She was a member of the investment committee which collectively manages three wrap portfolios that are unique to the practice. She was responsible to oversee, train and mentor the activities of the Investment Administrators and assist them in each process. Marietjie joined BIP in May 2016.

 

Kelly Koopman

Investment Administrator

  • 14 years financial services experience

 

Email Kelly at kelly@bcis.co.za