About

Portfolio Manager
Rand Swiss (Pty) Ltd

Currently building one of South Africa’s leading boutique brokers.

Services include:

  • Providing full service stockbroking facilities to retail, institutional and HNW clients;
  • Supporting a variety of cutting edge trading platforms;
  • Collating, curating and creating leading industry research;
  • Full execution and advisory service;
  • Development of  bespoke portfolios;
  • Client coaching and mentorship programmes;

Education and Qualifications

  • RE 1 Key Individual (2014)
  • RE 5 Authorised Rep 2012)
  • South African Institute of the Financial Markets (SAIFM), Registered Persons Exam (RPE) Financial Markets, Rules and Regulations, Equity, Derivatives and Forex (2009)
  • University of South Africa (UNISA), (2009-2010) Honours in Economics
  • University of South Africa (UNISA), (2005-2006) Bachelor of Arts Degree (English Lit & Classics) Cum Laude
  • University of the Witwatersrand, (2002-2004) Bachelor of Commerce Degree (Management, Psychology and Economics)
  • Achievements: Academic Excellence Scholarship

Memberships

  • South African Institute of the Financial Markets (SAIFM)
  • Investment Analysts Society of South Africa (IASSA)

Previously

  • Head of Trading at Vunani Private Clients – winner of the Peoples’ Choice Award at the Business Day/Intellidex 2013 Top Brokers Review.
  • Managing Editor and Analyst at FSP Invest – a division of the Agora International Group.

Portfolio Manager, Trader, Market Commentator and Equity Analyst