Riaan Gerber, CAIA

Portfolio Manager at Sanlam Private Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
City of Cape Town, Western Cape, South Africa, ZA
Languages
  • Afrikaans Native or bilingual proficiency
  • English Native or bilingual proficiency
  • German Elementary proficiency
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Credentials

  • Chartered Alternative Investment Analyst (CAIA®)
    CAIA
    Mar, 2013
    - Sep, 2024
  • Certified Financial Planner (CFP®)
    Financial Planning Institute of South Africa
    Dec, 2010
    - Sep, 2024

Experience

  • Sanlam Private Wealth
    • South Africa
    • Financial Services
    • 200 - 300 Employee
    • Portfolio Manager
      • Feb 2014 - Present

      Responsible for the active management and structuring of managed accounts both locally and offshore for clients of the firm and the development and implementation of investment strategies within our portfolios.

    • Investment Analyst
      • Jun 2016 - Jul 2017

      Conducts market, industry and investment opportunity analysisContribution to generation of investment ideas Conducts advanced financial analysis and modellingAssists in the scoping and coordination of due diligenceConducts valuations on companies

  • Efficient Select Asset Management
    • Equity Analyst/Portfolio Manager
      • Apr 2011 - Jan 2014

      Portfolio manager of the Private Client Equity Fund and equity analyst for the investment team. Portfolio manager of the Private Client Equity Fund and equity analyst for the investment team.

  • PSG Konsult
    • United Kingdom
    • Equity Dealer/ Intern
      • Feb 2007 - Mar 2011

      Traded shares and Single Stock Futures (SFF) on the JSE for clients. Review company analysis and also did portfolio management for clients Traded shares and Single Stock Futures (SFF) on the JSE for clients. Review company analysis and also did portfolio management for clients

Education

  • CAIA Association
    Charted Alternative Investment Analyst®, Alternative Investments
    2012 - 2013
  • University of the Free State/Universiteit van die Vrystaat
    Postgraduate, Financial Planning
    2009 - 2009
  • Stellenbosch University/Universiteit Stellenbosch
    BCOMM, FINANCIAL MANAGEMENT
    2004 - 2007
  • Paul Roos
    Matriculated
    1999 - 2003

Community

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