Experience

Sisedi Investment Group

• Namibia
• Investment Management
• 1 - 100 Employee

• Independent Contractor - Asset Allocation Strategist & Money Market Manager

  • Sep 2023 - Present

  Sisedi means "it is ours" in the Namibian Khoekhoegowag language. The firm was founded in 2018 and it is 100% owned by black Namibian females and owner-managed. Sisedi means "it is ours" in the Namibian Khoekhoegowag language. The firm was founded in 2018 and it is 100% owned by black Namibian females and owner-managed.



The Full Circle

• United Kingdom
• Software Development
• 1 - 100 Employee

• Extensive track record in Asset Management & Wealth Management sector

  • Mar 2022 - Present

  Demonstrated success contributing to asset allocation strategies for multi-manager unit trust portfolios as well as private client wealth management portfolios and effective in supporting directors and wealth managers in meeting the needs of high net worth clients. Proven managing projects and leading project teams to implement a range of initiatives. I utilise facilitation skills to engage the intelligence of the team, to create sustainable solutions and business results as well as benefit the health and wellbeing of the team and organisation. Key strengths and experience in facilitating meetings and collaborative conversations for shared decision making and obtaining buy-in across diverse teams. Show less



Private Client Holdings

• South Africa
• Financial Services
• 1 - 100 Employee

• Multi-Manager Internal Consultant

  • May 2009 - Jan 2022

  Asset Allocation & Strategy for Multi-Manager Unit Trusts and Model Portfolios on platforms. PCH Investment Committee Meetings: Voting Member of Investment Committee Team that formulate PCH House View. Create Framework, Coordinate and Facilitate PCH Investment Committee Meetings. Implement PCH House View tactical asset allocation decisions across Multi-Manager Unit Trust and Model Portfolio solutions. Project Management: various projects working with all stakeholders to develop consensus and ensure sustainability and implementation eg established PCH Collective Investment Schemes Write reports to summarize House View, investment philosophy, process, product and performance for audit and due diligence reports as well as present these to the Private Client Wealth Manager Team. Daily Unit Trust Cash Flow management and Tactical Asset Allocation positioning. Operational efficiency and Compliance monitoring of all Multi-Manager solutions. Create and Maintain Morningstar reports to support Multi-Manager analysis and research. Previous experiences include preparing Asset Allocation Reports and Proposals for High Net-worth Clients and Fund Fact Sheet preparation. Show less



Full Circle

• South Africa
• Design

• Financial Literacy Workshops

  • Jan 2003 - Jun 2006

  Studying towards the post-graduate Certified Financial Planner diploma, together with my years of experience in the investment markets, served as a solid foundation for writing material for financial literacy workshops to educate and empower. I conducted these workshops myself and loved to share what I call "the full circle of financial understanding" - a holistic view of understanding concepts like investments, unit trusts, inflation, estate planning that supports one's financial potential. Studying towards the post-graduate Certified Financial Planner diploma, together with my years of experience in the investment markets, served as a solid foundation for writing material for financial literacy workshops to educate and empower. I conducted these workshops myself and loved to share what I call "the full circle of financial understanding" - a holistic view of understanding concepts like investments, unit trusts, inflation, estate planning that supports one's financial potential.



Board of Executors Asset Management

• Portfolio Manager

  • Jan 1992 - Apr 2001

  Portfolio Manager BOE Money Market & BOE Income Fund Economic Research for Investment Strategy Meetings Bond Trader: being part of the Fixed Interest team, my experience included international and domestic bond market research, technical analysis and trading of international and domestic bonds and derivatives. Portfolio Manager BOE Money Market & BOE Income Fund Economic Research for Investment Strategy Meetings Bond Trader: being part of the Fixed Interest team, my experience included international and domestic bond market research, technical analysis and trading of international and domestic bonds and derivatives.