Citadel - Private Client Wealthcare

Investment Insight

Core investment team

	Jan van Niekerk
	Chief Investment Officer
	13 years investment experience
	B.Com (Hons) (Maths), Stellenbosch, FIA, CFA
	Jan joined Sanlam in 1997, as part of the Investment Advisory service of Sanlam Personal Portfolios. From 1999 to 2000 he was at Gensec Asset Management, working as an investment analyst and portfolio manager, and was a member of the asset allocation and strategy team. Jan joined Citadel as an analyst in September 2000. He has since been involved in asset class research, fund manager selection, investment strategy, portfolio management and product development. Jan was appointed CIO in February 2004.

	Dave Mohr
	Chief Investment Strategist
	27 years investment experience
	M.Com (Econ), Stellenbosch
	Dave began his career as an Economic Analyst in the office of the Economic Advisor to the Prime Minister in Pretoria. In 1980, he joined Old Mutual's Economic Research Unit as an Economic Analyst. He lectured at Stellenbosch University in 1981 and 1982, and rejoined Old Mutual's Economic Research Unit in 1983. He was appointed Chief Economist of Old Mutual in 1987. Dave received the USB/Beeld “Economist of the year” award in 1992 and 1999. He joined Citadel in May 1998 as Head of Asset Management. Dave is now the Group’s Chief Investment Strategist.

	Maarten Ackerman
	Head of Portfolio Modeling
	11 years investment experience
	M.Com (Econometrics), Pretoria
	Maarten obtained a Masters degree in Econometrics at the University of Pretoria. He went on to lecture at the University of Pretoria, Stellenbosch University and Monash University. Maarten joined the Bureau for Economic Research in 1998, where he focused on macro-econometric forecasting. He was a portfolio manager at PeregrineQuant from 1999 to 2003. Maarten joined Citadel in October 2003. He is responsible for asset class research, the Citadel asset allocation model and portfolio construction. He also manages the Citadel offshore sterling and euro portfolios. Maarten is passionate about teaching and is a visiting lecturer at Rhodes University.

	Yolanda Naude
	Head of Global Long Only Research
	12 years investment experience
	M.Com (Econ), RAU, CFA
	Yolanda lectured in Economics and Econometrics at the University of Johannesburg before joining Goldfields of South Africa as an economist in 1997. There she researched the South African economy and world metals markets. Yolanda joined Citadel in 1998. As the Head of Global Long-Only Research, she is responsible for all offshore long-only fund manager research, implementation and monitoring. She also manages the US dollar funds and Citadel’s international equity fund-of-funds.

	Elmien Wagenaar
	Head of Hedge Fund Research
	10 years investment experience
	B.Sc (Computer Science), M.Sc (Applied Mathematics), Stellenbosch, CFA
	Elmien joined Sanlam in 2000, as part of the Investment Advisory service of Sanlam Personal Portfolios. Here she advised on asset allocation and fund selection for South African clients. Elmien joined Citadel in July 2002. Since then she has been involved in portfolio construction, alternative asset research, fund manager selection and implementation of the CINS houseview. She now heads the hedge fund research initiative and manages the hedge fund-of-fund portfolios. Elmien also oversees the local long-only funds.

Investment Analysts and support

	Kate Callaghan
	Investment Analyst
	13 years investment experience
	B.SocSci (Econ), UCT
	Kate was a member of the offshore fund research team at NIB International in London, before joining Citadel in 2000. Kate is an analyst in Citadel’s fund manager research and selection team. Her specific responsibilities are within the offshore manager research, implementation and monitoring process.

	Salomi Odendaal
	Investment Analyst
	16 years investment experience
	B.Com (Hons) (Investment Management), RAU
	Salomi worked at Transnet’s economic department and was responsible for analysis on behalf of the capital market desk. She joined Boland Bank in 1990, where she focused on compiling an economic database and financial market analysis. In 1996, she joined Citadel and was responsible for building an economic database and compiling presentations for planners and managers. Salomi joined the CINS team in 1998. She is now responsible for analysis of and background research into the South African economy, maintenance of various regular documents and for the preparation of presentations given by CINS members.

	Mali Mothiba
	Investment Analyst
	4 years investment experience
	B.Com (Investment Management), RAU
	Mali joined Citadel in 2006 after completing his B.Com Investment Management at RAU. He started at Citadel on an 18-month learnership. After five months, he moved over to the CINS team. He is busy completing his CFA qualification. Mali assists Elmien and Maarten with fund research.

	Beth Cartledge
	Data Analyst
	8 years investment experience
	B.Com (Stats), Stellenbosch
	Beth returned from working in the UK in late 1999 and joined TMA as a portfolio administrator. In April 2001, she joined Citadel Administration Services (CAS) as part of the Client Services Team. She then moved across to the CAS finance team to assist with their accounting system. Beth joined CINS as a Data Analyst in October 2003.

	Yolanda Bowers
	Operations Assistant
	12 years investment experience
	B.Com, University of the Western Cape
	Yolanda started her career as Administration Assistant at the University of the Western Cape in 1993. She joined the Nedcor group as an enquiry clerk. In 1998, Yolanda joined Citadel as a Wealth Planner Assistant. In 2005 she moved across to the Investment Team as Operations Assistant.

	Damien Potgieter
	Investment Analyst
	3 years investment experience
	M.Com (Financial Markets) Rhodes University; RPE (SAIFM)
	Damien joined Citadel in 2007 after completing his Masters at Rhodes University. He started his career at Citadel Administration Services (CAS) as part of the Client Services Team. In March 2008 he moved across to the Solutions, Development and Implementation team, specialising in error corrections, enquiries and audits. In June 2009 he joined the CINS team and assists Elmien with local hedge fund research.

	Harold Strydom
	Investment Analyst
	3 years investment experience
	B.Com (Actuarial Science), Stellenbosch
	Harold obtained a B.Com (Actuarial Science) degree from the University of Stellenbosch in 2005. He started his career as a business analyst at an internet marketing company and moved to Citadel in November 2006. Harold was part of the SDI Team where his responsibilities included houseview implementation, actuarial support and product and business solutions development. He joined the CINS Team in February 2010 as an investment analyst. Harold assist Maarten with asset class research, the Citadel asset allocation model and portfolio construction. Harold is also a student member of the Institute of Actuaries.

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