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CITADEL INVESTMENT SERVICES PROPRIETARY LIMITED IS AN AUTHORISED FINANCIAL SERVICES PROVIDER.

Citadel

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THE TEAM YOU CAN TRUST

Citadel has brought together some of the best financial brains in the business.

MORE THAN 99% OF THOSE WHO INVEST WITH US, STAY WITH US

For 30 years, we’ve kept things personal. That means combining market-leading proprietary technology with human expertise and experience. Your investment temperament is carefully matched to that of your advisor. It’s a partnership. For the long term.

Remarkable client service is in our DNA. We are committed to the Treating Customers Fairly (TCF) approach in everything we do. TCF is a Financial Sector Conduct Authority initiative. Read more about the TCF principles that guide us.

Our History

NEVER BIASED. NEVER SHAKEN. ALWAYS HUMAN.

We try to keep in-the-moment emotions and stresses out of the picture, adjusting our investment strategy with your future in mind. We treat each of our clients with the utmost humanity, while having the distinct ability to benchmark your portfolio against various forecasted economic scenarios.

INVESTMENT PILLARS

  • THE FUTURE IS UNCERTAIN AND WILL OFTEN SURPRISE
    Uncertainties are built into the portfolio construction process upfront.
  • DIVERSIFICATION IMPROVES RISK RETURN
    Our portfolios consist of a range of asset classes or sources of return that perform positively in different market circumstances.
  • A VALUATION SENSITIVE APPROACH TO INVESTING
    We base our investment decisions on the under- and over-valuation of asset classes.
  • ASSET ALLOCATION DRIVES PERFORMANCE
    The majority of investment returns can be attributed to the asset allocation decision.
Get in touch

Our Directors

Andrew Möller

Chief Executive Officer

Sajeel Maharaj

Director and Chief Operations Officer

Piet Swart

Director and Chief Financial Officer

George Herman

Director and Chief Investment Officer

Dr BM Griesel

Director and Head of Investment Solutions

Bella Tapisi

Director: Group Compliance

Marina Knox

Director: Human Capital

Ian Bishop CFP®

Director and Regional Head: Johannesburg

John Kennedy CFP®

Director and Regional Head: Claremont

Jaap Duvenage CFP®

Director and Regional Head: Pretoria

Nic Horn CFP®

Director and Regional Head: Durban

Caryn Nicolai-Barth

Director

Andries du Toit CFP®

Director

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Andrew Möller

Chief Executive Officer

I have more than 30 years’ experience in financial planning. I joined Citadel in 1996 and was initially responsible for the estate and succession planning aspects of the Citadel client base. In 2001, I joined the wealth management division, and in 2010 took over the running and responsibility for the division as Head of Wealth Management. In 2012, I was appointed as a director and a year later as the Chief Executive Officer.

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Sajeel Maharaj

Director and Chief Operations Officer

I joined Citadel in 2018 after a 14-year corporate finance career in London, New York, and Johannesburg.

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Piet Swart

Director and Chief Financial Officer

After spending time with Deloitte in the United Kingdom and South Africa, I joined Citadel in January 1997 as Financial Director. I also serve as Citadel’s Company Secretary.

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George Herman

Director and Chief Investment Officer

In 2010, I joined the Citadel Asset Management (CAM) team as Head of South African Portfolios. I am also a member of the Association for Savings and Investment South Africa (ASISA).

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Dr BM Griesel

Director and Head of Investment Solutions

I joined Citadel as a wealth manager in 1996, and have subsequently taken on several executive roles – including Managing Director and head of the investment team.

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Bella Tapisi

Director: Group Compliance

I joined Citadel in May 2020 as the Group Compliance Manager. Before this, I spent seven years at ABSA, where I was responsible for compliance in their corporate, investment management and wealth divisions.

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Marina Knox

Director: Human Capital

I began my relationship with Citadel in 1999 as a consultant, and then joined the team in 2004. I am a member of the Association for Savings and Investment South Africa (ASISA).

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Ian Bishop CFP®

Director and Regional Head: Johannesburg

I joined Citadel in September, 1998, and have been part of the advisory and asset management teams. I was also seconded to London for almost four years as portfolio manager.

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John Kennedy CFP®

Director and Regional Head: Claremont

I joined Citadel in 2001. My leadership style is people-centric and I have built my expertise working closely with my team.

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Jaap Duvenage CFP®

Director and Regional Head: Pretoria

I joined Citadel in 2002 as a wealth manager, having previously worked as a state advocate and attorney. I have also spent time at Old Mutual and Investec Private Bank.

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Nic Horn CFP®

Director and Regional Head: Durban

My responsibility is to ensure that the hopes, dreams and aspirations our clients attach to their money are realised through proper, responsible and effective portfolio management.

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Caryn Nicolai-Barth

Director

I joined the Citadel Group in January 2018, as Managing Director of Peregrine Administration Services. Overall, my financial services career has spanned more than twenty years, locally and abroad.

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Andries du Toit CFP®

Director

I joined Citadel in 1998, after six years at Alexander Forbes. I am a member of the Institute of Certified Financial Planners, and the South African Institute of Chartered Accountants.

Let's Talk

Every investment journey starts with a conversation. Let's have one.

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    Our Offices

    WESTERN CAPE
    Claremont
    George
    Stellenbosch
    Tygervalley

    GAUTENG
    Johannesburg
    Pretoria

    KWAZULU-NATAL
    Shelly Beach
    Umhlanga

    EASTERN CAPE
    Gqeberha

    MPUMALANGA
    White River

    INTERNATIONAL
    Guernsey