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

THE TEAM YOU CAN TRUST

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

PEOPLE CAN BE EMOTIONAL. PORTFOLIOS CAN’T.

We keep in-the-moment passions and stresses out of the picture, adjusting our investment strategy with your future in mind. Our approach is to continuously benchmark your portfolio against various forecasted economic scenarios, to minimise the impact of unexpected surprises.

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

Robert Katz

Non-Executive Chairman

Andrew Möller CFP®

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

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

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Robert Katz

Non-Executive Chairman

In 2010, I was appointed as Chief Financial Officer of Peregrine, and, in 2017, as its Group Chief Executive Officer. My two favorite hobbies, boxing and long-distance running, have taught me valuable lessons in leadership.

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Andrew Möller CFP®

Chief Executive Officer

I joined Citadel in 1996, and became its Chief Executive Officer in 2013. I am a member of the Financial Planning Institute and the Association for Savings and Investment South Africa (ASISA). In my spare time, I love travelling with my family and reading.

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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. When I’m not busy keeping my family and friends entertained, I read prodigiously or spend time on my favourite hobby: being a tourist.

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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. In my spare time, I am an avid rugby spectator and love spending time outdoors.

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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). When not at work, I am training for the IRONMAN.

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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. Outside of work, I enjoy spending time with my family and reading.

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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). In my private life, I’m a proud mother and love spending time with my daughter.

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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. On weekends, I spend time with family and friends, and play golf.

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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. Outside of work, my core focus is my family, and, on most weekends, you’ll find me enjoying the outdoors.

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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. When not in the office, I am a keen outdoor enthusiast.

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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. I have a passion for surf-ski paddling, fly fishing, the bush, and playing my guitar.

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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. When not at work, I enjoy spending time in nature.

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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. When not at work, I enjoy spending time outdoors.

Let's Talk

Every investment starts with a conversation.

Our Offices

WESTERN CAPE
Claremont
George
Stellenbosch
Tygervalley

GAUTENG
Johannesburg
Pretoria

KWAZULU-NATAL
Kloof
Port Shepstone
Umhlanga

EASTERN CAPE
Port Elizabeth

MPUMALANGA
White River

INTERNATIONAL
Guernsey