CA(SA); MCOM (CUM LAUDE)
After qualifying as a chartered accountant, I joined Educor Limited as the Group Financial Director. I then moved to Standard Bank and was employed in various senior executive positions. In 2010, I was appointed as Chief Financial Officer of Peregrine, and, in 2017, as its Group Chief Executive Officer. My two favourite hobbies, boxing and long-distance running, have taught me valuable lessons in leadership.
t: +27 11 722 7600
Assistant: TERSIA HEYMANS
t: +27 11 722 7483
ANDREW MÖLLER CFP®
CHIEF EXECUTIVE OFFICER
BCOM (ECONOMICS); LLB; RE 1,3,5
I joined Citadel in 1996, and became its Chief Executive Officer in 2013. Initially responsible for estate and succession planning, I went on to head up the wealth management division. 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.
t: +27 21 670 9100
Assistant: GERDA LEEUWENDAAL
t: +27 21 670 5216
IAN BISHOP CFP®
DIRECTOR AND REGIONAL HEAD: JOHANNESBURG
BSOC SC; LLB; LLM; ADV DIP INTER TAX; PCIAM; RE 1,3,5
I joined Citadel in September, 1998, and have been part of the advisory and asset management teams. During my journey with the company, I have brought new clients on board, managed high-net-worth portfolios, and worked in the joint venture between Citadel and Deloitte. I was also seconded to London for almost four years as portfolio manager. On weekends, I spend time with family, friends, and play golf.
t: +27 11 722 7666
ANDRIES DU TOIT CFP®
CTA; BCOM (HONS); RE 1,3,4,5
I joined Citadel in 1998. However, my financial planning career began in 1992, when I joined the executive financial planning division at Alexander Forbes. After obtaining a BCom degree from the University of Pretoria, I qualified as a chartered accountant. 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.
t: +27 12 470 2500
Assistant: CHARMAINE FRANK
t: +27 12 470 2546
JAAP DUVENAGE CFP®
DIRECTOR AND REGIONAL HEAD: PRETORIA
BCOM (LAW); LLB; RE 1,3,5
I joined Citadel in 2002 as a wealth manager, but, I had launched my working life as a state advocate and attorney before moving into financial services. I have previously worked at Old Mutual and Investec Private Bank. When not in the office, I am a keen outdoor enthusiast.
t: +27 12 470 2540
Assistant: MARTIE STEYN
t: +27 12 470 2573
DR BM GRIESEL
DIRECTOR AND CHIEF OPERATIONS OFFICER
BCOM; BCOM (HONS) (ECONOMICS); DCOM (ECONOMICS); RE 1,3
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. I started my career as a teacher, lecturer and associate professor. In 1991, I completed my Doctorate degree in Economics, at the University of Johannesburg (previously the Rand Afrikaans University, or RAU). In 1993, I was appointed Chairman of its Economics Department. I enjoy spending time with my family and
t: +27 21 670 9100
Assistant: SUE SMITHIE
t: +27 21 670 9166
DIRECTOR AND CHIEF INVESTMENT OFFICER
BCOMP (HONS) (INVESTMENT MANAGEMENT); CAIA, RE 1,3,5
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). My career has spanned three decades – as banker, stock broker and fund manager. I hold a BCom (Hons) in Investment Management from the University of Johannesburg (previously RAU). When not at work, I am training for the ironman.
t: +27 21 670 9138
NIC HORN CFP®
DIRECTOR AND REGIONAL HEAD: KWAZULU NATAL
BSC (MATH SCI); ADV PG DIP (PERSONAL FINANCIAL PLANNING); RE 1,3,5
I started my career at Old Mutual as an actuarial student, after obtaining a BSc from the University of the Witwatersrand. I am now responsible for Citadel’s KwaZulu-Natal office, ensuring that the hopes, dreams and aspirations 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.
t: +27 31 815 8819
Assistant: LYNNE BALMFORTH
t: +27 31 815 8816
JOHN KENNEDY CFP®
DIRECTOR AND REGIONAL HEAD: CLAREMONT
BCOM (HONS); PGDIP ADV TAX; RE 1,3,5
I joined Citadel in 2001. My leadership style is people-centric and I have built my expertise working closely with my team, advising and providing guidance to many of Citadel’s clients. This includes all aspects of personal planning – financial, investment and fiduciary needs. Outside of work, my core focus is my family, and, on most weekends, you’ll find me enjoying the outdoors and supporting my
daughters on the side of a sports field.
t: +27 21 670 9125
Assistant: BRONWYN PETERSEN
t: +27 21 670 9137
DIRECTOR: HUMAN CAPITAL
M PSYCHOLOGY; BA PSYCHOLOGY (HONS)
I began my relationship with Citadel in 1999 as an external consultant, and was subsequently approached to lead the human resources team in 2004. In 2013, I was appointed Director of Human Capital. My responsibilities include the development and well-being of Citadel employees, as well as creating a unique internal culture. I am also a member of the Association for Savings and Investment South Africa (ASISA). In my private life, I am a proud mother and love spending time with my daughter.
t: +27 12 470 2500
DIRECTOR AND CHIEF FINANCIAL OFFICER
CA(SA); BCOM (HONS); RE 1,3,5
I joined Citadel in January 1997 as Financial Director. I also serve as Citadel’s Company Secretary. Before joining the business, I spent time at Deloitte in the United Kingdom as an audit manager before returning to Deloitte in South Africa. I initially qualified as a chartered accountant in 1992 after obtaining a BCom (Hons) degree from the University of Pretoria. In my spare time, I am an avid rugby spectator and love spending time outdoors.
t: +27 12 470 2500