BSC; FIA; FASSA; CFA
Jonathan was appointed as Chairman of Citadel on 1 June 2013. He is the Chief Executive Officer of the Peregrine group. In 1999, after qualifying as an actuary, Jonathan was appointed Managing Director of Safrican Insurance Company Limited, one of South Africa’s largest low cost insurers. Jonathan then joined Peregrine Holdings as the Chief Operating Officer (COO) in 2000. In 2006, he co-founded Caveo Fund Solutions, a fund of hedge fund business started as a joint venture between Peregrine and Investment Solutions. In May 2008 Jonathan left Peregrine and co-founded South Africa Alpha Capital Management, a Bermuda domiciled investment management business housing the USD class of several of the leading hedge funds trading in sub-saharan African securities. He returned to the Peregrine group in April 2013 as group Chief Executive Officer.
ANDREW MÖLLER CFP®
DIRECTOR AND CHIEF EXECUTIVE OFFICER
BCOM ECONOMICS; LLB; RE 1,3
Andrew joined Citadel in 1996 and was initially responsible for the estate and succession planning aspects of Citadel’s, and thereafter Deloitte Private Clients’ (the joint venture between Citadel and Deloitte), client base. He joined the Wealth Management division of Citadel in 2001 and took over the running and responsibility for the Wealth Management division as Head of Wealth Management in 2010. In 2012 he was appointed as a Director and on 1 April 2013 as Citadel's Chief Executive Officer. As CEO, Andrew has over 20 years’ experience in the field of personal financial planning and is a member of the Financial Planning Institute and the Association for Savings and Investment South Africa (ASISA). He represents Citadel in the ASISA Intermediary Remuneration Review Working Group, as well as the ASISA Marketing and Distribution Board Committee.
t: +27 21 670 9100
Assistant: GERDA LEEUWENDAAL
t: +27 21 670 5216
ANDRIES DU TOIT CFP®
CTA; BCOM (HONS); RE 1,3,5
Andries joined Citadel in 1998. He has 21 years' experience in the financial industry beginning his financial planning career in 1992, when he joined the Executive Financial Planning division at Alexander Forbes. Andries qualified as a chartered accountant in 1992 after obtaining a BCom degree from the University of Pretoria. He is a member of the Institute of Certified Financial Planners and the SA Institute of Chartered Accountants.
t: +27 12 470 2500
Assistant: CHARMAINE FRANK
t: +27 12 470 2546
DR BM GRIESEL
DIRECTOR AND CHIEF OPERATIONS OFFICER
DCOM; BCOM; TEACHERS DEGREE; RE 1,3,5
BM joined Citadel as a wealth manager in 1996. From 1997 to 1999 he took on the position of Citadel’s Managing Director. He then accepted the position of CEO of Deloitte Private Clients, a joint venture between Citadel and Deloitte, from April 1999 to 2005. In 2005, BM was appointed Managing Director of Citadel Wealth Management, and in 2010 he took over responsibility for the investment team. While working as a teacher, BM obtained his Honours and Masters degrees in Economics at the University of the Free State in 1987 and 1989 respectively. In 1988, he took on a lecturing post at the Economics Department of the University of Johannesburg (previously the Rand Afrikaans University). While lecturing he completed his Doctorate degree in Economics in 1991, with a thesis on international economics. In the same year he was promoted to Associate Professor at the university. In 1993, The University of Johannesburg appointed BM Chairman of their Economics Department.
t: +27 21 670 9100
Assistant: SUE SMITHIE
t: +27 21 670 9166
DIRECTOR AND CHIEF INVESTMENT OFFICER
BCOM INVESTMENT MANAGEMENT (HONS); CAIA
In 2010, George joined the CAM team as Head of South African Portfolios. He started his financial market career in the capital market in 1988, specialising in derivatives. This led him into the world of structured products. After visiting various trading floors in the United States George became a member of the JSE and launched his career as a proprietary trader. He then went back into banking as an arbitrageur and risk manager. In 2003, George joined the Eskom Pension Fund, where as Chief Dealer and Investment Manager he handled asset allocation, manager selection, tactical overlays and index tracking. George has experience as a banker, stock broker and fund manager. He represents Citadel on the Association for Savings and Investment South Africa (ASISA) Investment Board and Fixed Income Standing Committees.
IAN BISHOP CFP®
DIRECTOR: CITADEL INVESTMENT SERVICES PROPRIETARY LIMITED
B SOC SC; LLM; ADV DIP INTER TAX; PCIAM
Ian joined Citadel in September 1998 and has been part of the Advisory and Asset Management teams. During his journey with Citadel he has brought new clients on board, managed high net worth portfolios, worked in the joint venture between Citadel and Deloitte and was seconded to London for almost 4 years while working as a portfolio manager in the Citadel Asset Management team. Ian is now involved in advising Citadel’s ultra high net worth clients and managing the Johannesburg office. On weekends Ian enjoys catching up with his family, playing golf and spending time with friends.
t: +27 11 722 7666
JAAP DUVENAGE CFP®
DIRECTOR AND REGIONAL HEAD: PRETORIA
BCOM (LAW); LLB; RE 1,3,5
Jaap joined Citadel in 2002 as a wealth manager. He is currently a portfolio manager and is responsible for Private Client Securities. Jaap started his career as a state advocate and attorney before moving into financial services. He previously worked for Old Mutual and Investec Private Bank.
t: +27 12 470 2540
Assistant: MARTIE STEYN
t: +27 12 470 2573
JOHN KENNEDY CFP®
DIRECTOR AND REGIONAL HEAD: CAPE TOWN
BECON (HONS); PGDIP TAX; RE 1,3,5
John has been involved in the financial and investment advisory field for the last 17 years, 13 of which have been at Citadel. John's focus areas and expertise have been on the planning and management of family wealth and all its facets. More recently, his role within the Citadel group has been extended to include heading up Citadel's Wealth Planning unit, which is a specialist team of advisors around the country who serve the needs and requirements of prospective clients. On a more personal level, John is married and has three daughters who keep him very busy in every way. John and his family love travelling together and broadening their horizons. John believes this has been an important part of deepening their relationships over time. They love the outdoors, in particular trail running, John and his wife are also known to venture out into the longer distance and higher endurance aspects of the sport.
t: +27 21 670 9125
Assistant: BRONWYN PETERSEN
t: +27 21 670 9137
DIRECTOR: HUMAN CAPITAL
M PSYCHOLOGY; BA PSYCHOLOGY (HONS)
Marina began her relationship with Citadel in 1999 as an external consultant and was consequently approached to lead the Human Resources team in 2004. In April 2013, Marina was appointed Director of Human Resources. Marina’s responsibilities include the development and well-being of Citadel staff and creating a unique internal culture within the company. Marina represents Citadel on the ASISA Transformation, Skills Development and Education Board Committee and also oversees skills development, transformation, recruitment and personal profiling. She is also a SABPP Master HR Professional. Before joining Citadel, Marina ran her own psychology practice for ten years.
t: +27 12 470 2500
DIRECTOR AND REGIONAL HEAD: DURBAN
BSC MATH SCI (WITS); ADV PG DIP (PERSONAL FINANCIAL PLANNING)
Nic has been an advisory partner at Citadel for over 18 years. Before joining Citadel Nic worked for Old Mutual where he started his career as an actuarial student after obtaining a B.Sc from Wits. Nic takes responsibility for Citadel's KZN office but his focus is on ensuring that the hopes, dreams and aspirations which Citadel clients attach to their money can be realised through proper, responsible and effective portfolio management. Nic has a passion for surf-ski paddling, fly-fishing, the bush and playing his guitar.
t: +27 31 815 8819
Assistant: LYNNE BALMFORTH
t: +27 31 815 8816
DIRECTOR AND CHIEF FINANCIAL OFFICER
CA; RE 1,3,5
Piet joined Citadel in January 1997 as Financial Director. He also serves as Citadel’s Company Secretary. Before joining the business, he spent time at Deloitte in the UK as an audit manager before returning to Deloitte in South Africa where he became Senior Audit and Forensic Manager. Piet has over 20 years’ experience in the financial industry. He initially qualified as a chartered accountant in 1992 after obtaining a BCom (Hons) degree from the University of Pretoria.
t: +27 12 470 2500
CA; HDIP TAX LAW; BCOM (HONS); BASA
Brian has been a member of the Citadel board since 2016. He is the Managing Partner of RSM South Africa, a director and past chairman of RSM International and a founding member and past chairman of Consolidated Financial Planning, which was acquired by Citadel on 31 December 2015. A qualified chartered accountant, with post graduate qualifications in taxation, Brian is a member of both the South African Institute of Chartered Accountants and the Independent Regulatory Board for Auditors. He acts as an advisor to a number of corporate entities and family-owned businesses, but his main focus is consulting on mergers and acquisitions and advising on corporate restructuring.
t: +27 11 329 6000
Assistant: PAT BRYERS
t: +27 11 329 6012