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Jun 01, 2010
Name | Title | Since | Until |
---|---|---|---|
Robert Walton | - | 2017 | 2021 |
Biography | Robert is a respected pioneer in the financial services industry. His history in the unit trust industry at both Metropolitan and later Momentum spans a period of 14 years, during which time he was the CEO of the collective investment businesses, building an esteemed capability within the industry. Robert graduated from the University of Stellenbosch, and he is a qualified CA (SA), an FSB approved category FSP2 Investment Manager and CIMA (UK) member. He has also completed various executive management courses at Harvard (USA), Duke (USA) and Stanford (USA) as well as at the IMD (Swiss). | ||
Luis Levy | - | 2012 | 2021 |
Biography | Luis Levy obtained his B Com degree from University of Cape Town and is a CFA Charter Holder. He has gained valuable experience in fund management at several leading financial institutions before being one of the founders of Mergence Investment Managers. Luis joined Efficient Select as Head of the Specialist Manager Boutique. | ||
Brendan Vadas | - | 2010 | 2021 |
Jean-Pierre du Plessis | Head | 2010 | 2011 |
Biography | Jean-Pierre du Plessis is the Head of Single Managers at Efficient Select. In his role as Head of the Single Manager boutique he is responsible for the management of 5 directly invested unit trusts as well as overseeing the day-to-day functioning of the investment team. Along with Brendan Vadas, JP is currently the co-manager of the Efficient Equity, Prudential, Property, Money Market and Active Allocation unit trusts. JP joined the group in July 2004 after completing a B.Business Science (Finance Hons) at UCT. He began his career as an analyst and given the boutique nature of the company was able to gain experience in all equity sectors and asset classes. He was appointed as a Fund Manager in 2007 and head of the division in March 2010. |
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