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Simon is passionate about helping others make smarter financial decisions and increase their knowledge of stock markets, investing and of course the basics of personal finance. He is also a regular media commentator and hosts a daily morning podcast on Moneyweb, a weekly TV show on BusinessDay TV and runs the financial education platform Just One Lap.
Jeanine assists FSPs and other businesses to implement processes which align with regulatory developments and to establish a culture of best business practices, risk management and compliance. Jeanine obtained her LLB degree from the University of Pretoria and was admitted as an attorney of the High Court in 2009. Jeanine obtained a Post Graduate Diploma in Banking and Financial Markets.
Graeme is Chartered Accountant and Chartered Tax Advisor with over 15 years experience. He holds a master degree in commerce specialising in tax from UCT. As the Head of Tax at Nolands, he has overarching responsibility to educate colleagues and consult to Nolands clients on all relevant tax issues. He has presented and published research on various tax topics both locally and internationally.
Martine has worked across the not-for-profit, government and corporate sectors in Indonesia, Hong Kong, Australia and South Africa. Prior to moving to Johannesburg she was the Account Manager for several of KPMG’s largest insurance clients across APAC. Martine currently works as the Global Sustainable Finance Executive for KPMG IMPACT, KPMG’s ESG accelerator. She helps to connect KPMG teams across the world share best practice when it comes to ESG integration across the Banking, Asset Management and Insurance sectors.
Marcus joined in 2001 and has 28 years of experience in the management of private client wealth, including 12 years at a major private bank providing a diverse range of banking, investment and estate planning services. Marcus has focused on the provision of trust and related services, assisting private clients resident in many jurisdictions. He has specialist knowledge of the South African markets, having worked closely with clients there since 2001. He has been a director since 2013 and is a full member of the Society of Trust and Estate Practitioners.
Claire started out in the trust and corporate services industry with Abacus Financial Services, the trust arm of PWC, in 1993 and has since worked in senior positions prior to joining Suntera as a Manager in 2010. Claire is an Associate Member of the Institute of Chartered Secretaries and Administrators and has over twelve years of managerial experience being appointed to the board of Suntera Jersey in January 2017. In September 2019, Claire was appointed as a Group Director of Suntera Global and is the Head of Trusts and Private Wealth for our Jersey office. She has also won the Citywealth Trustee of the Year award for the Channel Islands and Isle of Man in January 2019.
With more than 15 years’ experience, Diane works at a strategic level with multinationals, blue chip corporates, start-ups, and individuals. She teaches proven business strategies and tactics that work. She’s worked across the public, private and non profit sectors both in South Africa and abroad from election campaigns and corporate restructuring programs. Diane counts among her clients worldwide organisations that are household names, including a Global Health Organisation, and Strategy, Transaction & Transformation Coaching Consultants.
Anthony is a founder, director and one of the controlling shareholders of Capital International Group. From 2004 to 2016, he served as Chief Executive Officer of Capital International Limited. In 2008, Anthony became Chair of the Isle of Man Fund Management Association and sat on the main committee until 2010. Anthony is a past president of the Isle of Man branch of the Chartered Institute for Securities & Investment and is currently a council member of the Isle of Man Chamber of Commerce.
Kath is a Chartered Accountant and has held senior executive positions within the financial services and gaming sectors on the Isle of Man for a significant part of her career. Kath and her team provide independent oversight and guidance for managing risk, including the development and implementation of risk management measures across the company.
Overseeing product development, David is the driving force for innovation across the Group. Before Capital, David worked at Mercury Asset Management Limited where he managed bond portfolios and the asset allocation for over $1.5 billion of client assets, including eight unit trusts and reached the rank of Vice President in 2001. David is a Chartered Wealth Manager and a Chartered Fellow of CISI.
Ryk is tasked with building and growing Capital International in both South Africa & Africa. He has ongoing responsibility for all strategic, operational, regulatory and compliance related matters and plays a key part in further developing the business and team. Ryk spent the last 20 years working across Europe, the UK and the Middle East for various financial institutions, including Lloyds Banking Group, and returned to Cape Town in 2020 to take up his current position.
David joined Capital International South Africa in 2017 tasked with developing the Group's presence in the South African and African markets and managing the new account team in Cape Town. Prior to this, David spent 28 years with Lloyds Banking Group and Lloyds International Private Bank in a variety of roles with the last 10 years spent in their international offices. David is a Chartered Financial Planner through the Chartered Insurance Institute, as well as a Fellow of the Personal Finance Society.
In June 2014, Kerry Hoffman spent a day sharing soup and sandwiches from an urban pavement with people living on the street. With a realisation that we can create meaningful change through small acts of kindness, monthly social events were held, which proved so transformative that it led to the establishment of Souper Troopers, now one of the most trusted organisations helping the homeless across the Western Cape. With a background in the food distribution industry, Kerry, along with her mother, Charlene, head up CNC, a Cape Town based food supplier, with strong links to Souper Troopers.
Antony has worked in offshore financial services for nearly 20 years and is currently responsible for managing all the business development, relationship management and marketing teams. Prior to joining Capital, Antony worked for a major life assurance company where he drove the development of a new range of inheritance tax products and raised over £100m from UK IFAs and their clients. He is a Member of the Personal Finance Society, a Chartered Fellow of the Chartered Institute for Securities & Investment and holds the Diploma in Company Direction from the Institute of Directors.
Greg has over 20 years of knowledge, expertise and experience providing discretionary investment solutions for trustees, private and institutional clients. He has significant experience in responsible investments having managed a sustainable agriculture and forestry fund from 2010 to 2013. Greg holds the CFA UK Level 4 Diploma in Investment Management (ESG) and in 2021 passed the STEP Certificate in International Trust Management with distinction. He is currently studying for the CFA Certificate in Climate & Investing. Greg’s network spans the Channel Islands, Switzerland, Monaco, Bermuda, the Caribbean and LATAM. He is a regular panel speaker at International STEP and IoD events.
Kim has 19 years’ experience of the financial services industry which includes providing discretionary advice to Private Clients, Corporates and Trustees. Kim is part of the investment team strengthening Capital’s ESG offering with particular focus on the Healthy Living and Water themes. Kim has recently passed the Sustainable and Responsible Investment Professional Assessment with CISI and is currently studying towards the RE5 exam.
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