The Management team of Analytics is a group of highly experienced specialists who are passionate about managing money.
MEET THE TEAM:
Dr LANCE VOGEL
Group Chief Strategist
BSC (Hons), Masters (Sci) (UCT), Masters (Eng) (Univ of California), PHD (Wits)
Dr. Lance Vogel is the Group Chief Strategist of the Analytics Group. Dr Vogel was head of the Investec Analytics business for 3 years,
responsible for the management of the funds, the asset allocation and the manager selection. Prior to that he was with Peregrine Structuring,
SBC Warburg and JD Anderson. He has a wealth of experience in derivatives research, product development and portfolio construction. Lance was rated
by Financial Mail and Finance Week as one of the top three derivates analysts for three years running. Before a career change took him into the world
of finance, he was Chief Scientist at the Atomic Energy Corporation.
Managing Director: Analytics
B Com, CAIB (SA)
James is responsible for operations and the qualitative investment process. He brings eleven years of solid investment experience to the Group,
all gained at Investec. He has an in-depth knowledge of the industry having worked as a private banker, a senior portfolio manager at Investec Securities
and a regional manager at Investec Asset Management.
Managing Director: Analytics Consulting
B Com, LLB, LLM (Tax law) RAU
John is responsible for the Group's product development, legal and compliance. He spent seven years with Investec, mainly in Asset Management as a director
of Investec Fund Managers and Investec Investment Management Services where he was responsible for product development, legal and compliance.
John also worked for Investec Treasury where he developed local and foreign investment structures. Prior to this he was in legal practice with
Jacobs Robbertse Inc.
CIO - Analytics
Daniel Schoeman is a Portfolio Manager of Analytics multi-manager fund of funds. Prior to this, Daniel worked for Advantage Asset Management as Head of
Specialised Investments. Daniel has 9 years investment and portfolio management experience. Before joining Advantage, he was a Portfolio Manager at
CIO - Analytics Consulting
Andries Kotzee has been in the financial services industry since 1999 when he joined Momentum (now MMI Holdings) as an actuarial assistant. He spent most of the next ten years in various product
development and management roles, primarily within Momentum’s investment administration and management businesses. In 2007 he became a CFA Charterholder and one year later joined Momentum
Investment Consulting’s team in London. While in the United Kingdom, he was responsible for asset class and investment manager research, as well as the implementation of the firm’s
investment strategy across a range of global portfolios – both for Momentum and third-party clients. He also played an integral part in the asset allocation committee, and was a member of
the business's executive committee. In 2011 he relocated to South Africa where he played various investment and client-facing roles in Momentum Investments. Andries joined Analytics’ investment
consulting team as chief investment officer on 1 August 2015.
Head of Operations: Analytics Consulting
Bianca is responsible for operations for Analytics Consulting. Bianca began her career in the financial services industry at RMB Asset Management in 1998
as part of the Direct Sales call centre team; she left the company ten years later as CEO of RMB Unit Trusts. She joined STANLIB in October 2008 as Director
of Platform Business and was responsible for the running of STANLIB Lisp and part of the Management Company, including E-Commerce, Platform Solutions,
Marketing and Communication, Retail Product Development and Intermediary Solutions business until April 2011.
Debbie is the Portfolio Administrator for the Analytics Fund of Funds. She started her career at Allan Gray in 2007. She gained a lot of knowledge on
Unit Trust Administration and left the company as a team leader in the Retail Unit Trust department. She joined Analytics in Aug 2011.
B.Com (Hons)Financial Management
Ross obtained a B.Com Honours in Financial Management from University of Pretoria, before starting his career with HighWater Limited in the Cayman Islands,
working in Corporate Secretarial and Director Services. He then joined Caveo Fund Solutions in Johannesburg as a Junior Analyst, before joining Kleinwort Benson in
Cape Town as a Fund Accountant.
Ross joined Analytics in September 2013.
Junior Investment Analyst
Nick has a B.Com Finance degree from University of Johannesburg. He started working at Analytics during his university holidays, and once a week when
he had a day off in his schedule for a period of 3 years. He then joined Analytics in January 2013 on a full time basis.
NADINE van TAAK
B.Comm (Hons) CA (SA)
Nadine has over ten years’ experience in the asset management industry and started her career in financial services with Old Mutual in 2002 as the Investment Specialist for
Western Cape and later Gauteng. In 2005 she joined Investec in Pretoria as the Regional Manager for the Lisp. From 2008 to 2011 she was part of
the Retail Fund Manager team
of Investec Asset Management in Cape Town where she did fund analysis and quantitative researched. Nadine joined Trivium Capital in June 2011 as
Portfolio Manager and
Investment Analyst and moved to Analytics Consulting in October 2014. Nadine has completed level two of the CFA qualification.
BERNARD VAN WYK
B Com (Maths), CFA
Bernard spent more than 10 years as an institutional investment consultant at various consulting teams (Absa, Old Mutual and SEI). He advised large corporations and state owned
enterprises on asset allocation policies and fund selection foe their respective retirement funds. Prior to joining Analytics, he spent 4 years at Stonehage Fleming where, as a director,
he was responsible for investment strategy and research for their South African ultra-high net worth client base.