About Momentum Global Investment Management

About Momentum Global Investment Management

Momentum Global Investment Management was established in the UK in 1998 as the international investment and asset management arm of MMI Holdings Ltd. As with any growing business, we have evolved with the times and the ever-changing investment landscape, developing into an investment-driven business that focuses on tailored products and solutions for a diverse client base.

Our clients and partners span institutions, corporates, wealth managers and professional advisors in our key geographical target markets: the UK and Europe, Asia and the Middle East and South Africa.

Our business was founded on three core capabilities:

  • investment-driven products and solutions
  • exceptional client service
  • a true partnership approach.

While talent, resources and expertise are the cornerstones of any business, it is the ability to truly understand your clients’ needs and work with them to deliver an appropriate and differentiated solution that sets one business apart from the crowd: we believe this is Momentum’s competitive edge.

Philosophy and process

All of our solutions are driven by three specific capabilities: asset allocation, manager selection and risk management. Combining these capabilities allows us to implement our views on asset classes, markets and styles to meet the target investment outcome.

In terms of asset allocation, our views are driven by a clearly defined, disciplined framework focused on valuation opportunities that enable us to implement our strategy on an active basis.

In terms of stock selection, we outsource this to third party specialists. We believe that no single fund manager can create a monopoly of quality across the spectrum of products that they offer and our ability to invest with different specialists across the world is essential. The benefit for investors is that by purchasing a holding in a Momentum solution, you can gain access to group of leading specialist investment managers that ordinarily may be unavailable.

All manager research is driven by a clearly defined buy / sell discipline by a dedicated manager research team.

Risk management is embedded as an integral part of our investment process and is monitored at each stage of the process.

We believe that the robust, disciplined and repeatable nature of our process enables us to consistently meet and exceed the expectations of our clients.

Meet the team

Ferdi van Heerden

Ferdi van Heerden
Chief Executive Officer

Industry experience
29 years
Tenure at Momentum
6 years
Michael Allen

Michael Allen
Chief Investment Officer

Industry experience
13 years
Tenure at Momentum
17 years
Glyn Owen

Glyn Owen
Investment Director

Industry experience
43 years
Tenure at Momentum
18 years
Nigel Dunkley

Nigel Dunkley
Non-Executive Director

Industry experience
32 years
Tenure at Momentum
2 years
Robert Rhodes

Robert Rhodes
Chief Operating Officer

Industry experience
25 years
Tenure at Momentum
17 years
Jonathan Barnard

Jonathan Barnard
Chief Finance Officer

Industry experience
18 years
Tenure at Momentum
6 years
Michael Allen

Michael Allen
Chief Investment Officer

Industry experience
13 years
Tenure at Momentum
17 years
Glyn Owen

Glyn Owen
Investment Director

Industry experience
43 years
Tenure at Momentum
18 years
James Klempster

James Klempster
Head of Investment Management

Industry experience
12 years
Tenure at Momentum
9 years
Jernej Bukovec

Jernej Bukovec
Portfolio Manager

Industry experience
12 years
Tenure at Momentum
10 years
Alex Harvey

Alex Harvey
Head of Fixed Interest and Money Markets

Industry experience
18 years
Tenure at Momentum
9 years
Andrew Hardy

Andrew Hardy
Portfolio Manager

Industry experience
10 years
Tenure at Momentum
10 years
Richard Stutley

Richard Stutley
Analyst

Industry experience
6 years
Tenure at Momentum
6 years
Stephen Nguyen

Stephen Nguyen
Senior Quantitative Analyst

Industry experience
9 years
Tenure at Momentum
7 years
Jeromine Bertrand

Jeromine Bertrand
Analyst

Industry experience
3 years
Tenure at Momentum
2 years
Andy Davies

Andy Davies
Head of Business Development

Industry experience
29 years
Tenure at Momentum
1 year
Andy Pook

Andy Pook
Business Development Manager - South West and Wales

Industry experience
24 years
Tenure at Momentum
Joined in October 2015
Carole Hunter

Carole Hunter
Business Development Manager - North

Industry experience
30 years
Tenure at Momentum
3 years
Claire Wardman

Claire Wardman
Sales Support - North, Midlands & Scotland

Industry experience
22 years
Tenure at Momentum
2 years
David Hansen

David Hansen
Client Services Assistant

Industry experience
2 years
Tenure at Momentum
1 year
David Lashbrook

David Lashbrook
Head of Africa Real Estate at Momentum GIM

Industry experience
20 years
Tenure at Momentum
9 years
Esther Kendall

Esther Kendall
Marketing Manager

Industry experience
17 years
Tenure at Momentum
11 years
Georgina Thomas-Watson

Georgina Thomas-Watson
Business Development

Industry experience
20
Tenure at Momentum
Joined in September 2016
Jackson Franks

Jackson Franks
Sales Support

Industry experience
3 years
Tenure at Momentum
2 years
Philip Childs

Philip Childs
Business Development Manager – London and South East

Industry experience
33 years
Tenure at Momentum
4 years
Richard Adams

Richard Adams
Business Development Manager – Midlands

Industry experience
18 years
Tenure at Momentum
1 year
Richard Sheppard

Richard Sheppard
Business Development Manager

Industry experience
32 years
Tenure at Momentum
Joined in 2017
Robert Rhodes

Robert Rhodes
Chief Operating Officer

Industry experience
25 years
Tenure at Momentum
17 years
Candice Nelissen

Candice Nelissen
HR Consultant

Industry experience
10 years
Tenure at Momentum
2 years
Roxanne Power

Roxanne Power
Head of Investment and Fund Operations

Industry experience
29 years
Tenure at Momentum
9 years
Paula Stickland

Paula Stickland
Cash Management & Reconciliations Analyst

Industry experience
26 years
Tenure at Momentum
5 years
Stan Mabika

Stan Mabika
Operations Analyst

Industry experience
19 years
Tenure at Momentum
2 years
James Jones

James Jones
Dealer

Industry experience
14 years
Tenure at Momentum
7 years
Kevin Seepaul

Kevin Seepaul
Head of Systems and Data Management

Industry experience
9 years
Tenure at Momentum
13 years
Sean Colgan

Sean Colgan
Systems and Data Management Analyst

Industry experience
14 years
Tenure at Momentum
4 years
Vijesh Patel

Vijesh Patel
Business and Performance Analyst

Industry experience
8 years
Tenure at Momentum
5 years
Martin Kourie

Martin Kourie
Head of Legal

Industry experience
37 years
Tenure at Momentum
12 years
Kirsty Creighton

Kirsty Creighton
Legal Administrator

Industry experience
21 years
Tenure at Momentum
2 years
Sian Murphy

Sian Murphy
Executive Assistant

Industry experience
7 years
Tenure at Momentum
8 years
Ellie Taylor

Ellie Taylor
Team Assistant

Industry experience
3 years
Tenure at Momentum
3 years
John Hinde

John Hinde
Head of Compliance and Risk

Industry experience
29 years
Tenure at Momentum
4 years
Christopher Dougan

Christopher Dougan
Compliance and Risk Assistant

Industry experience
4 years
Tenure at Momentum
2 years
Jonathan Barnard

Jonathan Barnard
Chief Finance Officer

Industry experience
18 years
Tenure at Momentum
6 years
Diana Marques

Diana Marques
Management Accountant

Industry experience
5 years
Tenure at Momentum
Joined in January 2016
Ferdi van Heerden

Ferdi van Heerden
Chief Executive Officer

Glyn Owen

Glyn Owen
Investment Director

Nigel Dunkley

Nigel Dunkley
Non-Executive Director

Frans Truter

Frans Truter
Independent Non-executive Director

Syd Muller

Syd Muller
Non-Executive Director

Thinus Alsworth-Elvey

Thinus Alsworth-Elvey
Non-Executive Director

MMI Holdings

Momentum Global Investment Management is a wholly owned subsidiary of the MMI Group. As at 31 December 2015 MMI Holdings Ltd:

  • is a leading life insurance and investment group in South Africa and Africa, employing almost 17,000 people
  • manages assets of GBP 19.9 billion, with about 500 employees engaged in its investment businesses
  • is well known for its product innovation, outstanding service delivery, and commitment to independent financial advice
  • is listed on the Johannesburg Stock Exchange as MMI Holdings, with a market capitalisation of circa GBP 1.5 billion.


Global Investment Management