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 Momentum Metropolitan Holdings Limited. 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
Chief Executive Officer
Glyn Owen
Investment Director
Jonathan Barnard
Chief Finance & Operations Officer
James Klempster, CFA
Director of Investment Management
Glyn Owen
Investment Director
James Klempster, CFA
Director of Investment Management
Alex Harvey, CFA
Co Head of Research & Portfolio Manager
Andrew Hardy, CFA
Co Head of Research & Portfolio Manager
Richard Stutley, CFA
Portfolio Manager
Lorenzo La Posta
Analyst
Stephen Nguyen, CFA
Senior Quantitative Analyst
Jackson Franks
Analyst
Michael Clough
Analyst
James Jones
Senior Dealer
Kevin Seepaul
Head of Systems & Data Management
Sean Colgan
Systems & Data Management Analyst
Esther Kendall
Marketing Manager
David Lashbrook
Director of Africa Real Estate
Anastasiya Volodina
Client Services Assistant
Emma Clift
Head of Distribution Services
Vijesh Patel
Business and Performance Analyst
Jonathan Barnard
Chief Finance & Operations Officer
Candice Egan
HR Consultant
Roxanne Power
Head of Investment and Fund Operations
Paula Stickland
Cash Management & Reconciliations Analyst
Diana Light
Management Accountant
Martin Kourie
Head of Legal
Kirsty Creighton
Legal Administrator
Jonathan Barnard
Chief Finance & Operations Officer
Diana Light
Management Accountant
Ferdi van Heerden
Chief Executive Officer
Jonathan Barnard
Chief Finance & Operations Officer
James Klempster, CFA
Director of Investment Management
Jeanette Marais
Deputy Chief Executive Officer
Reena Thakkar, FIA
Director
David Lashbrook
Director of Africa Real Estate
Peter Mann
Non-Executive Director
Momentum Metropolitan Holdings
Momentum Global Investment Management is part of Momentum Metropolitan Holdings Limited. As at 30 April 2019 Momentum Metropolitan Holdings Limited:
- is a leading life insurance and investment group in South Africa and Africa, employing almost 16,000 people
- is well known for its product innovation, outstanding service delivery, and commitment to independent financial advice
- is listed on the Johannesburg Stock Exchange as Momentum Metropolitan Holdings, with a market capitalisation of circa USD 2 billion.
