Meet the Team
A team of dedicated professionals committed to our core principles and your financial success
Halvar Mathiesen
Founder and Wealth Manager
Education and Qualifications:Â - CFA Charterholder - BSc. (Electrical Engineering) (First Class Honours) - MA (Politics, Philosophy & Economics) (Oxford) - Postgraduate Diploma in Financial Planning Work Experience:Â - McKinsey & Company: Consultant - Standard Bank: Director - Acquisition Finance, Investment Bank - Rand Merchant Bank: Head - Special Situations, Investment Bank
Dalton Lester
Wealth Manager
Education and Qualifications: - CFA Charterholder - CFP Charterholder - Postgraduate Diploma in Financial Planning - Honours (Financial Analysis & Portfolio Management) - BCom (Investment Management) ​Work Experience: - Allan Gray: Business Development Manager, Consultant
Rini Hanekom
Office Manager and Administrator
Education and Qualifications: - N6 Diploma Public Relations Work Experience: - Dynamic Virtual Admin Solutions: Co Founder