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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:
- CFA Charterholder
- BSc. (Electrical Engineering) (First Class Honours)
- MA (Politics, Philosophy & Economics) (Oxford)
- Postgraduate Diploma in Financial Planning
Work Experience:
- 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
Talya Martignone
Associate Wealth Manager
Education and Qualifications:
- Postgraduate Diploma (Entrepreneurship)
- BCom (Management Studies, Economics)
Work Experience:
- Allan Gray: Senior Client Relationship Manager, Client Service Consultant
- Precision Wealth: Financial Planner
Rini Hanekom
Office Manager and Administrator
Education and Qualifications:
- N6 Diploma Public Relations
Work Experience:
- Dynamic Virtual Admin Solutions: Co Founder
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