Management has over 70 years combined experience in the private investor asset management business. Professional affiliations of portfolio managers include membership of the Investment Analysts Society of South Africa, the CFA Institute, the Financial Planning Institute of South Africa and the South African Institute of Chartered Accountants.
Craig has twenty three years private client investment management experience. Initially working for stockbrokers Fergusson Brothers, he later founded Dolfin Financial Services, specialising in private client portfolio management and was Chairman of the Investment Committee. Craig has extensive macro and technical analysis experience and has established numerous back-office administration and client reporting systems.
BCOM, PDM, CFA, CFP
Philip has spent his entire working career in the Private Client investment market. Initially educated at St Stithians College, he went on to complete a Bachelor of Commerce degree at the University of the Witwatersrand and a Post-Graduate Diploma in Business Management from the Graduate School of Business – Witwatersrand. Subsequently Philip has acquired the certifications of Chartered Financial Analyst and Certified Financial Planner. He has sixteen years investment management experience, including three years at RMB Private Bank. Philip is a member of the Investment Analysts Society of South Africa, the CFA Institute and the Financial Planning Institute of South Africa.
CA (SA), CFA
Educated at St. Alban’s College in Pretoria, Paul has an honours degree in Accounting Sciences from the University of Pretoria after which he completed his articles with Ernst & Young. Paul qualified as a Chartered Accountant at the end of 2010 and joined Odyssey immediately thereafter. He has also completed all levels of the CFA examinations and is a member of the CFA Institute, The Investment Analysts Society of South Africa as well as the South African Institute of Chartered Accountants (SAICA).
We pride ourselves on a strong team of investment professionals and support staff that form a key role in our superior client service.
Robbie was schooled at Kearsney College in KZN, and after spending a year in the UK, attended Stellenbosch University, graduating in 2011 with a BCom degree. Robbie has been with Odyssey since 2012 and has completed all levels of the CFA examinations. He is a member of the CFA Institute as well as the Investment Analysts Society of South Africa.
Gill has been an integral part of the Odyssey team from the very beginning, with more than 10 years administration and middle office experience at the company.
Estelle joined Odyssey during 2014, bringing more than 16 years of middle office and administration experience to the team.
Kim also joined Odyssey in 2014, bringing a further 8 years of middle office and administration experience to the Odyssey team.
Nicola joined Odyssey in 2017, bringing more than 20 years of financial services experience, including more than 10 years in private client wealth management, both locally and internationally. She has worked for several global investment banks, including 3 years at Goldman Sachs International, where she was based in the UK. Nicola has also travelled extensively throughout Western and Eastern Europe, South America and Australia, and is a welcome addition to the Odyssey team.