Fundhouse is a leading investment adviser specialising in fund research, ratings and portfolio construction services. We help clients manage investments on behalf of the end investor.
Our experienced team understands the complexities of the fund management world. We apply this knowledge alongside a client-first mindset to improve the outcome for the end investor. Our client base includes financial advisers, investment platforms and other users of fund management services, where we can bring our qualitative, research-driven perspective and apply it within their businesses.
Fundhouse was founded in 2007 by professionals from the investment management industry. We currently operate from offices in South Africa and the United Kingdom, where we cover the local and global fund industry first hand. Our business is 100% independent and owner managed which means we can offer objective advice and services in the best interests of our clients.
Bachelor of Business Science (Actuarial) , Fellow of the Institute of Actuaries
Ian is a qualified actuary and brings with him a wealth of financial services experience, most recently as an executive of an asset manager. He also has international experience, having spent five years in Australia. He started in the investment industry in 2001 and is based in South Africa.
Bachelor of Business Science (Finance), CFA™
Peter focuses on investment process management, including portfolio advisory, fund manager research and investment consulting. He gained his experience in the setup and management of investment processes in the asset management industry and is well positioned to assist clients develop these areas.
Bachelor of Commerce, CA (SA)
Rory gained his industry experience in senior roles within investment businesses in South Africa and the UK. He was instrumental in the setup and success of a boutique asset manager, and has acted in various executive roles at large and small managers. At Fundhouse he focusses his efforts on investment manager assessments, global manager searches and business strategy.
BA (Economics & English), MA (Politics), MPhil (Management Studies), CFP®
Rob has held several senior executive positions in his 16 years' experience in the investment management industry. During this time he has also worked as a Coach and Consultant. Prior to that Rob was in academia at the UCT Graduate School of Business where one of his roles was Director of the MBA Programme. Rob has written and spoken widely on leadership, investments, practice management and financial planning. He is passionate about helping people and organisations achieve their full potential.
Bachelor of Commerce, CA (SA)
Nadeema covers all aspects of an investment managers operational functions. This includes fund administration, management of collective investment structures, regulatory and governance requirements as well as Financial Management for an investment business. Her focus is on project execution and training where she is actively involved in ensuring the client requirements are delivered.
Bachelor of Economics, CFP ®
Matthew joined the investment industry in 2009 when he joined one of South Africa's premier asset managers. He has held a number of roles which has allowed him to gain broad experience within the investment industry. In his most recent role as a business analyst he was responsible for launching a number of key initiatives that set out to assist financial advisers to build and grow their businesses. Matthew is based in South Africa.
Bachelor of Commerce (Honours), University of Stellenbosch, passed CFA Level III
Lehan joined the Fundhouse team to provide support to the reporting, performance, manager research and fund analytics functions. Prior to joining Fundhouse, Lehan worked for a leading fund services business as a data management specialist in the unit trust space. He has also worked as a financial analyst for a New York based data analytics firm that services the private equity industry. He is based in South Africa.
International Diploma in Web Design & Development
Marc has over 10 years' experience in Graphic design, Web Design & Development. While working on various platforms he gained extensive knowledge in developing high-end web applications tailored to the end user. He builds and maintains the online technologies that are offered to our clients.