About Us Meet the team

Ian Jones
Ian Jones (CEO)
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.

Peter Foster
Peter Foster (Chief Investment Officer)
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.

Michelle Perry
Michelle Perry (Chief Operating Officer)
Bachelor of Business Science (Finance); Postgraduate Diploma in Accounting from the University of Cape Town; Chartered Accountant (South Africa)

Michelle Perry joined Fundhouse as Chief Operating Officer in November 2025. Prior to this, Michelle worked in operational due diligence at global investment consultants and asset managers for 17 years. Michelle began her career as an auditor of financial services firms in Cape Town.

Amy Ord
Amy Ord (Head of Strategic Projects)
International Diploma in Computer Studies

Amy leads the strategic project function at Fundhouse, working closely with the CEO to drive key initiatives across the business. Her focus spans the definition and delivery of technology and AI strategies, operational improvements, and change management. Since joining Fundhouse in 2012, Amy has played a pivotal role in shaping the firm’s systems and processes. Her background in business analysis and project management within the investment industry continues to underpin her structured and forward-thinking approach to strategic execution.

Nicole Loker
Nicole Loker (Head of Client Services)
Bachelor of Commerce (Accounting and Economics), CFP®

Nicole began her career on a trade floor in London and, since returning to South Africa in 2007, has gained broad experience across the asset management and financial advisory sectors. She currently leads the Client Services function at Fundhouse, where she focuses on shaping and supporting the firm’s client experience strategy. Nicole works collaboratively with clients and internal teams to maintain a high standard of service delivery, while also overseeing communications, events, and the development of client-facing platforms. Her thoughtful leadership and commitment to a client-first approach contribute to strong partnerships and ongoing service improvements across the business.

Lauren van Stavel
Lauren van Stavel (Operations Manager)
Bachelor of Commerce (Investment Management and Finance), BCom (Hons) Management

Lauren joined the industry in 2014. She started as an Equity Dealer and moved on to gain experience as a Trader on Local JSE securities and later became an Offshore Equities Trader. She joined the Fundhouse team in 2018 and is responsible for portfolio implementation. Lauren is based in South Africa.

Chantel Kalil
Chantel Kalil (Operations Analyst)
BCom Investment Management and Banking

Chantel joined Fundhouse as an Operations Analyst, where she supports the implementation and oversight of model portfolios. She brings experience across investment operations and compliance, gained in the broader financial services industry. Her background spans operational analysis, regulatory support, and process execution, equipping her with a strong understanding of governance and investment administration.

Daneel de Villiers
Daneel de Villiers (Investment Analytics Analyst)
Bachelor of Commerce (Investment Management), Bachelor of Commerce (Honours Financial Analysis), CFA®, CIPM®

Daneel joined Fundhouse as an Investment Analytics Analyst in May 2024. His key focus areas at Fundhouse are fund analytics, performance reporting, and assisting the manager research function. Before joining Fundhouse, he gained valuable experience in the asset management industry, beginning in 2015.

Danielle Stroud
Danielle Stroud (Operational Analyst)
Bachelor of Commerce (Investments and Industrial Psychology)

Danielle joined Fundhouse in July 2025 as an Operational Analyst, responsible for model portfolio implementation. She brings experience from the broader financial services industry, with a background in client servicing and operational support. Danielle is currently completing an Honours degree in Industrial Psychology at the University of the Western Cape.

Douglas Nicol
Douglas Nicol (Investment Analyst)
Bachelor of Economic and Finance (Hons), MSc Financial & Economic Risk Analysis, University of Ireland Maynooth

Prior to joining Fundhouse, Doug was based in Ireland, where he started his career in 2013 and gained experience working on senior and subordinated debt transactions across a range of industries, including property, manufacturing, and renewable energy. In 2018, he relocated back to South Africa, where his most recent role was as an Investment Analyst at Nedgroup Investments and his primary focus was conducting fund research. Doug holds a Master’s degree in financial and economic risk analysis

Lara Bartmann
Lara Bartmann (Marketing Manager)
B.Com Economics and Management Sciences

Lara leads marketing, communication, and events at Fundhouse. With nearly 15 years in financial services, she has valuable experience in client research, marketing, and event management from roles at a large investment manager, a fintech startup and a strategic marketing consultancy. Her work is guided by a genuine passion for financial education, focusing on developing practical strategies and improving customer experiences.

Lisa Airey
Lisa Airey (Investment Specialist)
Bachelor of Business Science (Finance), CFA

Lisa has been in the investment industry for 26 years and joined the Fundhouse team in 2025. Before joining Fundhouse, she had a career spanning 20 years at a large South African asset manager. She held various technical roles across that business in the Retail Client, Marketing, Product, Performance and Risk teams.

Matthew Gordon
Matthew Gordon (Investment Analyst)
Master of Commerce (Investment Management), Bachelor of Business Science (Finance)

Matthew joined the Fundhouse team in 2024 as an investment analyst. Prior to working at Fundhouse, he completed his master's degree specialising in finance at the University of Cape Town. He has also written and passed CFA Level 3.

Matthew Molyneux
Matthew Molyneux (Head of Manager Research)
Bachelor of Commerce (Hons), MCom Investment Management, University of Cape Town, CFA®

Matthew joined the Fundhouse team in 2020 as an analyst working in the investment team, specializing in manager research. Prior to joining Fundhouse, Matthew worked for a large asset consultancy business in South Africa as part of the alternative investment services team, focusing on unlisted equity and debt valuations and investment research across Africa. His journey in the investment industry began in 2017 and he is based in South Africa.

Mbasa Ngwentle
Mbasa Ngwentle (Investment Analyst)
Bachelor of Business Science (Econometrics)

Mbasa joined Fundhouse in 2025 as an Investment Analyst, bringing with him three years of experience from Allan Gray, where he developed a strong foundation in asset management. At Fundhouse, he focuses on manager research, applying his analytical expertise to support a range of investment strategies and decision-making processes. He holds a BSc in Econometrics and is currently preparing for the FRM Level 2 exams.

Micaela Ernstzen
Micaela Ernstzen (Senior Operations Analyst)
Bachelor of Commerce (Investment Management and Finance), BCom (Hons) Finance

Micaela began her career in the investment industry in 2021, gaining early experience in client servicing before moving into investment operations. She joined Fundhouse in 2022 as an Operations Analyst, focusing on model portfolio implementation. As her expertise has grown, so has her role. Micaela now serves as a Senior Operations Analyst, overseeing model portfolio implementation and supporting Unit Trust operations within the broader Operations team.

Norma-Jeanne Anderson-Koen
Norma-Jeanne Anderson-Koen (Office Manager)

Norma-Jeanne joined the industry in 2015 working at a large global investment advisory firm where she provided administrative support to senior and high-level staff. In 2019, she joined their Finance team where she worked on streamlining finance and travel processes and upskilled her bookkeeping experience. She has now joined the Fundhouse team in 2024 as Office manager responsible for overall coordination of a broad range of services that allow the organization to operate efficiently.

Raydon McCready
Raydon McCready (Investment Specialist)
BCom Investment Management; Postgraduate Diplomas in Financial Planning and Investment Planning; Certified Financial Planner (CFP)

Raydon is an Investment Specialist with more than eight years of experience across financial planning, client engagement, and investment research. Before joining Fundhouse, he worked in the financial services industry in a specialist investment research role, where he was responsible for leading manager research and contributing to quantitative analysis efforts. His expertise spans investment due diligence, portfolio insights, and client‑focused advisory support, with a particular focus on translating complex research into practical investment perspectives.

Razeen Dinath
Razeen Dinath (Investment Analyst)
Bachelor of Commerce (Accounting), Post Graduate Diploma in Accounting (PGDA), CA(SA)

Razeen Dinath is a CA(SA) with more than 16 years’ investment management experience. He joins Fundhouse from Futuregrowth Asset Management, where he was an Investment Analyst in the Unlisted Credit team overseeing R3.2b of investments. Prior to Futuregrowth, he was Head of Equity at Cadiz Asset Management where he was responsible for investment analysis and portfolio management on equity and multi-asset funds as well as leading the equity investment team. Having worked at several leading asset management firms he has a diverse range of experience across asset classes and has an intimate understanding of asset management firms.

Sima Mokgetlhe
Sima Mokgetlhe (Operations Analyst)
Bachelor of Commerce (Investment Management & Banking ) , Bcom(Hons) Economic Analysis of Financial Markets

Sima joined Fundhouse as an Operations Analyst responsible for model portfolio implementation. Prior to joining Fundhouse, she worked as an Operations Consultant at Allan Gray. She holds a Bcom Investment management and banking degree from University of Free State and she is currently completing her Honours In Economic Analysis of Financial Markets at the University of Cape Town.

Stuart Copley
Stuart Copley (Head of Investment Process)
Bachelor of Business Science (Finance), Bachelor of Commerce (Honours Economics), CFA®

Stuart is involved in fund analytics, manager research, performance and reporting at Fundhouse. Prior to joining Fundhouse he worked for a boutique asset manager which focused on aggressive long-only equity portfolios for private clients. He worked as an analyst focusing mainly on identifying mispriced South African and US equities. He started in the industry in 2014 and is based in South Africa.

Sumiya Royker
Sumiya Royker (Operations Assistant)
NQF level 6 in financial markets and RE5 regulatory exam for representatives

Sumiya has nearly 20 years of experience in the financial services industry, with a focus on private banking. She has managed portfolios for high-net-worth clients across a range of global financial institutions. In 2023, she joined Fundhouse as an Operations Analyst and has since transitioned into the role of Operations Assistant. Her current responsibilities include compliance and the coordination of a broad spectrum of services to support the smooth and efficient functioning of the organisation.

Tanica Collins
Tanica Collins (Financial Accountant)
Bachelor of Commerce (Financial Management)

Tanica joined Fundhouse in 2025 as a Financial Accountant, supporting the firm’s financial operations and processes. She began her career in 2018 as a public accountant, working with a wide range of clients including companies, trusts, and individual taxpayers. During this time, she completed her SAIPA Articles and developed strong technical expertise, demonstrating a commitment to precision and client service.

Vuyokazi Gqamane
Vuyokazi Gqamane ()

Vuyokazi joined our Cape Town office in 2008, and is responsible for the maintenance of the office and the well-being of guests while they are in our offices, while also assisting with a range of administrative tasks across the business.