Braam van den Berg
CEO, Portfolio Manager, Wealth Advisor
(B Acc Hons., B Acc, ICMQ, CA (SA))
Braam, a qualified chartered accountant, has more than 20 years’ experience as auditor, trainer, consultant and general market practitioner. During his career he has left an extensive footprint across the South African financial industry. His exposure includes, inter alia, assisting in the structuring of the original South African Futures Exchange (SAFEX), now known as the JSE Derivatives Market, where he played an essential part in the implementation of the first futures transactions in South Africa. Braam was also called upon to provide specialist advice on the setup and structuring of investment portfolios for the University of Johannesburg, Old Mutual, Prima Bank and other institutions in South Africa.
He currently serves as the CEO of Intellivest Financial Services (IFS), where he is actively involved in the daily management of client portfolios and also serves as chair of the Investment Committee.
Nicol Coetzee
Portfolio Manager, Wealth Advisor
(B.Com Management Accountancy)
After completing his formal studies Nicol started working in the Financial Services industry where he gained extensive experience in Investment Management, Portfolio Management and Personal Financial Planning, across various companies. His primary focus area has always been on investment management, especially on how to structure various types of strategy that will not only suit the client’s individual needs but also perform well in a continuously changing economic cycle.
He also provides an essential input in creating and managing client portfolios. His industry wide experience provides the company with efficient alternatives and solutions which ensure that the needs of individual clients are met in an optimal way.
Ziets Botha
Portfolio Manager, Wealth Advisor
(B.Com Honours (econometrics); M.Com (economics))
Ziets started his career in the late 1980s as an economics lecturer at Unisa. He joined the SA Reserve Bank in the early 1990s, where he was involved in the provision of training in financial markets, banking and investment related courses. While at the Bank he also served on its Pension Fund Investment Committee. In 2003 he became a co-author and -editor of the textbook Understanding South African Financial Markets, of which the 6th edition was published in 2019. After retiring from the Reserve Bank in 2015, Ziets joined Intellivest Financial Services (IFS) as part of their dynamic team of portfolio managers and Wealth advisers. During his career Ziets also served on the board of the SA Institute of Financial Markets and was elected as a Fellow of this body in 2015. He has a passion for people as well as financial instruments which is why he chose to focus the final part of his professional career on managing asset portfolios for clients at IFS.
Esther Mashaba
Wealth Advisor
(NQF 6: Investment Specialisation)
Esther has been in the Financial Services industry since 2006. Her major focus was on property investments, managing various portfolios from short term to long term, while also providing a suitable income for her clients.
Esther joined Intellivest Financial Services in order to broaden her expertise in the Financial Industry. This has provided her an excellent opportunity to assist her clients in diversifying their portfolios according to their risk profiles and financial needs.
Peter Holm
Portfolio Manager, Wealth Advisor
(B.Eng., MBA, CFP)
Peter Holm joined Ian Rayne Financial Planning (IRFP) in 2013, after a successful career in mining finance and management consulting. Following the merger of IRFP with Intellivest Financial Services in 2020, Peter has been appointed a director of Intellivest and a member of the company Investment Committee, where he takes responsibility for managing the equity-based components of the portfolios offered by Intellivest.
Peter has an engineering degree and an MBA from UCT, as well as a Post Graduate Diploma in Financial Planning; and is a Certified Financial Planner®. He has been a keen follower of the JSE and international markets for over twenty years and so brings a wealth of investment experience to the practice.
Ian Rayne
Portfolio Manager, Wealth Advisor
CFP
Ian was formerly Financial Director of OK Hyperama and also served as Executive Director (Operations Administration) of the OK Group. He is a qualified CFP® (Certified Financial Planner) with a Post Graduate Diploma in Financial Planning. Ian’s experience in the retirement planning industry extends well beyond the twenty seven years he has practiced in partnership or on his own. In the 1980’s and 1990’s he was instrumental in converting the Defined Benefit Pension Scheme into a Provident Fund and Defined Contribution Pension Scheme for the OK Group.
Ian Rayne left the corporate world to start up Ian Rayne Financial Planning (IRFP) in 1997 as a Portfolio Manager and Wealth Advisor, establishing a successful business . Following the merger of IRFP with Intellivest Financial Services in 2020, Ian continues to manage and advise clients who benefit from his vast experience in the field.