South Africa’s financial services sector faces unique regulatory challenges, particularly in the wake of recent economic pressures and increased global scrutiny. For small investment firms, the weight of financial regulations can be burdensome and a drain on resources because staying compliant requires diligence, expertise, and a deep commitment to best practices. The Financial Advisory and […]
After qualifying as a chartered accountant with Peat, Marwick, Mitchell (now KPMG), Ockert built a distinguished 17-year career, beginning at Barclays Merchant Bank. His expertise grew through pivotal roles at FirstCorp and First National Bank, before he took on senior positions at Real Africa Durolink where he served as director. As a founding member of TBI Investment Managers in 2003, Ockert serves as Portfolio Manager of the Sanlam Alternative Income Fund and Chief Investment Officer. His experience spans alternative asset management, private equity, and structured finance. Additionally, his deep understanding of treasury, credit management and collective investment schemes continues to drive TBI’s investment strategy and success.
Eugene brings a depth of experience to his role as Co-Portfolio Manager of both the Sanlam Diversified Income Fund of Funds and the TBI Global Multi-Asset Income Fund. His career has taken him from ABSA Treasury through RMB and Investec, building expertise in structured solutions, bond trading, and equity derivatives. As TBI Investment Managers’ macro strategist since 2011, he combines his Master’s in Business Management from RAU with practical market wisdom to develop robust investment strategies. His comprehensive asset and liability management understanding keeps him at the forefront of portfolio innovation.
To relax, Eugene loves to spend time with his family and as a keen cyclist, he loves to take on a long stretch of road in the beautiful Cape sunshine.
As Head of Marketing at TBI, Danielle O’Kennedy combines strategic vision with financial expertise. With her CFP® designation and postgraduate diploma in financial planning, she effectively manages dual roles – driving TBI Group’s marketing strategy while providing crucial support for key funds, including the Sanlam Diversified Income Fund of Funds and TBI Global Multi-Asset Income Fund. Throughout her 15 years in investment and financial services, Danielle has built lasting relationships and identified growth opportunities.
Her creative side shines through in her painting hobby – her self-portrait, created during lockdown alongside her colleagues, still hangs proudly in the office as a reminder of team spirit in extraordinary times.
Ian Groenewald’s impressive career in financial services spans both decades and continents. Starting at Stannic in 1991, he went on to lead Real Africa Durolink’s structured finance division before establishing their UK operations in London. His expertise in collective investment schemes and deep understanding of global markets made him the natural choice for TBI Group CEO in 2017. As Executive Director and Investment Committee Member at TBI Strategic Partners, he continues shaping the organisation’s direction with the energy he brought to his early days in structured finance.
On weekends, Ian likes to keep perspective by taking a beautiful mountain hike and surrounding himself with friends and family to enjoy good, locally sourced food and wine.