Graham is the founder of Rutherford and chairs the investment committee. He is a registered financial advisor with extensive experience gained from being actively involved in the financial services industry for over 25 years in both South Africa and the UK. Prior to founding Rutherford Graham’s career involved asset management, financial advice, entrepreneurship and company management. Over the years Graham has served on the board of directors of several private and public companies.
Pierre is the managing director and a senior portfolio manager at Boutique Investment Partners, an investment consulting and investment management company with group assets of R100 bn. His career in financial services spans over 20 years and began at Old Mutual in actuarial product development and actuarial marketing. After a brief period with Momentum’s Linked Investment Service Provider his career transitioned into pure investment management with Momentum Multi Managers and Advantage Asset Managers. In 2007 Pierre was a founding member of Momentum Investment Consulting (MIC) and as head of investments for MIC South Africa he was responsible for overseeing investments and managing the investment team. When Metropolitan Multi Managers and MIC merged Pierre became an executive director of MIC assuming general management responsibility of the combined business. By 2013 MIC had grown its asset base from R9bn in 2011 to just over R22bn. Pierre was the lead portfolio manager on a range of top performing portfolios during his term at MIC.
Based in Cape Town where he works for Old Mutual Wealth, Roland heads up a discretionary fund management capability called Tailored Fund Portfolios. He manages model portfolios in partnership with Independent Financial Advisors as well as other discretionary fund managers. He holds a BCom Insurance Science degree and earned his CFA charter in 2004. Roland also received the CFP® designation in 2018. His 17 years of investment experience includes investment consulting, portfolio construction, asset manager research and multi-management.
With some 20 years of experience as an investment analyst, Mitse is currently a senior research analyst at Boutique Investment Partners, an investment consulting and investment management firm. Her career began with a stint at Citadel Investment Services as a portfolio management assistant. From there she took up a position with Momentum Wealth where she gained valuable experience in dealing with asset swap transactions and foreign investment management companies, before moving to Momentum Multi Managers and over 10 years assimilated extensive expertise as a research analyst, firstly at Momentum’s institutional multi-manager and thereafter at Momentum’s retail multi-manager.