Our Mission

To represent CFA Institute in South Africa and to lead the investment profession in Southern Africa by setting the highest standards of ethics, education and professional standards. 

To drive industry initiatives that benefit the broader society and enhance investor protection.

Our Vision

We envision a CFA Society South Africa that is widely recognised and highly valued by the investment community and the broader society.

A Society that:

• is a well-regarded source of industry best-practice in the areas of ethics and professional excellence;

• all investment professionals aspire to be part of;

• all investors value for the positive influence of the financial well-being of all members of society.



Jennifer is the Deputy CIO: STANLIB Multi-Manager and INN8 Invest. She was a highly rated sell-side analyst covering Media, Electronics and IT Stocks first at Nedgroup Securities and then SBG Securities. In addition to being a CFA Charterholder Jennifer is a certified Financial Risk Manager (FRM).​



Thato is a Portfolio Manager at Sanlam Private Wealth. He is a member of the National Working Committee of 100 Women in Finance South Africa and sits on the Group Advisory Committee for the City of Johannesburg.
Thato has 12 years' experience in banking and investments, having worked at Citigroup, Credit Suisse, BNP Paribas and currently Sanlam. He holds an Economics degree from Rhodes University; a Finance (Hons) degree from the University of Cape Town; and is completing a Masters in Finance degree at INSEAD. He also holds the CFA and CAIA designations.


Company Secretary

Caroline is a private client portfolio manager with Adviceworx.  She has worked in financial services since 1996, and spent most of her years working in the retail client stockbroking divisions of HSBC and Standard Bank.  Her area of specialization is in South African and global equity markets.



JD is a Senior Associate at Stonehage Fleming. He is a part of the investment research and strategy team, responsible for manager selection and oversight of the firms model portfolios. At just over three years, JD has been in the investment industry for a relatively short period of time - having worked in Corporate Finance and as a lecturer before. He became a CFA® charterholder in 2016.


Board Member

Dunny is the Chief Operations Officer of Wealth Africa Regions at the Standard Bank Group


Board Member

Raazia is an experienced Investment consultant with a demonstrated history of working In the financial services industry. Strong Finance professional skilled in Portfolio Management, Investment Advisory, Investment Management, Hedge Funds and Investment.


Board Member

Founder, owner-manager and Chief Investment Officer at Perpetua Investment Managers. Delphine spent 11 years at Allan Gray Limited before leaving to start Perpetua, which she believes is a model for the next generation of investment management firms in South Africa. Since inception 6 years ago, Perpetua has grown to a firm of 30 staff and managing assets of R13billion. Delphine is a qualified Chartered Accountant and CFA Charterholder.


Board Member

Lwando is currently a Deputy Director: Treasury & Investment Management at the Compensation Fund where he has the responsibility of managing investment portfolios of more than R 70 billion through the Public Investment Corporation (PIC).  He has over 12 years working experience in treasury, investments, economic research and auditing.  In addition to being a CFA Charterholder, he is a certified Financial Risk Manager (FRM). He holds BComm Economics & Finance from UCT, BComm (Hons) Financial Economics from Stellenbosch University and a Post Graduate Diploma in Management (Accounting) from UCT.


Board Member

Deslin has recently left the corporate industry to explore the possibilities of the convergence of investments and technology.  He has recently completed his certification in Applied Machine Learning through Columbia Engineering and has founded Nebula IQ, a business advisory, investment analytics and fintech startup. He is one of few individuals in the South African market to have held senior investment and executive roles in credit risk (financial services), buy-side (asset management), sell-side (stockbroking) and asset consulting roles. 


Board Member

Austin is the Head Investment Banking at Zambia National Commercial Bank in Lusaka, Zambia. He has over a decade of experience in banking covering areas including investment banking, treasury, corporate finance, strategy and business performance. Austin is a CFA charterholder and holds a Bachelors in Economics and Management from Edith Cowan University. 


Board Member

Cheree Dyers, CA (SA) & CFA, was appointed as CEO of Prescient Investment Management in February 2018, where she drives the company's strategy. Cheree joined Prescient in 2005 as Head of Finance and Risk Management at Prescient Investment Management and served as a member of the Board. In 2007 she joined Prescient Securities where she contributed to the success of the firm as an Executive Director, Rated Research Analyst, Head of Equities and CEO for 2.5 years until joining Prescient Investment Management. She has a Bachelor of Business Science (Honours) (Marketing) degree, a B.Com degree and a post-graduate diploma in Accounting (all from UCT). She is a qualified Chartered Accountant, a CFA charter holder and a member of the South African Institute of Stockbrokers.


Board Member

Thomas is the founder of INVESCI Asset Management company and has a wealth of experience managing investment portfolios for retirement funds and high net worth individuals. He started off his working career as an auditor with Ernst & Young Harare where he trained and qualified as a Chartered Accountant. After leaving EY, Thomas worked as an analyst and portfolio manager for Datvest Asset Management where in 2004 Thomas was promoted to Chief Investment Officer. In 2006 Thomas moved to Johannesburg where he worked for BoE Private Clients as a Senior Portfolio Manager. Thomas returned to Zimbabwe and set up INVESCI in 2011. INVESCI is active in listed equities, property and private equity. On the academic side Thomas is a holder of the CFA Charter.   Thomas is also a Chartered Accountant and is a member of both the Zimbabwean and South African Institutes of Chartered Accountants.

Thomas has spent some time in Lausanne, Switzerland with the Swiss Finance Institute and is a holder of a postgraduate diploma in Financial Engineering and Asset Management (CFAME).