Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Wikus Fourie

Windhoek

Summary

Seasoned investment professional with several years of industry experience in various roles both in retail and corporate environments all within the financial services sector. Governance and board experience with excellent stakeholder management skills.

Overview

16
16
years of professional experience

Work History

Alternate Trustee

Old Mutual Midina Fund
Windhoek
05.2024 - Current
  • Analyzed financial statements, investment performance, and asset allocations to identify areas requiring further review or action from trustees.
  • Conducted due diligence reviews of potential investments for the benefit of the trust's beneficiaries.
  • Attended meetings between trustees and advisors and beneficiaries regarding ongoing issues affecting the trust's operations

Alternative Trustee

Midina Fund
Windhoek, Namibia
01.2024 - Current
  • Analyzed financial statements, investment performance, and asset allocations to identify areas requiring further review or action from trustees.
  • Conducted due diligence reviews of potential investments for the benefit of the trust's beneficiaries.
  • Attended meetings between trustees and advisors and beneficiaries regarding ongoing issues affecting the trust's operations.

Trustee

Tunga Unlisted Real Estate Fund
Windhoek
07.2022 - Current
  • Analyzed financial statements, investment performance, and asset allocations to identify areas requiring further review or action from trustees.
  • Conducted due diligence reviews of potential investments for the benefit of the trust's beneficiaries.
  • Attended meetings between trustees and advisors and beneficiaries regarding ongoing issues affecting the trust's operations.

Chief Executive Officer

Old Mutual Wealth Namibia
07.2019 - Current

As the Chief Executive Officer of Old Mutual Wealth Namibia, I lead the strategic direction, operations, and growth initiatives of the organization. Over my tenure, I have:

  • Spearheaded innovative financial products and services tailored to meet the evolving needs of our clients, resulting in a significant increase in market share and customer satisfaction.
  • Successfully navigated the company through economic challenges, ensuring sustained financial stability.
  • Fostered a culture of excellence and continuous improvement, driving operational efficiencies and enhancing overall performance.
  • Strengthened partnerships with key stakeholders, including regulators, investors, and community leaders, to support the company’s long-term objectives.
  • Implemented robust governance frameworks and risk management practices, ensuring compliance with industry standards and regulatory requirements.
  • Led a talented team of professionals, promoting diversity, inclusion, and professional development to build a high-performing and motivated workforce.

My leadership at Old Mutual Wealth Namibia has been characterized by a commitment to innovation, customer-centricity, and sustainable growth.

Manager: Private Banking (Ultra High Net Worth Portfolio)

First National Bank of Namibia
12.2016 - 06.2019
  • Managed and advised Ultra High Net Worth Clients on structuring investments, offshore trusts, and fiduciary matters.

Manager: Alternative Investments

Trustco group holdings
Windhoek
01.2016 - 11.2016
  • Establishment of unlisted unit trust fund, Management of established unit trust portfolios, Debt origination and sourcing of corporate financing, Investor relations – managing of stakeholder relations (financiers, shareholders, directors and regulators)

Business Development Manager

Sanlam Namibia holdings
Windhoek
04.2011 - 01.2016
  • Achieve monthly and annual sales targets, Conduct training and provide product support to brokers/advisors, Write ad hoc economic reports for media publications, Invited member of Assets and Liabilities Committee, Construct client portfolio with Sanlam Namibia Unit Trust Funds

Audit Clerk

CR van wyk & company
08.2010 - 04.2011
  • Conducting annual audits of companies, Compiling of financial statements, Completion of tax returns

Audit Clerk

Pricewaterhousecoopers
Walvis Bay
01.2009 - 07.2010
  • Conducting annual audits of companies, Compiling of financial statements, Completion of tax returns

Education

MASTERS: INVESTMENT AND FINANCE (RISK MANAGEMENT SPECILIAZTION) -

LONDON SCHOOL OF BUSINESS AND FINANCE
01.2021

BACHELORS OF ACCOUNTING - ACCOUNTING

STELLENBOSCH UNIVERSITY
12.2008

Skills

  • Finance
  • Business Development
  • Investments
  • Corporate Finance
  • Wealth Management
  • Talent Development
  • Succession Planning
  • Stakeholder Management
  • Staff Management
  • Revenue Growth
  • Strategic Planning
  • Employee Motivation and Performance
  • Relationship Building

References

References will be provided on request

Timeline

Alternate Trustee

Old Mutual Midina Fund
05.2024 - Current

Alternative Trustee

Midina Fund
01.2024 - Current

Trustee

Tunga Unlisted Real Estate Fund
07.2022 - Current

Chief Executive Officer

Old Mutual Wealth Namibia
07.2019 - Current

Manager: Private Banking (Ultra High Net Worth Portfolio)

First National Bank of Namibia
12.2016 - 06.2019

Manager: Alternative Investments

Trustco group holdings
01.2016 - 11.2016

Business Development Manager

Sanlam Namibia holdings
04.2011 - 01.2016

Audit Clerk

CR van wyk & company
08.2010 - 04.2011

Audit Clerk

Pricewaterhousecoopers
01.2009 - 07.2010

MASTERS: INVESTMENT AND FINANCE (RISK MANAGEMENT SPECILIAZTION) -

LONDON SCHOOL OF BUSINESS AND FINANCE

BACHELORS OF ACCOUNTING - ACCOUNTING

STELLENBOSCH UNIVERSITY
Wikus Fourie