Wikus Fourie

• 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

• 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.

• 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.

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.

• Managed and advised Ultra High Net Worth Clients on structuring investments, offshore trusts, and fiduciary matters.

• 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)

• 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

• Conducting annual audits of companies, Compiling of financial statements, Completion of tax returns

• Conducting annual audits of companies, Compiling of financial statements, Completion of tax returns