Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Wikus Fourie

Windhoek

Summary

Seasoned executive with over 15 years of progressive leadership in wealth management, international business, corporate finance, and governance. As CEO of Old Mutual Wealth Namibia, successfully led strategic growth, optimized cross-border operations, and significantly enhanced stakeholder engagement. Expertise spans capital raising, investor relations, and complex compliance, underpinned by an entrepreneurial mindset and multilingual proficiency in English, Afrikaans, German, and basic Chinese.

Overview

17
17
years of professional experience

Work History

Director

Michelle McLean Children's Foundation
09.2025 - Current
  • Fostered collaborative relationships with stakeholders to drive project success and alignment.
  • Analyzed market trends to inform strategic planning and decision-making processes.
  • Provide guidance and support for charitable operations aimed specifically at uplifting Namibian children in areas of education, health and sport.

Trustee / Alternate Trustee

Tunga Real Estate Fund & Midina Fund
01.2022 - Current
  • Provided fiduciary oversight for unlisted assets across real estate and other funds, ensuring robust compliance and governance.
  • Provided critical fiduciary oversight for diverse unlisted asset portfolios, ensuring alignment with investment mandates and investor interests.
  • Ensured stringent regulatory compliance, conducted thorough financial reviews, and strengthened governance reporting frameworks for enhanced transparency.
  • Elevated the quality of investment due diligence processes, identifying key risks and opportunities for fund assets.
  • Successfully negotiated improved fee structures, resulting in significant cost savings and enhanced returns for the funds.

Chief Executive Officer

Old Mutual Wealth Namibia
07.2019 - Current
  • Led a multi-division wealth business, overseeing strategy, international investments, and governance, with over USD 200M+ Assets Under Management (AUM).
  • Led a multi-division wealth management business, growing Assets Under Management (AUM) to over USD 200M+ through strategic vision and operational excellence.
  • Directed comprehensive strategy, international investment portfolios, and robust governance frameworks, ensuring regulatory adherence and risk mitigation.
  • Spearheaded the successful launch of new wealth propositions, expanding market reach and enhancing client value.
  • Optimized operational efficiencies, resulting in improved cost-to-income ratios and enhanced profitability across business units.
  • Strengthened compliance protocols and risk management systems, ensuring adherence to financial regulations and industry best practices.
  • Recruited, developed, and mentored a high-performing senior leadership team, fostering a culture of accountability and strategic execution.
  • Cultivated and managed strategic cross-border partnerships, facilitating international investment opportunities and market expansion.

Manager: Private Banking (UHNW)

First National Bank Namibia
12.2016 - 06.2019
  • Advised Ultra-High Net Worth (UHNW) clients on international structures and investments, driving new business growth and client retention.
  • Provided tailored financial advisory services to Ultra-High Net Worth (UHNW) clients on complex international investment strategies and wealth structures.
  • Originated substantial new business flows and achieved high client retention rates by delivering exceptional service and strategic financial solutions.
  • Enhanced onboarding processes and developed robust cross-border fiduciary solutions, improving client experience and operational efficiency.

Manager: Alternative Investments

Trustco Group Holdings
01.2016 - 11.2016
  • Launched unlisted unit trust and debt products, coordinating origination, investor relations, and regulatory engagement.
  • Successfully launched new unlisted unit trust and debt products, diversifying the firm's investment offerings.
  • Coordinated end-to-end product lifecycle from origination to investor relations, ensuring effective regulatory engagement and market acceptance.

Business Development Manager

Sanlam Namibia Holdings
04.2011 - 01.2016
  • Drove business development by training advisors, supporting sales, and producing investment research, while contributing to asset-liability management decisions.
  • Trained and mentored a team of financial advisors, significantly enhancing their sales capabilities and product knowledge.
  • Conducted in-depth investment research, providing critical insights that informed strategic decision-making and product development.
  • Contributed to the Asset and Liability Committee (ALCO), influencing key financial and risk management strategies.

Audit Clerk

PwC & CR van Wyk & Co
01.2009 - 12.2011
  • Conducted comprehensive audits, tax preparations, and financial reporting across diverse industries.
  • Performed detailed financial audits, prepared tax documentation, and generated financial reports for a diverse portfolio of clients across multiple industries.
  • Applied accounting principles to ensure accuracy and compliance with regulatory standards.

Education

Investment & Finance (Risk Management)

London School of Business & Finance
London, England
09.2021

Accounting

Stellenbosch University
Stellenbosch, Western Cape
12.2008

Skills

  • International Business
  • Cross-border Operations
  • International Investments
  • Global Market Expansion
  • Cross-Cultural Communication
  • Diplomacy (Africa, Europe, Asia)
  • Financial Management
  • Wealth Management
  • Asset Management
  • Corporate Finance
  • Capital Raising
  • Investor Relations
  • Investment Due Diligence
  • Financial Reporting
  • Cost Optimization
  • Fee Negotiation
  • Asset-Liability Management (ALCO)
  • Private Banking (UHNW)
  • Governance & Compliance
  • Fiduciary Oversight
  • Regulatory Engagement
  • Risk Management
  • Corporate Governance
  • Compliance Protocols
  • Internal Controls
  • Strategic Leadership
  • Executive Leadership
  • Strategy Execution
  • Business Development
  • New Proposition Development
  • Team Leadership
  • Senior Leadership Team Building
  • Stakeholder Engagement
  • Entrepreneurial Mindset
  • Analytical & Problem Solving
  • Investment Research
  • Financial Analysis
  • Data-Driven Decision Making
  • Problem-Solving
  • Critical Thinking
  • Client Relations
  • UHNW Client Advisory
  • New Business Origination
  • Client Retention
  • Relationship Management
  • Operations management
  • Project management
  • Team management
  • Creativity and innovation
  • Strategies and goals

Languages

English
Afrikaans
German
Chinese

Timeline

Director

Michelle McLean Children's Foundation
09.2025 - Current

Trustee / Alternate Trustee

Tunga Real Estate Fund & Midina Fund
01.2022 - Current

Chief Executive Officer

Old Mutual Wealth Namibia
07.2019 - Current

Manager: Private Banking (UHNW)

First National Bank 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

PwC & CR van Wyk & Co
01.2009 - 12.2011

Accounting

Stellenbosch University

Investment & Finance (Risk Management)

London School of Business & Finance
Wikus Fourie