2IP Team

The founding members of 2IP Independent Investment Partners are the core asset management and senior executive team who previously all worked together servicing the IFA market for the last 8 years.

In 2014 the decision was made to constitute 2IP based on the business principles of independence, integrity and a clearly communicated vision.

A cornerstone of the founders’ obstinate belief is that our business conduct should reflect our investment philosophy.  As such honest, open and robust discussion, longer-term thinking and ethical conduct are prerequisites within a scalable business model.

Marius Kilian LLB

Director

Marius is a qualified attorney. He started his financial services career as a legal advisor at Old Mutual in 1996. In 1999 Marius joined Citadel Investment Services as a portfolio planner focusing on the structuring and implementation of investment solutions for private clients. Marius joined TriAlpha Asset Management in 2001, where he headed up their South African operations. In 2003 Marius was recruited by RMB Private Bank, where he spent eight years, originally a divisional manager responsible for build a team to deliver the full spectrum of their private banking offering. Marius was promoted to the executive committee of RMB Private Bank where he was tasked to create a team and capability that focused on the needs and requirements of the ultra-high net worth segment within the group. Marius joined Novare in March 2011 as CEO of Novare Investments and has  22 years’ experience in the financial services industry. Marius is a director and co-founder of 2IP Independent Investment Partners.

Ronnie Retief

Director

Ronnie started his career in 1994 with Sanlam Investments and joined BoE Bank in 1996 as a fixed income and derivatives trader, where after he gained further experience between 1999 and 2002 at PSG Investment Bank in a similar capacity. Ronnie joined Symmetry Multi-Manager in 2003 as a fixed interest research analyst and portfolio transition manager responsible primarily for research. He spent a further five years at Sanlam Multi Manager International from 2006 to 2011, most recently as senior portfolio manager on both institutional as well as retail multi-manager portfolios. Ronnie gained extensive experience in fund manager research and was part of the asset allocation team. He has an in-depth understanding of derivative and structured products as well as SRI investments. Ronnie joined Novare in September 2011 as head of the multi-manager team. He has 24 years’ experience in the industry. Ronnie is a director and co-founder of 2IP Independent Investment Partners.

Francois Cilliers CFA CAIA

Director

Francois started his career Equinox Fund Management in 1999 as a hedge fund analyst.  In 2002 he joined Pioneer Alternative Investments (London) working on their fund of hedge fund portfolios. In 2005 he joined Barclays Capital (UK) as Manager, where he was responsible for the risk management and due diligence of Barclays Capital’s global fund of hedge funds’ portfolios within their fund-linked derivatives division. Francois gained valuable experience overseeing all aspects of the daily fund management of external and international mutual funds, hedge funds and fund of funds. He joined Novare in July 2008 as Portfolio Manager within both the long-only and alternatives product ranges. In 2011 he was appointed as Chief Investments Officer (CIO) of Novare Investments. Francois is a CFA charterholder, CAIA charterholder and has completed the SA and UK Registered Persons Exams. He has 19 years’ experience in the investments industry. Francois is a director and co-founder of 2IP Independent Investment Partners.

Carmen Rautenbach

Analyst

Carmen started her career at 2IP in February 2019 as a Junior Analyst after obtaining her B.Com Degree in Investment Management from Stellenbosch University in 2018.

Her responsibilities form part of a range of tasks and duties within the organisation that arises from day-to-day operations which includes manager research; liaising with clients and assisting the team with various investment functions.

With a keen interest in the finance and investment management industry she has enrolled as a CFA Level I candidate.

Darren Braga

(In Memoria)

Darren joined the 2IP team in April 2015 (via Distribution on Demand) to create and head up the distribution function within the business.  His extensive financial industry experience and gentlemanly demeanour made him the perfect fit not only for this this particular role, but also as a member within the overall 2IP team.  We honour his valued contribution and he will be dearly missed.

Eric van Wyk

Analyst

Eric joined the 2IP team in January 2015 after having completed his B.Com in Investment Management at the University of Stellenbosch.  Prior to joining 2IP Eric had interned with the team on several prior occasions in the preceding two years.

Eric’s daily duties and responsibilities within 2IP includes various aspects of assisting the team with manager and portfolio analysis. Eric’s general entrepreneurial flair, combined with his proven aptitude and enthusiasm for investments, has meant that he has become a highly respected and invaluable member of the 2IP team.

Given his genuine interest in the industry, Eric is also currently completing his PGD Fin Plan studies part-time via University of Stellenbosch, with the view of obtaining his CFP qualification in due course.

Danielle van Breda

Investment Administrator

Danielle joined the 2IP team in August 2017. Her meticulous eye for detail and enthusiasm for investment administration has meant that she has already become an invaluable member of the 2IP team.

Danielle’s areas of focus within the business includes investment reporting, mandate control and the editorial function of most of our client communication, including yet not limited to our daily market summary report.

Prior to joining the 2IP team Danielle’s interests included the completion of a UCT short course in Practical Labour Law in 2017, as well as a National Diploma in HR Management from CPUT in 2014.

Athol Hoets

Actuarial Consultant

Athol has been affiliated with the business since prior to its inception in 2014. Given his rare combination of advanced skills in both the areas of financial modelling and IT, it has been our privilege within 2IP to have access to and frequently draw upon this specialised skill-set.

Athol continues to help us enhance both our set of online IFA tools as well as various data automation processes to help streamline the business on an ongoing basis.

Athol has over 25 years’ experience within the life insurance industry, is an expert VBA developer and has a better than working knowledge of numerous IT languages, inter alia VB.NET, ASP.NET, C#, SQL and JavaScript.

Kobus Barnard

Advisory Committee

Kobus Barnard is the CEO and owner of Allegiance Consulting (Pty) Ltd, a strategic partner for 2IP.

Allegiance Consulting has serviced the financial services industry as legal technical experts since its inception in March 1999. Allegiance services mainly corporate clients and has a well-established brand, known for its innovative ideas and products in the financial services industry.

The Allegiance team consist of a full team of legal technical specialist that have an acute understanding, skills and strategic financial planning skills. Allegiance’s software systems are used extensively in the financial services industry and they have over 2 500 users using the Allegiance systems.

Jannie Venter

Advisory Committee

Jannie Venter was most recently the Managing Director of Absa Life and he is a Business Executive with extensive experience in Life Insurance and Bancassurance in South Africa and the rest of Africa.

A Fellow of the Actuarial Society of South Africa, member of the Institute of Directors of Southern Africa and alumni of the Insead Business School, he has a proven track record of leading businesses through change, fostering innovation, strategic planning and delivering consistent superior results to all stakeholders.