spry. Financial Planning has recently appointed PortfolioMetrix as one of our Discretionary Fund Managers (DFM).

a little insight into Brandon Zietsman:

Chief Executive Officer MSc (Global Challenges) (Dist.), BCom (Accounting & Law), HDip (Tax), IMC, CAIA®, CFA®

Brandon has been a key figure in the financial services industry for many years, leveraging his experience and an extensive skill in various influential roles. He started his career at Investec in 1994, then joined RMB Fund Managers to lead product development and the sales division.

In 1999, he moved to Mercury Consolidated Holdings as a director and co-head of structured products, pioneering several innovative financial products. He returned to RMB Asset Management in 2001 as member of the board, becoming head of quantitative research and later CEO of RMB Unit Trusts.

In 2008, Barclays appointed him as Head of the Investment and Product Office at Absa Wealth, overseeing investments, banking, credit, and fiduciary services. Brandon left Absa in 2010 to found PortfolioMetrix, whereafter he continued to advise Absa on portfolio optimisation and asset allocation, as well as on strategic business choices.

At PortfolioMetrix, Brandon has maintained his commitment to innovation and ethical standards in the industry, leading a vibrant company that has made an indelible impression on the markets in which it operates. He has a deep interest in the issues that beset our society and humankind, completing a Master of Science in Global Challenges (with distinction) through the University of Edinburgh in 2023. (extracted from PortfolioMetrix's website at the time of publishing)