byron green

NBC ICS provides investment consulting services to the key institutional clients of the NBC group. The division provides advice and reporting to clients with assets in excess of R10bn. Responsible for all strategic and operational issues within the division, together with the co ordination of overall investment policy for the group. This includes the facilitation of all key client interactions, the oversight of the research and analysis process of service providers and the co ordination of strategic partner relationships.

* Three Apples is a consultancy providing independent trusteeship services to retirement funds, umbrella funds, medical aid schemes and retirement annuity funds. * The emphasis is on independence and transparency. The advice given focused on and asset management strategies (including implementation), fund governance issues, benefit design. * A key attribute is understanding the personal dynamic within trustee meetings, the behavioral psychology at play during group based decisions and the effects that these can have on the long term effectiveness of a fund.

* Primary responsibilities: * Providing implemented consultancy advice to retirement funds and other benefit funds. * Analysis of individual members' financial needs, and the amalgamation of those into fund level investment strategies. * Maintenance and continued development of the existing institutional client book, including report back presentations, query resolution and product development. * Co ordination of all report back and new business presentations. Included in this function was the assessment of specific fund needs, together with the in-depth analysis of the existing and recommended investment strategy. * Liaison with the research and implementation team with regard to product development and innovation. This included key product design initiatives, portfolio implementation and strategic positioning of the business.

* Primary responsibilities: * Head of new business and existing client servicing for the multi-manger asset management division. * Key liaison with retirement fund trustees, medical aid scheme trustees and employee benefit consultants * Overall strategic control of the institutional multi manager unit, including all marketing initiatives, product design and strategic market positioning. * Internal distribution on the service offering to the larger financial services group, leveraging off the existing corporate relationships. * Liaison with the portfolio management team and external managers with regard to product development and innovation. This included key product design initiatives, portfolio implementation and strategic positioning of the business. Strategic Successes: * Substantial growth of the institutional assets under management, including the development of key asset streams from outside the group.

* Primary responsibilities: * Key component of the investment team, performing existing client report backs and new business presentations. * Operating as the key liaison between the asset management company and the employee benefit division, facilitating client information flows and product development requirements. * Developing additional distribution relationships within the single asset manager environment. * Developing an in-depth knowledge of the Employee Benefit market and its distribution structures. * A core focus on key client retention, incorporating both the Employee Benefit on balance sheet book as well as the substantial off balance sheet segregated clients. Key Successes * Forging an strong link between the EB and Asset Management businesses