About us

From how our experts push the boundaries to create innovative and tailored solutions to help you achieve your goals on your investment journey, to how we act as the guardians of your legacy, it’s personal. It’s your personal investment with the unstoppable force of momentum.

Man in an aquamarine blue suit with rust check and rust pocket square buttoning up his jacket while holding a newspaper in his right palm.

Who we are

Momentum Wealth International originated in 1999, and more than 9 000 clients worldwide trust us with their financial journey to success. We are responsible for administrating more than USD 2.8 billion of assets (as of 31 December 2022).

Momentum Group affiliation

Momentum Wealth International is part of one of South Africa’s largest life insurers, Momentum Metropolitan Life Limited, a division of Momentum Group Limited, a listed entity on the Johannesburg Stock Exchange (JSE). The group operates in 11 countries and employs over
16 000 staff worldwide.

With us, you benefit from the uncompromising stability and security that our reputational armoury provides, as well as a large market cap of USD1.3 billion, assets under administration of USD52 billion and operational backing of the broader group.

Meet the team

Using the latest advancements in technology and our in-depth industry experience spanning more than 20 years, our unwavering commitment is to provide you with a focused and highly personalised suite of investment services.

Robert Rhodes team member picture

Robert Rhodes

Managing Director

Bachelor of Business Science (Honours), CISI Diploma in Global Operations Management

Marie Curutchet team picture

Marie Curutchet

Operations Director

ICA International Diploma in Anti Money Laundering, ICA International Diploma in Compliance

Steve Wilson team member picture

Steve Wilson

Administration Manager


Jon MacRae team member picture

Jon MacRae

Senior Administrator

Karen Bishop team member picture

Karen Bishop

Administrator

Samantha Carter team member picture

Samantha Carter

Senior Assistant Money Laundering Officer

ICA International Diploma in Anti Money Laundering

Jurgens Fourie team member picture

Jurgens Fourie

Assistant Governance Compliance Officer



Bachelor of Commerce in Business Management

Caroline Le Tissier team member picture

Caroline Le Tissier

Senior Administrator




Magda Janeczko  team member picture

Magda Janeczko

Business Support Administrator

Chartered Institute of Personnel and Development - Level 3


Ferdi van Heerden team member picture

Ferdi van Heerden

CEO: MOMENTUM INVESTMENTS

B.Sc Honours in Mathematical Statistics,
AMP (Advanced Management Programme) from INSEAD (France),
Diploma in General Management from Reading University (Henley Business School),
Member of the Chartered Institute for Securities and Investments (MCSI)

Martin Riekert team member picture

Martin Riekert

Executive Head: Retail Investments

BSc Actuarial and Financial Mathematics (UP), Post-graduate Diploma Actuarial Science (UCT), Fellow of Actuarial Society of South Africa

Hymne Landman team member picture

Hymne Landman

Head: Momentum Wealth/Momentum Wealth International

BCom (Hons) Actuarial Science (Cum Laude), Affiliate of the Institute of Actuaries (UK), Fellow of the Actuarial Society of South Africa

Marisa Meyer team member picture

Marisa Meyer

Head: Retail Client, Intermediary Interactions and Operations


BCom Marketing & Communication

Daleen Lessing team member picture

Daleen Lessing

Chief Risk Officer Momentum Investments

BCom Economics

Jacques van Schalkwyk team member picture

Jacques van Schalkwyk

Chief Financial Officer – Retail Investments

NDip (Accounting) BCom (Hons) (Accounting Science) MPhil (Strategic Leadership) CA (SA)

Friedrich Rappard team member picture

Friedrich Rappard

Chief Information Officer




BCom Informatics Information Systems

Aldert Brink team member picture

Aldert Brink

Head: Retail Investments Distribution Enablement

Bachelor’s degree, Post-graduate Diploma in Financial Planning, Advanced Post-graduate Diploma in Investments and Financial Markets Certified Financial Planner, Postgraduate Certificate in Business Administration

Dimal Gungaram team member picture

Dimal Gungaram

International Business Development Manager (based in Australia)

Bcom (Hons) Financial Planning

Service providers and partners

We partner with the best of the best so that we can offer you the best services for your offshore investments.

BWCI Group logo

BWCI Group

BWCI Insurance Management Limited (part of the BWCI Group) provides tailored insurance management, general representative, and compliance services to the Momentum International Insurance PCC and the Momentum Metropolitan Life Guernsey Branch.

Morningstar logo

Morningstar

Our Morningstar partnership provides market-leading tools for financial advisers to structure portfolios to help their clients meet their investment goals and timely and accurate data to view in real time.

Zedra logo

Zedra

Across multiple jurisdictions, ZEDRA, a global powerhouse, provides trustee services to Momentum International Insurance PCC and the Momentum Metropolitan Life Guernsey Branch.

Citibank logo

Citibank

Citibank provides banking, custody, and transaction services to Momentum Wealth International. Globally, Citibank provides consumers, corporations, governments, and institutions with a range of financial products and services.

How to invest offshore with us  

We believe your investment decisions are important and should not be made without expert financial advice. For this reason, our products are only available through licensed financial advisers.

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