The Marriott Team

David Elliott*

BCom (Hons), CA (SA)

Chief Executive Officer

David joined Marriott in 2011, after 7 years of audit, accounting and tax experience with KPMG. He currently holds the position of Chief Executive Officer and is a member of the Investment Committee and Risk Committee. David is responsible for all aspects of Marriott's local and global operations.

Duggan Matthews*

BBA (Hons), Strategic Mgmt (Hons), CFA, MBA

Chief Investment Officer

As our Chief Investment Officer, Duggan is custodian of Marriott's Income Focused Investment Style and is responsible for the outcomes of our portfolios, both locally and offshore. He is chairman of both the Marriott and First World Hybrid Investment Committees; encouraging teamwork, open-mindedness and multiple perspectives in the investment decision making process.

Ntokozo Ntuli*

BCom (Hons) CA (SA), Post Grad Dip Fin Planning

Chief Financial Officer

Ntokozo joined Marriott in 2020 and has over 10 years' experience in the financial services industry. She currently oversees the Finance teams and is a member of the Executive and Risk Committee.

Sally Anderson*

BCom, Dip Mktg

Head of Marketing and Client Services

Sally is currently Head of Marketing and Client Services. She has the Exco responsibility for the Marketing and Distribution functions of the business, and also oversees Client Services, including client-facing administration and communication centre.

Jessica Jayraj*

BCom, Post Grad Dip Compliance

Compliance Officer

Jessica joined the group in 1996. As the Compliance Officer she ensures compliance by the Company with applicable legislation through the development and implementation of compliance risk management and monitoring plans. She also provides the business with Compliance support and training.

David Knox-Whitehead*

BCom

Head of IT

David joined the company in 2004. He is currently head of IT. David is responsible for the technical infrastructure at Marriott. He ensures the alignment of technology and technology support to the business needs as well as ensuring continuous service and systems security.

David Elliott*

BCom (Hons), CA (SA)

Chief Executive Officer

David joined Marriott in 2011, after 7 years of audit, accounting and tax experience with KPMG. He currently holds the position of Chief Executive Officer and is a member of the Investment Committee and Risk Committee. David is responsible for all aspects of Marriott's local and global operations.

Duggan Matthews*

BBA (Hons), Strategic Mgmt (Hons), CFA, MBA

Chief Investment Officer

As our Chief Investment Officer, Duggan is custodian of Marriott's Income Focused Investment Style and is responsible for the outcomes of our portfolios, both locally and offshore. He is chairman of both the Marriott and First World Hybrid Investment Committees; encouraging teamwork, open-mindedness and multiple perspectives in the investment decision making process.

Lourens Coetzee

BSc Mathematics and BA in Economics (US)

Investment Professional

Lourens has been a stalwart in the investment team since 2007 and is a member of Marriott's Investment Committee. Lourens is particularly interested in listed property as well as fixed income investing. Having played a major role in refining our investment process over many years, Lourens has a thorough and in-depth understanding of income focused investing.

Brian Vambe

BCom Finance (Hons), Post Grad Dip Financial Planning

Investment Professional

Brian has been with Marriott for more than 10 years and is a senior member of our Investment Team. Brian is particularly passionate about equity research and uncovering the best dividend paying companies listed on the JSE. Hardworking, diligent and determined, Brian's research and analysis is always of the highest standard.

Robin Hartslief

BCom Accounting, CFA

Investment Professional

Robin joined Marriott in 2012 and is a recently qualified CFA Charter Holder. Robin's biggest strengths are his attention to detail, strong work ethic and enquiring mind. These attributes have seen him develop into a highly capable analyst and an integral component of the investment team.

Kirstin Govindasamy

BCom Finance and Economics, CFA

Investment Professional

Kirstin joined Marriott in 2020 having previously worked as a property analyst for Catalyst Fund Managers. Her impressive knowledge of the asset class and model building skills are valuable additions to the team. Kirstin’s passion for investing is obvious – she has brought with her a great deal of drive and enthusiasm.

Scott Cooper

BSc Mathematics (University of Durham), ACII, CFA

Investment Professional

Scott was involved in various projects within the business for a number of years before deciding to focus on investment management in 2020. Born and bred in Ireland and having worked in London for 3 years prior to joining Marriott, Scott brings a strong global perspective to Investment Committee discussions as well as a keen intellect and a passion for technological innovation and offshore equities.

Teketsi Nkeli

CA(SA), BCom Accounting, Certificate in Theory of Accounting, CAIA

Investment Professional

Teketsi joined Marriott in 2021 and is a qualified Chartered Accountant and CAIA. Teketsi loves to find the intricacies of how companies work which allows him to determine their value drivers. This coupled with his knowledge of financial markets make him a valuable member of the team.

Monde Masuku

BCom Economic & Econometrics

Investment Professional

Monde joined Marriott in 2016 having previously been a part of the client relationship team and has recently joined the investment team as a Junior Investment Analyst. Monde is passionate about investments and is currently studying towards a CFA charter designation.

*Marriott Exco Member

The Marriott Isle of Man Team

Marriott Isle of Man Limited provides investment advisory services to the Marriott International Funds and the Marriott Global Funds. Marriott Isle of Man Limited is regulated by the Isle of Man Financial Services Authority (FSA).

Russell Collister

BA (Hons), Fellow of the Securities Institute

Senior Investment Director

Russell joined FIM Capital Limited in April 2006 after spending nearly five years as an investment director of Singer & Friedlander Investment Management. Russell has twenty four years of experience in the investment management industry and currently chairs the investment committee, for Marriott Isle of Man Ltd.

Paul Crocker

Fellow of the Securities Institute

Investment Director

Paul joined FIM Capital in November 2008. He is a Fellow of the Securities Institute and was originally a Member of the London Stock Exchange. Paul has over twenty one years experience in the industry. Paul is a consultant of Marriott Isle of Man Ltd.

Mary Tait

Member of the CISI

Investment Director

Mary joined FIM Capital in 2010 having held the position of Investment Director at Lorne House Trust Limited since 2007. Mary has been a Member of the CISI since 1997 and has applied to become an Associate of the Institute of Administrative Management having gained her Offshore Certificate in Company and Trust Administration in 1995. Mary is a consultant of Marriott Isle of Man Ltd.

Local Investments

What do you want to do?

Minimum investment

Product

Grow your wealth but have access to it when you need it.

R500 lump sum and/or R300 debit order

Unit Trusts

Draw an income from your retirement savings.

R50,000

Living Annuity

Draw an income from your personal wealth savings.

R50,000

Income Solution

Save for retirement in a tax efficient way.

R10,000 lump sum and/or R300 debit order

Retirement Annuity

Transfer your retirement savings when changing employment.

R50,000

Preservation Fund

Offshore Investments

What do you want to do?

Minimum investment

Product

Invest in an offshore share portfolio.

£25,000

International Investment Portfolio (GBP)

Invest in a direct UK real estate Fund.

£10,000

First World Hybrid Real Estate plc (GBP)

Invest in currency accounts in £ or $.

£25,000 or $30,000

Smart International Income Portfolio

Invest in offshore unit trusts.

£1,000 or $1,000

Unit Trusts (USD and/or GBP)

Invest in global unit trusts.

R500 lump sum and/or R300 debit order

Unit Trust Feeder Funds (ZAR)

Preservation Fund

Where

Minimum investment

Product

I am transferring from a ...

R50,000

Pension Fund

I am transferring from a ...

R50,000

Provident Fund