Two red circles interlinked.

About us

Our purpose is to create a sustainable investment proposition built with your clients' objectives in mind. We know you and your clients are unique, and investing is personal, that's why we offer purposefully-built solutions capable of achieving particular and defined investment outcomes.

About Equilibrium

Human collaboration

We have a different, human approach to collaboration and establishing long-term reciprocal relationships. Equilibrium becomes your practice's investment management team and an extension of your practice.

Two black and red abstract figures bound together.

Relationships

We value building long-term
reciprocal relationships.

A 3D figure of two hands shaking.

Partnerships

We believe in partnerships, where we
become an extention of your team.

Meet the team

The team has combined investment industry experience of more than 100 years. Our team consists of CFA charter holders, actuaries, and certified financial planners allowing us to consider the effects of decisions to manage clients' portfolios from multiple perspectives.


Florbela Yates

Florbela Yates

Head

CFP®, BCom
30 years experience

Kamini Naidoo

Kamini Naidoo

Chief Investment Officer

BSc (Hons), BCom (Hons), CAIA, Masters of Management in Finance and Investments
21 years experience

Mersey Booysen

Mersey Booysen

Investment Operations Manager

Post-graduate and Advanced Diploma in Financial Planning
35 years experience

Pat Magadla

Pat Magadla

Head: Distribution

BComm (Hons), PGDip (Henley), CFP
20 years experience


Nomathamsanqa Khoza

Nomathamsanqa Khoza

Portfolio Manager

BAccSci (Hons), CA(SA), CFA
Level III Candidate
7 years experience

Riaan Bosch

Riaan Bosch

Portfolio Manager

BCom AccSci, BCom InvMan (Hons), CFA®
12 years experience




Rupert Giessing

Rupert Giessing

Client Fund Manager

CFA, BCom
26 years experience

Methula Sikakana

Methula Sikakana

Business Development Manager

BCom (Hons) Finance & Investment Management
8 years experience

 Nontobeko Mabaso

Nontobeko Mabaso

Investment Administrator

11 years experience

Thokozani Zwane

Thokozani Zwane

Investment Analyst

Bcom Financial Management, Cert. Finance and Investment Management
8 years experience


Kamini Naidoo

Kamini Naidoo

Chief Investment Officer

BSc (Hons), BCom (Hons), CAIA, Masters of Management in Finance and Investments
21 years experience

Nomathamsanqa Khoza

Nomathamsanqa Khoza

Portfolio Manager

BAccSci (Hons), CA(SA), CFA Level III Candidate
7 years experience

Rupert Giessing

Rupert Giessing

Client Fund Manager

CFA, BCom
26 years experience

Riaan Bosch

Riaan Bosch

Portfolio Manager

BCom AccSci, BCom InvMan (Hons), CFA®
12 years experience


Thokozani Zwane

Thokozani Zwane

Investment Analyst

Bcom Financial Management, Cert. Finance and Investment Management
8 years experience


Pat Magadla

Pat Magadla

Head: Distribution

BComm (Hons), PGDip (Henley), CFP
20 years experience


Methula Sikakana

Methula Sikakana

Business Development Manager

BCom (Hons) Finance & Investment Management
8 years experience

Mersey Booysen

Mersey Booysen

Investment Operations Manager

Post-graduate and Advanced Diploma in Financial Planning
35 years experience

Nontobeko Mabaso

Nontobeko Mabaso

Investment Administrator

11 years experience


Florbela Yates

Florbela Yates

Head

CFP®, BCom
30 years experience


Martin Riekert

Martin Riekert

Director

FASSA, BSc Actuarial and Financial Mathematics, Post-graduate diploma in Actuarial Science
16 years experience

Daleen Lessing

Daleen Lessing

Director

BCom
24 years experience



Kobus Sieberhagen

Kobus Sieberhagen

Non-executive Director

PhD Clinical Psychology, Advanced Management Programme, Leadership & Management (Oxford)
26 years experience

The journey to equilibrium

2008

Momentum Investment Consulting (MIC) was founded

To help support advisers with big books on the Momentum Wealth platform.

2017

New leadership to head up the DFM capability

MIC had R4.9bn in AUM when Florbela Yates was appointed. With a new management team they started the journey towards establishing MIC as a leading DFM in South Africa.

2019

Assets under management

Less than R6.1bn.

2021

Assets under management

Ended 2021 with almost R13bn in AUM.

2022

Re-brand to equilibrium

Equilibrium is an independent discretionary fund manager providing improved balance in your financial advice practice.

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