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
28 years experience

Tebogo Dingaan

Tebogo Dingaan

Personal Assistant to Head

NDip in Internal Auditing
2 years experience

Bennie Crous

Bennie Crous

Senior Portfolio Manager

CFA, BCom
23 years experience

Dean De Sousa

Dean De Sousa

Portfolio Manager

FASSA, BSc (Hons) Actuarial Science
7 years experience

Nomathamsanqa Khoza

Nomathamsanqa Khoza

Portfolio Manager

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

 Kyle Harvett

Kyle Harvett

Investment Analyst

BCom (Hons) Actuarial Science
1 year experience

Rupert Giessing

Rupert Giessing

Business Development Manager

CFA, BCom
24 years experience

Methula Sikakana

Methula Sikakana

Business Development Manager

BCom (Hons) Finance & Investment Management
6 years experience

Mersey Booysen

Mersey Booysen

Investment Operations Manager

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

 Nontobeko Mabaso

Nontobeko Mabaso

Investment Administrator

9 years experience

Bennie Crous

Bennie Crous

Senior Portfolio Manager

CFA, BCom
23 years experience

Dean De Sousa

Dean De Sousa

Portfolio Manager

FASSA, BSc (Hons) Actuarial Science
7 years experience

Nomathamsanqa Khoza

Nomathamsanqa Khoza

Portfolio Manager

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

Kyle Harvett

Kyle Harvett

Investment Analyst

BCom (Hons) Actuarial Science
1 year experience

Rupert Giessing

Rupert Giessing

Business Development Manager

CFA, BCom
24 years experience

Methula Sikakana

Methula Sikakana

Business Development Manager

BCom (Hons) Finance & Investment Management
6 years experience

Mersey Booysen

Mersey Booysen

Investment Operations Manager

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

Nontobeko Mabaso

Nontobeko Mabaso

Investment Administrator

9 years experience


Florbela Yates

Florbela Yates

Head

CFP®, BCom
28 years experience


Jeanette Marais

Jeanette Marais

Director

BSc (Hons), MBA, Program for Executive Development (IMD Switzerland)
30 years experience

Martin Riekert

Martin Riekert

Director

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

Theo Terblanche

Theo Terblanche

Director

BCom (Hons), CA(SA), CFA
11 years experience



Daleen Lessing

Daleen Lessing

Director

BCom
22 years experience



Kobus Sieberhagen

Kobus Sieberhagen

Non-executive Director

PhD Clinical Psychology, Advanced Management Programme, Leadership & Management (Oxford)
24 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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