Philippa Owen

Investment Operations and Compliance

“BE A REFLECTION OF WHAT YOU WOULD LIKE TO RECIEVE.”

Philippa has over 20 years investment experience, the last 6 of which have been focused solely on investment operations, fund structuring (onshore and offshore), compliance, development of a sound investment infrastructure and the implementation of effective risk management and compliance plans.

Prior to returning to South Africa in 2012, Philippa was investment director and portfolio manager for a number of large institutional fund of hedge fund portfolios in London, where she gained significant exposure to investment strategies and implemented sound operational due diligence practices for manager selection. As part of the investment committee, she was responsible for the top-quartile performance of the various absolute return mandates she managed.

Philippa is a mother of three and loves being back in Cape Town and embraces all the outdoors lifestyle has to offer. She is a keen nature photographer and enjoys exploring Southern Africa with her young family.

Qualifications

B Business Science;

Major in Economics;

Honours in Information Systems;

CFA Charterholder;

First Level Regulatory Examination: Representatives; First Level Regulatory Examination: FSPs (sole proprietors) and Key Individuals in Categories I, II, IIA, III and IV;

JSE Registered Person (SAIFM).