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Blue Chip Issue 81

Blue Chip is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition. Blue Chip publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry. Blue Chip takes this opportunity to wish the FPI a happy 40th anniversary. Congratulations!

Blue Chip is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition. Blue Chip publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry.
Blue Chip takes this opportunity to wish the FPI a happy 40th anniversary.
Congratulations!

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INVESTMENT<br />

MERGING WITH<br />

MOMENTUM<br />

During the past 11 years, as CEO of Momentum<br />

Global Investment Management in the UK,<br />

Ferdi van Heerden has been involved in many<br />

mergers and acquisitions. <strong>Blue</strong> <strong>Chip</strong> speaks<br />

to van Heerden about the company’s latest<br />

acquisition of Seneca Investment Managers Ltd.<br />

Ferdi van Heerden, CEO,<br />

Momentum Global<br />

Investment Management<br />

What are the defining moments of your career?<br />

Opportunities brought along by external approaches and internal<br />

group changes and a “career wanderlust” to take bold chances.<br />

These events were major catalysts in my career:<br />

First was probably pre-university, after planning to do<br />

engineering, I ended up with a Sanlam actuarial scholarship.<br />

Joining Momentum at the start of its growth phase back in 1991<br />

was a key moment in my career. The reverse takeover of the business by<br />

Rand Merchant Bank formed great prospects. The creation of FirstRand<br />

and the acquisition of Southern Life and Sage brought choices and<br />

challenges. And an exciting position in Switzerland and the UK.<br />

The key personal lesson for me is always leave on a good note,<br />

which I have been lucky to do and has opened doors again for me.<br />

Please provide an overview of Momentum Global Investment<br />

Management (MGIM).<br />

MGIM is an integral part of our broader Momentum Investments<br />

business in Momentum Metropolitan, but with a truly global<br />

investment outlook and capability set. MGIM was established in<br />

London in 1998 as the international investment management<br />

arm of Momentum Metropolitan Holdings Ltd. We manage a<br />

wide range of investment solutions for a global roster of retail and<br />

institutional investors (advisors and their clients from South Africa<br />

and the UK as well as global IFAs specifically advising expat clients.)<br />

Over the past decade, we have expanded our range of<br />

solutions across several geographic markets, giving clients,<br />

large and small, the benefit of our outcome-based investing<br />

44 www.bluechipdigital.co.za

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