Don is responsible for formulating and delivering strategic investment advice to occupational pension schemes in the UK and Europe, as well as institutional clients in the Middle East. His role includes coordinating and managing the day-to-day client relationship between SEI and our clients. He is responsible for client deliverables, including development and evolution of the investment strategy, reporting and all aspects of implementation. He also provides ongoing trustee training.
Prior to joining the Institutional Group in 2013, Don spent a year in the Global Trading Team at SEI, working as a Mutual Fund Analyst.
Education and professional achievement:
- Master of Commerce in business finance, University of KwaZulu Natal
- Bachelor of Commerce (Hons) in business finance and economics, 1st Class, University of KwaZulu Natal
- CFA charterholder, 2021
A 20-year heritage in advice and implementation.