Incorporated in 1998, Ivy Asset Management is a privately owned boutique asset management company.
Ivy’s investment team has significant experience in Wealth and Advisory, Asset Management, Offshore Investments, and Private Equity. With over 120 years of combined experience on our advisory committee, our skilled team can tailor transparent financial solutions for you.
The cornerstone of Ivy's service is sustained performance with a personalised approach that has produced an exceptional track record. Let us start your financial journey.
Lucy has exceptional industry experience in the structured product field, spanning a ten year career at Blue Chip firms such us Gensec, Sanlam and finally with Standard Bank prior to joining and heading up the Ivy Structured Product Division. Lucy's extensive industry knowledge will assist in ensuring a well structured, transparent solution, tailored to your needs.
Bruce gained his initial market experience while working for Societe Generale bank as an equity trader, developing his private client portfolio management skills. In 1998 he founded Ivy Asset Management to offer clients a transparent platform for their investment needs.
With over two decades of trading and portfolio management experience, Bruce has become a regular market commentator on SAFM, SABC, Classic FM, Summit TV, and CNBC. He serves on the Ivy Asset Management Board and is designated as a Key Individual by the FSCA. Bruce is a founder of Ivy Private Equity with the goal of creating a compelling investment vehicle focused on sustainability while creating a company empowering and advancing the South African economy.
Bruce has been appointed as the Chief Investment Officer of M&O Guardian International focusing on global disruptive investments. Believing in the constant flux of the investment world Bruce has honed his skills through the SAID business school at Oxford in Financial Technology, Artificial Intelligence & Harvard in the Gene therapies program, understanding the commercialisation of genomics.
For the past decade, Bruce has focused on international Digital Innovation with a firm belief that successful investment returns belong in a multi-disciplined approach. One needs to seek out value opportunities, but cannot neglect growth as this new value emerges.
Tessa launched her career as a business consultant at Arthur Andersen working in Strategy, Finance, Economics, and the Advanced Technology team, before joining AOS (a subsidiary of M Cubed Capital) as a Business Analyst where she designed and implemented processes and systems to support the Wrap and Unit Trust divisions. Tessa then joined the M Cubed Capital Investment Team which later became Advantage Asset Managers (a Momentum Company), where she spent nine years initially employed as an Investment Analyst and later Senior Portfolio Manager, gaining experience in the areas of portfolio management and manager research looking after pension funds of South African companies. She joined the Ivy Asset Management partnership in 2011. Tessa sits on the board and serves on the Investment Committee.
Ross completed his articles with Deloitte in Johannesburg. He spent two years in financial services in London before joining Simpson M c kie in their corporate finance team in Johannesburg, focusing on capital raising and mining transactions. In 1999 Ross joined Standard Bank’s private equity division. He became joint head of private equity in 2007, a position he retained until he left Standard Bank in 2014. Ross sat on a number of investee boards, audit committees and remuneration committees and was involved in all aspects of private equity transactions. Since leaving Standard Bank, Ross has invested in a number of private companies. He joined the board of Ivy in 2016.
Jan is an admitted attorney and conveyancer and a certified financial planner. He started his career as an attorney before joining Compliserve some 17 years ago. Compliance has become an integral part of the financial services industry. Jan is the acting external compliance officer on behalf of Compliserve to Ivy Asset Management, ensuring all new laws and internal processes are kept up to date with business best practice.
Munie’s career began at First National Bank working in various capacities and departments. A move to the Unilever Pension Fund in the investment side grew her knowledge of the complexities of the financial services industry. This led to a move into the Stockbroking environment assisting institutional firms in different divisions, climbing the corporate ladder in various managerial roles.
This led to a move into the Insurance Industry assisting in administration and compliance. Munie joined Ivy Asset Management assisting in client liaison, asset management compliance, accounts and administrative functions. Munie’s forte is in gaining work experience in administration, accounts, client liaison and assisting with other various duties and tasks.
Contact our team to tailor your financial solution.
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