About Us

Fibonacci Asset Management draws it’s name from the mathematical concept that defines the perfect proportion. This golden ratio creates the harmony in growth that we strive to replicate in your portfolio.

As a boutique manager, we can navigate volatile markets more efficiently than the traditional established houses. In addition, we can build up meaningful, unique investment positions more effectively. A portfolio, that is based on the ratio of risk to reward, unique in its composition.

Operationally, we have invested significantly in AI to bolster efficiencies and investment screening through proprietary quantitative factors. We have also incorporated the latest AI ability to screen news flow to truly understand market noise vs. actual market impact and provide clients and advisors with real-time market feedback.

We blend our proprietary AI analysis of our favoured investment opportunities with several trusted and established independent research houses to finalise our various portfolios. This offers a unique platform for you.

Our investment range boasts an array of funds to cater for individual and institutional clients’ needs. Our wealth and family office offers multi-generational fiduciary and investment services, including bespoke investment opportunities in both listed and unlisted spaces, Lombard lending, structured products and portfolio and investment guarantees.

While our executive team boasts a wealth of experience and extensive industry knowledge, having successfully navigated financial markets for the better part of two decades.

We look forward to personalising your investment requirements.

Meet the Team

Investment Team

Lloyd Priestman

Chief Investment Officer

Lloyd has close to 15 years of experience in Financial Services but before beginning his career within the sector, he ensured that he built a strong foundation, having completed his Bachelor of Business Science specialising in Finance and Accounting Degree as well as Postgraduate Diploma in Accounting, both from the highly respected University of Cape Town. Aside from his graduate qualifications, Lloyd’s commitment to the industry and utmost professionalism is further exemplified by attaining two professional designations, his South African Institute of Charted Accountants CA(SA)as well as his Chartered Alternative Investment Analyst (CAIA). With these qualifications to his name, coupled with his experience Lloyd is well-position to handle all his clients’ needs. With his vast industry skillset and sector experience, Lloyd has migrated to wealth, asset management, private equity and debt and corporate finance. In addition to consulting for several organisations and non-profits as an ‘external’ FD function. Lloyd specialises in Portfolio and Risk Management.

Ian Edwards

Sales Director

As an offshore and alternative investment Executive, he has had a diverse background in multiple business environments and sectors. He manages a book of clients across several continents and prides himself on placing their needs at the forefront of every decision. lan is a USA licences SEC advisor As an executive, he is an entrepreneur by nature and through meaningful relationships, it has aided in building a successful career, with highlights that include: international company and client book acquisitions, International licensing approvals, opening International offices and building an advisory team that managed several hundred million US Dollars.

Craig Antonie

Investment Committee Member

Craig has had an extensive career of over 20 years in Financial Markets managing and designing investment portfolios, holds a CAIB (SA), SAIFM – Registered Stock Broker. Craig has had experience in various roles across Investment and Private Banking including an executive role at Nedgroup Securities (Pty) Ltd.

Justiné Brophy

Investment Committee Member

Holding a Bachelor Degree (Economics & Finance), MBA (Henley U.K.). Justiné holds a Bachelor Degree (Economics & Finance), MBA (Henley U.K.) and has had a lengthy career in Investment banking. Justiné has accumulated over 22 years in financial experience with executive roles in listing exchange traded funds in South Africa and Africa to designing and managing asset/liability solutions.

Operations Team

Adriaan van Wyk

Compliance Officer

Fibonacci Asset Management has instilled the expertise of Horizon Compliance, to ensure compliance measures are in place and adhered to. Adriaan is an Advocate of the High Court, a Registered FSCA Compliance Officer, a Compliance Institute of South Africa Member and accredited Compliance Practitioner (CPrac). Holding LLB, LLM and MBL qualifications and prior positions at Absa, The Financial Sector Conduct Authority (ex FSB), FedGroup and Sanlam amongst others.

Hilda van Tonder

Head of Admin I am an energetic individual who believes Customer care is the Key to success in any Company. I am passionate about learning new things in the industry and how better to improve my knowledge to better serve our clients. Having worked alongside the clients at each step of their planning, I have a firm grasp on supporting the client journey. I have been with the 1.618 Advisory group for the last several years. “We’re not competitor-obsessed, we’re customer-obsessed. We start with what the customer needs and we work backwards.” ― Jeff Bezos

Auditors

Auditors

Independent Investment Committee

Tyrone Hodgson

Candice Giles

Farrell Berson

Warren Wessels

Willem Verhoef

Jeff Ostrom

Travis van Zijl