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
Ian Edwards
Head of Investments
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.
Stephen Robert Pratt
“Stephen has been in the financial services industry for more than 25 years. Stephen pursued a career in finance while studying a BCom at UNISA. Stephen then spent 9 years working in a variety of roles at large investment banks in the UK, Europe and the USA. His passion for investing brought him back to South Africa to found his own hedge fund business in 2002. Stephen is the owner and director of CAEP (Pty) Ltd and CAEP Asset Managers (Pty) Ltd, and deals with trading, risk management, administration, client communication, capital raising, fund launches, and compliance”.
Nicola Oates
“Nicky has been in the financial services industry for over 20 years. After a short stint as a first year Economics Lecturer, she joined a Fund of Hedge Funds business as an Investment Research Analyst where she was an active member of the investment committee before moving to Masthead where she served as Head of Compliance. In 2020 Nicky joined Prime Asset Managers as Head of Operations, managing compliance and business operations. As the business has evolved into the CAEP Group, Nicky has been appointed as a director of CAEP (Pty) Ltd and CAEP Asset Managers (Pty) Ltd.
Nicky has a BCom (Hons) in Economics and Risk Management, has qualified as a Chartered Alternative Investment Analyst (CAIA) and has completed a Certificate in Compliance Management. She is an approved FAIS Compliance Officer for Category I, II and IIA and has completed her RE1, RE3 and RE5 exams”.
Trace Pfortner
Business Development Analyst, 1.618 International
As a Business Development Analyst at 1.618 International, Trace Pfortner specializes in financial analysis, market strategy, and revenue growth. With a strong background in finance and business development, Trace identifies investment opportunities, optimizes client portfolios, and drives strategic expansion – His expertise in financial modelling and risk assessment ensures data-driven solutions that enhance long-term value for clients and stakeholders.
Operations Team
Nicole Edwards
Head of Operations
Having studied Finance at University I have always had a keen interest in all things investments, but it wasn’t until my first job that introduced me to the Offshore world where all things Dollar really excited me. I now have 15 years of experience in offshore compliance, operations, and client processes and make sure to keep my finger on the pulse with global developments so we can make sure we continuously know what movements are best suited for our clients.
Hilda van Tonder
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
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.
Auditors
Auditors