Kevin is Head of Research at Waystone following the merger of Montlake, MDO and DMS to create the leading, global governance and management company organisation.
In this role, Kevin is responsible for the Waystone Distribution Advisory business, providing distribution advice to investment managers and investment research on prospective investment manager partners. Kevin also acts as the investment advisor to an alternative UCITS fund of funds, providing investment research to a UK-based wealth management company.
Kevin began his career in South Africa at Sanlam Asset Management in 1998, before departing in 2000 to co-fund RisCura Solutions, one of South Africa’s leading risk and asset consulting firms. Having established a business servicing the risk management requirements of the hedge fund industry, he moved to Blue Ink Investments in 2006 to manage their range of award-winning fund of hedge fund portfolios. Following corporate action which saw Blue Ink bought by Sanlam Investment Management, Kevin was asked by the Sanlam group to move to London in 2010 and re-establish their institutional asset management presence. As a director of Sanlam International Investments, Kevin managed both fund of hedge fund portfolios and global balanced portfolios for the group. He also worked for Skybound Capital as a portfolio manager prior to joining Montlake, where he was responsible for operational due diligence of all third-party investment managers and investment research on prospective investment manager partners.
Kevin holds a post graduate honours degree in Finance and an undergraduate degree in Finance, Accounting and Computer Science from the University of Natal. In addition, Kevin is a CAIA charter holder.
