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Metropolitan Asset Managers appoints new CIO

05 October 2007 Metropolitan Asset Managers

Metropolitan Asset Managers today announced the appointment of Romeo Makhubela as the new Chief Investment Officer effective from 1 January 2008.

Romeo has been with Stanlib for close on nine years where he was a senior portfolio manager involved in the recently-established Multi-Asset Franchise as well as the Core Equity Franchise. He also managed portfolios for Namibian and Swaziland clients and was the co-manager of the Stanlib Wealth Builder Fund. In 2002 he was recognised by ABSIP (Association of Black Securities and Investment Professionals) as the Top Black Portfolio Manager in South Africa. Romeo has a B.Com and a post-graduate Diploma in Business Administration.

Liston Meintjes, our current CIO whose contract with MetAM expires at the end of June next year, will assist with the handover process.

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The New Year is a great time to talk to your clients about important insurance and investment decisions. What is your go-to strategy for re-engaging clients in January?

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Discuss necessary portfolio realignments
Remind clients to update policy information
Review and refresh clients’ financial goals
Suggest a household budget review
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