PPSI appointments strengthens the Investments Team

Mark Phillips

Luigi Marinus

MARK PHILLIPS JOINS AS HEAD OF PORTFOLIO MANAGEMENT & ANALYTICS
LUIGI MARINUS APPOINTED INVESTMENT SOLUTIONS PORTFOLIO MANAGER

Mark Phillips has joined the investments team at PPS Investments (PPSI) as the Head of Portfolio Management & Analytics from 1 May 2024. Luigi Marinus, currently portfolio manager at PPSI will transition to the role of Investment Solutions Portfolio manager over the next few months.

Luigi is a seasoned investment professional with more than 20 years’ experience within manager research, investment strategy and portfolio management. In his new role, Luigi will look to further enhance on his current DFM client responsibilities while building the investment component of PPSI’s DFM value proposition.

Mark joins PPSI from Sanlam Investments (SI) where he was Deputy CIO of Sanlam Investments: Multi Management (SI:MM). He is widely recognised in the industry for his strong quantitative, research and portfolio management expertise. Over the past years, he has spearheaded industrialising SI:MM’s investment process contributing to enhancements in investment and client processes.

These appointments follow a number of strategic, highly skilled senior industry talent acquisitions by PPSI to enable its growth aspirations as the business expands and looks to investment solutions for the future graduate market.

Commenting on the appointments, David Crosoer, Chief Investment Officer of PPSI said:

“Luigi has been with PPSI for more than 10 years. His appointment is testament to our commitment to developing talent development and density across the organising by recognising and growing internal talent. Luigi’s contribution to the team has made him the clear choice for the position of Investment Solutions Portfolio Manager. Luigi, together with the recently appointed Maxwell Mojapelo, will look to bolster assets within this space.

“We are excited to welcome someone with the pedigree that Mark has within multi management. He represents the calibre of talent that will contribute to our goal of enhancing our portfolio construction capability within the investment team and advancing hyper personalised investment solutions. This, alongside manager research, will form the cornerstone for building purposeful and customised investment solutions for our intermediary partners, PPS graduate professional members, and clients.

His career at SI commenced in 2010 and included roles within the multi manager and institutional business areas such as Investment Analyst; Research, Strategy and Positioning Analyst; Investment Strategy and Market Research and; Fund Manager before being appointed Co-Deputy Chief Investment Officer SI:MM in October 2023.

“Mark shares our purpose-led ethos in uplifting societal prosperity by optimising investment outcomes. He has a keen interest for the nuances of financial markets and is dedicated to technology-enhanced analytics,” concludes Crosoer.

“My journey in the realm of multi management has been characterised by forward momentum, a capacity for adaptation and a steadfast commitment to the high expectations set by clients,” says Mark. “I look forward to working with the investment team and carving out successful strategies that distil intricate data into clear, actionable insights that underpin decision-making to consistently enhance success,” he concludes.

Mark holds a BBusSci (Quantitative Management, from the University of Cape Town and PGDip and MPhil (Cum Laude) in Future Studies from the University of Stellenbosch Business School. He also completed the LEAD Programme at the Stanford Graduate School of Business.

Both Mark and Luigi will report directly to David Crosoer, Chief Investment Officer.

PPSI operates under the ethos of mutuality delivering value by supporting its members and sharing the profits of the company and investment returns from long-term growth assets with them. Its purpose is to empower graduate professionals to live the lives they want to live by providing diversified and flexible investment solutions that are mutually beneficial to its members.