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Celerity Investments

Company Overview:

Celerity Investments (Pty) Ltd is a boutique investment manager and the preferred investment service provider to BDO Wealth Advisers (Pty) Ltd. Celerity was established in 2016, but some of the members of the investment committee were involved in the management of model portfolios for BDO since 1998.

Celerity is a young business within BDO Group who have been in existence for more than 37 years. The Celerity Board of Directors has in excess of 64 years combined experience, in the provision of financial services to clients in South Africa.

Celerity Investments implement a holistic approach with the main goal to meet the specific investment and risk management needs of businesses and individuals alike, by creating and building on their wealth and financial stability through well researched financial planning, innovative and appropriate financial solutions and an ethos of client care.

 

Key Staff

Johan Roux – Managing Director

Johan entered the Financial industry in 2004 and gained experience through networking with key clients. He is enthusiastic in helping people make the best of themselves and his proficient in making lots of contacts. Johan has a sense of adventure and likes to keep his spirits and expectations high. By doing the unexpected or the unusual, stimulates him. Observation and willingness to learn from others gives Johan the edge over his peers and through this he developed the following skills:

  • Investment specialist
  • Financial strategist
  • Financial planner
  • Practice Manager
  • Trusted Partner

Johan is an accomplished public speaker on industry platforms. His ability to translate information to clients makes him unique. Incorporation of tax and legal issues when dealing with financial planning makes him well trusted and highly recommended by clients. Johan recently started Celerity Investments where he is the Managing Director.

He is a Certified Financial Planner® professional, holds a Postgraduate Diploma in Financial Planning, a Bachelor of Commerce as well as a Certificate in Practice Management (AUS).

 

Allan Heynen – Director

Allan Heynen started his career at BDO in 1986. He completed his articles and qualified as a CA (SA) in 1990. In 1991 Allan completed his ILPA exams and was admitted as a member of the institute (now known as the Financial Planning Institute – FPI).

In 1991 Allan was seconded to BDO Binder Hamlyn in London where he worked for 6 months. On his return to SA, Allan joined the SA Revenue Services where he spent two years in lieu of the then National Service. During this time Allan was instrumental in assisting with the implementation of the new VAT Act, conducting seminars and assisting the public with law interpretation. In his second year with SARS he was seconded to the Finance Minister’s Tax Advisory committee where he served as secretary to the Minister’s Tax Advisory Committee.

In 1993 Allan re-joined BDO and was admitted as tax partner in the Pretoria office. Allan’s keen interest in investment and financial planning matters led him to establishing the financial planning division within BDO in 1995. In 2004 the financial planning practices of BDO in Johannesburg and Pretoria were merged and Allan was appointed as head of this new company, a position he still holds today.

In addition to managing the operations of BDO Wealth Advisers (Pty) Ltd, Allan is responsible for managing relationships with high net worth clients. This includes all aspects of financial planning (Wills, trust planning and services, client cash management, tax planning and investments). He recently started and is the director of Celerity Investments.

 

Andries Kotzee – Executive Director

Andries Kotzee has been in the financial services industry since 1999 when he joined Momentum (now MMI Holdings) as an actuarial assistant. He spent most of the next ten years in various product development and management roles, primarily within Momentum’s investment administration and management businesses. In 2007 he became a CFA Charter holder and one year later joined Momentum Investment Consulting’s team in London.

While in the United Kingdom, he was responsible for asset class and investment manager research, as well as the implementation of the firm’s investment strategy across a range of global portfolios – both for Momentum and third-party clients. He also played an integral part in the asset allocation committee and was a member of the business’s executive committee. In 2011 he relocated to South Africa where he played various investment and client-facing roles in Momentum Investments. Andries joined Analytics Consulting’s investment consulting team as chief investment officer on 1 August 2015 and was appointed an Executive Director of Celerity Investments in 2016.

 

Contact Us:

Tel no:            +27 11 488 1700

Email:             advice@celerityinvestments.co.za

Website:       www.celerityinvestments.co.za

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