Company Overview

AssetMix Solutions (Pty) Ltd

AssetMix is registered with the Financial Services Board as a discretionary financial services provider (FSP No 45719).

AssetMix Solutions (Pty) Ltd was established in April 2015. AssetMix is a boutique multi-manager business that focusses on providing discretionary portfolio management solutions to retail clients in South Africa. The AssetMix team has many years’ experience in dealing with investors and has deep insights into clients investment needs. The Chief Investment Officer, Mr Carl Victor Hugo has a technical understanding of the local and offshore markets as well as the mechanics of portfolio management.

The team, therefore, has an advantageous combination of technical expertise and insight into the end investors need. Although AssetMix only recently obtained their Category II license, the AssetMix team has many years’ experience in the financial services industry.

Key staff

Janet Hugo – Managing Director

Schooling: St Mary’s Kloof and Pietermaritzburg. 1986

1987 to 2004: employed in property development, estate agency, financial newsletter and financial advisory industry.

University of Orange Free State: Studied Financial and Estate Planning and Investment Management and qualified with Higher Diploma in Financial Planning, Advanced Higher Diplomas – Investment Management, Estate Planning in 2004/2005.

2005: Accredited as Certified Financial Planner CFP® 2005.

2004 to date: Director of Hugo Capital, FSP 10537, Category 1. Broad range of investment advisory, financial planning, investment and fund management, insurance, retirement investing, employee benefit investing, wealth management and estate planning experience across most asset classes and for a variety of products, locally and offshore.   2006 to 2010:  Successfully launched and managed the Sunday Times and Finance Week Wealth Forums with Sanlam Glacier and Insinger de Beaufort as sponsors.

2006 to date:  Industry presenter and media commentator at financial professional conferences locally, London and in Australia.

2009 to date: Chairperson of The Financial Planning Institute of South Africa, Investment Management Committee. Active contributor and consulting in relation to financial industry standards.

2012 to date: Co-opted to the Media Liaison committee of The Financial Planning Institute of South Africa.

2014 to date: Director of Sterling Private Client Asset Management, Category II, FSP 45324

2015 to date: Director (Managing), of AssetMix Solutions, Category II, FSP 45719. Setup and launch of Fund of funds and investment strategy.

 Victor Hugo – Chief Investment Officer

Schooling: King Edwards and Hyde Park 1971

University of Stellenbosch: BA 1975 LLB 1978

Articled Clerk: Deneys Reitz 1979 to 1981

Admitted as Attorney of the Supreme (now High) Court of South Africa in 1982

Practising Attorney 1982 to date, partner of Key, Hugo, Fouché then practised for own account: commercial, property development, litigation, aspects of investment law, estates.

Directorships of various property owning companies 1980 to 1995.

Editor of Hugo Capital Turning Point Financial newsletter 1992 to date; consultant to Hugo Capital, FSP 10537, Category I, analysis of market risks and opportunities for stocks, unit trusts, property sector, offshore investments, currency dynamics, bonds, commodities. Occasional commentator in Sunday Times, Finance Week and other media.

1996 to 1998: Trend and Cycle Analyst, Investment Strategist and portfolio manager, BOE Securities

2004 to 2007: CEO and Key Individual Vega Asset Management, Category II discretionary asset management, FSP 776 with long short and hedging experience in portfolios. Wide range of products, assets and CIS related experience.

2008 to date: Director and CIO of Hugo Capital Asset Management, accredited representative of Genometry Fund Managers Category IIA and II, FSP 31677, long short and hedging, CIS related, markets, wide range of assets & products, derivatives, markets & risk.

2015 to date: CIO of AssetMix Solutions, Category II, FSP 45719. Setup and launch of Fund of funds and investment strategy.

1996 to date: Chairman of the South African Financial Technical Analysts Society (“TASSA”), a member of the International Federation of Financial Technical Analysts www.IFTA.org. TASSA actively endeavours to contribute to education in the financial industry and to promote professional standards of analysts. It enables its members to write the CFTe internationally recognised qualification offered by IFTA.

1998 to date: Chairman of the Bridgman Foundation, a charitable trust focusing on education for some 104 underprivileged foster children.

Wouter Fourie – Finance Director

B.Com (Internal Auditing) (UP)

Post Graduate Diploma – Financial Planning (UOFS)

Post Graduate Advanced Certificate in Taxation (UP)

Post Graduate Advanced Diploma Investments and Estate Planning (UOFS)

Course in Estate Administration (Unisa)

Director and CEO Ascor™ – Independent Wealth Managers

Wouter Fourie, CFP®, is the CEO of Ascor™ Independent Wealth Managers, one of

the first multidisciplinary practices in South Africa incorporating Ascor™ Financial Advisors CC, Ascor™ Auditors, Ascor™ Accountants and Tax, Ascor™ Consulting Services and Ascor™ Executors Trust.

Ascor™ Financial Advisors CC is a FPI Approved Professional Practice™ and committed to providing a Professional Mentorship program for new CFP® candidates.

Wouter is an Advanced Post Graduate qualified Financial Planner (Investments and Estate planning) with more than 17years experience in the field of comprehensive financial planning and Wealth Management. He is also a qualified Professional Accountant (SA) with postgraduate qualifications in advanced taxation.

Wouter has been invited as guest speaker on Business Day TV, Kyknet TV, Summit TV, RSG Radio and various other radio stations and a guest lecturer at the University of Pretoria.

Chairman of the FPI Certification Advisory Panel, Vice-Chairman of the FPI Pretoria Regional Committee, Member of the FPI Practice Standards Working Group & Member of the Marketing and Communications Advisory Panel. Wouter received special recognition from FPI’s CEO Godfrey Nti (23/10/2014) for volunteering and voluntary contribution to help raise the level of Professionalism as well as building a strong sense of community within the financial planning profession.

Wouter is actively involved in financial literacy education   and some of them include: JSE- hare trading game-coordinator and presenter at Maragon Private Schools, My Money 123 – Course presenter to various Schools, Business and Churches, Business by the Book – Course presenter at Doxa Deo group of churches for the last 7 years and has also been invited as Guest Lecturer at the University of Pretoria.

 Contact Us:

Tel No:               086 111 3187

Email:                info@assetmix.co.za

Website:             www.assetmix.co.za