Company Overview

Celerity Investments (Pty) Ltd

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.

At Celerity, your future is our passion. Our business model is focused on swift and proactive implementation, independence, research, and risk management – the four elements we believe are essential to steadfast investment success.

Cost-effective implementation, objective portfolio construction and risk management of portfolios through hands-on fund monitoring and research, are all based on the individual needs of each client – at Celerity everyone is unique. That is why we work in partnership with financial planners, who guide us on your unique needs, and trusted asset consultants, who are independent from the planners ensuring they focus on the outcomes and not only the fund.

Key Staff

Andries Kotzee – Chief Investment Officer

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 2008 he 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 team in August 2015 where he consulted to various investment management firms. On 1 May 2019 he was appointed as the Chief Investment Officer of Celerity Investments.

Andries graduated with a BSc (Actuarial Science) degree from the University of Johannesburg and in 2007 became a CFA Charterholder.

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 the same year Allan was seconded to BDO Binder Hamlyn in London and on his return to SA Allan joined the SA Revenue Services. During his time at SARS 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 the Receiver he was seconded to the Finance Minister’s Tax Advisory committee where he served as secretary.

In 1993 Allan re-joined BDO and was admitted as tax partner in the Pretoria office. His keen interest in investment and financial planning matters led to the establishment of 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 BDO Wealth Advisers (Pty) Ltd, a position he still holds today.

Candice Wernick – Investment Analyst

Candice Wernick has been in the financial services industry for 5 years. She spent the early part of her career at BDO Wealth Advisers as an Assistant and Associate Financial Planner.

Candice has a BCom Honours Degree in Financial Planning from the University of Johannesburg and in January 2021 completed all the requirements to receive her designation as a Certified Financial Planner (CFP®), from the Financial Planning Institute of Southern Africa. She is currently in the process of studying towards her CIPM designation through the CFA Institute, having passed the Level I exam in March 2023.

Candice joined the Celerity Investments team on 1 May 2023 as an Investment Analyst.

Contact Us:

Tel no:            +27 12 433 0160

Email:             info@celerityinvestments.co.za

Website:         www.celerityinvestments.co.za