Old Mutual Global Index Trackers (Proprietary) Limited (Pinelands)

Name: Old Mutual Global Index Trackers (Proprietary) Limited
Address: Mutual Park, Pinelands, 7405
Telephone: +27 21 509 5022

Old Mutual Global Index Trackers (Proprietary) Limited is a large advisory firm based in Pinelands. It manages $5.59 billion of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2009.

Old Mutual Global Index Trackers (Proprietary) Limited provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and implementation of models provided by others. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Old Mutual Global Index Trackers (Proprietary) Limited: assets under management

The assets under management (AUM) of Old Mutual Global Index Trackers (Proprietary) Limited is $5.59 billion. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.78 billion in discretionary accounts and $807.51 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $170.87 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $269.17 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Old Mutual Global Index Trackers (Proprietary) Limited for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Old Mutual Global Index Trackers (Proprietary) Limited

Diane Claire Radley has been acting as President since 1 Feb 2011. Kingsley Kendall Williams has served as the Chief Investment Officer since 1 Mar 2013. Hywel David George joined the executive team most recently as the Chairman.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
One Stone Capital (Pty) Ltd	Shareholder	1 Dec 2000	25% - 50%	foreign
Betserai Tendai Musikavanhu	Director and chief executive officer	1 Dec 2000	Other	5620020
Old Mutual Investment Group (South Africa) (Pty) Ltd	Shareholder	1 Apr 2001	50% - 75%	foreign
Craig Michael Chambers	Director	1 Aug 2001	Other	5620033
William Loftie Botha	Chief investment officer(non-director)	1 May 2006	Other	5620032
Anver Dollie	Chief operating officer(non-director)	1 Jan 2007	Other	5721284
Nomhle Mbali Jacqueline Canca	Director	1 May 2007	Other	1731654
Thabo Dloti	Director	1 May 2007	Other	5721149
Rojie Kisten	Director	1 Jan 2009	Other	5721148
Eric George Woodbury	Chief legal and compliance officer(non-director)	1 Jul 2009	Other	4931203
Craig Michael Chambers	Managing director	1 Feb 2010	Other	5620033
Anver Dollie	Deputy chief investment officer(non-director)	1 Feb 2010	Other	5721284
Peter Aston Levett	Director	1 Feb 2010	Other	2651254
Sathyen Basanth Mahabeer	Director	1 Feb 2010	Other	5787863
Timothy Cumming	Director	1 Feb 2010	Other	5787864
Robert Stanley Tull	Chief operating officer	1 Mar 2010	Other	1622895
Brett William Pohl	Chief compliance officer	1 Feb 2011	Other	5896497
Diane Claire Radley	Director	1 Feb 2011	Other	5897387
Diane Radley	Chairmen	1 Feb 2011	Other	5897387
Mobasheer Patel	Director	1 Dec 2011	Other	5697773
Old Mutual Investment Group	Owner	1 Mar 2013	75% - 100%	foreign
Kingsley Kendall Williams	Chief investment officer	1 Mar 2013	Other	4237297
Old Mutual Investment Group (South Africa) (Pty) Ltd	Owner	1 Mar 2013	75% - 100%	foreign
Jonathan Hurford Westaway	Chief operating officer	1 Sep 2013	Other	6316443
Hywel David George	Chairman	1 Jan 2014	Other	6317888

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Old Mutual (Netherlands) Bv	Shareholder	1 May 1999	75% - 100%	foreign
Om Group (Uk) Limited	Shareholder	1 May 1999	75% - 100%	foreign
Old Mutual Plc	Shareholder	1 May 1999	75% - 100%	foreign
Musikavanhu Investment Trust	Shareholder	1 Nov 2002	25% - 50%	foreign
Betserai Tendai Musikavanhu	Trustee	1 Nov 2002	Other	5620020
Old Mutual Investment Group	Owner	1 Sep 2005	75% - 100%	foreign
Old Mutual (South Africa) Limited	Shareholder	1 Sep 2005	75% - 100%	foreign

Based in Pinelands

The principal office where Old Mutual Global Index Trackers (Proprietary) Limited performs its advisory services is located at Mutual Park, Pinelands, 7405 The mailing address of the firm is P.O. Box 878, Cape Town, 8000. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +27 21 509 5022 or by fax +27 21 509 5529. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at omgxtus.com.