You’re in expert hands.

Barbara joined Glacier Invest as a DFM business development manager in June 2018. Her role includes identifying opportunities to position and market Glacier Invest with new and existing IFAs; providing technical specialist support; and growing the AUM in their model portfolios.

Before Glacier Invest, Barbara spent nine years at Sanlam Investments as an investment specialist. She has almost 30 years’ industry experience, having honed her skills at, among others, Southern Life, the FirstRand Group, STANLIB, African Harvest and Fidelity International, a UK-based company.

Barbara has obtained the following qualifications:

• Leadership Edge (a Southern Life in-house leadership programme), University of Cape Town Business School, 1995
• Marketing Management Diploma, Newport University, 1997
• Higher Certificate, Association of Financial Markets and Instruments (NQF 6), 2000
• Tax and Legislation, Johannesburg School of Finance, 2005

Hanrie joined Glacier Invest as a Business Development Manager in the Western Cape in August 2024.

She is dedicated to cultivating relationships with independent financial advisers in the Western Cape region and collaborating with them to deliver exceptional investment solutions to their clients.

Hanrie has 10 years’ experience in the financial services industry. She started her career in 2015 at an independent financial advisory firm, whereafter she joined PSG Wealth in the employee benefits division. She joined Glacier Invest from Alexander Forbes Financial Services (Pty) Ltd where she was a retirement consulting specialist for institutional clients.

Hanrie holds the following qualifications:

• Bachelor of Commerce (BComm) degree, University of Stellenbosch, 2013
• Postgraduate Diploma in Financial Planning (PGDip (FinPlan)), University of Stellenbosch, 2014
• Passed the CFP® Competency Professional Examination, Financial Planning Institute of Southern Africa, 2015
• Passed the first level Regulatory Examination for representatives, Moonstone, 2015
• Hanrie is a Certified Financial Planner®​

Jan joined Glacier Invest as a business development manager in 2019. His focus is building and maintaining Glacier Invest’s discretionary fund manager offering.

Jan has been part of the Sanlam Group since 1991. He started his career with Sanlam Product Development and spent much time in the Broker Distribution division. He also spent 13 years with Sanlam Investment Management (SIM).

Jan has obtained the following qualifications:

• National Higher Diploma in Marketing, Cape Peninsula University of Technology (CPUT), 1990
• Advanced Certificate in Financial Planning®, University of the Free State, 2001

John joined Glacier Invest as a business development manager in 2018. In his role, he champions Glacier Invest’s new business processes as well as the conversion strategies. In partnership with Glacier, he collaborates to convert assets into the Glacier Invest wrap fund strategies in the context of implemented consulting, customised solutions or off-the-shelf solutions to advisers.

As a seasoned professional in investments, before Glacier Invest, and for decade, John was with Sanlam Investment Management (SIM).

Over time, he has honed his skills at Old Mutual, Norwich/Fedsure, Appleton, PSG, AssetHouse and Sanlam Investments.

John has obtained a Postgraduate Certificate in Financial Markets from the Academy of Financial Markets (AFM).

Lindie joined Glacier Invest in June 2019 as a relationship manager for Sanlam Investments. Her role entails analysis and maintenance of the client investment book of business; marketing the discretionary fund management proposition to IFAs and tied agents; maintaining existing client setup and running of investment committees; providing fund information and assisting with capital gains tax calculations. She plays a key role as a liaison between the portfolio managers and clients.

In her 20-year career, Lindie has honed her skills at Sanlam Investments, OMIGSA and Momentum.

She has obtained the following qualifications:

• She is a Certified Affiliate Member of the Association of Unit Trusts
• Certificate in Presentation Skills, Client Services Learning Solutions, 2001
• Certificate in Relationship Marketing, Network of Training, 2003
• First Level Regulatory Exam, Financial Services Board, 2012

Mike is a business development manager for Glacier Invest, responsible for advancing the Discretionary Fund Management (DFM) value proposition across the independent financial adviser (IFA) and Sanlam financial adviser (SFA) segments. He also is focused on servicing DFM’s existing clients and managing distribution of Glacier Invest’s off-the-shelf solution.

Mike joined Sanlam Investments in 2014, and before that honed his skills in financial services and investments at Old Mutual, mCubed, ABSA and Standard Bank.

Mike has obtained the following qualifications:

• Bachelor of Commerce Degree in Management, UNISA, 2009
• Senior Leadership Development Programme, GIBS Business School, 2010