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


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.

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