AMA Africa is proud to announce that Charlene Lindeque has joined the team in Johannesburg, as Executive Assistant to Partner & Africa Regional Manager, Ian Edwards and Senior Consultant, Nick Pitro.

Charlene is an experienced Executive Assistant with a demonstrated history of working in the Investment Management industry. She holds a Paralegal certificate as well as a certificate focused in Marketing Planning and Strategy.

She is a strong administrative professional, skilled in Legal Administration, Microsoft Word, Bonds, Lease Administration, and Management. Charlene is solutions driven, she works well independently and as part of a team, no task is ever too big or too small for her to take on. These inherent traits are what makes Charlene a natural fit on our team.

Welcome to the team Charlene, we look forward to working with you.

In the month of May Austen Morris Associates celebrated 25 years in business. This is a milestone anniversary in any industry, however within the Financial Services Sector, an industry that is constantly changing and evolving, this truly is a phenomenal achievement. AMA Global and strategic partners AMA Africa were proud and honoured to celebrate this achievement simultaneously across 2 continents.
 
Over the last 2 and a half decades, the business has transformed, it has evolved and continues to disrupt and pioneer. Our global team of staff are dynamic and diverse, with every AMA staff member contributing in their own unique way. Through cohesion and inclusion across all AMA offices, we ensure the success and continuous growth of the business. As the industry continues to change, our offices will continue to expand and evolve. The future of our business, is bright and exciting.
 
To Founding Partner Greg Morris, we salute you and are proud to share this milestone with you. Thank you for the hard work and effort you pour into the business every day, your exceptional leadership and vision is what continues to drive and inspire us. We look forward to celebrating the next 25 years with you and the entire AMA team, onwards and upwards.

 

On Thursday the 30th of May 2019 Austen Morris Associates partnered with Sanlam Global Investment Solutions to host another informative Investment Insight Session in the prestigious China Overseas Center in Shanghai, the topic – Artificial Intelligence, The Future of Investing, today!

Our guests enjoyed light snacks with a selection of drinks in the lounge area.  Following on, our guests headed to the conference room where Senior Partner, Jon Holand introduced himself and provided a brief overview of AMA and our 25-year history, touching on the products and services we offer and how we add value to our clients with regards to their personal savings and investment goals for the future.

Keynote speaker for the event was Gideon Nell, Global Head of Business Development at Sanlam Global Investment Solutions. Gideon joined Sanlam in June 2014 to manage business development of the international investments businesses. Prior to joining Sanlam, Gideon spent 5 years as a partner at Armstrong Investment Managers LLP, focusing on research, corporate strategy and business development.

Gideon provided our guests with an insight into where the world of investment has come in this 4th industrial revolution, the technological age, where everything is interconnected and the current uses and applications of Artificial Intelligence & Machine Learning within the Investment space. He specifically focused on how Artificial Intelligence is changing the investment landscape and what new capabilities and opportunities are available to investors and wealth managers when using Artificial Intelligence in relation to portfolio management and investment selection.

The sheer magnitude of data analysis generated through AI analysts is truly remarkable, Gideon introduced our guests to the Sanlam Managed Risk UCITS Fund, which is 100% driven by Artificial Intelligence, the aim and purpose of this fund is to deliver total returns in excess of global equities (MSCI World) over a market cycle while minimising capital loss and time in a low risk environment.

The technological age is moving at a rapid pace and the future of possibilities for mankind is truly exciting. Our guests were thoroughly engaged and happy to gain invaluable insight into this new sector within the industry.

We look forward to hosting more Investment Insight Sessions in the near future.  If you would like to learn more about this session or any other please do contact us on investedtogether@austenmorris.com

This month we recognise Senior Private Health Insurance Specialist, Ethel Villapando for her 11-year work anniversary with Austen Morris Associates.

We appreciate your loyalty, dedication and commitment to AMA. From Greg James and the entire team, thank you and  CONGRATULATIONS on this AMAzing milestone.

 

This month we recognise PHI Specialist, Rachel Ortega for her 11-year work anniversary with Austen Morris Associates.

We appreciate your loyalty, dedication and commitment to AMA. From Greg James and the entire team, thank you and  CONGRATULATIONS on this AMAzing milestone.

 

On the evening of Wednesday the 29th of May 2019, Austen Morris Associates‘ Senior Partners Jon Holand & William Coppin along with Managing Senior Partner, James Colclough had the pleasure to host another world-class Private Client Dinner, this time at the prestigious Banyan Tree Shanghai on the Bund Hotel, an urban retreat located in the heart of the city’s most scenic and iconic Bund location. With an impressive skyline view from the waterfront boulevard which runs alongside the Huangpu River, this is one of the most photographed scenes of the city. This was a fantastic opportunity to thank some existing clients for their long term partnerships and also for them to introduce potential new clients to Austen Morris Associates.

The evening started off with our guests enjoying a Champagne reception and canapes at TOPS, a rooftop bar like no other. The bar includes a rooftop terrace with a glamorous panorama of the Bund and Huangpu River, that allowed our guests to relax and mingle together whilst admiring the stunning Lujiazui and Bund views. We had the pleasure of special guests  Giles Boeree Regional Sales Director  & Gideon Nell, Global Head of Distribution for Sanlam Global Investment Solutions, who gave our guests an interesting presentation on Artificial Intelligence and how this is transforming the investment landscape.

Following the reception and presentation, our clients and guests were guided to an exclusive private dining room on the TOPS terrace, to enjoy a four-course culinary event. The menu was perfectly crafted by the Executive Chef Stephane Puverel and paired with specially selected fine wines. The evening’s culinary experience commenced with a delicate pan-seared Foie Gras, aged balsamico, toasted brioche & fig jam followed by an outstanding Duck Rillette & Summer greens with a Snow Peas & Black Mushroom Velouté. The star of the evening was the main course; succulent slow-cooked Australian Beef Tenderloin served with Baby Carrots, Romanesco Broccoli, Barley Risotto & and light Beet Vinaigrette. To end the meal, our guests enjoyed a decadent chocolate tart, orange jelly, meringue bites & vanilla cream.

With stellar views, fantastic food, engaging investment insight and impeccable service throughout the evening, guests were treated to an outstanding and memorable event and thoroughly enjoyed themselves. We look forward to hosting many more Private Client Dinners in the near future.

 

Today we recognise Bessie Jia, Executive Assistant to Senior Partner Jon Holand for her remarkable 18 year work anniversary with Austen Morris Associates!

From Greg, James and the entire team at AMA, congratulations and thank you for your ongoing loyalty and hard work with us, we look forward to many more celebrations with you!

This month we recognise Executive Assistant Nina Bao for her 12-year work anniversary with Austen Morris Associates.

We appreciate your loyalty, dedication and commitment to AMA. From Greg James and the entire team, thank you and  CONGRATULATIONS on this AMAzing milestone.