Bringing Excellence to Financial Advice


Jonathan Moodie of Wealth Manager.

Jonathan Moodie, director of Hilton-based financial advice practice Wealth Manager and twice a finalist in the prestigious Financial Planner of the Year awards for South Africa, has been acknowledged by Old Mutual Wealth’s Tailored Funds Portfolio management for bringing the Centre for Fiduciary Excellence (CEFEX) standards to South Africa. These funds, utilised by Wealth Manager, were audited and subsequently certified on February 22 in Pittsburgh, US. The annual certification process involves financial performance and operational data verification, followed by on-site interviews with key personnel.

The CEFEX certification provides investors and their investment advisors with additional proof of their investment firm’s integrity, while allowing investment firms to show investors that their trust is warranted. According to Moodie, the benefit for an investor is that it vertically integrates the financial planning practices with the activities of portfolio managers and greatly reduces the risk of failed investments due to the strict due diligence and manager research. “In practice, it results in improved investment outcomes and also lowers costs. It has also created an exciting partnership between a CEFEX-accredited discretionary fund manager in tailored fund portfolios, and an accredited investment fiduciary in Wealth Manager,” he said.

For more information, see or contact Moodie at or on (033) 3431480 and 0824140004.