20 years experience
Elfreda is a Client Portfolio Manager at Alphinity Investment Management working closely with the Alphinity Investment team and our distribution partner, Fidante, to assist in the marketing and distribution to our retail clients. The role involves building investment content for client marketing, representing the investment team and working with Fidante to manage retail client relationships.
Prior to joining Alphinity, Elfreda spent 13 years at Deutsche Bank in South Africa in Equity Sales where she was responsible for selling Deutsche Bank’s global research product and other investment solutions to South African and global based institutional clients, led client relationship responsibilities, managed the team and helped to grow the overall equity franchise. Elfreda also worked at Goldman Sachs in New York as a project manager in global markets and at Deloitte in both Chicago and South Africa as a senior auditor. More recently, Elfreda worked at Talaria Asset Management in Sydney, responsible for business development in NSW.
Elfreda is a qualified Chartered Accountant and holds a B-Com Accounting (honours) degree from the University of South Africa