CONNECTING THE DOTS

“Connecting the Dots” has become a familiar phrase to illustrate how we take seemingly arbitrary ideas and link them to gain an understanding and ability to see the whole picture.
By so doing, we make sense of the random and reach the most suitable conclusion.

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WHAT WE OFFER

Local and international investment experience

Leverage wider group networks to make connections among client base

International Banking Solutions

Trust Solutions

Tax Structuring

OUR JOURNEY

Rundle Management Services (RMS) was founded in 1995 by Ronald Rundle following his retirement as the Managing Director of the Cape of Good Hope Bank in South Africa.

Together with Rob Baillie and his son, Dave Rundle, RMS was established to provide personal, high-quality financial advice to individuals that were looking to move away from dealing with big corporates and generic solutions.

In 2015, RMS became a subsidiary of the Skybound Capital Group. However, the business remains independent in its advisory role and operates autonomously.

With close connections to many of South Africa’s top professional athletes, RMS has developed a niche service to complement that already provided to private clients, and it has become one of the leading Financial Advisers to international professional athletes.

With the growth of the business and many of our clients having global affairs, RMS evolved to become RMS Advisory.

World Cup-winning Springbok, Francois Louw, who recently retired from the game and who is now a qualified financial adviser, has joined the RMS family and heads up the UK office.

Through attention to detail and genuine care, RMS Advisory has positioned itself as a niche, flexible and independent financial services provider.

OUR ETHOS

RMS Advisory provides individualised, crafted advice to our clients.

We listen, to understand exactly what you require, and then we find solutions using our extensive network of partnered service providers.

Our skill set and experience range from direct and indirect local & offshore investments, the appropriate structuring thereof, retirement savings, hedge funds, structured notes and tax structuring amongst other things.

We watch the markets, macro-economic conditions and global news flow and meet regularly with product providers to ensure the solutions we recommend and implement for clients are relevant, appropriate and as tax efficient as possible.

RMS Advisory has developed experience in catering for professional athletes, assisting them with all their financial needs and ensuring they are financially secure off the field.

We are confident that we can cater to our clients’ numerous investment needs, no matter how simple or complex they may be.

OUR COMMITMENT

RMS Advisory prides itself on being independent and having flexibility in providing advice to clients.

We attempt to understand each client’s full financial picture and advise them accordingly, thus empowering clients to make sound financial decisions.

While we provide financial advice, we firmly believe that ‘client experience’ is where we set ourselves apart.

With us, you will never be just a number.

Personal finance can be a stressful and intimidating topic.

Our job is to provide clients with assurance, peace of mind and trust.

Given the strong sporting theme around the business, we endorse and utilise the effectiveness of teamwork in everything that we do.

The variety of skills in our team mirrors that of a successful sporting outfit, with specialists in a variety of positions and disciplines making the sum of our parts a powerful and comprehensive offering to tackle any challenge.

We have built up a network of service providers around the world that we use in our investing, structuring, and planning activities.

We have negotiated rates that put RMS in a position to compete with large corporate service providers, while still paying close attention to you as an individual and what your unique requirements are.

We agree wholehearted with the poet Maya Angelou, who famously said: “I have learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.”

MEET OUR TEAM

Dave Rundle – B.Econ, Adv. CFP
Director

Dave is one of the co-founders of RMS Advisory and leads the RMS team as a whole. Dave has over 30 years of experience in advising clients on their financial affairs and has been a key driver in establishing RMS Advisery as one of the country’s leading financial advisery firms.

Francois Louw – DipFA, BA (Hons)
Director & Wealth Advisor

After retiring from professional rugby in 2019 with 76 test caps for South Africa and World Cup winner’s medal, Francois joined the RMS team by starting the first international office in the UK. “Flo” (as he is known to many) is head of the UK office and assists clients with their affairs.

Jabir Sardharwalla – BA (Hons), MBA, FCIM, IMC
Director

Jabir has over 28 years experience managing investments across all asset classes for a range of clients with different risk profiles; In his career, he has worked for Family Offices and Wealth Managers and, before embarking into investments, he was in Banking.

Brendan Jack – BCom (Hons), CFA
Wealth Advisor

Brendan is a CFA charter holder with years of experience in finance and investing at some of South Africa’s leading financial institutions. Brendan focuses on client asset allocation and advice around the structuring of bespoke investment portfolios.

Wesley du Plessis – B.BusSci (Hons), CA (SA)
Wealth Advisor

Wesley is a qualified CA who has worked both locally and abroad. He has a burning passion for sport and deep knowledge of the commercial workings of the sporting industry. Wesley is responsible for the sports advisory division of RMS.

Michael Stain – CISI UK
Director

Michael has 18 years of experience in Private Banking and Wealth Management, having worked in multiple countries for some of the world’s largest banks. Having recently returned to South Africa from Switzerland, Michael provides critical banking knowledge and industry experience to the team.

Esmarelda Peters – BA
Accounts Executive

With almost 20 years of experience in client administration within the Private Wealth sector, Esmarelda is responsible for the administration of client accounts and reporting. She is also a key link between clients and the investment and advisory team.

Tania Hess
Accounts Executive

Tania has 20+ years of experience in financial services administration at several of the large South African banks, Tania now forms a key part of the administration team at RMS Advisory.

Sonet van der Mescht
Executive Assistant

Sonet has worked as an assistant at major accounting firms and obtained valuable experience in estate planning, before joining RMS Advisory as the executive assistant to Dave. Sonet also assists with compliance and ad hoc client-related matters.

Jacques Kallis
Consultant

Jacques has recently joined the RMS team after being a client for more than 20 years. With his cricket playing career over (although still doing some coaching work), JK has joined the RMS Advisory as a consultant and provides valuable knowledge and experience to the team when advising other professional athletes around the globe. He is a recent inductee into the ICC’s cricket Hall of Fame and, in the completely unbiased opinion of all South African cricket fans, the greatest all-rounder to have played the game.

Celia Jackson
Consultant

After many years with RMS Advisory, Celia recently retired. But,within a week she was showing signs that she will never be able to leave the business entirely. As such an integral part of the RMS journey, she remains a key part of the team and assists with client-related matters as an external consultant.

Matt Pearce
Business Development

Matt, known by many as Supersport’s anchor presenter and commentator, linked up with Skybound Capital in 2010., Initially, he served as a regular speaker at client functions. His role has evolved into one of business development, marketing and networking on behalf of the Skybound Group, including its clients, counterparties, co-investors and investee companies. He is a crucial business development driver for RMS Advisory, particularly in the sporting world.

Luc du Plessis – BA (LLB), MAS
Legal & Business Affairs

Luc is a qualified attorney and currently acts as legal counsel for the Skybound Capital Group. He has gained experience in corporate and commercial law including M&A, banking and finance and regulatory and compliance matters as well as having previously worked as a sports lawyer representing a number of high-profile athletes.

Alexander Engelhard
Portfolio & Research Manager

Alexander holds a BCom degree in Investment Management, with a major in Statistics, from the University of Stellenbosch. In addition, he wrote and passed the CFA level 1 exam in 2019. Alexander joined Skybound in December 2018 as a Research Analyst and Portfolio Manager of UK-based model portfolio strategies.

Karl Engelhard
Portfolio & Research Manager

Karl holds a BCom degree majoring in Financial Planning, from the University of Stellenbosch. He also holds a Postgraduate Diploma in Financial Planning, obtained from the University of Stellenbosch Business School in 2017. Karl passed the Financial Planning Institute (FPI) board exam in 2018 and the CFA Level 1 exams in 2019. He joined Skybound Capital in December 2015, where he is a Research Analyst and Portfolio Manager of UK-based model portfolio strategies.

Rob Baillie
Consultant

Rob, a co-founder of the business, retired as a full time from RMS at the beginning of 2020. He remains an integral part of the RMS team, serving clients in his capacity as a consultant to the business.

OUR OFFICES

UNITED KINGDOM

RMS Advisory UK Limited [NO.12668567]

Cambridge House, Henry Street, Bath, BA1 1BT
Tel: +44 1225 618 210
Email: admin.uk@rmsadvisoryglobal.com

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SOUTH AFRICA

Rundle Management Services (Pty) Ltd [FSP NO. 13662]

8th Floor Letterstedt House, cnr Main and Campground Roads, Newlands, 7700,
Tel: +27 21 671 0177
Email: admin.sa@rmsadvisoryglobal.com

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