CONNECTING THE DOTS

“Connecting the Dots” has become a familiar phrase to illustrate how we, at RMS, assist our clients in making informed decisions through the use of enhanced research and skills within the team.

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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 his son, Dave Rundle and Rob Baillie, 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.

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.

STRATEGIC PARTNERS

Life Insurance Companies

Investment Companies

Capital Companies

decentral-energy

Short Term Insurance

aib

Medical Aid & GAP Cover Companies

Trust & Fiduciary

Tax Structuring

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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.

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.

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
ND Banking, 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
Relationship Manager

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
Relationship Manager

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 Assitant

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.

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.

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.

NEWS

Cryptos, NFTS & Web 3.0

Cryptos, NFTS & Web 3.0

Episode 57 - Cryptos, NFTS & Web 3.0 In 2021, we witnessed the explosion of the crypto economy, including DeFi/dapps, NFTs, play-to-earn gaming, and metaverse related opportunities.Also available on:

How Global Macro’s Affect South Africa

How Global Macro’s Affect South Africa

Episode 56 - How Global Macro's Affect South Africa Matthew Pearce chats to George Glynos from ETM Analytics around inflation and cash liquidity as well as how global macro events are impacting South Africa both positively and negatively.Also available on:

How The Travel Sector Is Bouncing Back

How The Travel Sector Is Bouncing Back

Episode 55 - How the travel sector is bouncing back Matthew Pearce chats to Franc Zvorar, the CEO of Leisurecom Group about how the sector took some heavy knocks, and what is happening now that the restrictions are being somewhat lifted.Also available on:

GET IN TOUCH

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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