Experienced and driven consultants focusing on solution delivery within the asset management industry.

Our goal, to deliver a workable solution. The LEAD2 team is a specialist financial services management consultancy.

ANALYSE, ADAPT, ADVANCE

Lead2 Consulting was established in Cape Town, South Africa in 2015 while migrating and consolidating two large South African Manco’s businesses. The vision was to create a Subject Matter Expert consulting service to the Asset Management industry in South Africa. In 2016, we stepped into the industry and have since grown our client base and team year on year, establishing a proven track record of solution delivery and client satisfaction.

The Lead2 team has a wealth of industry knowledge, being able to apply that across the front, middle and back office operational process and applications. The key focus being delivery within a complex system application and process environment. We remain focused on delivering against our Vision and Mission both remotely and on-site to local and global clients.

Asset Management Operations advisory and execution with a focus on Traditional Fund Services and Transfer Agency

VISION

To be a trusted provider for specialist advisory and consulting services.

MISSION

To deliver innovative and sustainable solutions via specialist advisory and consulting services.

VALUES

PURPOSE – To deliver value through continued improvement.
ACCOUNTABILITY – We commit and take accountability for our delivery.
INTEGRITY – If we say we will do it. We will.
COLLABORATION – We engage as a team as well as with selected partners where we can add value.
EXCELLENCE – We are proud of what we do, and we do it well.

OUR TEAM

WHO ARE WE?

Our team is made up of Project and Programme Managers, Finance, Business and Technical Analysts, Testing Analyst and Test Managers as well as Business and Solution Architects.

Our experience is primarily within the Asset Management industry, having worked with various third party administrators as well as directly with Asset Management teams. The engagements service both the Transfer Agency and Traditional Fund Accounting components of the industry.

Experienced and driven Consultants focusing on solution delivery within the Asset Management Industry.

GRANT HENDRIKS

Founding Partner

BIO

Grant Hendriks is the founder and director of LEAD2 Consulting. With over 20 years of experience in the Financial Services industry and more than 12 years of experience as a management consultant, consulting to various Asset management companies within South Africa and the UK, Grant’s specialist expertise ensures the team’s capable delivery.

Grant’s experience has covered the operations area, the Investment administration area as well as the transfer agency business. The primary focus of the work has been systems evaluation, implementation and customization. In particular, having worked with various third-party administrators, managing the delivery of solutions internally as well as to their clients.

Furthermore, Grant has delivered complex projects including system implementation and restructures within the Unit Trust, LISP, Life and asset management industries. This includes both the Investment Admin as well as Client Liability (Transfer Agency) components of the industry.

When not working on client engagements, Grant can be found spending time with his family or enjoying the outdoor lifestyle which Cape Town has to offer.

TARA KELLY

Director of Operations

BIO

Tara Kelly is a Senior Project Manager, who is also responsible for the LEAD2 Operations and Project Office. She brings to the team a strong competency in project and change management. She has more than 17 years of dedicated service in the financial services and asset management arena. Tara has a deep understanding of the operational process and efficiencies in both the Transfer Agency and Asset Administration businesses.

Tara who is a keen mentor and respected team leader, comes with a tenacious approach to delivering smart solutions under pressure, in her drive for getting initiatives from concept through to successful execution.

When not driving the Lead2 team, Tara can be found spending time going on adventures with her son and enjoying being outdoors!

MARILIZE PETTER

Head of Advisory

BIO

Marilize is a Senior Business Analyst , responsible for the Lead2 team of analysts. With an Honours in Financial Economics and 15 years’ experience in the financial services & asset management sector, Marilize brings great value to the Lead2 team.

Marilize is highly analytical and able to identify issues in a systematic manner and validate solutions with intelligent rationalisations. Her commendable work ethic puts her in good stead as a mentor and leader within the team. Clients and fellow team members recognise Marilize for her valuable & committed project contributions.

When not working on client engagements, Marilize enjoys spending quality time with her two young children, family and friends. She also loves exploring Cape Town and all it has to offer.

OUR SERVICES

OUR VERTICAL OFFERINGS

Advisory - Assisting clients in making strategic and well-informed decisions through a range of advisory techniques such as RFPs, RFIs, due diligence, and operational reviews. While our focus primarily lies within the Financial Services sector, our services extend beyond this realm

• Our team offers personalised advisory services to meet each client’s unique needs.

• We understand the intricate workings of the Financial Services sector and leverage this expertise to offer comprehensive guidance to our clients.

• We assist clients in navigating complex processes like RFPs and RFIs through thorough research and analysis for informed decision-making.

• Conducting thorough due diligence is a cornerstone of our approach, enabling clients to mitigate risks and maximize opportunities in their strategic endeavors.

• Operational reviews form a crucial part of our services, where we analyse business operations to enhance efficiency and identify areas for improvement.

• Our advisory techniques are adaptable and applicable across various industries, showcasing our versatility and wide-ranging expertise.

Transformation - Assisting clients in implementing applications, processes, efficiencies, and operational structures within both the Transfer Agency and Asset Administration sectors of the Asset Management industry.

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• Offering tailored solutions to streamline operations and improve efficiency in Transfer Agency and Asset Administration.

• Collaborating with clients to implement customized applications and processes.

• Advising on operational structures for enhanced performance in Asset Management.

• Ensuring that clients are up-to-date with the latest industry trends and best practices to stay competitive in the market.

• Providing support for a smooth implementation process and successful outcomes.

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Regulatory - Engaging and assisting clients in understanding the implications of new or amended regulations within the Asset Management industry as outlined by the respective regulatory bodies across South Africa and the United Kingdom.

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• Conducting in-depth research on new regulations in the Asset Management industry set by regulatory bodies in South Africa and the United Kingdom.

• Summarising and analysing the key points of the new or updated regulations to make them more understandable for clients.

• Providing guidance to clients on how these regulations may impact their operations and investments.

• Assisting clients in implementing necessary changes to ensure compliance with the regulatory requirements.

• Offering ongoing support and updates to clients as regulations evolve in the industry.

• Collaborating with legal and compliance teams to stay informed about regulatory changes and their implications.

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OUR CLIENTS

Our clients have encompassed the majority of the Asset Managers within the South African environment, with more recent engagements within the UK Asset Management Industry. Collectively we now service the local Asset Management industry with our current project focus being on Integration and Implementation across the Traditional Fund Services as well as the Transfer Agency Eco systems.

OUR PROJECTS

CAREERS

JOIN THE
LEAD2 TEAM

Over the last 8 years our team has grown steadily, servicing some of the biggest names in the Asset Management Industry. We are a South African rooted team, however we are steadily growing our international arm into the UK and European markets. At Lead2 we work hard, we stay real, we collaborate and deliver together and we feel proud, but we remain humble. Our team offers diversity and acceptance whilst striving for a growth mindset within our team.

WHY LEAD2?

WE ARE MISSION DRIVEN

We are dedicated to assisting our clients by considering how our decisions and outcomes impact them. Our actions and decisions align with our company values, emphasising the Lead2 methodology of Analyzing, Adapting, and Advancing to meet our clients’ requirements.

WE GIVE BACK

We feel a responsibility to give back and support others. Engaging in community upliftment projects is a regular practice for our team. We aim not only to assist the less fortunate but also to instill a sense of philanthropy in our employees. Our team dedicates time and resources to local initiatives all year round and in 2024 a decision was made to support a local charity each month.

WE VALUE OUR PEOPLE

We are serious about appreciating our team. Along with competitive rates, we actively look for ways to acknowledge exceptional efforts and those who have gone over and beyond to demonstrate their value and commitment. Loyalty is highly valued therefore we recognise long service.

WORK-LIFE BALANCE

We value the importance of spending quality time away from the office for our employees’ job satisfaction. We prioritise mental and physical well-being and advocate for flexible and reasonable work-from-home options whenever feasible.

CONTINUED GROWTH

At Lead2, we prioritise continuous learning. Our team fosters a learning culture by welcoming feedback, showing empathy, valuing different perspectives, and constantly exploring new learning avenues. In addition to team training sessions, we motivate our team to nurture their own curiosity for future career growth. Through our dynamic Mentorship program, team members can enhance their professional skills under the guidance of experienced colleagues.

Do you think you have what it takes to join our team?

CONTACT US TODAY!

CONTACT US

LEAD2 CONSULTING HEAD OFFICE

Address: 1st Floor, Dean Street Arcade, Newlands, Cape Town, 7700