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 solution 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

Operations Director

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 Analysts

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.

Vanona Slingers

HR Business Partner

BIO

Vanona Slingers is Lead2’s Human Resources Business Partner, responsible for Recruitment and oversight of the HR processes within Lead2 Consulting.

Elaine Silva

PMO Lead

BIO

Elaine has 25 years’ experience in Operational Support, of which the last 8 have been in the Financial Services Industry. Her depth of knowledge in administration systems implementation makes her the perfect fit as PMO Lead.

OUR SERVICES

OUR VERTICAL OFFERINGS

Transfer
Agency

Deep understanding of the operational process, applications as well as surrounding eco-system process and application. Experience within outsourcing as well as insourcing. Product ranges from CIS through Life and Linked Investments

TFS Traditional
Fund Services

Advisory, operational and technical capabilities within the TFS space. Both local and international application sets, as well as outsourcing partners. Consolidation and integration.

Securities
Trading

Advisory and implementation experience

Fund
Accounting

Advisory and remediation experience across product sets ranging from CIS through Life and Linked investments. Operational design and integration.

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.

We have also worked alongside some amazing companies on some of our client engagements.

OUR PROJECTS

CAREERS

JOIN THE
LEAD2 TEAM

Over the last 5 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 relentlessly focus on helping our clients and ask how our decisions and deliverables impact them. We ensure that our actions and decisions are in line with our company values and we focus on the Lead2 way of working – analysing, adapting and advancing our client’s needs.

WE GIVE BACK

We believe we have an obligation to give back and help others. Our team regularly participates in social responsibility activities where we not only help those that are less fortunate but we hope to empower our employees to value charity. Throughout the year, our team devotes time and resources to assisting local initiatives.

WE VALUE OUR PEOPLE

We’re serious about showing our team that they are appreciated. Not only do we offer competitive rates, but we always look for ways to recognise those who stand out and have gone over and beyond to demonstrate their value and commitment. We also appreciate loyalty and therefore recognise long service.

WORK-LIFE BALANCE

We believe that quality time outside the office is vital to our employees’ satisfaction at work and encourage our team to prioritise mental and physical wellness. We also support flexible, reasonable work-from-home arrangements whenever possible.

CONTINUED GROWTH

At Lead2, continual learning is important. Our team contributes to a culture of learning by admitting our mistakes and being open to feedback, empathising and appreciating another’s point of view and continuously seeking out new opportunities to learn. Besides team training sessions, we also encourage our team to inspire their own curiosity for their future careers.

Our active Mentorship programme gives team members an opportunity to develop their professional skills, guided by a more experienced team member.

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

KNOW MORE

CONTACT US TODAY!

CONTACT US

LEAD2 CONSULTING HEAD OFFICE

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