Equilibrium is thrilled to announce two new team members to the Equilibrium Investment Management team, as the discretionary fund manager (DFM) continues to strengthen its capabilities and deepen its focus on collaboration and establishing long-term partnerships.

Carl Chetty returns to Equilibrium as senior portfolio manager and head of proposition, from 18 June 2025. Carl brings a wealth of experience in asset allocation, strategy research, fund manager research, portfolio construction, and portfolio management. His career includes senior roles at Citadel Asset Management, STANLIB Multi-Manager, Momentum Investment Consulting (which later became Equilibrium Investment Management) and Hollard Investments.

Carl holds a Business Science degree in finance and accounting and is a Chartered Financial Analyst (CFA). His passion for client service and ability to support new business flows make him a powerful addition to our team. Outside of work, Carl enjoys playing padel, going golfing, and playing the guitar.

Also joining the team is Robin McLaurie, as business development manager, starting 2 June 2025. With over 19 years of experience in the investment industry, Robin brings strategic thinking, financial insight, and a deep understanding of client needs. He holds a Bachelor of Commerce degree in economics and a postgraduate diploma in financial planning.

Robin is a devoted family man, avid hiker, gym enthusiast, and passionate Manchester United supporter. Robin’s energy and vision will be instrumental in strengthening Equilibrium’s client relationships in Cape Town and beyond.

Carl and Robin join a team of 11 investment professionals managing over R15.7 billion in assets. With more than a century of combined experience and a diverse team of CFA charterholders, actuaries, and certified financial planners (CFPs), Equilibrium is well-positioned to align investment strategies with adviser processes and help clients achieve their financial goals.

“With Carl and Robin joining our team, we believe we will be even better placed to focus on narrowing the gap between investments and advice by building portfolios that are aligned with the adviser’s advice processes, ensuring that through our collaborations, we get clients to their investment outcomes,” says Florbela Yates, managing director of Equilibrium.

“I wish Carl and Robin the best in their new roles, and I trust that they will bolster what financial advisers and other partners have experienced in the past.”

As an independent DFM, Equilibrium enables financial advisers to do what matters - spending more time with their clients and building their business. Equilibrium’s unique advice-led model portfolios are designed to be efficient and optimised through market cycles, so clients stay invested and achieve their investment goals.

For more information about Equilibrium, visit our website at eqinvest.co.za.