Marius van der Merwe
Chief Executive Officer
Certified Financial Planner®
Postgraduate Diploma in Financial Planning
Marius is a founding member of Amity Investment Solutions and the chief executive officer of the company. He is responsible for the strategic direction of the company and the custodian of the company’s vision and culture. As the author of Amity’s goals-based value proposition he continuously researches financial planning and investment trends to ensure the company is at the cutting edge of delivering financial wellbeing to investors. He also serves as a member of Amity’s investment committee.
Marius completed a BCom degree cum laude at the University of Pretoria in 1989. He started his career as a Junior Lecturer at the same University while doing a BCom (Hons) degree which he also obtained cum laude in 1990. The main subjects of his honours degree were investment management and strategic management, the same subjects he lectured in.
He joined Eskom as a graduate in training to honour his bursary obligation in 1991. Within a year Marius joined Eskom’s Strategic Planning Department where he was responsible for coordinating the Eskom business plan and serving as a member of the team responsible for facilitating the long-term strategic plan of the organization.
Marius joined the University of South Africa as a lecturer in the department of Business Management in 1994. He lectured in the subjects Strategic Management, General Management and Investment Management. While at Unisa Marius started a business in the hospitality industry and acted as a consultant in the field of small business management.
Marius joined Citadel Investment Services as a Wealth Manager in 2000. This position required taking responsibility for managing the investment portfolios of high net worth private clients. During his tenure with Citadel Marius completed the postgraduate Diploma in Financial Planning at the University of the Free State and was accepted as a member of the Financial Planning Institute (FPI). Marius is a Certified Financial Planner (CFP).
After 6 years of service with Citadel he accepted a position with ABSA Private Bank (High Net Worth) where he also managed the financial portfolios of high net worth clients, taking responsibility for investment planning, portfolio construction and ongoing management of these portfolio’s.
In 2007 he co-founded Amity Wealth which later became Amity Investment Solutions a company that provides goals-based investment solutions and an end-to-end goals-based wealth management value proposition for independent financial planning businesses.
He is passionate about assisting people to attain financial wellbeing and the strategic role the financial services industry, and specifically Amity, can play in helping them to achieve their life goals. Marius is a public speaker on the topics of business management, financial wellbeing and goals-based wealth management. He is the author of two books: “Quick Guide to Investing” and “Designing a World Class Financial Services Business”.
Marius is enjoys exercising, reading and music. He lives with his wife and three children in Pretoria.