Chairman
Ian Kilbride (LLB (Hons)) is an experienced international businessman and the Chairman of Spirit Invest, the parent company of Accorn. He brings to the Accorn Board over thirty-five years of experience within financial services, working for both listed and unlisted companies and adding value variously as Chairman, Chief Executive and Non-Executive Director.
Ian is an Honorary Professor at the Stellenbosch University Business School.
MD and CIO – Orion Investment Managers
Adrian Meager CFP® is the Managing Director and Chief Investment Officer of Accorn Investment Management and a member of the Spirit Group EXCO. Prior to joining Accorn, Adrian was employed at Momentum and has gained international experience at Lloyds of London. He has extensive knowledge and experience in the wealth management industry and has been actively involved in financial services for over 30 years. Adrian has been actively managing portfolios since 2006.
Chief Financial Officer
Tiaan Meyer, BAcc (Hons), CA(SA) is the Chief Financial Officer of Accorn and a member of the Accorn EXCO. A graduate of the University of Stellenbosch, Tiaan qualified as a Chartered Accountant in 2012.
He commenced his career as an auditor where he gained valuable exposure across various industries, ranging from small investment firms to JSE-listed companies.
Tiaan has a wealth of experience, inter alia, dealing with IFRS and taxation.
Chief Operations Officer
Ryan Magee, (BSocSci LOPHRM, BSocSci Honours, MSocSc) has held a range of important managerial positions within Spirit Invest, leading to his promotion as Accorn's Chief Operating Officer.
With this depth and range of experience and understanding, Ryan heads operations across the entire Group.
Wrap Funds are not unit trust funds and are not unitised; they are a model portfolio of unit trust funds wrapped together into a single bundled portfolio.
Where any changes are made to the underlying funds included in our discretionary Wrap Funds, this may result in a Capital Gains Tax (CGT) liability for the investor.
Changes to the models are limited to the least number deemed necessary to achieve the long-term objective of the model.
There is no CGT liability on pre- or post-retirement funds held in Wrap Funds. The investor can, therefore, see the underlying unit trusts their investments are exposed to.
Where any changes are made to the underlying shares or funds included in our discretionary model PSPs, this may result in a Capital Gains Tax (CGT) liability for the investor.
There is no CGT liability on retirement funds held in PSPs. The investor can, therefore, see which underlying shares and funds their investments are exposed to.
The investor is the owner of the underlying instruments included in the PSP.
