Lance Solms Email & Phone Number

Cape Town, Wc, Za

South Africa

In my current role, drawing from my extensive past experience as the company's previous head of business development, I've shifted my focus to a more targeted approach. Drawing from my extensive past experience, I've cultivated a unique skill set that enables me to adeptly guide financial advisors in integrating best-of-breed active and passive investment methodologies into their client solutions. This proficiency is grounded in my comprehensive knowledge of financial instruments, spanning from domestic and offshore unit trusts to Exchange Traded Funds (ETFs), structured products, and discretionary managed ETF portfolios. With a keen eye for opportunity and a relentless commitment to excellence, I collaborate closely with other members of our sales, marketing, and product development teams to meet objectives with efficiency and effectiveness. This collaborative effort allows me to customise and tailor investment solutions to meet the specific needs of our clients, providing unparalleled value and support.A significant aspect of my role involves training and supporting financial advisors on utilizing our platform and promoting its investment products effectively. Through this dedication, I equip them with the knowledge and tools they need to succeed, delivering exceptional service and results to their clients.Furthermore, my role extends beyond investment product distribution. Immersed in investment product design and development, I ensure our solutions remain pioneering in an ever-evolving and fiercely competitive financial landscape. Through this dedication, I aim to cultivate enduring business relationships that are sustainable for both the company I represent and the financial advisors I service.

South Africa

I serve as a non-executive director at Sunstrike Capital (Propriety) Limited t/a Index Solutions, contributing to its expertise in index tracker investment solutions for financial intermediaries and their clients

South Africa

As a seasoned professional in the financial services industry, I've had the privilege of spearheading transformative initiatives that have reshaped the landscape for financial advisors and investors alike. One of my proudest achievements has been the creation of a groundbreaking Linked Investment Service Provider (LISP) platform, which revolutionized access to low-cost index-based products such as ETFs and structured products.In my role as head of business development, marketing, and customer services, I oversaw assets exceeding ZAR 4 billion, fostering relationships with over 500 financial service providers. This allowed me to drive product innovation, developing groundbreaking index-based linked endowments, retirement annuities, and managed ETF portfolios.A key aspect of my work was forging strategic partnerships with offshore and domestic providers, expanding advisors' access to premium investment products. Additionally, I played a pivotal role in establishing an innovative asset management arm, ensuring regulatory compliance and industry best practices.Leading a dynamic team of 12 employees across sales, marketing, and CRM, I directed and executed corporate strategy to achieve our business objectives. This included developing and managing digital marketing campaigns to enhance our market presence and collaborating closely with internal teams to ensure seamless operations.Throughout my career, I've been passionate about staying ahead of industry trends and driving growth through strategic planning and execution. My commitment to excellence has been recognized through regular features in press and television commentary, highlighting our innovative approach and market impact.With a track record of success in driving business growth, fostering strategic partnerships, and leading cross-functional teams, I am dedicated to continuing to make a meaningful impact in the financial services sector.

Johannesburg

Managed all Unit Trust Management, Portfolio, and Wealth Manager accounts that outsourced their fund administration, ensuring exceptional client service and fostering strong, long-term relationships. Developed and implemented customer relationship strategies that aligned with company objectives, driving client satisfaction, retention, and growth across various fund administration products & services. Served as a key liaison between clients and internal teams, ensuring seamless communication, timely resolution of issues, and continuous improvement in service delivery.

South Africa

I promoted the company's range of unit trust funds and structured products to financial advisors and other sales channel/LISP business development teams.

South Africa

I spearheaded event coordination, ensuring flawless operations and outstanding attendee experiences in the hospitality sector. This involved securing major national accounts with Guinness UDV, British American Tobacco, and South African Sports Illustrated, and co-founding the Special Events Association. Additionally, I orchestrated brand promotions, launches, and corporate events for top South African brands, winning a significant contract from British American Tobacco for service provision to their distribution channels.

South Africa

I marketed South Africa's first range of offshore unit trust funds to financial advisors, achieving exceptional success by securing the region's planned three-year offshore investment market share within the first two years winning several sales incentives including trips to New York and Miami.

South Africa

I began my working career as a broker consultant in Pretoria. I cultivated a portfolio of bank-based financial advisors, promoted firm products, consistently surpassed new business targets, and earned recognition for outstanding performance and won various overseas sales incentives, including trips to Egypt and Mauritius

Cerified Director, Governance, Certified Director (Cdsa)

Activities and Societies: Executive Director, Non Executive Director, Trustee, Chairperson Being a trained director ensures I am able too.

Diploma, Advertising & Marketing

Admired and recognised worldwide, the AAA School of Advertising & Marketing is the only tertiary institution created.