a team that knows your name, understands your needs, and is always just a call away
Decades of expertise.
One dedicated team.
With a combined track record spanning over six decades, Charolyn and Mel founded Platinum Portfolios with a clear conviction; that private clients deserve better than the profit-driven approach of larger institutions.
meet the team
Charolyn has over 35 years’ experience in local and global financial services with extensive experience across a wide range of roles in the investment and fund management sector. She is joint manager of the Platinum Portfolios Global and Local funds and investment solutions.
(BA.LLB.Stell)
Mel’s track record spans more than two decades as an investment manager in both local and global markets. He is joint manager of the Platinum Portfolios Global and Local funds and investment solutions.
BCom (Management & Economics) | CFA
Stuart joined the team in January 2023 and is jointly responsible for the multi-manager investment process. He has over 15 years’ experience, starting his career at Investec’s UK Treasury before moving to Investec Wealth. Here he constructed bespoke portfolios for high-net worth individuals and assisted in the fund research capability. He then joined Alex Forbes Investments as a portfolio manager, co-managing all private client investment solutions both locally and offshore. Thereafter, he co-founded a holistic wealth management business that provided personalised financial plans for private clients, including investment management.
BCom(Accounting)
Sherina completed her SAICA articles at KPMG. She joined Platinum Portfolios in July 2010, and she performs the full accounting function to ensure completeness, accuracy and timeous delivery of the financial reports.
Lyschelle became a member of Platinum Portfolios in April 2024 as the Client Relationship Manager. With her extensive background in the financial services industry, coupled with her customer service expertise and broad knowledge of systems and processes, she’s well-equipped to ensure clients receive top-notch service and support. Her positive attitude and willingness to help surely contribute to creating a pleasant and effective experience for clients. She brings a wealth of experience and skills to her role in client interactions, which is essential for building strong relationships and fostering client satisfaction.
Ansonette joined Platinum Portfolios in January 2026 to take on distribution and develop strong, long-term partnerships with a select group of Independent Financial Advisers. She works closely with advisers by providing direct access to Platinum’s investment solutions and the depth of expertise within the firm’s investment team.
Rochelle joined Platinum Portfolios in January 2026 as Office Manager. She brings over 18 years of experience in the financial services industry, where she has provided comprehensive office administration and business support to both colleagues and clients. Rochelle is known for her strong organizational skills, attention to detail, and commitment to delivering efficient, client-focused service that helps the team operate smoothly and effectively.
