Bradley Case

Highly experienced investment operations, offshore trading, property development, and business consulting professional with more than 25 years of experience across financial services, wealth management, foreign exchange trading, investment administration, property development, and strategic business consulting

Executive Consultant at Resolve and Change Systems (2023-01 – Present)

Working alongside executive leadership to establish and execute strategic property and business development initiatives.

• Developed property acquisition and diversification strategies aligned to long-term business objectives.
• Identified new revenue streams and growth opportunities.
• Facilitated stakeholder engagement, deal structuring, and contract management processes.
• Led property opportunity assessments, feasibility analysis, and procurement activities.
• Supported business development initiatives and strategic partnerships.
• Identified and secured a strategic property acquisition aligned with the client's diversification objectives.
• Facilitated municipal approvals, consent use applications, licensing processes, and planning requirements.
• Managed professional teams including architects, planners, engineers, and contractors.
• Led concept development and implementation aligned with client branding objectives.
• Assumed direct responsibility for procurement and construction management after contractor performance challenges emerged.
• Successfully negotiated improved supplier agreements and subcontractor arrangements resulting in significant project savings.
• Delivered the successful redevelopment of the property into De Arend, a premium conference and events venue.
• Developed future expansion strategies including hospitality, agricultural, and tourism-related opportunities.

Director | Property Consulting & Business Advisory at Rich Rewards Trading 77 (PTY) Ltd (2018-01 – Present)

Provide strategic advisory services relating to property development, business operations, stakeholder engagement, and commercial growth.

• Advise clients on property acquisition, development strategy, and project execution.
• Coordinate multidisciplinary teams including architects, engineers, planners, consultants, and regulatory authorities.
• Develop operational and technology solutions to improve business efficiency.
• Support SMMEs within the construction and engineering sectors through financial management and process improvement initiatives.
• Assist clients with project planning, budgeting, procurement, risk management, and stakeholder engagement.

Director | Property Development & Investment at 345 On Main (PTY) Ltd (2016-01 – 2021-12)

Founded and managed a property development company focused on urban regeneration and mixed-use developments.

• Acquired and redeveloped two mixed-use properties in Woodstock, Cape Town.
• Secured funding through TUHF for a major urban densification project.
• Managed all financial, operational, regulatory, procurement, and stakeholder engagement functions.
• Oversaw planning approvals involving the City of Cape Town, Heritage Western Cape, civic organizations, and community stakeholders.
• Directed construction delivery of a mixed-use development comprising 19 residential apartments and 4 retail units.
• Developed and implemented revised business strategies during COVID-19 market disruptions.
• Successfully transitioned the project from a rental-based model to a sectional title sales strategy.
• Achieved complete sell-out of The Archive development despite challenging market conditions.
• Maintained strong relationships with funding partners and key stakeholders throughout the project lifecycle.

Senior Offshore Trader at Sanlam Private Wealth (2010-01 – 2016-12)

Responsible for global trading operations, offshore investment execution, regulatory compliance, and institutional client servicing.

• Executed offshore transactions across equities, currencies, mutual funds, hedge funds, bonds, and ETFs.
• Managed relationships with local and international service providers and custodians.
• Ensured compliance with South African Reserve Bank regulations governing cross-border transactions.
• Produced management reporting covering trading volumes, revenue generation, and asset allocations.
• Supported five major branches nationally with offshore investment solutions and client servicing.
• Managed account opening, FICA compliance, mandate verification, and W8-BEN administration.
• Approved international transactions and monitored operational controls.
• Implemented process enhancements to improve efficiency and regulatory compliance.

Offshore Trader & Client Relationship Manager at Coronation Asset Management (2001-01 – 2010-12)

Managed offshore investment administration, foreign exchange activities, client servicing, and regulatory reporting.

• Acted as principal liaison between clients, portfolio managers, foreign banks, and international fund managers.
• Managed foreign exchange transactions and offshore fund trading activities.
• Administered SARB reporting and regulatory compliance processes.
• Facilitated settlement and reconciliation of international transactions.
• Led stakeholder engagement with international counterparties and service providers.
• Participated in operational automation initiatives to improve reporting accuracy and efficiency.
• Managed client onboarding, cash flow administration, mandate monitoring, and performance reporting.

Client Relationship Manager at Old Mutual Asset Management (2000-01 – 2001-12)

• Managed relationships with private clients and trust structures.
• Prepared investment presentations and portfolio reporting.
• Coordinated client onboarding and investment administration activities.
• Supported portfolio managers and investment teams in servicing high-net-worth clients.

Assistant Accountant at Old Mutual Corporate Accounting (1997-01 – 2000-12)

• Assisted in preparation of consolidated financial statements and statutory reporting.
• Produced management accounts and business unit performance reports.
• Conducted financial analysis and expense reviews across operational divisions.
• Supported internal reporting requirements for local and international stakeholders.
• Participated in continuous process improvement initiatives.

National Diploma in Internal Audit – Cape Peninsula University of Technology

Matric in Secondary Education – Zandvliet Secondary School (1992)