Unwavering commitment that places your interests
above all else.
WHY US
Trusted Partnerships
We provide guidance every step of the way.
PERSONALISED PORTFOLIOS
We tailor your investments to meet your changing needs.
Wealth Protection
Our structured approach secures your legacy across international borders.
OUR TEAM
Laurent Joly | CFA
Laurent has over 16 years’ experience in the financial markets in London and in Cape Town.
Attila Kadikoy | Senior Consultant
Attila has 22 years’ experience in investment banking, with emphasis on Emerging Markets.
Brian Rushmere | CFA
Brian has 5 years of experience in wealth management with a focus on macroeconomic outlooks.
Arlene Majavie | Office Manager
Arlene Majavie is a highly skilled professional with a background in financial administration and client services. With qualifications in Financial Management and an NQF Level 3
Frederic Mariette | Senior Consultant
Frederic has over 25 years’ experience in financial markets in France, the UK, the USA, and South Africa.
Keith Sabatta | Senior Consultant
Keith has 39 years’ experience in the financial services industry having spent 29 of those years with The Standard Bank group finishing his career as the regional sales manager.
In total, our founders bring over 60 years of experience in international investment management and corporate finance, gained in the world’s largest financial institutions in the USA, Europe, Middle East, and South Africa.
MEET WITH US
Book a Teams call with us today
and let’s talk about growing and
protecting your wealth for generations.