Founder & CIO

Lloyd has over 15 years of experience in Financial Services and has qualified as a Chartered Accountant CA(SA) and a Chartered Alternative Investment Analyst (CAIA). Lloyd specialises in Portfolio and Risk management.

Non-Exec, Investment committee chair

Justine' has over 30 years of financial services, market and banking experience, and brings a wealth of knowledge and expertise to the team. Bachelor's Degree (Economics & Finance), MBA (Henley U.K.). Based in the UK.

Family Office & Investment Committee

Gadi specialises in alternative investment opportunities, credit and fixed income, with extensive experience in business development, product innovation and tax structuring. BBusSci CA(SA).

DFM Client Acquisition and M&A

New member specialises in DFM and business partnerships with IFAs, whether that involves revenue partnership opportunities, mergers, acquisitions, or leveraged buyouts.

(T) 011-483-3333
(E) info@rwfc.co.za
https://www.rwfc.co.za/

+27 11 109 7780
Caitlin Gottschalk & Kerry Bundy-Palmer