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).

Investment Committee & DFM Manager

Johan possesses extensive experience in the IFA and wealth management sector, enabling him to develop investment strategies and model portfolios tailored to the unique needs of various financial advisors.

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.