KNOWLEDGE SERVICE INTEGRITY - K2 Capital
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KNOWLEDGE SERVICE INTEGRITY
OUR OFFERING
K2 Capital is an independent financial services The company began life as a pure multi-family office, providing
holistic balance sheet management for affluent families. It
boutique, offering a unique value oriented
continues to successfully serve this highly specialised market
approach to our clients’ wealth management segment but has reacted to client demand and introduced an
requirements. expanded service offering to assist other potential clients with
their broader wealth management requirements.
We work on the foundation of
K2 Capital leads the industry with our extremely valuable blend
KNOWLEDGE
of wealth management and asset management experience
SERVICE underpinned by the highest standards in academic and ethical
INTEGRITY excellence. We continually invest in our ability to remain globally
competitive and up to date by accessing leading research and
academic work.
K2 Capital provides highly bespoke investment counselling and
reporting on all aspects of your wealth. Our value proposition focuses on the generation of real returns
for our clients and we manage portfolio risk with their individual
We offer the following services: objectives in mind.
• A full Investment Advisory and Asset Management offering
• Cash Management solutions Our core philosophy sees us designing and implementing a
value based active asset allocation strategy in support of our
• Retirement Planning strategy formulation
value proposition. We recognise that growing one’s wealth often
• Estate Planning and Fiduciary Management requires patience and a willingness to be contrarian.
• Bespoke Structured Solutions
• Private Equity opportunities Our key differentiators arise from the quality of the skills embedded
in the people in the business as well as an uncompromised
approach to putting our clients’ interests first.
STRATEGY
FORMULATION
OUR
CLIENTS
ADMINISTRATION INVESTMENT
AND REPORTING MANAGEMENT
Our clients are at the centre of our approach where we attempt to construct
sustainable, successful solutions in the key areas of strategy formulation,
investment management and administration and reporting.
OUR TEAM
Philip Knibbs Kim Kennedy Jaco Gous Tanya Micali
DIRECTOR DIRECTOR WEALTH MANAGER WEALTH MANAGER
BCom, CFP, CFA BBusSc, CFA BEcon (Hons), MBA BCom (Hons), CFP,
HDip Investment Planning
Philip has considerable wealth Kim, along with Philip, is co- Jaco is based in Cape Town
and investment management founder of K2 Capital and has and heads up the Western Tanya has been involved in
experience with successful forged a successful career Cape representation for K2 financial services most of her
periods at RMB Private Bank in quantitative analysis and Capital. Jaco’s extensive career and specialised in the
and RMB Asset Management investment management from investment and wealth marketing and distribution of
before co-founding K2 Capital. work experience with Mercury management experience was investment products at both
Philip assumes executive Consolidated Holdings and gained from a successful career Investec Management Services
management responsibility for RMB Asset Management. Kim with RMB Asset Management. and RMB Asset Management
the firm as well as overseeing drives the wealth management Jaco is responsible for servicing before starting her own financial
the activities of the investment research and quantitative K2 Capital’s Cape client base services practice in 2007.
and wealth management teams. modelling at K2 Capital. and is instrumental in helping In 2010 K2 Capital acquired
Philip manages K2 Capital’s formulate the firm’s strategic Tanya’s business and she
ultra affluent, family office priorities and investment currently provides a highly skilled
client base. viewpoints. wealth management service to
our clients.
Teresa Cross Michelle Jerling Shantelle Kotze Petro Gous
WEALTH MANAGER ANALYST OPERATIONS OPERATIONS
Advanced CFP BCom, CIPM
Teresa has 19 years financial Michelle commenced her Shantelle, based in Cape Petro is based in Cape Town
services industry experience. career at RMB Private Bank in Town, provides client servicing and provides additional
Teresa joins K2 Capital from a wealth management support and operational support to operational support to the
Citadel Investment Services role before joining RMB Asset the business. Shantelle has team. Petro’s warm personality
where she looked after the Management as a performance extensive administrative and and strong client service
wealth management needs analyst. More recently she was technical experience and standards provide a solid
of high net worth clients. Her employed as an investment remains a key point of contact foundation for her support
K2 Capital clients continue reporting specialist at Investment for many of K2’s clients. role across all areas of the
to draw on her experience Solutions. Michelle provides business.
in wealth management, tax, critical support across the
estate planning, and property entire business in her role as a
acquisition and management. research analyst and reporting
specialist.
JOHANNESBURG CAPE TOWN T +27 11 463 9021 / 8946 T +27 71 680 3190 E info@k2capital.co.za E info@k2capital.co.za www.k2capital.co.za www.k2capital.co.za Coachmans Crossing Office Park, 23 van der Lingen Street Block D, Suite C, 4 Brian Street, Bryanston Paarl, 7646 Postal address: PO Box 130992, Bryanston, 2021 K2 Capital is an authorised Financial Services Provider FSP Number: 33434 | VAT Number: 4890241765 | Company Registration Number: 2005/030170/07
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