AlphaWealth
alphawealth.co.za Layer unknown
AlphaWealth is a South African independent advisory firm providing wealth management, family office, financial planning and employee benefit services to high-net-worth individuals, families, institutions and trusts. It also offers alternative investments and investment management through its Alpha Private Capital offering.
AlphaWealth is a family office headquartered in Umhlanga, South Africa, founded in 2003. It invests, in alternative investments, investment management, corporate finances and segregated portfolios.
“Bespoke wealth planning for high-net-worth individuals, families, institutions and charitable trusts.”
— AlphaWealth, own website
- Layer
- Layer unknown
- Type
- Family office
- Stage
- Not stated
- Headquarters
- Umhlanga, South Africa
- Invests in
- South Africa, global
- Sectors
- alternative investments, investment management, corporate finances, segregated portfolios, research services
- Founded
- 2003
Team, as AlphaWealth publishes it
- Kerry Fynn CEO/Wealth Manager
- James Gilfillan, CFA ® Wealth Manager
- Tshego Pule, CFA ® Wealth Manager
- Marina Prinsloo, CFP ® , CFA ® Wealth Manager
- Jan Vlok, CFA ® Wealth Manager
- Belinda Anderson, CFP ® Wealth Manager
- Arno Olckers, CFP ® Wealth Manager
- Kelcey Cloete, CFP ® Wealth Manager
- Anéka Rheeder Senior Executive | Client Relationships
- Luan van der Vyver Wealth Manager
- Alessandro Sinibaldi Paraplanner
- Melissa Ainsworth Paraplanner
Names and roles exactly as listed on alphawealth.co.za. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page AlphaWealth publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://alphawealth.co.za/name, is_investor, type, hq_country, hq_city, sectors, thesis_quote, status
- https://alphawealth.co.za/about-us/invests_in_geographies, description, founded
- https://alphawealth.co.za/our-team/people
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Record 16700 · added 2026-10-26 · link last verified 2026-10-26 · confidence medium
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