Background
Rowan Capital (Pty) Ltd is a boutique asset management and financial advisory firm based in Stellenbosch and Cape Town. Rowan Capital holds both Category 1 (CAT I) and Category 2 (CAT II) FSCA licences for the purposes of rendering financial advice and intermediary services. The team has over 90 years of cumulative experience managing assets.
The discretionary management of client assets is achieved through investing in equities, fixed income, property, Collective Investment Schemes, money market instruments and alternative assets. The client base consists of high-net-worth individuals (HNWIs), families, companies, foundations and trusts. Martin Versfeld acts as the Key Individual for investments and the operational ability of the company.
Vision
Rowan Capital’s mission is to provide innovative investment solutions and above market-related returns. This is achieved by actively managing our own Fund of Funds, share portfolios and global multi-asset portfolios to create diversification and risk-adjusted returns.
Compliance
Compliance Officer:
Independent Compliance Services (Pty) Ltd
Website: www.complianceservices.co.za
FSP Licenses and Products:
To view the licenses and products for which Rowan Capital (Pty) Ltd (FSP License Number 46000) is approved, click here.
Rowan Capital Mandate
To download Rowan Capital’s FSCA approved Discretionary Mandate, click here.
Auditors
C2M Chartered Accountants Inc.
Website: www.c2m.co.za
Client Reporting
Seed Analytics
Website: www.seedanalytics.info