Our Team
Costa Drepaniotis, CFA, CFP
Managing Director
Stewart Spies
Associate Financial Advisor
Lehan Kruger
Portfolio Manager
Casanda Ison
Independent Financial Advisor
Brenda Cordier
Wealth Administrator / Para-Planner
Michelle Faddel
Wealth Administrator / Para-Planner
Simone Drepaniotis
Financial Administrator
Rafiq Taylor
Portfolio Manager
Gregory Makama
Business Development
Darren Burns
Business Development
Kate Howell
Head of Advice, Operations & Implemetation
Natasha Simon
Marketing Manager
Imraan Jakoet
Head of Investments
About Us
Privado Wealth is an independent private wealth & investment management company servicing high net worth private clients, families & their businesses.
As independent financial advisors & portfolio managers, we have the benefit of being product, platform and fund manager agnostic; meaning we are not tied agents, but rather able to manage our client’s portfolios without bias or influence, across various platforms to suit our clients unique needs.
Our business is about people and building relationships – High net worth investors have unique goals, challenges and ambitions and often require customised solutions that goes beyond conventional investment management. This could vary from investment portfolio construction to intergenerational wealth planning and cross- geographical tax structuring.
Working closely with each client, we create a customised plan, specific to your goals – Offering our clients a true family office experience, with a dedicated team for you to access.
Privado Wealth is a Cat I & II FSP and is a graviton partner to provide us with fund research and operational capabilities for our solutions. Privado has the benefit of being backed by the Sanlam Investments group, a listed company, ensuring our clients peace of mind & safety of their assets.
Privado Wealth, Graviton & Sanlam Investments
With over 120,000 funds and 630,000 stocks traded worldwide, it’s impossible for anyone person to cover every market & stock all the time.
At Privado you don’t deal with a single advisor, you work with a team – Privado Wealth has partnered with Graviton & the Sanlam Investments team, that oversees more than R500 billion, to provide us with ongoing investment research, dedicated analyst support and operational capabilities for our investment services – providing us the backing & safety of a listed company and access to the best tools that enhance our service.
As part of our process, our Investment Committee consists of a team of qualified and experienced professionals who meticulously screen the full universe of asset managers and their investment strategies regularly, following a quantitative and qualitative process where we assess managers based on the key drivers and philosophies that underpin their investment performance: investment skill, risk factors, style, asset class exposure and stock picking ability.
Integral to our on-going process is remaining in close contact with our underlying fund managers to understand their performance, positioning and any business changes. We acknowledge that there is no monopoly of investment management, and for this very reason, we do not employ in-house investment managers. Instead, we blend funds together by employing tactical allocations across a carefully selected number of external managers with outstanding ability in each specialist area, while our investment committee retains the ability to move in & out of managers at short notice.
Qualifications & Experience
We pride ourselves on being different to our peers – One of our key advantages is that our clients enjoy dealing with a team with demonstrated qualifications and experience, ensuring the highest standards of advice and investment management is given to our clients, with a dedicated & skilled team they can depend on and trust.
As a business we follow the Chartered Financial Analyst (CFA®) & Certified Financial Planner (CFP®) codes of conduct, and many of our team members hold the highly regarded CFA® & CFP® designation.
Privado Wealth is a Graviton Wealth Management partner (FSP 8772), and Privado Wealth (Pty) Ltd is a Category II authorised financial services provider, FSP 50883.
