Who we are 2017-06-14T15:44:52+00:00

Who we are

Our team

We are young, highly-skilled entrepreneurs blending our rich work experience and academic foundations with independent thinking, resulting in unique tailor-made solutions for our clients. Like the mountaineering connotation inferred by our name, where those skilled enough to know will recognise the merit of looking beyond the commercial attraction of the highest in search of the toughest, we hope we will stand out as a unique blend of skill and pragmatism, implementing workable, sustainable solutions in a highly challenging yet rewarding environment.

Directors

Philip Knibbs – Director

CFA: Chartered Financial Analyst, CFA Institute
CFP: Certified Financial Planner, Financial Planning Institute
Adv Tax Cert: Advanced Tax Certificate, University of South Africa
PDM: Postgraduate Diploma in Management, University of Cape Town – Graduate School of Business
BComm: Bachelor of Commerce, University of the Witwatersrand
K2 Capital, Co-Founder and Director
RMB Asset Management, Director: Sales – RMB Unit Trusts
RMB Asset Management, Head: Product Management and Research
RMB Private Bank, Private Client Wealth Manager
Momentum, Investment and Tax consultant
Sheraton Group – London, Accountant
CFA South Africa, President
Investment Analysts Society of South Africa, Member
Financial Planning Institute, Member
CFA Institute, Charter Holder

Kim Kennedy – Director

CFA: Chartered Financial Analyst, CFA Institute
BBusSc (Hons): Bachelor of Business Science (Honours), University of Cape Town

K2 Capital, Co-Founder and Director
RMB Asset Management, Product Development and Research
RMB Asset Management, Quantitative Analyst
RMB Asset Management, Structured Product Analyst
Mercury Consolidated Holdings, Structured Product Analyst
Citigroup – London, Debt Derivatives

CFA Institute, Charter Holder

Wealth Management

Jaco Gous – Head: Western Cape Wealth Management

MBA: Stellenbosch University
B Econ (Hons): Stellenbosch University
K2 Capital, Wealth Management
Jaco Gous Financial Advisors, Founder and executive management
RMB Asset Management, Regional Manager: Sales – RMB Unit Trust
RMB Asset Management, Business Development Manager

Financial Planning Institute, Member

Tanya Micali – Wealth Manager

BCom: University of Pretoria
BCom (Hons): UNISA

CFP: Postgraduate Diploma in Financial Planning, UFS
Advanced CFP:
Advanced Postgraduate Diploma in Financial Planning, UFS

K2 Capital, Wealth Management
Beige Capital, Co-Founder and director
RMB Asset Management, Business Development Manager
Investec, Business Development Manager

Financial Planning Institute, Member

Teresa Cross – Wealth Manager

CFP: Postgraduate Diploma in Financial Planning, UFS
Advanced CFP: Advanced Postgraduate Diploma in Financial Planning, UFS

K2 Capital, Wealth Manager (2013)
Citadel Investment Services, Wealth Manager (2004 – 2013)
Liberty Group, Agent (1994 – 2003)
Nashua Limited, Sales (1990 – 1994)

Financial Planning Institute, Member

Johann Grandia – Wealth Manager

BCom: Financial Analysis, University of Stellenbosch
BCom (Hons): Financial Analysis, University of Stellenbosch
CFP: Post Graduate Diploma in Financial Planning, University of the Free State
MCom: Financial Management, University of Pretoria

K2 Capital, Wealth Manager
Allan Gray, Offshore Specialist
Allan Gray, Business Development Manager
Allan Gray, Query Resolution Specialist

Financial Planning Institute, Member

Jennifer White – Wealth Manager

B.Com: Bachelor of Commerce, Rhodes University
CA (SA): Chartered Accountant (SA)
PGD in FP: Post Graduate Diploma in Financial Planning, UFS
Advanced PGD: Advanced Post Graduate Diploma in Financial Planning, UFS
PGD in Accounting: Post Graduate Diploma in Accounting, Rhodes University

K2 Capital, Wealth Manager
Standard Bank Wealth and Investment, Associate Wealth Manager
Standard Bank, Investment Banking
ABN AMRO, Credit Analyst (London)
KPMG, Audit Manager
CA (SA), Member of South African Institute of Chartered Accountants
Financial Planning Institute, Candidate Member

Michelle Jerling – Analyst

BCom: Nelson Mandela Metropolitan University
CIPM:
Certificate in Performance Measurement, CFA Institute
CFP: Postgraduate Diploma in Financial Planning, UFS

K2 Capital, Wealth Manager (2013)
Investment Solutions, Investment Reporting Specialist (2013)
Momentum Asset Management, Head: Performance (2007-2009)
Momentum Asset Management, Performance Analyst (2003-2013)
RMB Private Bank, Technical Support to Wealth Managers (2001-2003)

CIPM Association, Member

Operations

Shantelle Kotze – Operations

Petro Gous – Operations