Knowledge
Service
Integrity
Delivering skill, insight and bespoke solutions tailored to your wealth management needs.
Who We Are
Highly bespoke investment counselling and reporting
K2 Capital is an independent financial services boutique, offering a unique value oriented approach to our clients’ wealth management requirements. K2 Capital provides highly bespoke investment counselling and reporting on all aspects of your wealth.
Our Team
We are experienced, 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.
Phillip Knibbs
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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
BCom: 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
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Investment Analysts Society of South Africa, Member
Financial Planning Institute, Member
CFA Institute, Charter Holder
DIRECTOR
Kim Kennedy
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CFA: Chartered Financial Analyst, CFA Institute
BBusSc (Hons): Bachelor of Business Science (Honours), University of Cape Town
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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
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CFA Institute, Charter Holder
DIRECTOR
Jen White
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CA (SA): Chartered Accountant (SA)
Advanced CFP: Advanced Post Graduate Diploma in Financial Planning, UFS
CFP: Post Graduate Diploma in Financial Planning, UFS
PGD in Accounting: Post Graduate Diploma in Accounting, Rhodes University
BCom: Bachelor of Commerce, Rhodes University
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K2 Capital, Wealth Manager
Standard Bank Wealth and Investment, Associate Wealth Manager
Standard Bank, Investment Banking
ABN AMRO, Credit Analyst (London)
KPMG, Audit Manager
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CA (SA), Member of South African Institute of Chartered Accountants
Financial Planning Institute, Candidate Member
WEALTH MANAGER
Tanya Micali
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Advanced CFP: Advanced Postgraduate Diploma in Financial Planning, UFS
CFP: Postgraduate Diploma in Financial Planning, UFS
BCom (Hons): UNISA
BCom: University of Pretoria
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K2 Capital, Wealth Manager
RMB Asset Management, Business Development Manager
Investec, Business Development Manager
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Financial Planning Institute, Member
WEALTH MANAGER
Teresa Cross
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Advanced CFP: Advanced Postgraduate Diploma in Financial Planning, UFS
CFP: Postgraduate Diploma in Financial Planning, UFS
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K2 Capital, Wealth Manager
Citadel Investment Services, Wealth Manager
Liberty Group, Agent
Nashua Limited, Sales
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Financial Planning Institute, Member
WEALTH MANAGER
Wilhelm Janse Van Vuuren
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CFP: Certified Financial Planner, Financial Planning Institute
BCom (Hons): Bachelor of Commerce (Honours), University of Pretoria
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K2 Capital, Wealth Manager
RMB Private Bank, Wealth Manager
Citadel Investment Services, Wealth Planner
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Financial Planning Institute, Member
WEALTH MANAGER
Michelle Jerling
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CFP: Postgraduate Diploma in Financial Planning, UFS
CIPM: Certificate in Performance Measurement, CFA Institute
BCom: Nelson Mandela Metropolitan University
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K2 Capital, Analyst
Investment Solutions, Investment Reporting Specialist
Momentum Asset Management, Head: Performance
Momentum Asset Management, Performance Analyst
RMB Private Bank, Technical Support to Wealth Managers
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CIPM designation holder
CFA Institute, Regular Member
ANALYST
Kate Pouroullis
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ILPA: Institute of Life and Pension Advisers, Personal Finance and Retirement Planning
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K2 Capital
Investec Asset Management
Profco
Southern Life
WEALTH MANAGER ASSISTANT
Sharon Cooper
OPERATIONS
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K2 Capital
RPP Developments
K2 Capital provides independent, highly bespoke investment counselling and reporting on all aspects of family-focused wealth management. With extensive experience in disciplines including private banking, financial product development, quantitative modelling and asset management, we construct robust, dynamic, multi-generational investment strategies by the design and implementation of solutions ranging from the basic to the highly sophisticated.
What We Do
Our Services
We are able to design and implement solutions addressing the following core needs:
A full investment advisory and asset management offering
Cash management solutions
Retirement planning strategy formulation
Estate planning and fiduciary management
Bespoke structured solutions
Private equity opportunities
Clarity & Understanding
Our process is underpinned by a thorough understanding of modern financial theory and enhanced by blending our quantitative outputs with often complex client behavioural biases resulting from money management in an emerging market such as ours.
The result is a blueprint, free of jargon, understood by all members of the family that provides a foundation for successful inter-generational wealth transfer.
How we do it
Value Proposition
Our Value Proposition focuses on the generation of real returns for our clients and we manage portfolio risk with their individual objectives in mind.
Core Philosophy
Our Core Philosophy sees us designing and implementing a value-based active asset allocation strategy in support of our value proposition. We recognise that growing one’s wealth often requires patience and a willingness to be contrarian.
Key Differentiators
Our Key Differentiators arise from the quality of skills embedded in the people in the business as well as an uncompromised approach to putting our clients’ interests first.
“The proper financial mindset is to be scared enough to save for the short run and brave enough to invest for the long run.”
– Morgan Housel
Resources
K2 Collective
We provide monthly, detailed updates on local and offshore fund performance, annual asset class returns, and key market trends, including equity, fixed income, and currency movements.
K2 Compass
In collaboration with Fundhouse, receive a monthly commentary covering current investment trends, topical issues, and insightful perspectives on investor-related topics that we believe will benefit clients as they navigate the ever-changing investment landscape.
K2 View
We provide our clients with timely, ad hoc insights into capital markets and global financial trends, offering a clear vantage point to support informed investment decisions.
Featured K2 Views
Never Miss A Resource
In the K2 Collective monthly newsletter we provide detailed updates on local and offshore fund performance, annual asset class returns, and key market trends, including equity, fixed income, and currency movements.
In the K2 Compass receive a monthly commentary covering current investment trends, topical issues, and insightful perspectives on investor-related topics.
With the K2 View, we offer adhoc insights into capital markets and global financial trends.
Sign up now to stay informed and empowered.
Key Partners
K2 Capital has partnered with Fundhouse Investment Advisors, an independent global fund advisor, to develop a bespoke range of offshore model portfolios. These models are based on Fundhouse’s extensive research and portfolio construction expertise.
Fidelis Vox provides fiduciary services, helping clients manage their wealth and protect assets for future generations. They assist clients with trusts, estate planning, structuring, wills, trusteeships, and executorships.
Omne provides strategic tax, accounting, advisory and estate structuring support for business owners and high net-worth individuals, ensuring cohesive local and offshore planning across their entire wealth ecosystem. This partnership ensures our clients receive cohesive financial oversight across all aspects of their wealth.
