
OUR SERVICES
I'm a paragraph. Click here to add your own text and edit me. I’m a great place for you to tell a story and let your users know a little more about you.

YOU HAVE TO DO
WHAT'S IN YOUR CLIENT'S
BEST INTEREST
AND NO ONE ELSE'S
OUR TEAM
I'm a paragraph. Click here to add your own text and edit me. I’m a great place for you to tell a story and let your users know a little more about you.



OUR CLIENTS
LATEST ARTICLES

NO ONE
CAN WHISTLE A SYMPHONY.
IT TAKES A WHOLE ORCHESTRA
TO PLAY IT

NO ONE
CAN WHISTLE A SYMPHONY.
IT TAKES A WHOLE ORCHESTRA
TO PLAY IT

EXPERTISE
Trading
Protected Equity Fund
Global Equity Portfolio
Managed Portfolios
Offshore Solutions
EDUCATION
WITS
+ B.Com
U.C.T.
+ B.Com (Hons)
Financial engineering
and management
ABOUT ULF
Ulf joined the business in 2013, bringing with him over 25 years in the asset management/derivatives industry. He started his financial services career in merchant banking in the late 1980’s and in 1993, co-founded Vector Securities & Derivatives and Vector Equities, all of which were corporate members of the JSE, the Bond Exchange of SA & SAFEX (the SA futures exchange), while providing trading and asset hedging advice to the long term savings and insurance industry. After selling his stake in the business in 2006, he joined the Cape based asset manager Blue Alpha Investment Management in the same capacity as Vector Securities. The extensive experience gained is directly applicable to the management of individual private wealth, now offering private investors access to prices and hedging strategies available only to the billion-dollar funds of 20 years ago. In addition to the role of CEO, he is also on the investment team for the Baymont Wealth equity funds.