Our Ethos & Leadership
A US-domiciled and regulated entity founded to bridge the access gap for sophisticated international investors. Our vision is to combine US financial security with tailored South African understanding.
A dedicated section detailing the firm's approach, rooted in Stefanus van der Merwe's belief in "disciplined, long-term value creation" and "structured risk management," avoiding speculative excess.
Stefanus Willem van der Merwe
Senior Investment Strategy Advisor & Board Member
Details on his distinguished Cape Town roots, academic rigor (Stellenbosch M.Econ, LBS Finance Management), and experience in Standard Bank and founding Van der Merwe Advisory Group. Focus on his principle: “Wealth is an extension of responsibility, not proof of desire.”
Annelise de Villiers
Executive Assistant to the Board / Senior Analyst
Highlight her LSE Master’s, investment banking analysis experience, and strong Afrikaner/French Huguenot heritage, emphasizing a blend of polished global knowledge and local understanding.
Thandeka Ndlovu
Investment Analyst Assistant
Emphasize her Zulu heritage (Ndlovu = ‘Elephant’—wisdom/strength) and modern education (UKZN Business Admin), showcasing her role in ensuring seamless, respectful cross-cultural client service.