K2 Capital
Management in Sandton

K2 Capital has as its strategic intent the provision of holistic balance sheet management for affluent family units.

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. 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. Delivering skill, pragmatism and tailor-made solutions in investment counselling and reporting. K2 Capital is an independent financial services boutique, offering a unique value oriented approach to our clients’ wealth management requirements. 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. The company began life as a pure multi-family office, providing holistic balance sheet management for affluent families. It continues to successfully serve this highly specialised market segment but has reacted to client demand and introduced an expanded service offering to assist other potential clients with their broader wealth management requirements. K2 Capital leads the industry with our extremely valuable blend of wealth management and asset management experience underpinned by the highest standards in academic and ethical excellence. We continually invest in our ability to remain globally competitive and up to date by accessing leading industry research and academic work. Our VALUE PROPOSITION focuses on the generation of real returns for our clients and we manage portfolio risk with their individual objectives in mind. Our CORE PHILOSOPHY sees us designing and implementing a value based active asset allocation strategy in support of our value proposition. 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.