Wealthpoint’s team is built around a culture of integrity, accountability, transparency, and – most importantly – putting clients first.
Steve started his asset management career in 1998 as a portfolio manager at Investec Securities.
In 2003 he started his own boutique asset management firm with a hand-picked group of colleagues. For most of his 16-year tenure, he was the managing director and majority shareholder.
Steve co-founded Wealthpoint Capital with Adam Turk in December 2018. He brings his considerable portfolio management experience to each and every tactical and strategic decision in Wealthpoint’s investment process and is passionate about pursuing a focused, customer-centric wealth management service.
Steve has a young family with three energetic boys. He’s an avid paddler and has completed over 14 Fish River Canoe Marathons.
Adam heads up investment process and corporate finance at Wealthpoint. He’s a CFA charter holder and an active member of the Investment Analyst Society of South Africa.
Adam’s enthusiasm for equity markets started in high school. He began his professional career in 2011 with The Purple Group, a JSE listed company. Thereafter, he worked as a chief investment officer and a portfolio manager, before co-founding Wealthpoint Capital with Steve Stapylton-Smith in December 2018.
Adam is a dedicated golfer, wildlife enthusiast, and plays premier league water polo.
Jan has 20 years’ experience in financial markets, having started his career at Morgan Stanley and Goldman Sachs in London. He has extensive experience in equity market research, portfolio management and offshore investing. Jan has served in various roles within the industry including head of equity research and chief investment officer for a boutique asset management firm.
Jan has a particular passion for offshore passive investing, and has done extensive work and research in offshore passive portfolio construction.
Jan keeps busy with his boys’ sporting demands but occasionally finds time to ride his mountain bike.
Kira is an integral part of the Wealthpoint Capital team and focuses on compliance and portfolio administration.
Kira started her career in the Financial Market in 2007 and has gathered a wealth of knowledge in Financial Investment Services.