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.
James is an invaluable part of the Investment Support Team at Wealthpoint, assisting primarily with the company’s Private Equity deals. He is also responsible for Wealthpoints CRM, and assists with client services and trading.
James is a Bachelor of Business Science (BBusSc) Finance Graduate from the University of Cape Town with a solid financial understanding. He brings a highly motivated attitude to the team and a dynamic skill set with an eagerness to learn. He is currently a CFA level 3 candidate.
James is a keen sportsman, and thoroughly enjoys running.
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.
As Head of Client Services, Kira is responsible for overseeing all aspects of client administration and service, ensuring that our clients receive exceptional service at every touchpoint within Wealthpoint. Kira is a vital part of the team, and excels at building and maintaining strong relationships with our clients. Kira is also responsible for managing the compliance and anti-money laundering requirements in Wealthpoint.
Kira started her career in the financial markets in 2007. She has remained in the industry ever since, and in that time has gathered a wealth of knowledge in Financial Investment Services.
In her spare time, Kira enjoys spending quality time with her family.
Zenkosi is an Associate at Wealthpoint where she is a key member of the Client Services Team, responsible for client onboarding and reporting. With a fresh mind out of University, she is fuelled by an eagerness to learn and grow within the company’s compliance and client service structure.
Zenkosi studied at the University of the Western Cape, where she successfully gained a BA degree in Politics, Philosophy and Economics.
In her free time Zenkosi enjoys reading, as well as taking part in anything sports related.
