Investment Specialist

• Mar 2019 - Present

Genera Capital provides holistic global investment management services to select high net worth families and endowments. As a boutique firm, we provide the benefits of being independent, proactive and innovative. Stuart’s career has focused on the provision of investment management services and advice. Prior to joining Genera Capital, Stuart guided high net worth families and foundations at Sanlam Private Wealth and Nedbank Private Wealth. During this time, he helped craft tailored wealth management strategies and assisted in structuring holistic portfolios. Prior to this, he had spent his early career working in London, predominantly in Investment Banking at Merrill Lynch. Stuart completed his MBA at GIBS in 2015, where his dissertation explored the behavioural investment decision making process of South African entrepreneurs. He also has his Certified Financial Planners (CFP®) designation, having done his Post Graduate Diploma in Financial Planning. Stuart completed his Advanced Post Graduate Diploma in Financial Planning in 2012, where he finished as the top student in the country. Stuart completed his Undergraduate and Honours Degrees in Financial Analysis (BCom) at the University of Stellenbosch. Show less

Wealth Manager

• Jan 2015 - Feb 2019

Wealth Manager

• Mar 2012 - Dec 2014

Financial Planner

• Aug 2010 - Mar 2012

Contractor

• Jan 2008 - Jun 2009

Equity Derivatives Client Services • Responsible for the client relationship as well as the front to back processes and controls for these clients • Manage equity derivative resets, unwinds, corporate actions and payment processes • Ensure accurate and timely booking of transactions • Resolve reconciliation and client issues • Undertake projects to improve processes, efficiency and accuracy Promoted to Supervisor in Sept 2008 • Supervise a team with respect to daily responsibilities • Provide point of escalation to resolve issues internally and with clients • Statistical monitoring and compiling of reports for daily and monthly deadlines • Participate in management goal creation and decisions • Responsible for the implementation of improved procedures and training of a new team during role restructuring Show less