Levantine & Co is a wealth management firm in Cape Town, South Africa.

We specialise in personalised financial solutions to help you protect your wealth with trusts or pension solutions, and grow your wealth for generations.

TRUSTED PARTNERSHIPS

We provide guidance every step of the way.

PERSONALISED PORTFOLIOS

We tailor your investments to meet your changing needs.

WEALTH PROTECTION

Our structured approach secures your legacy across international borders.

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OUR TAILORED APPROACH

Levantine & Co is founded on our personal approach to offering world-class financial solutions to high-net-worth individuals, family offices, and corporate clients.

Traditional financial products are often one-size-fits-all and may not cater to individual needs and goals, which can put you at risk of sustained erosive threats and catastrophic events. Our approach is different. We provide guidance every step of the way, with a tailored solution to meet your investment needs and a structured approach that secures your legacy.

LISTEN & ADVISE

We understand your needs, before offering tailored solutions.

SOLUTION MATCHING

We align strategies with your unique challenges, always keeping your best interests in mind.

BEST ASSET STRUCTURE

Your portfolio is designed for both growth and security.

DYNAMIC PORTFOLIOS

We manage client portfolios with daily insight and responsiveness to the ever-changing investment environment.

ACTIVE WEALTH MANAGEMENT

Your portfolio is adjusted as needed, to align with your evolving needs.

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Our team

The partners at Levantine & Co. bring over 60 years of experience in financial markets and advisory services, gained in the world’s largest investment banks in the US, Europe, Middle East, and Southern Africa. The cornerstones of our offering are our independence, fee transparency, and our desire to meet your investment needs and secure your legacy.

Laurent Joly CFA® | Chief Investment Officer

Laurent has 21 years’ experience in the financial markets in London and in Cape Town. He started his career in Investment Banking at JPMorgan in London where he worked in the Equity Capital Market team. Recently, Laurent was Chief Investment Officer of a large Cape Town based Financial Advisory firm where he was responsible for managing the clients’ assets. Laurent holds a Master’s in Finance and Management from a French Grande Ecole and has been a CFA Charterholder since 2011.

Attila Kadikoy | Head of Business Development

Attila has 26 years’ experience in investment banking, with emphasis on Emerging Markets, and extensive international experience with a strong understanding of financial instruments. Before establishing Levantine & Co, he was the Head of Turkish Equities at Credit Agricole Cheuvreux, establishing their first Emerging Market product, and building relationships with leading Institutional investors in North America, Europe, and the Middle East.

Brian Rushmere CFA® | Senior Investment Manager

Brian has 7 years of experience in wealth management where he worked as an Equity Portfolio Analyst at a boutique wealth management firm for high-net-worth individuals with a focus on macro-economic outlooks. He graduated from Stellenbosch University with a BCom. Honours in Mathematical Science. Brian is responsible for Investment Management and Portfolio Analytics and has been a CFA Charterholder since 2021.

Aneen Bewick | Operations Officer

Aneen brings a diverse background in financial services specialising in operations and compliance. Before joining Levantine & Co she held Executive positions in Wealth Services and Compliance at Efficient Group. Her passion for client-centric service, a core principal of the company, is a value add to the team. She holds a Bachelor of Commerce in Financial Management and is a FSCA approved compliance officer.

Frederic Mariette | Senior Consultant

Frederic has over 25 years’ experience in financial markets in France, the UK, the USA, and South Africa.

Keith Sabatta | Senior Consultant

Keith has 39 years’ experience in the financial services industry having spent 29 of those years with The Standard Bank group finishing his career as the regional sales manager.

Demi Murray | Junior Investment Manager

Demi graduated with a Bachelor of Commerce in Investment Management from Stellenbosch University. She began her career as a Compliance Project Consultant and then joined Levantine & Co’s Graduate Investment Program. Since joining, Demi has transitioned into her role as a Junior Investment Manager, where she contributes to Investment Management and Portfolio Analysis. While continuing to develop her expertise, she is actively learning and growing under the mentorship of an experienced team.

Naylene Smit | Onboarding Specialist

Naylene graduated in 2024 with a Bachelor of Commerce in Investment Management from Stellenbosch University. Shortly thereafter, she joined Levantine & Co’s Graduate Investment Program, marking her first step into the professional investment world. Currently, Naylene is part of the specialist onboarding team, where she is gaining hands-on experience across the full spectrum of company operations. Guided by a seasoned team, she is actively developing her investment expertise while gaining valuable insights into Levantine and Co’s inner workings.