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

We specialise in personalised financial solutions to help you protect 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.

Download Our Brochure

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.

Want to learn more?

Book a Meeting

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. A cornerstone of our offering is our independence, fee transparency, and our desire to meet your investment needs and secures your legacy.

Laurent Joly | CFA

Laurent has over 16 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 | Senior Consultant

Attila has 22 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

Brian has 5 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.

Arlene Majavie | Office Manager

Arlene Majavie is a highly skilled professional with a background in financial administration and client services. With qualifications in Financial Management and an NQF Level 3.

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.