INVESTMENT MANAGEMENT SERVICES
RealCap adopts a global balance sheet approach to investment management, which dictates that besides those assets an investor needs to match any local based liabilities - debt, lifestyle expenses, etc. - the remaining 'growth assets' must be put to work globally.
We strive to invest in the best opportunities the world has to offer across multiple asset classes and pride ourselves on independent research that helps us get to the most consequential truths about potential investment: we never follow the herd.
RealCap utilises an objective valuation methodology that allows us to best grow client wealth over the long term.
By partnering with us, investors will obtain liquid exposure to the following asset classes on global exchanges:
- Fixed Income;
- Specialist Opportunities.
Select clients may choose to make use of RealCap’s “Multi-Family Office” services.
Our team of dedicated financial professionals make it their priority to get to know their clients, to create a platform for continuous and regular communication and to help client families make educated decisions that will best suit present as well as future family generations.
Functions of the RealCap Multi-Family Office offering include:
- Comprehensive financial oversight and investment management of all liquid financial assets;
- Daily management of all illiquid assets, such as real estate and collectibles;
- Structuring and management of all debt;
- Administration and management of the family estate;
- Trustee services and transactional management;
- Comprehensive quarterly reporting of all balance sheet activity.
WHO WE ARE
Since its inception in August 2003, the RealFin Group has earned a widely acknowledged reputation as a leader in specialist asset management, advisory, and structured financial solutions to the institutional market (pension funds, life companies, asset managers, and stock brokers).
To provide South African private clients direct access to multiple asset classes worldwide and without restrictions, a strategic decision was taken to expand the Group’s specialist asset management service to include global discretionary asset management to the private client market. RealCap was therefore founded by Steve Doidge in 2012 under the umbrella of the RealFin Group.
Although based in Cape Town, South Africa, RealCap’s offering is global. Through our counterparties in Switzerland and Denmark, RealCap offers specialist, global investment management services to our sophisticated investors with a focus on sectors and countries where we believe our unique skill set provides us with positive information asymmetry. In addition to focused investment management services, RealCap is fully proficient in managing and advising its clients on all related aspects of investment and financial management, such as estate and tax planning, private equity management and advisory, and bespoke structured investment solutions.
Transparency and security form the foundation of RealCap and together with a driven, passionate, and committed team of people who are obsessed with providing excellent client service, we are able to offer our investors a truly unique and all-encompassing investment management service.
MEET OUR MANAGERS
Steve is the co-founder of the RealFin Group which oversees assets in excess of USD2 billion. He has over 25 years industry experience and prior to founding RealFin held senior positions at Barnard Jacobs Mellet and Investec Bank.
Steve holds the following qualifications: BCom, HDip (Advanced Taxation), MCom, MPhil. Furthermore, he is one of a very few number of South Africans who has gained the extremely sought-after and challenging CAIA (Chartered Alternative Investment Analyst) qualification which is considered the international academic benchmark for professionals within the alternative asset management arena.
Steve is passionate about social upliftment, especially in the area of education, and is the driver behind RealCap’s many initiatives in this regard.
Kerry studied at the University of the Witwatersrand. She completed her undergraduate degree in a Bachelor of Accounting Science in 2008 and then a Higher diploma in Accountancy in 2009.
Kerry completed her articles at KPMG Johannesburg and was admitted as a Chartered Accountant in December 2012. In 2016, Kerry completed her MBA through the University of Cape Town’s Graduate School of Business focusing on Finance, Entrepreneurship and Leadership courses.
In March 2013, Kerry joined CTP Ltd where she took up the role of internal auditor/project accountant at a head office level. In September 2013, Kerry joined RealFin Capital Partners as Head of Finance and has since been appointed as a director. In her current role she oversees the financial and operational activities of the company.
Kerry mentors accounting students through the Allan Gray Orbis Foundation.
Andrew previously worked at Northstar Asset Management where he was an investment analyst responsible for idea generation, analysis and investment decisions across multiple industries, geographies, and asset classes.
Andrew holds a BCom (Economics & Law) from Rhodes University and is a CFA (Chartered Financial Analyst) charterholder which is a professional designation considered an international benchmark for investment analysis and wealth management. Andrew passed all 3 CFA exams on his first attempt.
Sarah started her career as an Operations Administrator with RealCap in 2019 and has since taken on the role of Operations Manager, where she is responsible for implementing investment decisions and overseeing the effective management of the day-to-day activities of the company.
Sarah holds a BSc (Honours) in Property Studies, with Distinction, from the University of Cape Town and has passed the Chartered Alternative Investment Analyst Level I examination.