who are we?

Bird Private Client Wealthcare (Pty) Ltd (FSP 41071) is a South African registered fund manager trading on local and international markets to offer individual clients and institutions bespoke investment services.

The company was founded on 15th November 2009 as a collaboration between Andre Botha (an established independent asset manager since 2005) and Andrew Kirkman CA(SA) and Guy Lanfear CA(SA).

Note: We fully endorse the protective measures created by the South African FAIS act (Act no 37 of 2002), and have outsourced our compliance function as required by the act to Etude Compliance (Pty) Ltd.

"Bird provides personalized investment management services to clients as well as investors and institutions requiring highly individualized and specialized services."

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Andre Botha

B.Com

Andre started his career working for the Stock Broking company Davis Borkum Hare (now Merrill Lynch). Since then he has worked at various portfolio management companies, as well as working for Finexco International which specialized in offshore investment.

testimonials

"Andre Botha has been acting as my investment manager since May 2005. This has included advice on all tax implications on my investments. He started by doing an in-depth assessment of my financial position, taking into account my income, assets and expenditure in an effort to synchronize these against my future requirements."

– Mrs. Marion Webb

Bird has formed a strategic alliance with Levantine and Co (FSP 44104). This strategic alliance enables as to have an investment team of four members, three of whom are chartered financial analysts, as well as offering business continuity for Bird’s clients.

The main principle of Levantine and Co is Laurent Joly.

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LAURENT JOLY

CFA

Laurent has over 16 years’ experience in the financial markets in London and in Cape Town. Laurent 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 Masters in Finance and Management from a French Grande Ecole and is CFA Charterholder since 2011.