A Collaborative Team with a Long and Successful Shared History.

SENIOR PARTNERS

Steve Stapylton-Smith

Advisory Board Consultant

Adam Turk CFA

Advisory Board Consultant

INVESTMENT TEAM

Brad Mitchell

Chief Investment Partner

Jan Faure

Investment Partner

INVESTMENT SUPPORT

Peter Steenkamp

Operations Analyst

Kira Williams

Head of Client Services

James Booth

Investment Associate

Zenkosi Ntlebi

Associate

GOVERNANCE

Stephanie Morris

Partner

CHAIRMAN

Chris Gunter

Chairman

“Our compact team is supported by a group of proven external partners. From our Economist to our Regulatory Support, these trusted experts enable us to remain focussed on our clients and our investment process”

Chris Welsh, Managing Partner

STEVE STAPYLTON-SMITH

Steve started his asset management career in 1998 as a portfolio manager at Investec Securities.

In 2003 he started his own boutique asset management firm with a hand-picked group of colleagues. For most of his 16-year tenure, he was the managing director and majority shareholder.

Steve co-founded Wealthpoint Capital with Adam Turk in December 2018, building a successful firm which they merged with Universum in 2021.

Steve is a member of the Universum Investment Advisory Board. This non-executive group is not engaged with Universum Wealth Ltd clients, or day-to-day activities, but joins the Investment Committee discussions providing investment input, review and support.

Steve has a young family with three energetic boys. He’s an avid paddler and has completed over 14 Fish River Canoe Marathons.

ADAM TURK CFA

Adam began his career in 2011 with The Purple Group, a JSE listed company. Thereafter, he worked as the investment officer and portfolio manager in a boutique asset management firm before co-founding Wealthpoint Capital with Steve Stapylton-Smith in 2018.

In addition to listed portfolio expertise, Adam also has extensive knowledge of corporate finance, private markets and structured products.

Adam is a CFA charter holder. He is an active member of the Investment Analyst Society of South Africa and obtained a BCom Honours Degree in Portfolio Management & Financial Analysis from the University of Cape Town.

Adam is a member of the Universum Investment Advisory Board. This non-executive group is not engaged with Universum Wealth Ltd clients, or day-to-day activities, but joins the investment committee discussions providing investment input, review and support.

Adam is a keen golfer, wildlife and conservation enthusiast and water polo player.

BRAD MITCHELL

Bradley is chair of the investment committee and is responsible for coordinating all portfolio management discussion. Highly technical and with extensive analytical experience, he oversees the design of all investment management models and the related data libraries. Additionally, Bradley is the lead portfolio manager of the Universum Multi-Asset and Global Equity portfolios.

Bradley has 20 years’ Investment and Risk Management experience and previously fulfilled the joint roles of Head of Research and Fund Manager (global equity fund) during the nine years he was at Sasfin Wealth. Prior to this, he gained experience in various quantitative, investment and management positions during his five years at Nedbank Capital, two years at Standard Bank Group (SBG) Securities and five years at Momentum.

He holds a Bachelor of Science degree from the University of Witwatersrand and has completed various actuarial exams through IoFA London.

JAN FAURE

Jan is an Investment Partner at Universum and a member of the Investment Committee. He plays a key role in the management of the company’s Multi-Asset portfolios, providing investment research, analysis, and oversight of trading.

Jan has over 20 years’ experience in financial markets, having started his career at Goldman Sachs in London.  He has worked extensively in equity market research, portfolio construction and portfolio management. Jan has served in various senior roles within the industry during his career, including Head of Equity Research and Chief Investment Officer for a boutique asset management firm.

Jan brings to Universum an in-depth knowledge of structuring investment products for retail and institutional clients in both private and public markets. He actively explores new developments within the global financial services industry, investigating how these can be implemented to improve outcomes for clients. He has an BCom Honours Degree from the University of Stellenbosch.

PETER STEENKAMP

Peter is an Operations Analyst and forms part of our Cape Town-based operations team. Peter is responsible for managing internal processes, including onboarding, client service and trading.

Peter has three years of experience in Financial and Client Services. In Peter’s previous role as an In-House Investment Specialist, he was responsible for the monitoring, reporting and analysing of client portfolios.

He obtained his Honours in Financial Analysis from the University of Stellenbosch and is currently a CFA Level 2 candidate.

KIRA WILLIAMS

As Head of Client Services, Kira is responsible for overseeing all aspects of client administration and service,  ensuring that our clients receive exceptional service at every touchpoint within Universum.  Kira is a vital part of the team, and excels at building and maintaining strong relationships with our clients.  Kira is also responsible for managing the compliance and anti-money laundering requirements of the South African side of the business.

Kira started her career in the financial markets in 2007.  She has remained in the industry ever since, and in that time has gathered a wealth of knowledge in Financial Investment Services.

In her spare time, Kira enjoys spending quality time with her family.

JAMES BOOTH

James is an invaluable part of the Investment Support Team at Universum, assisting primarily with the company’s Private Equity deals. He is also responsible for Universum’s CRM, and assists with client services and trading.

James is a Bachelor of Business Science (BBusSc) Finance Graduate from the University of Cape Town with a solid financial understanding.  He brings a highly motivated attitude to the team and a dynamic skill set with an eagerness to learn. He is currently a CFA level 2 candidate.

James is a keen sportsman, and thoroughly enjoys running.

ZENKOSI NTLEBI

Zenkosi is an Associate at Universum where she is a key member of the Client Services Team, responsible for client onboarding and reporting. With a fresh mind out of University, she is fuelled by an eagerness to learn and grow within the company’s compliance and client service structure.

Zenkosi studied at the University of the Western Cape, where she successfully gained a BA degree in Politics, Philosophy and Economics.

In her free time Zenkosi enjoys reading, as well as taking part in anything sports related.

STEPHANIE MORRIS

Stephanie is a Partner at Universum.  She is responsible for overseeing the Firm’s legal matters, and assists Chris with managing the Firm’s global platform, providing key input around governance, finance matters, and strategic business development.

Prior to joining the Universum team, Stephanie enjoyed a lengthy career at Mishcon de Reya Solicitors in London, where she specialised in all aspects of family law, with a particular emphasis on complex, multi-jurisdictional financial remedy cases for ultra-high net worth individuals.  These cases usually involved international trusts and corporate assets, complex remuneration structures and were often heavy with allegations of non-disclosure or dissipation. Stephanie’s work also encompassed the additional issues that a client may face during separation or divorce, such as reputation management, tax, corporate and commercial advice.

Stephanie completed her Law LLB Degree at Exeter University, and her subsequent LPC Diploma at the College of Law in London.

CHRIS GUNTER

His broad commercial experience, coupled with his versatile skillset and calm demeanour make him a hugely valuable contributor at board level and across the business. Chris serves on the Investment Committee for Universum Global Ventures and he is an impactful mentor for both teams and individuals across the group.

Chris founded and scaled a multinational Technology Advisory & Business Transformation Services organisation, successfully selling to a strategic buyer in 2016. He continued as CEO, achieving further 10x bottom line growth before exiting in 2020. He also served as Executive Chairman of Diagonal Consulting Inc, which he acquired in 2013 and sold 3 years later at 30x ROIC to a PE backed investor following a transformational program that expanded the managed service organization to offer strategic advisory, business transformation and enterprise solutions across United States.

Chris has engaged at C-level of large enterprise in global SAP transformation programs and worked with Private Equity firms APAX, CVC and THL to lead global transformational separation programs for their portfolio companies.

He completed his articles at Deloitte, is a Chartered Accountant and holds degrees in Commerce B.Comm Honours from University of South Africa and a B. Comm (University KZN)