Bruce Williams, Principal
Bachelor of Commerce Economics, MBA
Bruce has over 20 years experience in Consulting and Finance with 12 years in Swiss Banking with UBS and Credit Suisse. Working in Treasury then Wealth Management and being responsible for managing and building a client book of Ultra High Net Worth (UHNW) clients within the European and Africa market, Bruce has extensive experience in developing sophisticated cross-border solutions for his clients. Furthermore, he has a track record of advising his entrepreneurial clients on Corporate Finance solutions.
William McBride, Principal
Bachelor of Commerce Finance, MBA
William has over 15 years’ experience in financial markets and wealth management. He has built a global network and expertise through his roles in finance that have spanned across Dubai, Singapore and Switzerland. Before co-founding Capeo Wealth, William worked at one of the world’s leading wealth managers, Credit Suisse AG, where he was responsible for managing a book of clients in the Southern Africa market. Over the years, William has become a trusted advisor to his clients due to his broad industry knowledge and extensive experience in providing offshore solutions.
Rob Goldsworthy, Director - South Africa
B.Com Finance & Accounting , Adv PGDip Investment & Portfolio Management , PGDip Financial Planning , CFP
Rob has been involved in financial markets since 2007, starting out in London where he gained significant banking experience. He returned to South Africa where he continued and advanced his career in asset management with a local equity trading, hedge fund and wealth management firm gaining experience in all aspects of the business. Rob furthered his portfolio management skills when he joined one of the largest IFA firms in South Africa taking on both an investment management and advisory role. Rob has always been drawn to wealth management which affords him the opportunity to interact with and advise clients using his knowledge and passion for financial markets. He is based in South Africa.