ADVISOR PROFILE
- JHB: +27 11 707 1340 CPT: +27 21 683 1354 DBN: +27 31 835 0400
Advisor Profile
James Gilfillan, CFA®
Partner
I am a co-founder and have been with the business for 22 years. My focus has been on investments in a client facing role. Outside of traditional investments, I have devoted time to researching alternative investments. Fixed income and global alternative investments have become an increasing proportion of my client’s portfolios.
Mobile
+27 83 270 7284
Email
jamesg@alphawealth.co.za
Linkedin
View Profile
Location
Cape Town, South Africa
SPECIALIST AREAS OF EXPERTISE, BOTH LOCALLY & OFFSHORE
Corporate
Treasury Management
Pre- & Post-
Retirement Planning
Traditional & Alternative
Investment Management
Estate &
Legacy Planning
Business
Assurance Planning
PART OF A BIGGER TEAM
When needed, I connect my clients to various internal specialists within AlphaWealth as well as within external professional partners, locally and abroad, that I have worked with over many years. These areas include:
Tax
Legal, Fiduciary, and Estate Administration
Specialist Lending
Private Equity
Global Citizenship
ABOUT ME
I am fortunate to have a wonderful wife, Margot, and three special daughters aged 19, 14 and 12. We live on a farm in Elgin, one hour outside Cape Town. I grew up in Jhb, then KZN, then USA for university and have now been in the Cape for 27 years. Outside my passion for investments, my interests include my friends, golf, tennis, food, wine and travel.
Meet with us.
If you’d like to set up an introductory meeting, please get in touch with us.
Johannesburg
+27 11 707 1340
+27 11 706 9711
Alpha House,
Ballywoods Office Park,
33 Ballyclare Drive,
Bryanston
Cape Town
+27 21 683 1354
+27 21 683 1396
25 Protea Road, 2nd Floor,
The Terraces,
Claremont,
7708
Durban
+27 31 835 0400
+27 31 566 1310
Lincoln on The Lake,
2 The High street,
Parkside,
Umhlanga Ridge, 4319
Mauritius
+230 404 8015
4th Floor, Ebene Skies,
Rue de l’Institut,
Ebene,
80817,
Mauritius