• JHB: +27 11 707 1340 CPT: +27 21 683 1354 DBN: +27 31 835 0400

About Us

We must explain to you how all seds this mistakens idea off denouncing pleasures and praising pain was born and I will give you a completed accounts off the system and expound the actually teaching of the great explorer ut of the truth, the master builder of human happiness.

CONSULTATION

Contact Info

  • Rock St 12, Newyork City, USA

  • (526) 236-895-4732

  • test@test.com

  • Week Days: 09.00 to 18.00
    Sunday: Closed

ADVISOR PROFILE

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.

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