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Family Owned

Clan Capital is an independent, family owned business. We came into being to look after the financial affairs of Andrew Campbell’s family. We were a small Constantia family office. We still are.

We have however expanded our capabilities to help other families make more informed financial decisions. Their interests, financial situation, and requirements often differ from ours, so we provide advice that caters to this.

South African

Clan Capital is incorporated, authorised, and regulated in South Africa. We are a local business, serving South African families, and operate from a home office in the suburb of Constantia. We are set up to suit Capetonians who value personal service.

We are also equipped to provide a level of service that competes with larger  organisations and deeper teams. We are experienced, have specialist skills, and have created a professional environment and partner support that enables us to make a difference.

International Insights

We are an investment led business, focused on what matters most to our clients when allocating their capital. The world outside South Africa matters: it impacts our clients’ lifestyles, plans, and the financial decisions that support both. We are very cognisant of how important international developments are.

Luckily we have lived and worked overseas, with leading institutions. We have studied and invested with the best, and bring international insights and products to our clients.

 

Our Team

 

Andrew Campbell, BCom CFA

Financial Advisor and CEO

Andrew designs and manages a customised financial plan to meet the specific needs of each client. He has considerable investment experience, gained both locally and abroad, having established a hedge fund business, managed investment portfolios, and selected fund managers.

Andrew is responsible for managing our financial planning and investment management processes. He conducts research that focuses on what select managers are doing, and how well they are implementing their mandate.

Andrew is a CFA charterholder and has over 25 years experience in capital markets, most significantly at Brait and Coronation.

 

Alma Olivier, BAcc, CA (SA)

Financial Manager and Compliance

Alma works to introduce process discipline and efficiency to support the planning and investment activities. She has a background in treasury management, having worked in London as a financial controller at various international banks including Investec, State Street and Credit Suisse.

With a strong background in analysis, controls and accounting, Alma is responsible for the operations of Clan Capital.

Zubeida Joseph

Administrative Manager

Zubeida manages the office and client service activities. She has experience as a personal and administrative assistant, and efficiently manages client paperwork, and service provider administration.

Zubeida is responsible for the office infrastructure, including data and communications services.

Our Values


Respect

Our approach is based upon respect. For ourselves, our families, and for the opportunity that we have to make a difference. And just as importantly, for the environment within which we operate – at the office, within the industry, and across the financial markets.


Informed

Everything we do is focused on doing sufficient work to have an opinion. We need to understand the why and the how, not just the what. We narrow our focus to enable us to cover the ground. And we want our clients to also value being informed.


Reliable

Good decision making requires knowing what you want. We form our expectations from past behaviour and people’s committments. When performance matches expectations consistently, we have the “quality” that we require. We seek quality for all our solutions, and instil discipline within our processes to be reliable.


Authentic

We have built our business on the specific skills and capabilities we have developed over many years. We add value by consistently applying good judgement for the benefit of our clients. We need to communicate in a manner that informs clients and partners as to who we are. This is the only way in which we can set and meet expectations reliably.

 

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