William Ross Email and Phone Number
10+ years discretionary Portfolio Management experience. Wealth ManagementStrategic Asset allocationPortfolio constructionBottom up fundamentalistStock AnalysisFinancial planningSegregated investments
Arysteq Asset Management (Pty) Ltd
View- Website:
- arysteq.com.na
- Employees:
- 5
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Portfolio ManagerArysteq Asset Management (Pty) Ltd Feb 2024 - PresentWindhoek, Khomas, NamibiaPortfolio Manager for selection of Arysteq Funds -
Senior Wealth ManagerIjg Wealth Jan 2018 - Feb 2024NamibiaRoss Rudd joined IJG in December 2017 as a senior Wealth and Portfolio Manager. Ross holds a BCom degree from Rhodes University and is currently enrolled in the CFA program as a level 3 candidate. Furthermore, Ross has completed his applicable registered persons exams with an emphasis on Equities.His experience includes Portfolio Management, Security Analysis, Research Analysis and Private Client Wealth. Prior to joining IJG, Ross worked as a Senior Portfolio Manager at Karlein… Show more Ross Rudd joined IJG in December 2017 as a senior Wealth and Portfolio Manager. Ross holds a BCom degree from Rhodes University and is currently enrolled in the CFA program as a level 3 candidate. Furthermore, Ross has completed his applicable registered persons exams with an emphasis on Equities.His experience includes Portfolio Management, Security Analysis, Research Analysis and Private Client Wealth. Prior to joining IJG, Ross worked as a Senior Portfolio Manager at Karlein International Investments in Cape Town before moving to Capricorn Asset management in Namibia. He has over 10 years Financial industry experience and has made the transition to IJG Securities with ease. Show less
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Portfolio Manager / PartnerKiic(Pty)Ltd Mar 2011 - Apr 2016Rondebosch, Western Cape, South AfricaDESCRIPTION –I started off at Karlein Investments shortly after University in 2011. By 2014 I had signed up a number of new clients and received a promotion to Senior Portfolio Manager. Furthermore, I was allocated a share in the company, a privilege that had never been granted to anyone other than the Managing Director and the CEO. By the end of 2015 I was regularly conducting client meetings and managing all fee paying discretionary portfolios under our Management, with the help of the… Show more DESCRIPTION –I started off at Karlein Investments shortly after University in 2011. By 2014 I had signed up a number of new clients and received a promotion to Senior Portfolio Manager. Furthermore, I was allocated a share in the company, a privilege that had never been granted to anyone other than the Managing Director and the CEO. By the end of 2015 I was regularly conducting client meetings and managing all fee paying discretionary portfolios under our Management, with the help of the CEO. Show less
William Ross Skills
William Ross Education Details
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Cfa Level 3 CandidateLevel 1 Candidate -
Bcom -
Saifm (South African Institute Of Financial Markets)Registered Persons Exam -
St Pauls College12
Frequently Asked Questions about William Ross
What company does William Ross work for?
William Ross works for Arysteq Asset Management (Pty) Ltd
What is William Ross's role at the current company?
William Ross's current role is Ass. Portfolio Manager.
What schools did William Ross attend?
William Ross attended Cfa Level 3 Candidate, Rhodes University, Saifm (South African Institute Of Financial Markets), St Pauls College.
What skills is William Ross known for?
William Ross has skills like Portfolio Management, Securities, Equities, Asset Management, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Trade Finance, Business Strategy, Financial Modeling, Risk Management.
Who are William Ross's colleagues?
William Ross's colleagues are Tristan Mouton, Purvance Heuer, Priscilla Jansen, Patja Tjipueja, Antoine Agenbach, Andrew Jansen, Roaldo Rittmann.
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