William Ross

William Ross Email and Phone Number

Ass. Portfolio Manager @ Arysteq Asset Management (Pty) Ltd
windhoek, khomas, namibia
William Ross's Location
Windhoek, Khomas, Namibia
About William Ross

10+ years discretionary Portfolio Management experience. Wealth ManagementStrategic Asset allocationPortfolio constructionBottom up fundamentalistStock AnalysisFinancial planningSegregated investments

William Ross's Current Company Details
Arysteq Asset Management (Pty) Ltd

Arysteq Asset Management (Pty) Ltd

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Ass. Portfolio Manager
windhoek, khomas, namibia
Website:
arysteq.com.na
Employees:
5
William Ross Work Experience Details
  • Arysteq Asset Management (Pty) Ltd
    Portfolio Manager
    Arysteq Asset Management (Pty) Ltd Feb 2024 - Present
    Windhoek, Khomas, Namibia
    Portfolio Manager for selection of Arysteq Funds
  • Ijg Wealth
    Senior Wealth Manager
    Ijg Wealth Jan 2018 - Feb 2024
    Namibia
    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… 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
  • Kiic(Pty)Ltd
    Portfolio Manager / Partner
    Kiic(Pty)Ltd Mar 2011 - Apr 2016
    Rondebosch, Western Cape, South Africa
    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… 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

Portfolio Management Securities Equities Asset Management Financial Analysis Investments Microsoft Excel Microsoft Office Trade Finance Business Strategy Financial Modeling Risk Management Strategic Planning Valuation Asset Managment Caia Investment Research Economics Trading Mutual Funds Marketing Equity Research Investment Management Investment Advisory Equity Trading Client Relations Corporate Finance Social Media

William Ross Education Details

  • Cfa Level 3 Candidate
    Cfa Level 3 Candidate
    Level 1 Candidate
  • Saifm (South African Institute Of Financial Markets)
    Saifm (South African Institute Of Financial Markets)
    Registered Persons Exam
  • St Pauls College
    St Pauls College
    12

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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