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Rob Ca
Portfolio Manager - Director at Plurimi Wealth
Rob Cloete, a professional with a dual qualification of CA(SA) and CFA, boasts a robust background in portfolio management, investment idea generation, and stakeholder communication.
Rob successfully completed all levels of the Chartered Financial Analyst (CFA) program on his first attempt, showcasing his dedication and aptitude in the field of financial analysis.
Furthermore, he passed both board examinations for the Chartered Accountant (South Africa) qualification on the first try, underlining his proficiency in accounting and financial matters.
His specialties include portfolio management across various asset classes for high net worth private clients, creating investment concepts by merging macro and fundamental analysis, and effective communication with key stakeholders like portfolio managers, relationship managers, and clients.
