(B.Com, CFA)
CEO
Luis Levy
Luis obtained his B Com degree from the University of Cape Town and is a CFA Charter Holder. He started his financial services career in 1998 at Old Mutual and has gained valuable experience in fund management at several leading financial institutions. During his career he has also managed numerous mandates for retirement funds. Luis joined Efficient Select, the asset management arm of the listed Efficient Group in 2010. He was appointed Managing Director of Efficient Select in 2011, where he was able to successfully grow the fund manager in the retail and institutional markets.
In June 2015 he departed to setup StrategiQ Capital. StrategiQ is an owner-managed and independent investment firm based in Cape Town, South Africa. Luis is the CEO and founder of the discretionary fund management business which services a client base of independent financial advisers and private clients.