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AlphaWealth Family Office
AlphaWealth Family Office was established in 2003 by Kerry Fynn and James Gilfillan as an independent advisory platform. It serves high-net-worth individuals,...
AlphaWealth Family Office
AlphaWealth Family Office was established in 2003 by Kerry Fynn and James Gilfillan as an independent advisory platform. It serves high-net-worth individuals, families, institutions and charitable trusts with bespoke financial solutions. The firm allocates across private equity, real estate, hedge funds and private credit. It executes through direct co-investments, SPVs and fund-of-funds structures. Confirmed holdings include positions in the Ironside Real Estate Fund and Global X Uranium. Geographic reach covers Africa, Europe, North America and Asia. AlphaWealth employs a team of wealth managers across its offices. It maintains the Alpha Foundation, established in 2009, for community development initiatives. No verifiable operational events from the last 24 months appear in public records. The firm operates as a licensed financial services provider under FSCA licenses FSP13808 and FSP534, with an additional UK partnership through the 2021 acquisition of Holborn Financial.
General information
Firm type
Multi Family Office
Year founded
2003
Location
Region
Africa
Country
South Africa
City
Johannesburg
Corporate office
Alpha House, Ballywoods Office Park, 33 Ballyclare Drive, Bryanston, Johannesburg, South Africa
Additional offices
Cape Town, South Africa · Durban, South Africa · London, United Kingdom · Mauritius
Principals
Kerry Fynn
CEO and Founder
James Gilfillan
Co-founder and Wealth Manager
Sector focus
Frequently asked questions
Who runs investment decisions at AlphaWealth Family Office?
Kerry Fynn serves as CEO and Founder. James Gilfillan acts as Co-founder and Wealth Manager. The firm lists additional CFA and CFP holders on its team page.
Does AlphaWealth Family Office participate in fund commitments or only direct deals?
The firm uses a mix of direct co-investments, SPVs, fund-of-funds and hedge fund allocations. It also holds real estate fund positions.
Where does AlphaWealth Family Office maintain offices?
Headquarters sit in Johannesburg. Additional offices operate in Cape Town, Durban, London and Mauritius.
What is AlphaWealth Family Office's known posture on co-investments alongside external GPs?
AlphaWealth executes direct co-investments and SPVs in addition to fund commitments. Specific co-investor names are not disclosed publicly.
Does AlphaWealth Family Office maintain philanthropic structures?
The Alpha Foundation was founded in 2009. It supports community development through sustainable initiatives separate from investment activities.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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