Meet the Cordatus Team

The team at Cordatus comprises highly qualified, experienced individuals with complementary skills. The entire team is tasked with managing your mandate with only one goal in mind, meeting and exceeding your expectations. Whether you require financial planning, investment management, wealth management, legal, tax or client services every team member is at your disposal and dedicated to providing you with that “wow” factor. Being unique individuals ourselves, your team at Cordatus comprises real people, living real lives and having the same fears and aspirations as you do. We take our role in your life very seriously and value our relationship with you highly

  • Craig McKay – BCom(Hons), CFA

    Investment Management and Compliance

  • Rolfe Casewell – BA LLB

    Wealth Management and Legal

Craig McKay – BCom(Hons), CFA

Investment Management and Compliance

An avid reader, amateur artist, fan of the Pinot wine varietal and enthusiastic braai-tong wielder, who is happier around a braai than on a boat, Craig is the father of two teenagers and husband to long-suffering Shannon.

Craig grew up in the southern suburbs of Cape Town, while being schooled at SACS before starting his career in the financial services industry. This began at Southern Life Asset Management, before moving to HSBC Asset Management. During this time while Craig was honing his institutional asset management skills under many talented professionals and respected mentors, he obtained his honours degree in commerce specialising in economics and the Chartered Financial Analyst (CFA) qualification. He then moved to Investec Wealth & Investments, where the link between financial markets and the many factors and emotions influencing the relationship between investors and their financial needs and assets was realised.

Motivated by this new understanding of investor behaviour particularly in times of market disruptions, Craig started Cordatus Capital in 2005. Incorporating the unique needs of individual investors, within a structured framework from Craig’s years of institutional experience forms the basis of the wealth & investment offering, which is directed by Craig and his fellow director Rolfe, today.

The growing influence of tax, the need to present a common view and the unique requirements of investors within the wealth & investment management process at Cordatus, resulted in the launching of 3 Cordatus collective investment schemes (unit trusts), where Craig is the lead fund manager.

Responsibilities:

Fund Management
Investment Analysis
Portfolio Managment
Wealth management
Compliance

Rolfe Casewell – BA LLB

Wealth Management and Legal

A lover of all things outdoors, from mountain biking to skiing, from surfing to diving, Rolfe is a true “child of Africa”. A devoted husband to Maggie, father to two teenage girls, his happy place is wherever his 25 year old Landy will take him.

Born and schooled in Zimbabwe, Rolfe landed up in the Eastern Cape to study law at Rhodes University after binge watching LA Law. After completing articles in Cape Town, he got hooked on another series with the pull of financial markets stronger than that of the court room. A first stint at Old Mutual in the city of Gold, covering all things legal with a financial leaning, set the ball rolling for a future in financial services.

The call of Cape Town grew stronger and Rolfe, by now a semi-gration expert, continued to ply his legal-financial profession at banking group, BoE and thereafter Southern Charter. With Craig and Rolfe getting to know each other very well during this time it was fate that Cordatus needed Rolfe as much as Cordatus needed his skills. With their wives agreeing to the long-term relationship, the deal was done, as usual, with a handshake, a bottle of wine, and some paperwork.

Responsibilities:

Wealth Management
Compliance
Investment Analysis
Legal

craig@cordatus.co.za

083 463 7163

rolfe@cordatus.co.za

082 576 1927

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