Prior to establishing Genera Capital in 2016, Raymond was the Head of Wealth Management for Investec Wealth & Investment South Africa. During his twenty-year career with Investec, he had been actively involved in the strategic initiatives of the business and initiated key international investment offerings which provided exposure to listed and private capital opportunities. He was a member of the Global Investment Strategic Group which was responsible for determining macro asset allocation and was a member of various domestic and international investment committees. He was a member elected Trustee of the Investec Group Provident Fund.
“If you want to create wealth of any kind – financial, emotional or spiritual – you cannot stagnate. You’ve got to get out of your comfort zone to thrive.”
Tristin Retzlaff
Chief Investment Officer
Tristin began his career as a strategy consultant with McKinsey & Company, where he worked in Africa, Europe, the USA and East Asia. He then followed his passion for finance by joining Standard Bank in both the investment and retail banking business, and later at Investec as an Investment Manager, focusing on wealth and fund management. Tristin relocated to London in 2017 and joined Stenham Asset Management where he has been integral in defining and implementing risk-balanced portfolios on behalf of Genera Capital.
Tristin has an MBA from Harvard Business School (graduating with the Baker Scholar Award for high distinction) and a Bachelor of Science in Engineering from the University of the Witwatersrand (with distinction).
*Tristin is the CIO to Genera Capital’s clients and provides portfolio management services to Genera Capital UK, which operates as a division of Stenham Advisors PLC in the United Kingdom.
“Protecting and growing a family’s wealth is an enormous responsibility and must be exercised with care and wisdom. Expect the best, prepare for the worst and avoid being distracted by the noise in-between.”
Stuart Milroy
Investment Specialist
Prior to joining Genera Capital, Stuart advised high net worth families and foundations at Sanlam Private Wealth and Nedbank Private Wealth. During this time, he helped craft tailored wealth management strategies and assisted in structuring holistic portfolios. Stuart spent his early career working in London, predominantly in Investment Banking at Merrill Lynch.
Stuart completed his MBA at GIBS in 2015, where his dissertation explored the behavioural investment decision making process of South African entrepreneurs. He also has his Certified Financial Planners (CFP®) designation, having done his Post Graduate Diploma in Financial Planning. Stuart completed his Advanced Post Graduate Diploma in Financial Planning in 2012, where he finished as the top student in the country. Stuart completed his Undergraduate and Honours Degrees in Financial Analysis (BCom) at the University of Stellenbosch.
“To preserve and build real wealth requires the ability to reflect and appreciate the consequences of the decisions we make today.”
Steyn Krouse
Investment Specialist
Steyn joined Stenham Asset Management in 2018 having previously been employed with an actuarial consultancy in Amsterdam, Milliman, where he served pension funds and insurance companies, building quantitative investment and hedging systems to guide them in making informed risk balanced decisions. Over more than a decade, he has relentlessly upgraded his investment frameworks and money management systems, which has left him with a deep appreciation of the mechanics of capital preservation and compounding.
Steyn’s training and education include: qualification as a Chartered Enterprise Risk Actuary; completion of his UK Actuary Fellowship exams with specialisation in Finance and Investment; Master Degrees in Quantitative Risk Management (Centre for BMI at the North-West University, Potchefstroom) and Corporate Finance and Banking (Duisenberg School of Finance, Amsterdam).
*Steyn provides portfolio management services to Genera Capital UK, which operates as a division of Stenham Advisors PLC in the United Kingdom.
“Understand whether to optimise or shift paradigms.”
Tracy Thompson
Administrative Manager
Tracy studied a Bachelor of Arts majoring in Psychology and Human Movement Science at Stellenbosch University after which she moved to London to begin a career in Investment Banking. Her 10 years in London were spent predominantly in the operations environment working for UBS and Morgan Stanley. She moved back to South Africa in 2010 where she expanded her experience into asset finance as well as project management before joining the Genera Capital team in 2020.
“We rise by lifting others – I’ve always wanted the best for people and by caring for them and assisting on their journey is my small way of making a difference”
Jonathan Levi
Investment Specialist
Prior to joining Genera Capital, Jonathan spent three years at Allan Gray where he gained considerable experience in both the Retail and Institutional sides of the business, dealing with both Institutions and Trusts.
He holds a Bachelor of Business Science, majoring in Finance and Accounting from the University of Cape Town and is a CFA Charterholder.
“Remaining humble is the required foundation of growth and achievement.”
Erentia Tromp
Investment Specialist
Erentia has significant investment and advisory experience spanning over 25 years. Erentia is a Chartered Accountant and past president of the Institute of Chartered Accountants in Namibia.
Prior to joining Genera Capital, she was a portfolio manager for a Boutique Investment Manager. She has advised sophisticated global families for the balance of her impressive career as an Investment Professional.
“Smooth seas do not make skilful sailors”
Tori Milasinovich
Associate Investment Specialist
Prior to her joining Genera Capital to continue her career and growth aspirations, Tori accumulated experience at Anchor Capital where she was involved in overseeing and advising client investment portfolios. Holding both an undergraduate and honours degree in Investments and Corporate Finance from the University of Witwatersrand, she seamlessly aligns with the team's steadfast commitment to excellence. Currently studying her Post Graduate Diploma in Financial Planning, Tori is working towards her Certified Financial Planner (CFP) certification.
“If you want to achieve your goals, help others achieve theirs”
Success is a collective effort and by helping others succeed, you create an environment of continuous learning, mutual support and a positive atmosphere
Kathryn Robinson
Kathryn, a CFA charter holder, has extensive fundamental investing experience across a broad range of markets.
She brings a dynamic and differentiated approach to investing anchored by disciplines gained whilst managing institutional and sovereign wealth funds in South Africa, complemented by a strategic dynamism developed during her time in absolute return hedge funds investment teams at Millennium LLP in London.
Kathryn graduated from University of the Witwatersrand with an Honours degree in Corporate Finance and Investment.
*Kathryn provides portfolio management services to Genera Capital UK, which operates as a division of Stenham Advisors PLC in the United Kingdom.
“I am passionate about nurturing wealth for investors, empowering female professionals and the next generation of investors”