Universum Wealth is an owner-managed firm, established to place clients at the heart of an investment-focused business.
We are accessible and approachable. Our independence allows us to align with the long-term interests of our clients.
This alignment allows us to build long-term relationships that will consistently meet client needs as they evolve and grow. Our ability to meet a broad array of client needs on a global basis is the driving force behind our service offering.
Created to meet the complex needs of Investors, Intermediaries, Advisors and Families.
A bold, fresh approach to Wealth Management and Investments
Jonathan has accumulated 30 years of experience in financial services, predominantly within the Wealth & Asset Management and Private Equity & Venture Capital sectors.
Jonathan has built a range of financial services businesses globally, across multiple jurisdictions. He has chaired Investment Committees that managed multiple asset class investments across the globe. He previously led (as CEO) Close Brothers Asset Management, Principle Capital (AIM-listed), Prescient Wealth Management, and Nedbank Private Bank (Joint CEO). Jonathan is a Rhodes University Economics graduate.
Chris was CEO of the Mako Group, leading a global multi-asset derivatives trading business for over 10 years. During this period, he launched an award-winning investment management business. He has retained an active, committed interest in both investment management and venture capital thereafter. He has extensive entrepreneurial and scale up exposure in addition to broad based corporate governance abilities.
Chris has accumulated over 27 years of financial services industry experience. Prior to joining Mako, he started his career as an analyst at Morgan Stanley before joining Credit Suisse. Chris is a Chartered Accountant (ACMA), holds a degree in Economics BA(Hons) from Heriot-Watt University