CLIENTS

WHO
WE ARE

Much can be said about a person that can answer questions. But so much more can be learned from one who questions the answers.

They push boundaries, interrogate common sense, and look for better, unexplored ways to make headway where others couldn’t. While others may think something impossible, they quietly get on with the task at hand, exploring every facet of the impossible until the problem screams ‘I’m possible’. This is often excused as ‘luck’, ‘intuition’ or ‘insight’; perhaps even something that was ‘inspired’, but we see it as the result of due diligence. Because we believe that if you reverse engineer success, you’ll find its achievement is in the details. So that is our goal. We take care of every detail of your financial planning so that your bigger picture can be that much more refined, more tangible, more accessible. We dissect the vision into achievable goals, define the needed steps, and then we act. Checking and double checking the process. Scrutinising, improving and tweaking the plan as we go.

OUR TEAM

DIRECTORS

Bruce Deane, CFP®

Director & Wealth Manager

B. Buss. Admin, CFP®, Adv CFP®

Bruce began his corporate career in the Standard Bank Wealth Graduate Programme in 2009, one of a select group of University graduates. Having completed a Bachelor’s degree prior to his Standard Bank journey, Bruce followed that up with post-graduate studies in Financial Planning and Advanced post-graduate studies in Investment Management & Portfolio construction. Bruce spent 8 years with the Standard Bank Group, delivering Wealth, Investment & Fiduciary advice to its premier, Private clients, segment. In December 2017 Bruce joined a privately owned Wealth Management business in a Partner capacity. Late 2022, Bruce established ATOM Capital, an independent Wealth Management & Financial Advisory business.

Somerset Morkel, CFP®

Non-Executive Director
and Senior Wealth Manager

Somerset attended Wits University and obtained a BSc degree in 1978 and a H.Dip Education in 1979. After a short stint as a Maths teacher, he joined the financial services industry in 1982 and shortly thereafter set up an independent financial planning business, SWM Financial Services cc. He shortly discovered that his passion was holistic planning for private individuals, which included estate planning, retirement planning and general financial planning. In 1986 he studied for and passed the exams required to qualify as a Fellow of the Institute of Life and Pension Advisers. This institute amalgamated with the Financial Planning Institute and Somerset was awarded the Certified Financial Planner (CFP®) mark in 1996.

In 2004, Somerset sold his business and operated outside the financial services arena until April 2009, when he joined Alexander Forbes FPC as a wealth manager. Three and a half years later, in October 2012, he incorporated an independent financial planning company which became Serala Wealth Managers (Pty) Ltd. This new step has given him the ability to realise his dream – guiding a team that specialises in holistic financial planning for private individuals and assisting them to attain their goals and ambitions.

He is married to Lynn and has two daughters, Donna and Penny. His passions are rock-climbing and mountaineering, folk guitar, holistic financial planning and life in general.

ASSOCIATES

Ian Martens

Wealth Manager

Craig Rode, CFP®

Wealth Manager

Katleho Khatlisi

Wealth Manager

Deanu Murray

Wealth Manager

ADMIN TEAM

Rosanna Couto

Head: Operations

Mapule Hoboyi

Paraplanner & Senior Administrator

Priscilla Makua

Junior Administrator

OUR TEAM

DIRECTORS

Bruce Deane, CFP®

Director & Wealth Manager

B. Buss. Admin, CFP®, Adv CFP®

Bruce began his corporate career in the Standard Bank Wealth Graduate Programme in 2009, one of a select group of University graduates. Having completed a Bachelor’s degree prior to his Standard Bank journey, Bruce followed that up with post-graduate studies in Financial Planning and Advanced post-graduate studies in Investment Management & Portfolio construction. Bruce spent 8 years with the Standard Bank Group, delivering Wealth, Investment & Fiduciary advice to its premier, Private clients, segment. In December 2017 Bruce joined a privately owned Wealth Management business in a Partner capacity. Late 2022, Bruce established ATOM Capital, an independent Wealth Management & Financial Advisory business.

Somerset Morkel, CFP®

Non-Executive Director
and Senior Wealth Manager

Somerset attended Wits University and obtained a BSc degree in 1978 and a H.Dip Education in 1979. After a short stint as a Maths teacher, he joined the financial services industry in 1982 and shortly thereafter set up an independent financial planning business, SWM Financial Services cc. He shortly discovered that his passion was holistic planning for private individuals, which included estate planning, retirement planning and general financial planning. In 1986 he studied for and passed the exams required to qualify as a Fellow of the Institute of Life and Pension Advisers. This institute amalgamated with the Financial Planning Institute and Somerset was awarded the Certified Financial Planner (CFP®) mark in 1996.

In 2004, Somerset sold his business and operated outside the financial services arena until April 2009, when he joined Alexander Forbes FPC as a wealth manager. Three and a half years later, in October 2012, he incorporated an independent financial planning company which became Serala Wealth Managers (Pty) Ltd. This new step has given him the ability to realise his dream – guiding a team that specialises in holistic financial planning for private individuals and assisting them to attain their goals and ambitions.

He is married to Lynn and has two daughters, Donna and Penny. His passions are rock-climbing and mountaineering, folk guitar, holistic financial planning and life in general.

ASSOCIATES

Ian Martens

Wealth Manager

Craig Rode, CFP®

Wealth Manager

Katleho Khatlisi

Wealth Manager

Deanu Murray

Wealth Manager

ADMIN TEAM

Rosanna Couto

Head: Operations

Mapule Hoboyi

Paraplanner & Senior Administrator

EXPERIENCED AND QUALIFIED
INVESTMENT AND RESEARCH TEAM

Somerset Morkel

Bsc, CFP®
Investment committee member
41 years

Ian Martens

CFP®, B.Compt, H Dip Tax
Investment committee member
31 years

Bruce Deane

Buss. Admin, CFP®, Adv CFP®
Investment committee member
14 years

Lynette Hall

PGDip. (Hons) Financial Planning
Investment committee member
16 years

Craig Rode

Bcom (Hons), CFP®
Investment committee member
13 years

Renate Potgieter

BSc (Hons), CFA
Investment Consultant
17 years

Nadine van Taak

Bcom (Hons), CA (SA)
Investment Consultant
19 years

Wynand Victor

Bcom, CFA level 2 candidate
Investment analyst
9 years

Dayne Vlok

Bcom, CFA level 2 candidate
Investment analyst
4 years

Zani Harmse

Bcom
Investment analyst
4 years

Megan Bellinger-Witbooi

Bcom (Hons), CFA
Research analyst
10 years

KEY OFFERINGS

TESTIMONIALS

Bruce’s ability to separate and analyse all matters financial demonstrates a unique ability to listen and investigate the broad subject of investment for his clients.

We’ve appreciated nine years of support from Bruce and are proud to be founder clients of his creation, Atom Capital. Bruce’s leadership together with Rosanna’s heading up of a dedicated admin team work tirelessly in guaranteeing a secure financial future for our family. Demonstrating exceptional skill in translating, maintaining and exceeding expectation of each aspect of our finances into reality across the minefield of investment options by carefully nominating key trustworthy, specialist partners assuring the best outcome i.e. alternative investment options, taxation etc.

Atom Capital in partnership with the Affinity Capital Group, mentored by Somerset Morkel offer complete financial solutions, this allowing us peace of mind in confidently recommending  Atom Capital services to friends and family.

Mr. Martin & Mrs. Bernadine Lampacher,

I have known Bruce for a very long time, also long before he founded ATOM CAPITAL.

For me it was clear to follow Bruce from his days as an employed investment banker to being an independent, self-employed financial advisor.

Bruce’s ability to find the right products for ever changing life situations and capital markets is remarkable. The network ATOM CAPITAL is connected with is powerful, competent and innovative.

I enjoy the balance of patience and push Bruce is operating with. Bruce’s team shines through excellent service. Always competent and quick in replying no matter what the subject’s level of complexity is.

I would recommend Bruce and his team to anyone who is seeking a personalised, honest and competent approach to the ever changing challenges of the financial markets both within and outside the South African borders.

Mr. Martin Bruno Keck,

I was struggling to find a sensible and knowledgeable financial advisor. In the past, I bad experiences with other financial advisors, so I was skeptical of engaging another one. A friend of mine recommended Atom Capital to me. Since joining Bruce and the team, I’ve seen a growth in my portfolio, and my expectations have been exceeded.

The team is responsive and helpful, and offer other value added services like certification of documents. Their support in understanding the products that are being used and not just providing the easiest solution has made a positive impact. Transparency and learning is important for me. The way the team engage in explaining and showing how the products relate to my financial goals really stood out for me.

Overall, great experience with a very supportive team answering the questions I have on various products and services. Lots of value-added help to make my life easier. Would recommend to anyone.

Mr. Kenneth Moahi,

We highly recommend Atom Capital for managing your personal investments and retirement planning. Having utilised their services ourselves, we have found their team to be proactive, knowledgeable, and dedicated to offering advice and support tailored to your unique needs. With Atom Capital, you are treated as an individual, not just a number.

Anon.,

I was the founder and managing director of International Tap Distributors, the importers and distributors of taps and bathroom fittings, with brands such as Tivoli, Amalfi, Zucchetti and others. I sold my business in 2017 and needed to invest my money offshore as I intended to emigrate. I chose to work with ATOM Capital due to my lengthy successful experience dealing with Bruce Deane for several years, and the trusting relationship we had built up.

My expectations that the new setup could only improve were realised with the ease with which I was able to have my financial needs and investments handled. The results have meant that I have not had to worry about my investments and the ever-changing adjustments to my portfolio that have been dealt with by the expert people in the group. Dealing with the team has been easy even though I live in another country, and all my queries and requests are attended to immediately. I receive reports as and when I request as well as notifications and points of interest without asking.

Besides Bruce, I have also had excellent contact and service from both Rosanna Couto and Priscilla Makua. I would therefore recommend the services with ATOM Capital to anyone wanting to have a great team looking after their assets.

Mr. Terry Rendel,

STRATEGIC COLLABORATIONS

Credence