CAEP

CAEP (Pty) Ltd is a global consultancy and enablement platform that provides bespoke solutions to the financial services industry, enabling business and individuals to operate optimally within the environment. By keeping abreast of the evolving financial services world, CAEP is also able to deliver customised digital asset solutions through tokenisation of real-world assets.

CAEP has formed strategic alliances with key stakeholders in the global financial services sector, allowing us to effectively support clients to develop tailored product solutions that are suitable for their target market.

Our strong relationships and broad experience enable us to build streamlined and effective asset management solutions for traditional and alternative asset managers that enable the portfolio manager to focus on their core business while partnering with a service provider that enhances and complements their processes.

CAEP centrally coordinates services required to create bespoke solutions for partners. CAEP will utilise the appropriate buildings blocks and pieces of the financial services puzzle within its internal and wider service provider network to optimise the offering.

We provide seamless services in a range of areas, helping talented traders and asset managers realise their full potential in an environment that requires due diligence, risk management, compliance and regulatory compliance.

CAEP has representation nationally in South Africa, and globally in Mauritius, Guernsey, Europe and the United Kingdom.

Our Services
Our cost-effective and simple solutions give our partners the ability to run lean, scalable businesses focusing on their true skills while receiving the operational and administration support that is needed to thrive in the global financial services industry.

CAEP utilises a number of in-house and external regulated entities to provide the appropriate tailor-made solutions.

Our services include:

• Discretionary Fund Manager, regulatory hosting, including appropriate licensing and compliance.
• Product establishment including regulatory approvals, administration, risk management and oversight. Relationships and contracts with service providers, including prime brokers, product providers, platforms, banks etc.
• Global fund and product development and establishment, including hedge funds, private equity, property, fixed income, private credit and corporate bond programs, AMCs and digital assets/tokenisation.
• Ongoing business support services, leaving partners to concentrate on revenue-generating activities while being confident that all aspects related to financial services oversight are being adhered to.

Our Team
Stephen Pratt heads up CAEP, bringing years of vital hands-on experience in the South African and global alternative asset management industry. There are over 60 representatives advising and managing a variety of products, funds, model portfolios and segregated accounts.

CAEP business operations are managed by Nicky Oates, Alex Lombaard, Claudine Stollarz and Nicoleen Jacobs, who between them have experience in compliance, operations and administration.

CAEP is equipped to assist you and your business to effectively establish the required infrastructure for you to thrive in financial services from the outset.