Your Capital (Pty) Ltd
William Lane-Mitchell is an Investment Analyst at Your Capital (Pty) Ltd since April 2023, focusing on portfolio analysis, risk management, and quantitative modeling, along with providing support to wealth managers. Previously, William served as a Fund Administrator at Alexforbes for a brief period following the acquisition of Bidvest WEB and spent over two years as a Fund Administrator at Bidvest Wealth and Employee Benefits, where duties included building financial reports and marketing materials, as well as developing asset allocation strategies. Earlier experience includes a data analyst internship at 21st Century. William holds a BCom Honours Degree in Financial Analysis and Portfolio Management from the University of Cape Town and a Bachelor of Commerce with a triple major from Stellenbosch University, complemented by an IEB National Senior Certificate from St Davids Marist Inanda.
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Your Capital (Pty) Ltd
We’re Your Capital. And the name of our business reflects the core foundation on which it is built: put the needs and dreams of our clients first, always. This may sound like an obvious deliverable for a business like ours, but here’s a harsh reality: Financial advice and investment management can be so complex that your best interests slip from view. It takes wisdom and skill to keep things simple and appropriate for you. Our approach builds an intricate understanding of what you want out of life and then provides smart-yet-simple solutions to achieve those dreams. Financial planning - Once we understand how you want to live your life, Your Capital will craft a plan to turn that vision into a reality for you. And as your vision evolves over time, we’ll make sure the core plan remains relevant to your evolving needs and dreams. Areas of focus: Budgeting, cash flow planning, emergency funds, life insurance, retirement planning, investment planning, debt management, tax advice Investment management - Your financial freedom depends heavily on how your capital is invested. We’ll work with you to make investments that align with your life goals and risk appetite, while ensuring appropriate asset allocation, tax efficiency, and eliminating unnecessary fees. Areas of focus: Retirement funds, unit trusts, tax free savings accounts, endowments, living/life annuities, offshore investments Estate planning - Leaving a legacy is something to be very proud of. But comprehensive estate planning is necessary to maximise the value available to your beneficiaries, and to ensure your assets are distributed in line with your wishes. Your Capital will help you. Areas of focus: Wills, trusts, succession planning, liquidity management, cost and tax efficiency, deceased estate administration