Michael Steyn
Senior Portfolio Manager
Summary
Highly accomplished Senior Portfolio Manager with over 15 years of experience across financial markets, investment management, wealth advisory, and strategic portfolio construction. Combining a strong South African financial foundation with nearly a decade of international experience across Asia, Michael has developed a global perspective on wealth creation, preservation, and investment strategy. Experienced in advising high-net-worth individuals, families, and sophisticated investors, Michael specializes in delivering tailored investment solutions across global equities, mergers and acquisitions, exchange-traded funds (ETFs), fixed-income securities, retirement planning, and wealth management. Known for his professionalism, integrity, analytical approach, and client-focused philosophy, Michael provides strategic guidance designed to achieve sustainable long-term financial outcomes.
Overview
16
16
years of professional experience
4
4
years of post-secondary education
Work History
Senior Portfolio Manager
BPC LTD
01.2017 - Current
- Provide strategic investment advice to private clients, families, and sophisticated investors across Asian markets.
- Develop customized portfolio strategies aligned with client objectives, risk profiles, and long-term financial goals.
- Advise on global equities, ETFs, fixed-income securities, bonds, and diversified investment portfolios.
- Conduct market analysis to identify investment opportunities across developed and emerging markets.
- Support clients with wealth preservation strategies, retirement planning, and long-term financial structuring.
- Build and maintain trusted relationships through transparent communication and disciplined investment management.
- Translate complex financial concepts into clear, actionable investment strategies.
Investment Adviser / Wealth Management Specialist
Momentum
01.2013 - 05.2017
- Delivered comprehensive financial planning and wealth advisory solutions to individual and family clients.
- Specialized in retirement planning, investment structuring, wealth preservation, and long-term financial strategies.
- Assisted clients in developing personalized investment plans aligned with their financial objectives.
- Strengthened expertise in holistic financial advisory and client relationship management.
Investment Analyst / Portfolio Management Professional
Allan Gray
11.2010 - 03.2013
- Began financial career at one of South Africa’s leading investment management firms.
- Developed strong foundations in investment research, securities analysis, and portfolio construction.
- Applied disciplined investment principles to evaluate opportunities and manage client portfolios.
- Built expertise in fundamental analysis, valuation methodologies, and long-term investment strategies.
- Developed a strong understanding of market cycles, risk management, and investor behavior.
- One of South Africa’s leading investment management firms.
Education
Economics -
09.2005 - 05.2009
- Developed strong foundations in:
- Analytical Thinking
- Strategic Decision-Making
- Financial Analysis
- Research Methodology
- Investment Principles
Skills
- Portfolio Management
- Investment Strategy
- Wealth Management
- Financial Planning
- Global Financial Markets Analysis
- Equity Research
- Single-Stock Investments
- Corporate Mergers
- Acquisitions Advisory
- Exchange-Traded Funds
- Fixed Income
- Bond Investments
- Risk Management
- Asset Allocation
- Retirement Planning
- Wealth Preservation
- High-Net-Worth Client Advisory
- International Market Analysis
- Strategic Investment Solutions
- Investment Management
- Portfolio Construction
- Investment Research
- Long-term Capital Growth Strategies
- Financial Markets
- Equity Markets
- Fixed-Income Markets
- Securities Analysis
- Global Investment Opportunities
- Wealth Advisory
- Retirement Solutions
- High-Net-Worth Client Strategies
- Risk Assessment
- Strategic Allocation
- Market-Driven Decision Making
Professional Highlights
- Over 15 years of experience in global financial markets and wealth management.
- Nearly 10 years of professional experience across Asia, advising clients in dynamic international markets.
- Developed expertise across investment management, portfolio strategy, wealth planning, and retirement solutions.
- Successfully advised clients across developed and emerging markets.
- Built long-term client relationships based on trust, transparency, and investment discipline.
- Recognized for simplifying complex financial decisions and delivering customized investment solutions.
Technical Investment Expertise
- Investment Management
- Portfolio construction
- Asset allocation
- Investment research
- Long-term capital growth strategies
- Financial Markets
- Equity markets
- Fixed-income markets
- Securities analysis
- Global investment opportunities
- Wealth Advisory
- Financial planning
- Retirement solutions
- Wealth preservation
- High-net-worth client strategies
- Risk Management
- Portfolio diversification
- Risk assessment
- Strategic allocation
- Market-driven decision making
Professional Values
Maintaining the highest ethical standards and prioritizing client interests., Applying rigorous research and structured investment processes., Building long-term relationships based on trust and transparency., Delivering sophisticated financial solutions tailored to each client’s goals.
Experience Years
15
Personal Information
Availability: Asia / International Markets
Timeline
Senior Portfolio Manager - BPC LTD
01.2017 - Current
Investment Adviser / Wealth Management Specialist - Momentum
01.2013 - 05.2017
Investment Analyst / Portfolio Management Professional - Allan Gray
11.2010 - 03.2013
University of Cape Town - Economics,
09.2005 - 05.2009