About me
I underwrite the financial well-being of select private clients and their families, and do so with an intergenerational wealth transfer orientation. Furthermore, I focus on Investec Wealth & Investments value proposition to a niche corporate pensions market in the South African business. My view is that our role is one of a financial physician, and aim to build long-term trusted relationship with clients. Sustainability, resilience and agility are some of the characteristics or features I believe I exhibit
Background/Experience
I have operated in the financial services industry since 2000. Initially I was focused on the institutional pensions market in South Africa before moving in retail investments servicing the IFA market when I joined Investec Asset Management (now Ninety One) in 2006. I joined Investec Wealth & Investment in 2016 and relocated from SA to the UK in 2020 to join the international team. I hold the CFP (certified financial planner) certification in South Africa and the UK.
My interests
Outside of the office, I enjoy running and spending time with my family. Prior to my career in financial services, I had ambitions of being a pro footballer.
My areas of expertise
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Helping private clients with your life goals and investment choices
Out of the ordinary service, building trusted relationships, and our hospitality is at the core of our 'secret sauce'.