I’m a Wealth manager for high net worth individuals. It’s important that I have a holistic view of a client’s global assets in order to formulate a long-term investment strategy to meet their objectives. In working with clients, I consider their personal and family circumstances and complexities as well as identifying any specific global tax and structuring requirements.
Despite most of our clients living in South Africa, they are global citizens and need a truly global investment solution.
I completed my accounting articles post-university and then moved on to a global mining company where I was a coal trader for three years. My interest has always been in financial markets and, specifically, investments which ultimately led me to Investec all those years ago.