Patrick Duggan

Wealth manager, Investec Wealth & Investment

I am a senior private client wealth manager with Investec Wealth & Investment, specialising in providing holistic investment planning advice to some of South Africa’s high net worth and ultra high net worth individuals, families and their associated entities.

Background/experience

Prior to joining Investec as a wealth manager in 2006, I worked for m Cubed Capital Asset Management, Credit Suisse Asset Management and Morgan Stanley Investment Management (both in London), and African Alliance.

Qualifications

I hold a B.Com (Hons.) in Business Management from UNISA and a Post Graduate Diploma in Financial Planning from UOFS. I am a Certified Financial Planner (CFP) and a Member of the Financial Planning Institute of Southern Africa (FPI).