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.
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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).