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.
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.
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).