Adrian Jossel Tep work email
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Adrian Jossel Tep personal email
Adrian has cultivated a diverse clientele of high-net-worth individuals through his genuine dedication to helping clients achieve their specific goals. By engaging in regular meetings and deeply understanding each client’s personal objectives, Adrian analyzes strategies to offer advice on managing, investing, and structuring assets in a tax-efficient manner. Additionally, he leverages his expertise in succession and estate planning to assist clients and their families in preserving their legacies.Over the past 14 years, Adrian has developed the necessary skills, obtained relevant qualifications, and gained critical experience to provide exceptional advice both now and in the future. He holds a degree in Business Management and a Diploma in Advanced Wealth Management from the Chartered Institute of Securities and Investments (CISI). He is also accredited as a certified Trust & Estate Practitioner (TEP) by the Society of Trust and Estate Practitioners (STEP).Having recently returned from Switzerland, Adrian has acquired extensive knowledge of the Swiss financial system and established valuable relationships with Swiss private banks. This experience enables him to offer a more comprehensive range of services, enhancing the overall investment management experience for both existing and new clients, and further enriching each client's wealth journey.
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PartnerArck Wealth Aug 2024 - PresentCity Of Johannesburg, Gauteng, South AfricaArck Wealth was founded with a shared belief that traditional wealth management practices were falling short in addressing the evolving needs of their clients.We have set out to ensure that we address these needs while remaining at the forefront of innovation and excellence in wealth management, whether it's crafting comprehensive estate plans, structuring succession strategies for families, or navigating the intricacies of international wealth management. -
Private Wealth & Structuring SpecialistSwissential Sa Jan 2021 - Apr 2024Nyon, Vaud, SwitzerlandAt Swissential SA, we have one simple mission: To empower you to ask the important questions and make the right decisions, when it matters most. We have two fundemental skill sets:We strive to be a source of relevant information, helping you understand your finances, rights and obligations and most importantly the fundamentals of how the Swiss system affects you and your family. We will help you understand the benefits of utilising the tools available to you during your time in Switzerland. The majority of professionals we meet are looking for simple solutions that fit their individual or family circumstances. Solutions that protect their income, their savings and their loved ones, whilst providing consistent growth over the long term.Once we have helped you make sure the foundations are in place, Swissential SA is able to assist in other areas of financial planning including Portfolio Management, Investment Advice or International Pension Management. It is important for individuals or families that have accumulated assets, whether domestically or abroad, to be correctly informed of the options available to protect their savings, mitigate taxes and achieve growth over the medium to long term.Our approach has been developed over numerous years of advising people from different nationalities, age groups and industries in Switzerland. We have learned to tailor our advice to your personal circumstances by actively listening. -
Regional ManagerCarrick Wealth (Pty) Ltd. Sep 2014 - Nov 2020Johannesburg Area, South AfricaCarrick Wealth is a dynamic and independent financial services provider specialising in integrated wealth management. Established in 2014, the Carrick team has brought a wealth of collective experience to the business. Guided by our passion to set new benchmarks and standards in the industry, and focused on improving the client experience, service levels, integrity and transparency, our privately owned, multi award-winning company has grown to seven licensed and regulated offices in 5 countries. The three global licenses held in Mauritius provide a global footprint. Firmly rooted in its pan-African vision, Carrick is well-positioned to provide the highest levels of service in local as well as offshore financial planning, structuring and investments for our clients. Through Carrick’s team of qualified and experienced wealth specialists, and our partnerships with industry leading specialists in various fields, we provide bespoke services globally in the fields of offshore tax-efficient investment structures, local and international retirement planning, risk cover, international trusts, education planning, international property, international corporate pensions and estate planning. -
Wealth Management ConsultantDevere Group Aug 2011 - Aug 2014Johannesburg Area, South AfricadeVere Group is the world's largest independent financial consultancy group. International investors and expatriates employ us to find financial services products that suit their medium to long term requirements for insurance, investments, savings and pensions. With an excess of US$ 10 billion of funds under administration and management, deVere has more than eighty thousand clients in over a hundred countries and we have over a decade of experience.
Adrian Jossel Tep Skills
Adrian Jossel Tep Education Details
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International Diploma In Advanced Wealth Management -
Step (Society Of Trust & Estate Practitioners)Step Diploma In International Trust Management -
Advanced Wealth Management -
Regulatory Exams : Re 5 -
King David Victory Park -
Bachelor Of Business Administration (Bba)
Frequently Asked Questions about Adrian Jossel Tep
What company does Adrian Jossel Tep work for?
Adrian Jossel Tep works for Arck Wealth
What is Adrian Jossel Tep's role at the current company?
Adrian Jossel Tep's current role is Partner at Arck Wealth.
What is Adrian Jossel Tep's email address?
Adrian Jossel Tep's email address is aj****@****ial.com
What schools did Adrian Jossel Tep attend?
Adrian Jossel Tep attended The Chartered Institute For Securities & Investment (The Cisi), Step (Society Of Trust & Estate Practitioners), The Chartered Institute For Securities & Investment (The Cisi), Moonstone Business School Of Excellence, King David Victory Park, University Of Johannesburg.
What are some of Adrian Jossel Tep's interests?
Adrian Jossel Tep has interest in Children, Civil Rights And Social Action, Politics, Environment, Education, Animal Welfare, Health.
What skills is Adrian Jossel Tep known for?
Adrian Jossel Tep has skills like Investments, Wealth Management, Portfolio Management, Financial Advisory, Pensions, Wealth, Financial Management Services, Chartered Institute Of Investments And Securities, Fais And Regulatory Examination 1, Strategic Finance.
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