I've been in the beautiful country of South Africa for 8 years now and I am a proud to lead the specialist Offshore Private Wealth Management team in Cape Town for Holborn AssetsPrior to moving to South Africa I spent 15 years specialising in mergers and acquisitions in capital intensive sectors of the UK and Middle East. As a certified International Wealth Manager I use this unique experience and skill set to identify goals to help as many of my clients achieve their long term financial dreams as possible. My clients range from UK retirees to directors, CEO's and in particular entrepreneurs looking to protect their wealth outside of South Africa.Specialties: Holborn Assets is the financial services company of choice. South African investors and expatriates engage us to find financial services products that suit their medium to long term requirements for investments, savings and pensions. With several billion USD of funds under administration and management, Holborn Assets has global footprint across 11 different countries with best in class services levels according to our clients.If you wish to take advantage of our complimentary review service feel free to contact me through LinkedIn. If you haven't found an IFA that talks "your" language yet, my success and track record for my clients speaks for itself.
Listed skills include Leadership, Personal Pensions, Team Building, Sales Process, and 45 others.