Romeo Stefanutti
AeroLeads people directory · profile

Romeo Stefanutti Email & Phone Number

Senior Associate Wealth Manager at Holborn Assets LLC
Location: City of Johannesburg, Gauteng, South Africa 8 work roles 2 schools
1 work email found @holbornassets.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email r****@holbornassets.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Senior Associate Wealth Manager
Location
City of Johannesburg, Gauteng, South Africa
Company size

Who is Romeo Stefanutti? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Romeo Stefanutti is listed as Senior Associate Wealth Manager at Holborn Assets LLC, a with 454 employees, based in City of Johannesburg, Gauteng, South Africa. AeroLeads shows a work email signal at holbornassets.com and a matched LinkedIn profile for Romeo Stefanutti.

Romeo Stefanutti previously worked as Financial Planner at Succession Financial Planning and Wealth Advisor at Succession Financial Planning. Romeo Stefanutti holds Rfp3, Financial Planning And Services from Financial Planning Institute Of South Africa.

Company email context

Email format at Holborn Assets LLC

This section adds company-level context without repeating Romeo Stefanutti's masked contact details.

{first}.{last}@holbornassets.com
89% confidence

AeroLeads found 1 current-domain work email signal for Romeo Stefanutti. Compare company email patterns before reaching out.

Profile bio

About Romeo Stefanutti

I have 14 years’ experience in the financial services and trust industry that has enabled me to develop a proven strategy. Advice first backed up with appropriate risk and investment solutions, tailored to each client’s personal circumstances because each client’s needs are unique, I work very hard to tailor each portfolio to meet those needs. Capital preservation and growth is the number one goal. My clients are typically family trusts, high net worth individuals, charitable organisations and other entities. As an authorised financial adviser, I can offer the following services, estate planning, local and offshore pension advice, retirement planning, tailored investment portfolios and tax efficient investment solutions that enable my clients to achieve their financial goals.

Listed skills include Project Management, Management, Microsoft Office, Microsoft Excel, and 13 others.

Current workplace

Romeo Stefanutti's current company

Company context helps verify the profile and gives searchers a useful next step.

Holborn Assets LLC
Holborn Assets Llc
Senior Associate Wealth Manager
united arab emirates
Employees
454
AeroLeads page
8 roles

Romeo Stefanutti work experience

A career timeline built from the work history available for this profile.

Senior Associate Wealth Manager

Current

Sandton Johannesburg

‘To provide quality advice and service that will put the right money in the right place at the right time with integrity and respect for all.’Holborn is a global financial services group and a leading financial advisory firm based in Dubai. Established in the Emirates for over 20 years, the business has expanded to operate throughout Europe, the Middle East, Asia and Africa.A family owned and operated business, Holborn Assets has over 400 employees worldwide, including 120 financial advisers. Committed to delivering the best possible service, each adviser is trained and qualified to United Kingdom standards with many holding qualifications from the UK’s Chartered Insurance Institute (CII) or Chartered Institute of Securities and Investment (CISI).Holborn’s experienced team of professional advisers specialise in delivering clients quality, independent financial advice and services. Core areas of operation include: Independent Financial Services, Financial Solutions, Financial Planning, Wealth Management, Shariah Wealth, Currency Exchange, Employee Benefits, Management Services, Insurance, Investments, Protection & Insurance, Pensions, Mortgages, Offshore Services, Tax Planning, Will Writing, Pension Transfers, and QROPS.Holborn benefits from appropriate regulation in all their geographical areas of operation and has been operating successfully in the field of investments since 1998.

Jan 2018 - Present

Financial Planner

Pretoria Area, South Africa

During my time at Succession Financial Planning I had many roles, which ultimately were centred on..• Creating long lasting relationships with clients,• Providing solutions across various financial sectors, such as employee benefits, short-term insurance, investment planning and healthcare,• Helping clients map their business plan and plan their success• Providing independent investment solutions• Consistently review financial plans to ensure goals were being met • Estate planning – putting documents into the context of clients financial circumstances• Analysing insurance needs and looking at long-term care in relation to overall financial circumstances

Specialist Risk Advisor

Global & Local

Johannesburg Area, South Africa

Risk assessment and advice.

Oct 2014 - Oct 2016

Independent Consultant

Private

Johannesburg Area, South Africa

Financial planning and advice.

Oct 2008 - Sep 2014

Financial Advisor

Johannesburg Area, South Africa

Financial planning and advice.

Aug 2004 - Sep 2008

Financial Advisor

Johannesburg Area, South Africa

Financial planning and advice.

Jul 2002 - Aug 2004

Financial Advisor

Johannesburg Area, South Africa

Financial planning and advice.

May 2000 - Jun 2002
Team & coworkers

Colleagues at Holborn Assets LLC

Other employees you can reach at holbornassets.com. View company contacts for 454 employees →

2 education records

Romeo Stefanutti education

Rfp3, Financial Planning And Services

Financial Planning Institute Of South Africa

Education record

Christian Brothers College Pretoria
FAQ

Frequently asked questions about Romeo Stefanutti

Quick answers generated from the profile data available on this page.

What company does Romeo Stefanutti work for?

Romeo Stefanutti works for Holborn Assets LLC.

What is Romeo Stefanutti's role at Holborn Assets LLC?

Romeo Stefanutti is listed as Senior Associate Wealth Manager at Holborn Assets LLC.

What is Romeo Stefanutti's email address?

AeroLeads has found 1 work email signal at @holbornassets.com for Romeo Stefanutti at Holborn Assets LLC.

Where is Romeo Stefanutti based?

Romeo Stefanutti is based in City of Johannesburg, Gauteng, South Africa while working with Holborn Assets LLC.

What companies has Romeo Stefanutti worked for?

Romeo Stefanutti has worked for Holborn Assets Llc, Succession Financial Planning, Global & Local, Private, and Sanlam.

Who are Romeo Stefanutti's colleagues at Holborn Assets LLC?

Romeo Stefanutti's colleagues at Holborn Assets LLC include Shane Vorster, Asker Fazeel, Mark Robson, Paul Barrass, and Mike Lewis.

How can I contact Romeo Stefanutti?

You can use AeroLeads to view verified contact signals for Romeo Stefanutti at Holborn Assets LLC, including work email, phone, and LinkedIn data when available.

What schools did Romeo Stefanutti attend?

Romeo Stefanutti holds Rfp3, Financial Planning And Services from Financial Planning Institute Of South Africa.

What skills is Romeo Stefanutti known for?

Romeo Stefanutti is listed with skills including Project Management, Management, Microsoft Office, Microsoft Excel, Customer Service, Financial Planning, High Net Worth Individuals, and Wealth Management.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Romeo Stefanutti you were looking for.

View similar profiles