Warren Quin Cfp® Email and Phone Number
Warren Quin Cfp® work email
- Valid
- Valid
Warren Quin Cfp® personal email
WEALTH MANAGEMENT - Following my Commerce degree, majoring in Economics and Law, I established my career in Financial services working in the Private Banking environment in London primarily in the Private Client arena. This was followed by my work initially as an IFA and then in the distribution and marketing of retail products in the financial services sector for one of the largest Asset Managers in South Africa.- Whilst the majority of my career has focused on bespoke portfolio construction and discretionary portfolio management I have also had exposure to fund accounting for large Pension funds and been directly involved in the Business Development process in the Retail unit Trust sector and the design of Structured products for high net worth clients.- At Bellamont I am primarily responsible for the management of the business and my day to day role as a portfolio manager.As the founder of a boutique Wealth Manager I have been responsible for defining and driving the strategy and culture of what is now one of the largest boutiques in the Western Cape. In a competitive environment we have established a business that is well regarded for its ability to manage the balance sheets for sophisticated investors in a personal manner. We have an established team of investment professionals that blends youth and experience and a strong culture of excellence throughout the business. We are investment specialists in a growing company operating in a country full of opportunity. SPECIALTIESPrivate Client Wealth Management | Financial Planning | Bespoke Asset Allocation | Fiduciary and Estate Planning | Offshore Structures | Private Banking | Structured Products | Alternative Investments
Bellamont Wealth Management
View-
Managing DirectorBellamont Wealth Management Sep 2016 - PresentCape Town Area, South Africa -
Advisory Partner: Wealth ManagementCitadel Investment Services May 2009 - Aug 2016Cape Town Area, South AfricaCitadel is a wholly-owned subsidiary of the Peregrine Group, an asset and wealth management business. My primary responsibilities as a Wealth Manager were meeting the investment objectives for our mandated clients which we managed on a discretionary basis.Core responsibilities:| Strong management ability for a complex client base | Technical knowledge of investment principles and asset classes | Ability to source and secure new business | Estate and fiduciary planning | Tax advice | Advice on local and offshore structures in conjunction with estate planning -
Wealth ManagerStandard Private Bank Mar 2006 - May 2009Johannesburg Area, South AfricaAs a Wealth Manager working for Standard Private Bank I was ultimately entrusted with managing the largest investment portfolio of private clients for the group. Standard Bank is regarded as one of the premier private banks in the country overseeing captains of industry and successful entrepreneurs both locally and abroad. A strong understanding of the investment objectives of each client was required to often ensure inter generational wealth was maintained on a real basis. A strong technical background was required when dealing with successful businessman and leaders in industry. Primary responsibilities were to ensure the portfolios were managed within the stated risk parameters and according asset allocation. Advice on aspects of Fiduciary and Estate Planning were required in assisting with effective structures to house investment portfolios.There was also a strong focus on acquiring investment assets from the existing banking clients.Core responsibilities:| Technical knowledge of investment principles and asset classes | Ability to source new investment assets from banking clients | Estate and fiduciary planning | Advice on local and offshore structures in conjunction with estate planning | Ability to manage a team of bankers and support staff and develop client relationships to ensure new businessAwardsTop 10 for assets accumulated nationally by Momentum Investments Services in 2008 -
Business DevelopmentStanlib Mar 2004 - Feb 2006Johannesburg Area, South AfricaMy primary focus was to develop the distribtuion channels for both the Linked Platforms and retail unitised products amongst the Independant Finacial Advisors in the Johannesburg region.The role required a strong sales focus with deatiled technical understanding of all elements of the offering. Presentations to groups were also a requirement on an ad hoc basis.Core Responsibilities| Technical understanding of unitised and linked platform offering | Strong sales focus | Group client presentations | Networking abiltiy to expand distribution channels | Strong understanding of the financial planning process and individual business requirements|
Warren Quin Cfp® Skills
Warren Quin Cfp® Education Details
-
Financial Planning And Investment Services -
Economics And Law -
Northwood High SchoolMatric Exemption
Frequently Asked Questions about Warren Quin Cfp®
What company does Warren Quin Cfp® work for?
Warren Quin Cfp® works for Bellamont Wealth Management
What is Warren Quin Cfp®'s role at the current company?
Warren Quin Cfp®'s current role is Director at Bellamont Wealth Management | Managing Director | Investment Specialist | Portfolio Manager.
What is Warren Quin Cfp®'s email address?
Warren Quin Cfp®'s email address is wa****@****l.co.za
What schools did Warren Quin Cfp® attend?
Warren Quin Cfp® attended University Of The Free State/universiteit Van Die Vrystaat, University Of Kwazulu-Natal, Northwood High School.
What skills is Warren Quin Cfp® known for?
Warren Quin Cfp® has skills like Wealth Management, Retirement Planning, Financial Planning, Investments, Estate Planning, Wealth Management Services, High Net Worth Individuals, Investment Management, Strategic Financial Planning, Portfolio Management, Investment Strategies, Retirement.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial