Managing Director
Current
Sep 2016 - Present
AeroLeads people directory · profile
Warren Quin Cfp® Email & Phone Number
Managing Director
at
Bellamont Wealth Management
1 work email found
@citadel.co.za
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director
Location
City of Cape Town, Western Cape, South Africa
Who is Warren Quin Cfp®? Overview
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Quick answer
Warren Quin Cfp® is listed as Managing Director at Bellamont Wealth Management, based in City of Cape Town, Western Cape, South Africa. AeroLeads shows a work email signal at citadel.co.za and a matched LinkedIn profile for Warren Quin Cfp®.
Warren Quin Cfp® previously worked as Advisory Partner: Wealth Management at Citadel Investment Services and Wealth Manager at Standard Private Bank. Warren Quin Cfp® holds Cfp, Financial Planning And Investment Services from University Of The Free State/Universiteit Van Die Vrystaat.
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*@citadel.co.za
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AeroLeads found 1 current-domain work email signal for Warren Quin Cfp®. Compare company email patterns before reaching out.
Profile bio
About Warren Quin Cfp®
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
Listed skills include Wealth Management, Retirement Planning, Financial Planning, Investments, and 25 others.
Current workplace
Warren Quin Cfp®'s current company
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4 roles
Warren Quin Cfp® work experience
A career timeline built from the work history available for this profile.
Advisory Partner: Wealth Management
Citadel 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
May 2009 - Aug 2016
Wealth Manager
As 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
Mar 2006 - May 2009
Business Development
My 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|
Mar 2004 - Feb 2006
3 education records
Warren Quin Cfp® education
Cfp, Financial Planning And Investment Services
B Comm, Economics And Law
Matric Exemption
Northwood High School
FAQ
Frequently asked questions about Warren Quin Cfp®
Quick answers generated from the profile data available on this page.
What company does Warren Quin Cfp® work for?
Warren Quin Cfp® works for Bellamont Wealth Management.
What is Warren Quin Cfp®'s role at Bellamont Wealth Management?
Warren Quin Cfp® is listed as Managing Director at Bellamont Wealth Management.
What is Warren Quin Cfp®'s email address?
AeroLeads has found 1 work email signal at @citadel.co.za for Warren Quin Cfp® at Bellamont Wealth Management.
Where is Warren Quin Cfp® based?
Warren Quin Cfp® is based in City of Cape Town, Western Cape, South Africa while working with Bellamont Wealth Management.
What companies has Warren Quin Cfp® worked for?
Warren Quin Cfp® has worked for Bellamont Wealth Management, Citadel Investment Services, Standard Private Bank, and Stanlib.
How can I contact Warren Quin Cfp®?
You can use AeroLeads to view verified contact signals for Warren Quin Cfp® at Bellamont Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Warren Quin Cfp® attend?
Warren Quin Cfp® holds Cfp, Financial Planning And Investment Services from University Of The Free State/Universiteit Van Die Vrystaat.
What skills is Warren Quin Cfp® known for?
Warren Quin Cfp® is listed with skills including Wealth Management, Retirement Planning, Financial Planning, Investments, Estate Planning, Wealth Management Services, High Net Worth Individuals, and Investment Management.
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