OUR SERVICES
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YOU HAVE TO DO
WHAT'S IN YOUR CLIENT'S
BEST INTEREST
AND NO ONE ELSE'S
OUR TEAM
I'm a paragraph. Click here to add your own text and edit me. I’m a great place for you to tell a story and let your users know a little more about you.
OUR CLIENTS
LATEST ARTICLES
NO ONE
CAN WHISTLE A SYMPHONY.
IT TAKES A WHOLE ORCHESTRA
TO PLAY IT
NO ONE
CAN WHISTLE A SYMPHONY.
IT TAKES A WHOLE ORCHESTRA
TO PLAY IT
NO ONE
CAN WHISTLE A SYMPHONY.
IT TAKES A WHOLE ORCHESTRA
TO PLAY IT
ADVISORY SERVICES
WARREN QUIN
DIRECTOR OF WEALTH MANAGEMENT
PRACTICE AREAS:
Asset allocation & Portfolio construction
OLIVER DRESNER
HEAD OF NEW BUSINESS DEVELOPMENT
PRACTICE AREAS:
Personal financial analysis,
FX trading and fiduciary structures
MATTHEW SCRUTON
EQUITY ANALYST
PRACTICE AREAS:
Personal financial analysis,
Equity trading and settlement assistant
ENZO MISSIO
WEALTH MANAGER
NEIL HARPER
BUSINESS DEVELOPMENT MANAGER - JHB
PRACTICE AREAS:
New business development for Johannesburg and London
ROBERT LACHMAN
STOCKBROKING - JHB
Coming soon
PRACTICE AREAS:
Private client stockbroking
PRACTICE AREAS:
Personal Financial Analysis, Trading, Portfolio Construction and Execution
OPERATIONS
WAFIEKA ABRAHAMS
OPERATIONS MANAGER
PRACTICE AREAS:
Client liaison & regulatory contracts
VICKI CONSTANT
WEALTH MANAGER ASSISTANT
PRACTICE AREAS:
Client liaison and
maintenance of client mandates
QUONITA ABRAHAMS
WEALTH MANAGER ASSISTANT
PRACTICE AREAS:
Maintenance of client mandates
& legal documentation
MARILET TAIT
COMPLIANCE
AND PORTFOLIO RISK
PRACTICE AREAS:
Portfolio rebalancing and order processing. Continual professional development & Staff training
