I have 14 years’ experience in the Private Banking space, specifically servicing High/Ultra High New Worth clients. I’ve achieved several milestones while in the Private Banking including being the youngest Wealth Manager being appointed historically when I joined, Top Wealth Manager and Best of Advice in the country.
When I considered my next career path, it needed to be one that will help me grow both personally and professionally. An environment that embraces technology to keep relevant in a rapidly changing world, that provides best of breed solutions designed to preserve, protect and grow my client’s wealth, an organisation that provides systems, solutions, research and infrastructure that will make my clients and my life easier and more efficient and a company that lives and breathes Wealth Management. I found these qualities and more at my new home, PSG Wealth.
