It's time to Join Our tribe
ARE YOU A WEALTH MANAGER OF THE FUTURE?
Do you have a digital-first mindset?
Do you provide holistic and goals-based financial advice?
Do you understand the power of the right partnership to grow your business?
Then you are a wealth manager of the future.
A wealth manager we would like to partner with in changing the way investments are done in South Africa.
Connect with our team
Head of Distribution
Her two decades of experience across a variety of industries within a broad spectrum of companies, from start ups to large corporates, internationally and locally has given her a diverse, fresh and welcome outlook to getting things done.
Head of Strategic Accounts
Strategic account manager
His skillset includes customer service, investments and management.
Client Services Manager
Passionate about improvement, excellence and making a difference for clients, Sumaiya manages the local servicing team which comprise of key account managers and onboarding specialists.
She has experience in and an affinity towards a proactive servicing approach which results in high-quality, customer-focused experiences.
Caron’s role is to guide wealth partners through our new platform offering.Her skills include building and maintaining relationships, team player, risk management, financial services and asset management.