Join us for an exclusive round table discussion with three of the country’s top investment and financial planning professionals, focused on Discretionary Fund Managers. They answer the question of “how and why a financial planner should use a DFM”.
Register today, free of charge, to stay informed of future round table discussions
Expert Panel
Moderator
Andrew was educated in Cape Town – at SACS and Stellenbosch University – before starting his career in Wealth Management. He started as an analyst and portfolio manager at BoE Private Clients before moving to Citadel Wealth Management where he became a director after several years advising clients and driving the business development initiatives.
In 2015, Andrew left the corporate world to establish Maven Wealth with his brother Paul. Their intention was to partner with a small number of clients, providing independent, objective advice and investment management across their entire balance sheets.
Seven years later, it appears this ‘formula’ has been well received as the business has continued to thrive alongside their clients.
Outside of work, Andrew loves to spend time with his wife, Maryanne and their three kids. He loves travelling and will do whatever exercise is going. He is a self-confessed padel addict.
E: andrew@mavenwealth.co.za
Speakers
Head of Equilibrium | Dynamic Female Leader | Believer of the Value of Advice as a driver to add value to financial advisers & practices to build solutions delivering achievement of financial goals for clients.
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Florbela is an experienced Head of Equilibrium investments with a demonstrated history of working in the financial services industry.
She is skilled in investment advisory, investment management, business development, financial services, and Discretionary Fund Management (DFM, DIM, DM). Florbela is a strong consulting professional who graduated from the University of the Witwatersrand. More insights from Momentum here.
E: info@eqinvest.co.za [/showhide]
Gradidge-Mahura Investments is South Africa’s only Black owned FPI approved Professional Practice.
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In 2018 we were rated as the Top Wealth Manager, The People’s Choice as Top Wealth Manager, the Top Wealth Manager for Lump Sum Investors, and the Top Wealth Manager for Young Professionals in the annual Top Private Bank & Wealth Manager Survey.
We have offices in Johannesburg and Cape Town. I specialize in Investment and Retirement Planning.
E: craig@gminvestments.co.za He grew up – and is still living in – that other (albeit lesser known) centre of international investing, Bloemfontein. [/showhide]
