Our people

Originally from SA, Lourens has worked in the City of London for over 10 years before returning back to work in Private Wealth, Tax and Company Structuring in the great country of South Africa.

Mark McAllister was born in Guildford, United Kingdom and has been in South Africa for 3 years following a successful career in the mergers and acquisitions in London and the Middle East.

Romeo has 16 years’ experience in the financial services and trust industry that has enabled him to develop a proven strategy.

Cheryl has been working in the Financial Industry for almost a decade. her earlier years in the industry focused on the local space which consisted of handing of Investments, Wills, Pension, Estate Planning, and Business Assurance.

Heinrich has over 20 years’ experience in the financial services industry trading Bonds, derivatives and FX instruments.

Werner’s particular area of expertise lies in mitigating exposure to unnecessary taxes on assets.

Michelle is proudly born and bred in Jozi, South Africa. Her interest in economics and finance began at an early age and is largely owing to the often provoking political and economic climate in South Africa.

Christopher James Moxon was born in Wakefield West Yorkshire England. Areas of expertise: international tax structuring and investment specialist.

Kathy has been in Financial Services for just over 3 years and specialises in business development and finding new clients who require advice on tax mitigation especially on CGT, Estate Planning and Inheritance taxes.

Migael is a proud South African citizen, and he has always believed that you should live where it's warm and invest where it's cold. He started his career in an account management capacity working for a tax firm.

Hailing from the Eastern Cape, where he did his schooling and attended university, he moved to the captivating city of Cape Town in pursuit of a career in wealth management and financial planning.

With over 20 years of experience in the financial services industry in South Africa, Desire has enjoyed helping clients plan ahead in terms of their short-term needs and long-term goals. 

After graduating with a Bachelor of Commerce Degree in 1992, Adrian travelled extensively and lived in London and Sydney where he worked for Chase Manhattan N.A., Lloyds Bank and Deutsche Bank amongst others.

Matthew was born and raised in Zimbabwe before moving down to the beautiful country of South Africa. After graduating from the University of Cape Town with a B.Com in Economics and Finance, he started in the financial services industry where he has been working for more than 5 years.

After getting two Bcom. Honours qualifications under the belt, Chantelle spent 7 years working in the international trade management team for Africa’s largest retailer.

Shannon has been working in the financial planning industry for almost 5 years, she considers one of her main strengths is being able to give each of her clients her personal attention and ensuring that their financial plan is perfectly suited to their individual needs.

Vivian is an International Wealth Manager with experience from the Channel Islands and Hong Kong Offshore Financial Services looking after the global ex-pat community.

Jade has over 5 years of experience in the financial services industry and approaches financial planning in a very holistic way - from risk planning (wealth protection) to investment solutions (wealth creation). 

Darryn has worked as a financial adviser in South Africa over the past 10 years. Based in Cape Town, Darryn has built up an extensive professional and HNW client base and continues to assist his clients by putting their needs and financial expectations at the forefront of his business.

Jeremy was born in Zimbabwe but moved to Zambia at a young age.  He did his high school in the Eastern Cape before starting his tertiary studies at the University of Cape Town. 

Lynn has spent in excess of 35 years in the Financial Services Industry in South Africa, most of those in the employee benefits environment (retirement and risk funds), both in an administration and management capacity.

Conor has a deep understanding of cross-border finances spanning from UK pensions to offshore jurisdictions to tax-efficient asset structuring.

Luke is currently in his third year of studying Economics with an interest in finance and investments with the aim of completing my CFA.

Katlego Lekgethiso is from South Africa and was born in Ottosdal, North West. He matriculated in 2011 at Lofdal Christian School and passed with matric exemption.

Head of Sports Marketing for Reebok International in Dubai before entering the World of Aviation. 20 years later exiting the industry as a Captain, reskilled as an Educator and Business owner.

Dale has been working in Financial Services since he completed his studies at the end of 2017, and specialises in business development and finding new clients who require advice on tax mitigation especially on CGT, Estate Planning and Inheritance taxes.

Nyasha is from Zimbabwe and received an honours degree in tourism and hospitality management. Nyasha has experience in administrative support, client relations, human resources and recruiting.