营业时间
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星期日
休息日
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星期一
9:00 AM - 5:00 PM
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星期二
9:00 AM - 5:00 PM
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星期三
9:00 AM - 5:00 PM
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星期四
9:00 AM - 5:00 PM
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星期五
9:00 AM - 5:00 PM
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星期六
休息日
公司资讯
PWM Wealth (PTY) Ltd is a specialist provider of investment services to affluent individuals. We provide independent, expert advice on local and offshore investment funds, portfolios and structures. We have access to a vast, customizable range of investment options from across the global market and are able to advise upon the most appropriate solutions for our clients’ varying and specific needs.
PWM Wealth operates within a highly regulated environment. This is in the best interests of our clients as it ensures that the highest professional standards are maintained. As such, systems have been put in place to ensure full compliance with all regulatory requirements.
PWM Wealth (PTY) Ltd is an Authorized Financial Services Provider.
团队组成
Dion Desaunois
PWM Wealth
Sandton, Fricker Road,
Dion Desaunois
Managing Director and co-founder of PWM Wealth (PTY) Ltd. Dion has 27 years experience in the financial services industry, of which 6 were based in London, United Kingdom and 11 for Nedbank. Dion has accumulated years of experience in the offshore arena and has developed strong relations with high net worth clients throughout South Africa, particularly in Durban. Dion is a family man and enjoys playing golf and baseball.
Keith O'Reilly
PWM Wealth
Sandton, Fricker Road,
Keith O'Reilly
Keith has over 20 years’ experience in the financial services industry. For 18 years he was based in the Channel Islands in the offshore banking and insurance industry. Since 2010, he has been in South Africa working as a Wealth Manager in the offshore arena for HSBC Wealth Management, and at PWM Wealth (PTY) Ltd since 2013. He has accumulated years of experience in the offshore arena and has developed strong relations with high net worth clients throughout South Africa and Zimbabwe. Keith is married to a South African and has 3 children. Keith is a keen golfer and film buff.
Andrew Oliff
PWM Wealth
Sandton, Fricker Road,
Andrew Oliff
Andrew is a Certified Investment Manager, through the CFA group, and holds a Bachelor of Commerce degree in Business Management. He has 13 years of experience in the financial services industry and moved to PWM Wealth (PTY) Ltd in 2013 from HSBC Expat where he held the position of International Wealth Manager, focusing on the offshore investment needs of high net worth individuals in Africa. Outside of work Andrew is an equine enthusiast and has been competing nationally for 18 years in the sport of show jumping.
Simon Burr
PWM Wealth
Sandton, Fricker Road,
Simon Burr
Simon joined PWM Wealth (PTY) Ltd in May 2006 and is responsible for the Cape Region. Prior to this he was based in Zimbabwe, intially as a partner with Coopers and Lybrand and thereafter as a partner of an Asset Management Company. He is a qualified CA in Zimbabwe and holds a Bcompt Degree from Unisa. He is married with 3 children, all of which are girls and he enjoys playing golf in his spare time.
热门服务
Wealth Manager Consultation
60 分钟
A consultation with a Wealth Manager from PWM Wealth Management will be as individual as your needs. Our network of Advisors with offices located in Johannesburg, Durban and Cape Town offer expert advice to residents and non-residents of South Africa
PWM Wealth
Sandton, Fricker Road,
Wealth Manager Consultation
A consultation with a Wealth Manager from PWM Wealth Management will be as individual as your needs. Our network of Advisors with offices located in Johannesburg, Durban and Cape Town offer expert advice to residents and non-residents of South Africa, focusing on both offshore and local investments.
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