About Derek
I am a senior wealth manager at Holborn Assets, a global financial services group and a leading financial advisory firm. I have over 23 years of experience in the financial industry, including 15 years at Lloyds Banking Group / Bank of Scotland in the UK.
II specialise in providing quality advice and service that will put the right money in the right place at the right time with integrity and respect for all. I am qualified by the Chartered Institute for Securities and Investment (CISI) and I have extensive knowledge and experience in managing international pension plans, such as QROPS, SIPPs, and bespoke solutions. I also have strong analytical skills and financial risk management capabilities, which enables me to deliver optimal outcomes for my clients.
II am passionate about helping my clients achieve their financial goals and secure their future. I work closely with them to understand their needs, preferences, and aspirations, and to design and implement tailored strategies that suit their unique circumstances. I am committed to delivering the best possible service and to maintaining high standards of professionalism, transparency, and trust.
IAway from work, I am a fitness and outdoor enthusiast and a member of my local CrossFit gym, I love to take long walks with my dogs, and enjoys traveling. I am also an avid learner and keep myself updated on the latest trends and developments in the financial industry.
Qualifications:
- Financial Management (UCT)
- International Securities and Investments (CISI)
- Wealth & Investment Management (CISI)
