Jade Kramer

Senior Associate

About Jade

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). Jade treats every client individually and tailors their portfolio to suit their unique needs.

Jade has extensive knowledge in the South African market, being able to assist her clients to manage their local affairs, as well as to advise her clients on taking their money offshore to safe jurisdictions. This includes investment properties and unique investment solutions. Jade’s hobbies include cooking, outdoor activities and everything that Cape Town has to offer, including a good wine farm or two! Jade has a very big family with whom she loves spending time with.

Favourite quote: “Whether you think you can or you think you can’t- you’re right” Henry Ford


  • RE 5
  • BCOM degree
  • CISI Level 3 International Certificate in Wealth and Investment Management
  • Currently working toward CISI level 4
  • Cordon Bleu Diploma (Silwood)

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    Why choose Holborn?

    Our aim is to help individuals and businesses achieve their financial goals with a straightforward approach.

    Tell us about your current situation, what your financial goals are, and when you would like to reach them. Based on your goals, we develop a practical plan designed specifically for you.

    We will discuss the bespoke plan with you and agree on the course of action you want to take. While the final decisions are yours, our qualified financial experts are here to help & provide guidance for you both now and in the future.

    All our advisers come from the UK and similar jurisdictions where regulations are tight. Having a regulatory-driven background means that our advisers approach financial planning in a holistic, compliant manner.

    We are not sales driven. We have unmatched relationships with the best product providers. This means we can offer superior investment and protection solutions for the increasingly sophisticated expatriate community we serve.

    We would like to personally welcome you and your friends to become satisfied clients of Holborn Assets. If, at any time, you feel we fall short in the advice and service we offer, then please contact our friendly client services team.