Juan Swart

Senior Associate

About Juan

Juan is a finance specialist with more than 10 years of experience in the banking, local and offshore wealth management sectors. He has built his career on developing a specialised knowledge that assist people in their international wealth management needs.

Being part of the Holborn team, Juan has been able to offer his clients a far wider range of solutions to assist in not only growing, but also protecting their wealth from currency depreciation and unnecessary taxation. Juan focuses on investing his clients’ assets outside of South Africa, in a primary currency, using legally robust structures in countries that offer government-backed investment protection schemes.

Juan has a Bachelor of Commerce in Economics, a Post-Graduate degree in Financial Planning and a level 4 certificate in Wealth and Investment Management with the Chartered Institute of Securities and Investments (UK). This, combined with his wealth of experience, commitment to excellence and passion for the industry, ensures that his clients receive the very best in wealth management services.

 

Qualifications

 

  • B.com Economics
  • Post-Graduate Diploma Financial Planning
  • Chartered Institute of Securities and Investments - Level 3 & 4

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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.