Juan Swart

Juan Swart

Senior Associate

Email: [email protected]

Phone: +272 120 43301


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. Having spent the better part of a decade in the financial services industry with experience in various disciplines ranging from banking to offshore wealth management, local wealth management, and insurance, Juan is fully equipped in this field. He has a passion for helping others and dedicating his time towards problem-solving. Outside of the office, you will find him running or hiking along various scenic trails, body boarding or enjoying one of the vast culinary offerings that Cape Town has to offer. Favourite quote: “When you commit to change, you will be challenged. Be ready” – Tony Gaskins Hobbies: Running, spending time in nature, near the sea is where you will find me


  • Bachelor of Commerce: Economics and Management
  • Regulatory Exam 5
  • Post Graduate Diploma in Financial Planning
  • CISI 3

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