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