Juan Swart

Senior Associate

About Juan

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

Qualifications

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

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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.