Matthew J Theron

Senior Associate

About Matthew

Focused on financial solutions for the international market with only the client in mind, Matthew is a cross-border tax structuring and investment specialist with the unique knowledge and experience that comes from having lived abroad for many years.

His familiarity with tax regimes and regulations is as important as his understanding of the common challenges experienced by expats and has resulted in a client base that spans the globe. With experience in both the local and international market, he is able to understand and appreciate the limitations imposed on local financial advisors with limited product choice and the lack of options for genuine tax efficiency from local financial service providers.

Being a part of the Holborn team has enabled Matthew to offer his clients a much greater range of solutions to help grow and protect their wealth and investments from currency devaluation, unnecessary taxation and the fear of government repatriation, by investing their assets outside of South Africa in primary currency, using a protected, legally robust structure in an investment grade country that offers government-backed investor protection schemes.

Matthew is a qualified member of the UK Chartered Institute of Securities and Investments, which allows him to select custom made investment portfolios. Using only the best-in-class top quartile international funds which utilize independent benchmarks like Morningstar or S&P, matched to your risk profile, Matthew helps his clients navigate the 55,000 investment fund choices available in the international investment universe.

 

Qualifications

 

  • Chartered Institute for Securities & Investments (CISI UK): Level IV International Advanced Wealth Management
  • CISI UK: III International Wealth & Investment Management
  • UNISA NQF 7 Prog. Strategic Tax (Tax Law)
  • UNISA NQF 6 Cert. Income Tax (Personal & Corp Tax)
  • FP2 (SA) Financial Planning, Estate Planning, Advanced Investment Instruments
  • M+3 NDip. (Bcom) Financial Management
  • RE5 FSCA Regulatory Exam

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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.