Michelle Pierucci

Senior Associate

About Michelle

Michelle is proudly Jozi born and bred. Her interest in economics and finance began at an early age and is largely owing to the often provoking political and economic climate in South Africa. She graduated from the University of Witwatersrand with a B.Com in Economics and entered into an exceptional graduate training programme where she was mentored by some of the best advisors and managers in Africa. Although Michelle has not been in the industry as long as some of her colleagues, she brings a fresh and modern approach to her clients’ finances. Michelle’s main areas of expertise are tax structuring for individuals and companies, inter-generational wealth management, UK pensions, and asset management – and she will soon be delving into the local insurance market. Michelle’s main goal in the industry is to grow her clients’ monies through diversified international investments so that their wealth can be structured and protected for retirement and succession planning.

Qualifications

  • Bachelor of Commerce in Economics and Law
  • CISI Level 1 – Certificate in International Wealth Management
  • CISI Level 3 – Certificate in Wealth & Investment Management
  • RE5 (South African local regulatory exam).
  • Currently studying toward CFA Level 1 & CISI Level 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.