Michelle Pierucci

Senior Associate

About Michelle

Michelle was proudly born and bred in Jozi, South Africa, before her move to Cape Town in 2021.

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. Michelle graduated from the University of Witwatersrand with a B.Comm in Economics and Law and entered into an exceptional graduate training programme where she was mentored by some of the best offshore advisors and managers in Africa.

Whilst Michelle is an advisor in her own right, specializing in investments/alternatives and structuring assets efficiently, her predominate focus is running the compliance function of Holborn Africa. Michelle has a keen desire to assist clients in reaching their personal financial goals whilst providing security to clients, company and industry in an ever-changing regulatory environment.

 

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)
  • RE1
  • Currently studying toward 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.