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Richard Schwulst

Wealth Manager & Investment Analyst
Richard Schwulst

About Richard

Providing Tailored Client-Centric Solutions for Offshore Investments.

Richard Schwulst brings extensive expertise to the South African wealth management landscape, having honed his skills while serving high-net-worth individuals in the region.

Armed with a Bcom in Financial Management and Marketing, as well as a Post Graduate Diploma in Financial Planning, Richard's credentials exemplify his commitment to financial excellence. As a distinguished investment analyst and wealth manager, he is an integral part of Lourens Reicherts Team, dedicated to ensuring your financial prosperity.

Richard's strengths lie in his personalized and attentive client support. By harnessing this approach, he empowers his clients to achieve greater heights in their financial portfolios. He achieves this by integrating offshore tax-efficient investment strategies, encompassing both local and global retirement planning, comprehensive risk mitigation, management of international trusts, meticulous educational financial planning, and strategic overseas property investments. This holistic methodology presents an unparalleled solution to address your global financial aspirations.

Qualification

  • Bcom Financial Management and Marketing
  • Post Graduate Diploma in Financial Planning
  • NQF Level 8

Richard Schwulst

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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.