Werner Bothma

Senior Associate

About Werner

Werner is a valuable and experienced member of the Holborn team. He takes pride in Holborn’s offering, namely expertise and integrity, through an extensive product range and joint ventures.

He offers his clients an unsurpassed service in personal and corporate wealth management, specialising in tailored global portfolio strategies and services.

Having spent over eight years in the financial industry, Werner has developed an extensive amount of knowledge on areas such as Estate Planning, Investments and Offshore Planning. Werner’s particular area of expertise lies in mitigating exposure to unnecessary taxes on assets.

Werner thoroughly enjoys the outdoors, sport and travel. Although Werner considers South Africa home, he constantly seeks to broaden his horizons and has had the privilege to live in England and France. He lives by the words of Stephen Hines: “If you want something, don’t wish for it. Life is too short to wait”.

Werner strongly believes in honesty and integrity and that clients' needs always come first. He invests time to build strong relationships with his clients to best understand their financial needs to accompany them on their journey to meet their financial goals. He describes himself as trustworthy, motivated and committed.

 

Qualifications

 

  • B.Comm Transport Economics RE 5 Chartered Institute for Securities and Investments
  • Introduction to Securities and Investment (CISI1)
  • Chartered Institute for Securities and Investments – International Wealth & Investment Management (CISI 3)
  • Applied Financial Advice & Management (CISI 4)

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    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.

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