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He has obtained his BCom degree in Investment Management and a BCom (Hons.) in Financial Analysis from Stellenbosch University. Prior to joining Brenthurst she was in the tourism industry for the past 12 years, working for a corporate team building company for 5 years and owned her own educational touring company for the past 4 years. She has an absolute passion for working with people and making a difference.
A Study on the Setting up of Wealth Management Subsidiaries of Commercial Banks
As a Wealth Manager, Bjorn meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. As a Wealth Manager, Sarah meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. As a Wealth Manager, Ryan meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. As a Wealth Manager, Matthew meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term.
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He graduated from the University of Wisconsin Milwaukee receiving a Bachelor’s degree in Finance. Before Annex, he lived in Dallas, Texas and worked for Fisher Investments. Trevor’s extensive background in the financial industry – including wealth management, financial reporting, and financial technology – informs his ability to keep clients first and help them reach their goals. Amy also previously worked at Northwestern Mutual, as Vice President of Advanced Planning.
He has obtained his life, health, accident, and long-term care licenses. Jill has over 11 years of experience working as a Client Service Manager and over 25 years working in customer service relations. She takes pride in her work, thrives when helping others, and delights in building meaningful relationships. As a Client Service Manager, Jill assists with all service-related needs of Annex Wealth Management clients. Before Annex Wealth Management, Lori worked in corporate retail focused on inventory management, training and marketing. Esmerie is a CERTIFIED FINANCIAL PLANNER® professional, a member of the Financial Planning Institute of South Africa and is fully qualified to give advice on all investment matters.
In seeking an adviser, they tend to place more emphasis on a personal fit and are more likely than males to identify a life event as their motivation to seek guidance. Attracting and retaining female customers will be a critical growth imperative for wealth management firms. To succeed, firms will need to deeply understand women’s differentiated needs, preferences, and behaviors when it comes to managing their money. Firms can then diversify their offerings and commit to a systematic approach to winning with women.