Join us for the continuation of our South Africa series, which will provide monthly content for international advisors to HNW clients. This episode will look at different asset classes favoured by South Africans: traditional international investment exposure, international property, alternative assets and more. We will discuss the latest macro trends affecting these decisions including COVID and the impact of the US Election result.
The discussion will be chaired by Dean Douglas:
Dean Douglas - Director of Private Wealth, IQ-EQ, Jersey. As well as being an executive board member of the Jersey business, Dean manages a diverse client portfolio. In doing so, he travels to South Africa and Nigeria on a regular basis to meet with new and existing clients in these two countries. Being from South Africa himself, he has an affinity with the continent and an understanding of the cultures, issues and concerns faced by residents and investors alike.
Dean's focus on South Africa and Nigeria has resulted in him working very closely with relevant industry bodies and intermediary partners. He has presented at numerous events in collaboration with Jersey Finance, including presentations in Lagos in 2017 and 2019 focused on UHNW family wealth structuring and succession planning. He has also participated in and spoken at a range of other industry events including the PCD Club networking dinner in Cape Town in 2018 and 2019. In addition, with Dean's involvement, IQ-EQ is a member of Invest Africa, a large investor network focused on Africa and investment in the continent. Since joining the IQ-EQ group 17 years ago as a newly qualified accountant, he has held various positions while gaining significant exposure to private wealth structuring from both an accounting and an administration perspective. Dean is a fellow of the Association of Chartered Certified Accountants (ACCA) and a member of the Society of Trust and Estate Practitioners (STEP).
Justin Maloney, Senior Portfolio Manager, Melville Douglas, Jersey. Justin joined Melville Douglas in 2014. He manages investment portfolios for high net worth clients based in South Africa, Nigeria and Ghana. Over the past six years he has regularly travelled to these countries. Justin also co-manages the Melville Douglas Select Global Equity Fund, covers a range of sub-sectors for the research team, chairs the global equity portfolio construction committee and is a member of the asset allocation committee.
Justin has over 26 years of investment experience. Prior to joining the company, he was a global equity fund manager in London for Sanlam and F&C Asset Management (subsequently acquired by BMO Global Asset Management). He holds a BSc (Hons) degree in Business from Cass Business School, University of London. He is also a CFA® Charterholder and a Chartered Wealth Manager. Justin is based in Jersey.
Mark Perchtold - Director, Omba Advisory & Investments Ltd, London. Before co-founding OMBA, Mark spent just under 12 years at Goldman Sachs most of which was in the Investment Management Division in London where he gained experience in asset allocation, equities, fixed income, alternative investments and derivatives. Preceding Goldman Sachs he was a Manager at KPMG.
Mark qualified as a Chartered Accountant in South Africa following a Bachelor of Accountancy degree at the University of the Witwatersrand and remains a member of SAICA (which has reciprocity with ICAEW). Mark is also a CFA Charterholder and has been investing in financial markets since 1998.
Jordan Williams - Senior Client Partner, Artorius, London. Jordan is one of the Senior Client Partners at Artorius and looks after a number of wealthy families based both in the UK and overseas. He works with families to understand their long-term objectives in order to develop, implement and manage an appropriate wealth management strategy, to meet their desired outcomes, which will typically span multiple generations.
Much of his time is spent advising families with respect to their UK Real Estate needs, identifying and acquiring properties for both their personal use and investment purposes. Jordan specialises in both prime central London residential property and UK commercial property, building portfolios reflecting the family's objectives as part of their wider Asset Allocation and wealth management strategy.
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