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Business Manager | IP Global
Tom is a qualified Financial Advisor with over 25 years of experience advising high-net-worth individuals on their investments. Previously a Director of Savills Private Finance, Tom specialized in structured and development finance for international clients purchasing Commercial and Residential property in London and other major UK cities. Tom has been in the Wealth Management team at IP Global for over 4 years and is the direct link to our clients in South Africa.
Senior Consultant, Wealth Management | IP Global
Shelly recently joined the IP Global team in South Africa and is based in Cape Town. She is passionate about property with 6 years’ experience in the industry and a thorough understanding of offshore markets. Shelly specialises in advising clients; handholding them through the journey of investment markets, mortgage options, and management of the properties.
Managing Director | Visionary Finance
Prior to setting up Visionary Finance, Hiten worked for a top 4 accountancy firm. A solutions driven and an entrepreneurial self-starter with proven abilities in the financial services and housing market means he has built a credible reputation within synergistic sectors. Having developed effective strategies to execute long term objectives, his financial services business works with over 60 different lenders, servicing clients worldwide and facilitating over £500m worth of lending since 2015.
Business Development - SA | Currencies Direct
Lara started her career in the financial sector joining Old Mutual Personal Financial Advice in 2009. She sold her practice in 2014 and moved into the treasury outsourcing space in 2016, joining Currencies Direct External Profit Company. With extensive knowledge in exchange control legislation which governs the flow of funds in and out of South Africa, Lara is able to advise on treasury and South African Reserve Bank updates pertinent to the manoeuvrement of funds globally and specifically focussed on assisting South African’s looking at diversification of portfolio assets in both fixed and wrapped products. Currencies Direct South Africa (Currencies Direct External Profit Company) are a leading provider of international payments and foreign currency services and part of the Currencies Direct Holdings Group (CDH).