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Work Background
Holborn AssetsSenior Wealth Manager
May. 2026Dubai, UAE• Provides holistic, independent financial advice to HNW and affluent expatriate clients across Holborn’s full product suite: wealth management, investments, pensions, insurance, tax planning, mortgages, UK property and investor migration.
• Structures investment portfolios and discretionary mandates through Holborn’s global platform, covering equities, funds, bonds, structured products and multi-currency portfolios aligned to each client’s risk profile and goals.
• Advises on UK pension transfers including QROPS, SIPPs and QNUPS, helping expat clients optimise retirement income, reduce currency risk and mitigate UK inheritance tax exposure.
• Arranges life cover, critical illness, income protection and international medical insurance, alongside group life, medical and disability cover for corporate Employee Benefits clients.
• Delivers cross-border tax, estate and succession planning across the UAE, UK, EU and South Africa — covering inheritance tax, capital gains, trusts, wills and legacy structures.
• Sources UK property investments and arranges overseas / expat buy-to-let and residential mortgages through Holborn Property Investments and the firm’s lender panel.
• Advises clients on Dubai and UAE off-plan and completed residential property investments through Holborn’s Dubai property desk and its subsidiary Archway Real Estate, targeting strong rental yields, capital growth and Golden Visa qualification.
• Advises on Citizenship and Residency by Investment worldwide via Holborn Pass — Caribbean CBI (St Kitts & Nevis, Grenada, Dominica, Antigua, St Lucia), European golden visas and residency (Portugal, Greece, Spain, Malta, Cyprus, Italy, Hungary, Latvia), Turkey, USA EB-5, UAE Golden Visa and other investor migration routes.
• Coordinates international money transfers and FX hedging via Holborn’s currency partners (Clear Currency), securing competitive rates and tailored transfer strategies for clients moving capital across jurisdictions.
• Maintains rigorous KYC, suitability, disclosure and AML standards aligned with DFSA, FCA and international regulatory requirements.
Fairview Residential EstateCommercial & Sales Manager
Jan. 2018Mbombela (Nelspruit), South Africa• Led commercial management and sales strategy for a ±120-unit residential estate across pre-construction, construction and post-handover phases.
• Managed the appointed estate agency, setting sales targets, tracking pipelines and coordinating off-plan, during-construction and post-completion sales releases.
• Drove off-plan sales through online marketing, direct campaigns, client presentations and site visits, converting prospects into signed sale agreements.
• Coordinated bank bond approvals by linking construction progress, drawdowns and payment milestones with buyers and lenders, ensuring finance kept pace with build stages.
• Managed the client journey from initial enquiry through contracts, variations, bond approvals, inspections and final handover, resolving issues quickly and professionally.
Discovery LifeFinancial Advisor & Wealth Manager – HNW Clients
Jan. 2013 - Jan. 2016South Africa• Managed a sizeable client book — around 200 clients with approximately 70% on fully integrated Diamond Vitality status — maximising the bundled life, health, short-term and rewards model.
• Specialised in integrating Discovery’s life, medical aid, short-term and Vitality solutions, structuring coordinated contracts that unlocked rewards, premium efficiencies and long-term client value.
• Structured medical aid, gap cover and short-term insurance alongside life and investment products to create fully integrated protection and wealth plans, with in-depth needs analyses and compliant client documentation.
Liberty LifeFinancial Advisor & Wealth Manager – HNW Clients
Jan. 2010 - Jan. 2013South Africa• Advised high-net-worth and affluent clients on retirement planning, risk management, wealth preservation and related medical aid and insurance needs.
• Conducted detailed financial needs analyses and designed customised investment and protection portfolios — life, disability and severe-illness benefits with coordinated medical aid and short-term insurance cover.
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