Grindrod Private Clients offers a complete wealth management service and has a successful history of structuring the financial affairs and managing the assets of high net worth individuals, trusts, educational institutions, charities and public organisations.
THE APPROACH
A team-based approach is taken to the management of client’s affairs. A client’s financial position, personal circumstances, tax situation, risk profile, investment objectives and income needs are analysed to develop a structured investment plan based on an agreed mandate. Close communication between the investment and fiduciary teams ensures optimum tax planning both for income tax and estate duty. The cornerstones of the business are investment performance, professional advice, personal contact and confidentiality. Clients receive comprehensive reporting and have direct access to their portfolio managers.
KEY PERSONNEL
Mark Logan (B. Comm Hons) is Head of Grindrod Asset Management and a senior portfolio manager in Grindrod Private Clients and brings a wealth of experience in investment management and private banking gained at Fincorp, BoE Private Bank, Marriott Asset Management and Grindrod Private Clients.
Di Stacey (MIFM) has over 25 years experience in asset management with Marriott Asset Management and Grindrod Private Clients and is a senior portfolio manager.
Sue Cousins (CAIB, MIFM) is the manager in charge of Grindrod Private Clients and Head of Fiduciary Services and has over 23 years experience with BoE Private Bank, Marriott Trust and Grindrod Private Clients.
CONTACT PRIVATE CLIENTS