Nicholas Jeffrey's Location
Cape Town, WC, ZA
Nicholas Jeffrey's Work
- Relationship Manager @ Sanlam Private Wealth
- Managing Director, South Africa @ Geneva Management Group
- Senior Manager - Private Clients @ Stonehage Fleming
- Financial Manager @ Page Automation(Pty) Ltd.
- Senior Business Risk Manager @ BDO Spencer Steward (JHB) Inc
Nicholas Jeffrey's Education
- Society of Trust and Estate Practitioners
STEP
- South African Institute of Chartered Accountants
CA (SA) - Chartered Accountant (Accounting)
- University of South Africa/Universiteit van Suid-Afrika
B.Compt Honours (Accounting and Finance)
2001 - 2001
- Stellenbosch University/Universiteit Stellenbosch
B.Comm (Accounts) (Accounting and Finance)
1995 - 1999 - St Johns College, Johannesburg
Matric Certificate and A Levels
1989 - 1994
Nicholas Jeffrey's Skills
- Investments
- Portfolio Management
- Wealth Management
- Due Diligence
- Business Strategy
- Risk Management
- Management
- Financial Modeling
- Valuation
- New Business Development
Nicholas Jeffrey's Summary
Nicholas Jeffrey, based in Cape Town, WC, ZA, is currently a Relationship Manager at Sanlam Private Wealth, bringing experience from previous roles at Geneva Management Group, Stonehage, Page Automation(Pty) Ltd. and BDO Spencer Steward (JHB) Inc. Nicholas Jeffrey holds a STEP @ Society of Trust and Estate Practitioners. With a robust skill set that includes Investments, Portfolio Management, Wealth Management, Due Diligence, Business Strategy and more, Nicholas Jeffrey contributes valuable insights to the industry. Nicholas Jeffrey has 2 emails on RocketReach.
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