HEAD OF ADVISORY SERVICES
Personal financial analysis,
FX trading and fiduciary structures
Oliver’s focus is on both expanding the opportunities to engage with clients and managing the affairs of clients going forward. Specialises in conducting a review across the whole balance sheet, illustrating clarity on existing costs and investment performance
With around 25 years’ experience in finance and wealth management, Oliver's career began at Seeff Trust as a Portfolio Advisor before spending 8 years in London where he worked for JP Morgan and ING Financial Markets. In 2006, Oliver moved back to Cape Town as Head of Private Clients at Insinger de Beaufort. He was an Advisory Partner at Citadel for 8 years before joining BACCI in 2016 as a founder shareholder.