Managing Director and co-founder of PWM. Dion has 27 years experience in the financial services industry, of which 6 were based in London, United Kingdom and 11 for Nedbank. Dionhas accumulated years of experience in the offshore arena and has developed strong relations with high net worth clients throughout South Africa, particularly in Durban. Dion is a family man and enjoys playing golf and baseball.
Meet The Team
WHAT OUR CLIENTS ARE SAYING ABOUT US
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PWM has always provided an excellent service – always totally professional and yet so warm, friendly and pleasant that when I attend meetings and events I feel as if I am with friends. The team always make me feel that they genuinely care about me and are not only interested in the money I invest with them.
My queries are always dealt with so promptly that as a client I feel as if I am their top priority. I never have to follow up on a query or request because the PWM team always deliver with impressive speed and efficiency.
My experiences with PWM have always been very professional whilst being courteous and friendly.
The record keeping, which is such a part of our life nowadays, has been exemplary.
I have enjoyed our many years of association with PWM.
I have been associated with PWM for more than ten years and am very happy with the personal service.
What Our Clients Are Saying About Us
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CREATING LEGACIES SINCE 2004
MEET THE TEAM
Our professional, experienced wealth managers all have the requisite financial and regulatory qualifications and are supported by a dedicated administration team, ensuring a high level of customised service to our valued clients.
We commit to working with clients to determine areas for development within their financial situation and to implement several practical initiatives to drive their finances successfully into the future.
This Service Guarantee acts as a symbol of commitment for all parties – our client’s Financial Plan will be proactively pursued and implemented as required.
We provide specialist investment advice to help create personal wealth to those willing to be helped
We administer our clients' investments to help grow and protect their wealth
We educate our clients about investments so they can make informed decisions
Simon joined PWM in May 2006 and is responsible for the Cape Region. Prior to this he was based in Zimbabwe, initially as a partner with Coopers and Lybrand and thereafter as a partner of an Asset Management Company. He is a qualified CA in Zimbabwe and holds a Bcomp Degree from Unisa. He is married with 3 children, all of which are girls and he enjoys playing golf in his spare time.
Andrew is a Certified Investment Manager through the CFA group and holds a Bachelor of Commerce degree in Business Management. He has 13 years of experience in the financial services industry and moved to PWM in 2013 from HSBC Expat where he held the position of International Wealth Manager, focusing on the offshore investment needs of high net worth individuals in Africa. Outside of work Andrew is an equine enthusiast and has been competing nationally for 18 years in the sport of show jumping.
Lauren holds a Bachelor of Commerce Degree in Financial Management Science which she completed Cumlaude at the University of Pretoria. Whilst obtaining her degree she was awarded Golden Key Membership, Academic Honorary Colours, ranked in the Top 15% of students for Taxation and in the overall Top 30 students for her Qualification. Outside of her passion for people and finance, she is an avid sportswoman and is passionate about sport, health, and fitness. She has achieved South African colours in gymnastics and swimming and participates in various sports.
Candice joined Pegasus in January 2018. She has over 27 years’ experience in the financial services industry, both as an advisor and practice /operations manager. Her expertise lies in the administration of financial practices and systems and after running her own successful practice for 15 years left to work in the UK and New Zealand as both a compliance and practice manager. Candice has her Compliance and HR qualifications from UCT and is a member of the Compliance Institute of South Africa. Candice has two grown up children and is a health enthusiast who loves training and the outdoors.
Keith has over 20 years’ experience in the financial services industry. For 18 years he was based in the Channel Islands in the offshore banking and insurance industry. Since 2010, he has been in South Africa working as a Wealth Manager in the offshore arena for HSBC Wealth Management, and at PWM since 2013. He has accumulated years of experience in the offshore arena and has developed strong relations with high net worth clients throughout South Africa and Zimbabwe. Keith is married to a South African and has 3 children. Keith is a keen golfer and film buff.
Karl joined PWM in 2016 at our Somerset West office. He has a Bachelor of Accounting degree as well as Chemical Engineering background and brings with him a wealth of business experience.
He is focused on designing bespoke portfolio solutions for our clients. Karl is married and has 2 boys and a baby girl. When not working he spends his time with his family, golfing, mountain biking and fly fishing.