PWM Wealth Management was established in South Africa in 2004 as a licensed Financial Services Provider. We are part of an international group of companies which offers investment, offshore company and trust administration services.
Our professional, experienced advisors 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. Please see below, details of our advisory team.
DION DESAUNOIS – MANAGING DIRECTOR
Managing Director and co-founder of PWM Wealth Management. Dion has 27 years experience in the financial services industry, of which 6 were based in London, United Kingdom and 11 for Nedbank. Dion has 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.
SIMON BURR – EXECUTIVE DIRECTOR – SOMERSET WEST – CAPE TOWN
Simon joined PWM in May 2006 and is responsible for the Cape Region. Prior to this he was based in Zimbabwe, intially 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 Bcompt Degree from Unisa. He is married with 3 children, all of which are girls and he enjoys playing golf in his spare time.
ANDREW OLIFF – DIRECTOR – JOHANNESBURG
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 Wealth Management 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.
KEITH O’REILLY – ASSOCIATE DIRECTOR – JOHANNESBURG
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 Wealth Management 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 NATHANSON – WEALTH ADVISOR – CAPE TOWN
Karl joined PWM in 2016 at our Somerset West office. He has a B. Accounting as well as Chemical Engineering background and brings with him a wealth of business experience. He is focussed on designing bespoke portfolio solutions for our clients. Karl is married and has 2 boys, when not working he spends his time with his family and on the golf course.