Marcus joined the business in 2001 and has been supporting wealthy clients with the management and protection of their personal assets since 1987. This includes experience in providing investment and financial planning solutions during years at a major Private Bank, which provided a firm foundation for over 25 years as a professional fiduciary services provider.
Forging close personal relationships built on the provision of trust services is a privilege for Marcus, who gains real satisfaction from helping clients and their families achieve the peace of mind that responsible planning brings. With specialist knowledge of the South African market, Marcus has worked closely with clients there since 2001, visiting the country regularly during that time. Having accompanied clients through significant changes over the years, he understands the nuances and unique circumstances facing South African residents.
Marcus has been a director of the business since 2013 and holds professional qualifications in the provision of financial advice and trust and estate planning services, as certified by the Society of Trust and Estate Practitioners.
