CREATING LEGACIES SINCE 2004
PWM Wealth (Pty) Ltd is part of the group
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.
DION DESAUNOIS
Managing Director
Dion is an experienced Wealth Manager as well as the co-founder and Managing Director of PWM Wealth. Driven by passion, he take pride in providing the best wealth planning solution possible. As the Managing Director his goals include exceeding client expectation on service and also portfolio outperformance relative to his peers. In addition to his primary job functions Dion has been recognized by his clients and providers for his extraordinary commitment to ensuring his goals of his clients are met.
Simon Burr
Director
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 Oliff
Director
Andrew is a Certified Investment Manager through the CFA group and holds a Bachelor of Commerce degree in Business Management. He has 20 years of experience in the financial services industry and moved to PWM Wealth 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
Director
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 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
Gordon Eadie
Senior Relationship Manager
Gordon joined PWM in 2021 and is responsible for providing support to the Directors & clients in the Johannesburg office. Prior to this he worked extensively in Retail & Private Banking in Scotland and latterly London, before moving to South Africa in 2005 where he worked for HSBC Expat as their Senior International Wealth and Relationship Manager, and worked latterly alongside Andrew & Keith, now Directors of PWM Wealth. He is a professionally qualified Banker and was awarded a Fellowship of the Chartered Institute in 2009. He has accumulated years of management experience in UK Banking and International Banking and Wealth Management.
Gordon is a keen road and mountain bike cyclist and competes regularly in both disciplines.
Pierre Stapelberg
Business Development Manager
Pierre has been involved in the financial industry since 1998 and has held various roles in that time. His career started off as a currency and derivatives trader with one of the biggest money brokers in the world and then moved on to the banking sector, specifically private banking, where he served on the Johannesburg Executive Committee at Rand Merchant Private Bank. Pierre moved on to Nedbank Private Wealth thereafter, where he worked in specialised finance. Pierre joined PWM Wealth in 2019 as a business development manager.
Justin Getkate
Financial Planner
Justin is a Certified Financial Planner (CFP) and holds a Bachelor of Commerce degree in Financial Management as well as a Post Graduate Diploma in Financial Planning. He joined PWM in May 2019 and is the paraplanner for the Managing Director and Financial Director as well as being a Wealth Manager under supervision in the Durban Region. Justin started his career in accounting before joining PWM. Justin enjoys kayaking, fishing and scuba diving in his spare time.
Thomas Papenfus
Wealth Manager
With a decade of experience in the financial services sector, Thomas has held senior roles within private client and asset management companies. As a qualified financial advisor, Thomas emphasises continuous development to stay at the forefront of industry trends. His career includes close collaboration with some of the world’s leading portfolio managers and involvement with teams based in the USA, UK, Luxembourg, and Jersey.
Outside of his professional life, he prioritises family and enjoys staying active in the great outdoors. Thomas is also a keen golfer.
OUR PURPOSE
OUR VALUES AND PRINCIPLES OF OPERATION
We only use and support product providers that we trust to deliver the most cost effective solution in a bespoke financial plan
We empower our clients through on-line access so they can view and update all their information whenever they need to
We disclose all the relevant information to help our clients make informed decisions about their investments
We only employ and work with people that commit to and believe in our philosophy
OUR SERVICE GUARANTEE
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.
OUR SERVICE OFFERING
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
WHAT OUR CLIENTS ARE SAYING ABOUT US
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.
Lionel Heale
I have been associated with PWM for more than ten years and am very happy with the personal service.
Mick Fallon
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.
Claire Newton
PWM have been providing us with investment advice and recommendations since 2014. Their service and attention is first-class and every effort is made to keep the investment process as stress-free and uncomplicated as possible. We’ve always felt our investments to be in safe hands, which is very important in these uncertain times.
Thank you to the team at PWM.
Ali McMaster
The PWM team are consummate professionals in complete command of their products and services. Their years of experience give them a unique perspective and broad knowledge base and strict adherence to their compliance processes makes planning, growing and protecting one’s wealth easily accessible whilst the staffs’ personable natures are refreshing. We unreservedly recommend PWM and look forward to a continued relationship.
Frans Lourenskie
Shifting our inverstment portfloiio from a beaurocratic corporate to PWM has been nothing but positive on so many levels.
The PWM team are true professionals, providing a bespoke service that continues to reinforce their total transparency and commitment to their clients financial aspirations.
Being able to communicate directly with one of the PWM team at short notice is also really refreshing in an age of digital third party call centres.
Sean Bradshaw
I have solidified my relationship with PWM over many years as they have proven to be dependable, respectful and a truly trustworthy company. Dion differentiates himself from others with his exceptional attention to service and his authentic interest in his clients which leads to not just successful business partnerships but long term friendships.
I have absolute confidence in my portfolio being administered by PWM.
Mark Hollow
LEAVE A REVIEW
