FANews
FANews
RELATED CATEGORIES

BJM Private Client Services names Barrett head of wealth management

28 March 2007 BJM Private Client Services

Tony Barrett has been appointed head of wealth management at Barnard Jacobs Mellet Private Client Services with responsibility for initiating and developing the companys wealth management strategy while leading the national team of individual wealth managers.

Barrett joined BJM Private Client Services in 2005 after heading the East London operations of the PricewaterhouseCoopers Tax & Financial Services practice and leading the firms Johannesburg personal financial services division. His wealth management grounding includes experience in the Channel Islands working on offshore structures and strategies.

Tony Barrett is a Chartered Accountant (SA) and a former Deputy Director (Income Tax) at South African Revenue Services.

 

Quick Polls

QUESTION

As uncertainty prevails, and post-election business and consumer sentiment begins to ebb, how do you intend investing your clients’ funds through 2025?

ANSWER

Diversify across regions, themes.
Move to defensive assets.
Review clients’ long-term objectives.
Trust your DFM or fund managers.
fanews magazine
FAnews November 2024 Get the latest issue of FAnews

This month's headlines

Understanding treaty reinsurance – and the factors that influence it
Insurance brokers: the PI scapegoat
Medical Schemes' average increases for 2025
AI is revolutionising insurance claims processing and fraud detection
Crypto arbitrage: exploring the opportunities and risks
Subscribe now