Lauren has 16 solid years’ experience in private banking and wealth management at leading South African financial services institutions, including Citadel, Investec and Barclays/ABSA Family Office Wealth Management. She has significant experience in structured lending, and more recently in fiduciary planning/services and wealth advice (both locally and offshore).
Lauren is highly respected in the industry and brings a broad range of industry skills given her extensive experience. Her philosophy is to deliver independent advice that is built on trust and developing long-term client relationships, through excellence in professional client service.
Lauren’s qualifications include a Postgraduate Diploma in Financial Planning and Financial Planning Law (CFP®) from the University of Free State. She has also completed a GIBS Management Development Programme, where she gained broader strategic and management insights. She also has a Cost and Management Accounting Diploma.