Peter Morgans is the current Managing Director for the firm, encompassing a wide range of duties. He is also specifically responsible for the management of the Kwa-Zulu Natal operation and manages a limited client base of high net worth investors. Peter is also a Director of an independent open-ended investment company in the Isle of Man.
Peter has some 22 years’ experience in the international financial planning and investment industry, having spent 7 years with the subsidiary of an Isle of Man based group prior to engineering the buy-out of its South African operation in 1999. He subsequently formalized local operations for the firm, including registration with the Financial Services Board in South Africa. Central to his role is the development of the company’s Advisers in the areas of training, professional values and service delivery to clients.
Peter is South African, married to Jenny and they have four adult children. He is professionally qualified as a Certified Financial Planner (CFP), holding a Higher Diploma in Financial Planning (University of the Free State), in addition to which he holds an MBA and a BSc. He is a Fellow of the Financial Planning Institute of South Africa.