Wealth Manager@ Citadel Investment Services
South Africa
Deon Van Der Watt
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FlashIntel GPTDeon Van Der Watt is a highly experienced Chartered Accountant with 28.7 years of work experience. Based in South Africa, he specializes in retirement planning, investments, management, wealth management, and strategic financial planning. Deon has been actively involved in managing assets for high nett worth individuals locally and abroad. He is part of the founding team of Citadel Investement Services, a company focused on providing advisory solutions in the financial industry. Deon's expertise includes asset management, direct equity portfolios, stock broking platforms, offshore portfolios, and investment management. He also has expertise in financial auditing, generating financial scenarios, and evaluating asset allocation.
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About
Qualified as Chartered Accountant in 1993. Active in managing assets for high nett worth individuals locally and abroad. Part of founding team of Citadel Investement Services in 1995. Specific areas of our advisory solution within Citadel which mirrors my experience in the financial industry: WEALTH MANAGEMENT: - Asset management - Broad range of Investments - Direct Equity portfolios - Multi asset portfolios - Stock broking platform local and offshore - Offshore portfolios - Asset class and Fund research FIDUCIARY: - Trusts - Wills - Estate Planning - Offshore structures - Tax and structures RISK: - Business assurance - Liquidity - Buy/Sell - Keyman - Estate Planning FINANCIAL PLANNING: - Financial audit of my clients' affairs - Fiduciary audit of local and global structures - Generating various financial scenarios - Optimising existing asset allocation - Consolidating portfolios - One line of sight reporting
...See MoreWork Experience
Wealth Manager
Financial Services
Deon Van Der Watt's Professional Milestones
- Wealth Manager (1995-03-01~): Successfully managed multiple high-profile accounts, securing high-value accounts for clients and achieving high business rates.
Skill
Retirement Planning
Investments
Management
Wealth Management
Strategic Financial Planning
Investment Advisory
Portfolio Management
Certification
Colleagues
Nikki Papenfus
product owner & senior business analyst at citadel investment services
Zain Ghoor, CFA
equity analyst & portfolio manager at citadel investment services
Marina Knox
Director: Human Capital
Carol Humenick Reed
sr vice president at citadel
Andrew Moller
Chief Executive Officer
Other Named Deon Van Der Watt
Frequently asked questions
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Deon Van Der Watt's social media include: Linkedin,
Deon Van Der Watt works for Citadel Investment Services
Deon Van Der Watt's role in Citadel Investment Services is Wealth Manager
Deon Van Der Watt works in the industry of Financial Services
Deon Van Der Watt's colleagues are Nikki Papenfus,Zain Ghoor, CFA,Marina Knox
Deon Van Der Watt's latest job experience is Wealth Manager at Citadel Investment Services
