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Sheldon Halcrow

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Sheldon Halcrow

Investment Banker & Wealth Manager | CFP B Com ( Law ) Hons ( RAU ) Hons ( UCT ) CAIB MIFM


MANAGER: PRIVATE BANKING & WEALTH MANAGEMENT

- MBA Student : Stellenbosch University

- Investment Specialist : Wealth & Portfolio Management

Leader in integrated International Wealth & Portfolio Management Services including a full Stockbroking operation that enables the trading of shares on 31 stock exchanges around the world

Offices in South Africa , the United Kingdom , Isle of Man , Jersey , Guernsey & United Arab Emirates

SPECIALITIES

Private Banking, Stockbroking, Portfolio Management, Risk management, Philanthropy, Wills , Trusts , Estate Planning, Tax

Contact details

M: 0828850024



Professional details

Current Position(s)

Investment Banker & Team Manager : Wealth Management | Nedbank Private Wealth
2003 - present

Accounting, Banking and Finance

Integrated International Private Client Wealth Management

Previous Position(s)

Wealth Management : Investment Specialist & Private Banking | RMB Private Bank
1997 - 2003

Accounting, Banking and Finance

Securities Trader : Stockbroking & Portfolio Management | TA Securities
1995 - 1998

Accounting, Banking and Finance

Educational history

Secondary

Northcliff High School, Johannesburg, South Africa (1990)

Tertiary

SA Institute of Bankers

2006 - 2006

CAIB - Banking, Corporate, Finance, and Securities Law

University of Cape Town

2004 - 2005

Hons - Corporate Leadership

University of the Free State/Universiteit van die Vrystaat

2004 - 2004

CFP - Financial Planning and Services

University of Johannesburg

2000 - 2003

Hons - Investments and Securities ( Portfolio Management )

SA Institute Of Financial Markets

1999 - 2003

MIFM - Investments and Securities

University of Port Elizabeth

1991 - 1994

B Com ( Law ) - Economics , Finance & Law

Achievements

Awards

Winner : Natural Born Winner | 2005

Nedbank Award

media exposure

Destiny Man | 2010

Profiled

Summit TV | 2006

TV business Interview

Activities

Memberships

FPI : Financial Planning Institute of SA

CFP, 2004 - present

The Institute of Bankers in South Africa

CAIB , 2006 - present

community

SUPPER Foundation

Volunteer & Fundraiser, 2000 - December 2012

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