Financial Planning

PSG Wealth welcomes Kevin Waterston

Wealth Manager, Kevin Waterston has recently joined PSG as practice principal of PSG Wealth Westville Haven Road. As Covid-19 has changed the plans for many, Kevin is based at the PSG Wealth Kloof offices for the foreseeable future.

Kevin has substantial experience in financial services topping two decades spent locally and internationally with the Investec Group and most recently at Nedbank Private Wealth, specialising in advising ultra-high net worth (UHNW) clients and their families on their offshore wealth and investments. His role with his clients extends from ensuring the correct structures (locally and internationally) are used to maximise the tax and estate benefits, through to constructing and managing the client’s global investment portfolios.

PSG offers all aspects of financial planning to investment management on behalf of its clients.

“We are delighted to further expand our footprint and welcome Kevin, who has been fully operational as a PSG Wealth financial adviser since May of this year. Even with the uncertainty life is currently showing us, we’re certain PSG is well positioned to look after its clients, and Kevin is an excellent example of the commitment we set out to consistently achieve,” says Dan Hugo, CE of Distribution at PSG. 




Related posts
Financial Planning

Will level 1 revive much-needed hope and business activity for local SMEs?

Financial Planning

Level One – what does this mean for the e-commerce sector?

Financial Planning

A guide to how we assess risk for income protection - Our new approach to freelancers

Financial Planning

Saving for Sunnier Days