Timothy Leppan
Wealth Analyst
BCom Economic and Management Sciences, BComHons Logistics Management
I am part of a multi-family office team based in Johannesburg who provide investment planning and wealth advisory services to HNW individuals and families.
What I love most about my job
The satisfaction of providing tailored advice to clientele, enabling them to secure their financial future, is a pertinent driving force for what I do.
I place immense pride in being able to positively impact the lives of our clientele, not only financially but also personally. Forming meaningful and genuine relationships with our clientele is both pleasure and privilege; resonating hugely with what drives me as an individual.
Specialist areas of expertise, both locally & offshore
Traditional & Alternative Investment Management
Pre-and Post-Retirement Planning
Meet with us
If you’d like to set up an introductory meeting, please get in touch with us.