ADVISOR PROFILE
- JHB: +27 11 707 1340 CPT: +27 21 683 1354 DBN: +27 31 835 0400 www.sacoronavirus.co.za
Advisor Profile
Matthew Norris
Wealth Manager
I firmly believe that in every environment, one is measured by the value they add. My passion for the financial services industry, combined with my experience allow me to add unprecedented value to peoples lives, whether it be in the form of sound, unbiased financial advice or the structuring of a financial plan. I like to stay in tune with financial markets so that my clients do not have to.
SPECIALIST AREAS OF EXPERTISE, BOTH LOCALLY & OFFSHORE
Corporate
Treasury Management
Pre- & Post-
Retirement Planning
Traditional & Alternative
Investment Management
Estate &
Legacy Planning
Business
Assurance Planning
PART OF A BIGGER TEAM
When needed, I connect my clients to various internal specialists within AlphaWealth as well as within external professional partners, locally and abroad, that I have worked with over many years. These areas include:
Tax
Legal, Fiduciary, and Estate Administration
Specialist Lending
Private Equity
Global Citizenship
ABOUT ME
My career in the world of financial services started after graduating from the University of Cape Town in 2017. It started off at Investec where I served as a Savings and Investments Banker under the UK business, as well as a Private Banker locally. Both roles have allowed me to hone my skills as a global wealth manager. My qualifications include a Bcomm in Management Sciences- Finance, an Honours Degree In Financial Analysis and Portfolio Management and to add to this I am enrolled for CFA level 2.
Meet with us.
If you’d like to set up an introductory meeting, please get in touch with us.
Johannesburg
+27 11 707 1340
+27 11 706 9711
Alpha House,
Ballywoods Office Park,
33 Ballyclare Drive,
Bryanston
Cape Town
+27 21 683 1354
+27 21 683 1396
25 Protea Road, 2nd Floor,
The Terraces,
Claremont,
7708
Durban
+27 31 835 0400
+27 31 566 1310
Umhlanga Arch,
1 Ncondo Place,
Umhlanga Ridge,
4320
Mauritius
+230 404 8015
4th Floor, Ebene Skies,
Rue de l’Institut,
Ebene,
80817,
Mauritius