Portman Wealth
Independent multi-family office in Bryanston, Johannesburg, founded 2012; onshore and offshore investment, estate, trust, banking and tax services for a select group of families.
Identity
- HEADQUARTERS
- Bryanston, South Africa
- FOUNDED
- 2012
Investment approach
- INBOUND
- Accepts submissions
Overview
Portman Wealth is an independent family office in Bryanston, Johannesburg, launched in September 2012 by Bob Judelsohn after he left Credit Suisse's South African representative office. It serves a deliberately small client base of families with bespoke onshore and offshore investment solutions, estate and retirement planning, banking, trust and company structuring, family accounting and philanthropic planning. It is an authorised financial services provider (licence no 44302).
People
Frequently asked questions
Portman Wealth is a multi family office based in Bryanston, South Africa, founded in 2012.
Portman Wealth does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Portman Wealth include Bob Judelsohn (Managing Director and Founder), Claire Davies (Senior Wealth Manager), Heather Blackstock (Legal and Compliance Officer) and Eloise Trewin (Senior Operating Officer).
Portman Wealth states that it accepts submissions through its official contact page.