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Lloyd Barclay

Lloyd Barclay

Trainee Wealth Advisor

Followers of Lloyd Barclay9000 followers
location of Lloyd BarclayGreater Lille Metropolitan Area

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  • Timeline

  • About me

    Senior Wealth Manager @ Holborn Assets | Investment Management and Offshore Structuring Specialist

  • Education

    • The Chartered Institute for Securities & Investment (The CISI)

      -
      Certificate in International Wealth & Investment Management Investments and Securities

    • Stellenbosch University/Universiteit Stellenbosch

      2011 - 2014
      Bachelor of Commerce (B.Com.) Investment Management

      Activities and Societies: Executive member of the Stellenbosch University Tae Kwon Do club, member of the Stellenbosch University Investments Society.

    • Paul Roos Gimnasium/Gymnasium

      2006 - 2010
      Matric

  • Experience

    • DeVere Group

      Jan 2015 - Dec 2017
      Trainee Wealth Advisor

    • Carrick Investment Services

      Jan 2018 - Aug 2023

      • Private Wealth Manager

        Jan 2020 - Aug 2023

      • Business Development Specialist

        Jan 2018 - Dec 2019

    • Holborn Assets LLC

      Aug 2023 - now
      Senior Wealth Manager

      As a private wealth manager, I help high net worth individuals and professionals diversify and enhance their wealth through offshore investment structures and portfolio management.We offer personalized financial advice tailored to our clients' specific goals and objectives. Our team of experienced professionals provides guidance on all aspects of wealth management, including insurance, property, investments, tax planning, education & retirement planning and citizenship & residence-by-invesment schemes.As an independent financial consultancy, we have the flexibility to offer unbiased advice and select the best solutions from a range of leading financial institutions. Our aim is to help clients make informed decisions and achieve their long-term financial objectives. Show less

  • Licenses & Certifications

    • Class of Business

      Masthead
      Mar 2022

    • International Certificate in Wealth & Investment Management

      The Chartered Institute for Securities & Investment (The CISI)
      Mar 2021

    • International Introduction to Investment

      The Chartered Institute for Securities & Investment (The CISI)
      Mar 2015