Presenter Bio

Jeremy is a Director of Private Client Financial, the accounting and tax division of Private Client Holdings. Private Client Holdings is a Cape Town based wealth management company who has recently been awarded the Top Wealth Manager of the Year Award  (boutique firm category) in the Financial Mail Investors Monthly – Wealth Managers & Private Banks Awards based on extensive research conducted by Intellidex.

Jeremy started his career in the USA and UK working in both the public accounting and corporate sectors. He has been a member of SAICA since 2004 when he returned to South Africa, is a registered tax practitioner and has written a number of published articles on various aspects of the South African tax system. He has been an intrinsic part of the Private Client Holdings tax team for over 15 years .

Jeremy spends the majority of his time consulting to business owners, specifically around tax related matters, and working closely with the fiduciary and wealth specialists within Private Client Holdings to provide holistic financial solutions to their family office clients.