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Nicholas Turnbull

Portfolio Manager

Nicholas has always been fascinated by the intersection of problems, numbers, and people, which makes financial planning and wealth management a natural career path for him. He is particularly passionate about the investment side of the business, having completed Level 1 of the CFA Charter in 2018. After earning his BCom degree from the University of Pretoria and completing his internship, Nicholas began his career as a Broker Consultant for BrightRock. He later spent four years as an Investment Consultant with Momentum, gaining experience in the full range of investment strategies while working closely with various advisers. Nicholas prioritises his physical health in his spare time, staying active and reading widely. He thrives on challenges and the satisfaction of hard work paying off.