PSG appoints new advisors to expand KZN footprint

Cape Town - PSG has announced that it has extended its footprint across KwaZulu-Natal with the appointment of four new advisers who took up their positions as at 1 October 2021. The company said these appointments align with its strategic objectives as the firm looks to strengthen its adviser presence and client relations.

PSG has a significant footprint in offices throughout the Western Cape and Gauteng, with Kwa-Zulu Natal being its third largest territory. The group says part of its aspirations is to expand its influence in KwaZulu-Natal to meet the growing need for wealth and portfolio management in the region. As an advice-led business, PSG says it is dedicated to helping South Africans set and meet their financial goals through objective and appropriate advice.

As Brett Lambert, Head: Distribution Wealth comments: “Being a resident of KwaZulu-Natal myself, I am particularly excited that we have attracted and onboarded advisers of this calibre into the PSG team. Each of these advisers brings with them a wealth of knowledge and practical experience, which will be of enormous value to both PSG and our growing client base throughout the province.”

Greg Lambert has been appointed as a Wealth Manager at PSG Wealth Midlands in Pietermaritzburg. He joins PSG having worked with the First Rand Group for over 3 decades, first as a Regional Manager of FNB Trust Services and most recently as a Senior Wealth Manager at FNB Private Wealth. Lambert is a qualified CFP and enters the role with a significant amount of knowledge from a fiduciary perspective. He has featured amongst the top-performing Wealth Managers in FNB Private Wealth both nationally and provincially for the past 10 years.

As Lambert explains, “I joined PSG Wealth to be able to offer clients a comprehensive wealth management offering by creating and preserving wealth through excellence, in a company with a vision to be the leading professional financial services group in South Africa and selected regions abroad.”

Joining the PSG Ballito office as a Wealth Manager is Sean Fouche, who was previously a Wealth Manager at RMB. Prior to joining RMB, Sean was employed by ABSA Private Wealth for 9 years and sat as Chairman of Investments for a portion of his tenure. Fouche is a qualified CFP and CA (SA), and holds an MBA. He brings with him significant amount of expertise and experience with a particular focus on wealth management, portfolio management and stockbroking. He has been a top performing Wealth Manager with RMB both nationally and provincially for the past 12 years.

“I am extremely humbled and excited to join the dedicated Wealth Managers at PSG, which has been voted Wealth Manager of the Year: Large Institutions, by Intellidex for three consecutive years,” says Fouche.

Also joining the PSG office in Ballito is Rory Logan, previously a Wealth Manager at RMB, having worked in the FirstRand Group since 2008. Prior to moving into Wealth Management, Rory held the position of Divisional Manager at RMB where he played a strong role in the growth of the institution in KZN. Rory holds a Postgraduate Diploma in Financial Planning and a Postgraduate Diploma in Investment Planning. He was the recipient of the Best Advice in Wealth Management Award for the last two years consecutively at RMB and was consistently amongst the Top 10 Wealth Managers nationally for the firm

“I am exceptionally excited to join this industry-leading Wealth Management business, PSG Wealth. There are clear synergies between the group’s innovative, meticulous, client-centric approach and my own. I believe that in partnering with PSG, these synergies will result in a world-class investment experience for my clients long into the future.” commented Logan.

Taking up a position as Wealth Manager at PSG Kloof office is Dave Chaplin – previously who previously worked for FNB as a Wealth Manager, having worked for the First Rand Group since 2008, when he joined as part of the structured lending team. Chaplin was awarded the Top Wealth Manager Award (FNB/RMB) in 2017/2018 and was amongst the top 5 Wealth Managers for the firm for last three consecutive years. 

Chaplin expands, “PSG Wealth stands out as the leading wealth management business in South Africa and partnering with them is a perfect fit for me. Their investment philosophy and value proposition are perfectly aligned to mine, and they have demonstrated over the years to be amongst the best capital allocators in the industry. I am motivated and excited to build a superb practice with PSG as my partner in the years to come.”