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Stephen Katzenellenbogen, NFB Private Wealth Management

FSP no: 16216

Summary

With more than 12 years’ experience in the financial services industry, Stephen is a prominent wealth manager to individuals, trusts and corporates within NFB’s advisory business. He initially joined NFB Asset Management in 2003 and found his passion for financial advice four years later. To further enhance his role in financial planning, Stephen obtained his postgraduate diploma in financial planning from the University of the Free State in 2008, followed by an advanced postgraduate diploma in financial planning law in 2009. As a result of his discipline, commitment to knowledge building and his relentless endeavour to grow his clients’ wealth, Stephen was appointed to NFB’s board in 2013. In addition to his above qualifications, Stephen has a BCom degree in financial management and a BCom (Hons) degree in investment management from Rand Afrikaans University (now University of Johannesburg). He is married with two young children. He enjoys the bush and scuba diving, having completed his PADI Master Scuba Diver rating.

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Contact details:

Contact Number: 0118958000
 
Address: 108 Albertyn Avenue, Weirda Valley, Sandton, 2196
 
Website: http://www.nfb.co.za

Company Info

NFB Financial Services Group is a Gauteng based wealth management business with a 30-year track record in providing clients with independent financial advice, and a broad suite of products. Clients include HNWIs; family offices; corporates; trusts as well as untaxed institutions. The company employs over 60 people in the Sandton office. NFB prides itself on providing a long term personalized and holistic wealth management service, whilst ensuring our clients benefit from cost efficiencies and bespoke product range achieved through scale and strategic institutional partnerships. NFB is a part of the AltX listed NVest Financial Holdings (NVE) group of companies which currently manages in excess of R25 billion of client money and continues on a material growth strategy. Services across the group include regional wealth management offices; direct securities; short and long term insurance; property investment and management; trust and executor services and asset management.

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