Trevor Lee is a Financial Planner of the Rosebank Wealth Group. He forms part of the team responsible for the design and management of investment products and client portfolios. His qualifications include the Postgraduate Diploma in Financial Planning (UFS) as well as the Chartered Insurance Institute Diploma from the United Kingdom. Trevor has over 25 years’ experience in the pension and investment sectors, both locally and offshore.
Rosebank Wealth Group is an owner managed, family wealth management firm that specialises in looking after High Net Worth individuals and families. We also assist young, aspiring professionals with their financial planning. We look after approximately 80 family units. We believe that a family’s financial position needs to be managed with the same amount of commitment and effort as is ordinarily applied to a well-run business and as such we assist our clients in organising their affairs in terms of regulation and compliance, risk management, liquidity management and their income needs.
We aim to be independent in every sense of the word and as such put our clients’ interests first in everything we do. We have made use of alternative assets classes, including local and offshore hedge funds along with more traditional asset classes in the past and are confident that this knowledge and experience will stand our clients in good stead as more and more hedge funds embrace the regulated environment in South Africa.