Brooks Macdonald
Steve joined Brooks Macdonald in 2020 as a Relationship Manager. He works with private clients and intermediaries based in Africa to manage relationships and develop financial and investment planning solutions.
Prior to joining Brooks Macdonald, Steve worked as a Private Client Manager for Lloyds International Private Bank with responsibility for clients based in South Africa. Steve has travelled extensively in South Africa for many years and has a deep understanding of the country.
Steve holds the Chartered Insurance Institute (CII) Diploma in Financial Planning and South African RE5 FAIS qualification. He has over 35 years’ experience in the financial services industry.
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Brooks Macdonald
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Brooks Macdonald is an award-winning investment management firm, dedicated to providing an outstanding level of service to professional advisers, private clients, trusts and charities.