Financial Services Consulting at Xcel-Ops

Bringing specialised expertise and dedicated guidance across South Africa’s financial services landscape and beyond, I focus on investment platforms, collective investment schemes (CIS), investment and retirement funds, as well as custody and settlement solutions. By applying my time, knowledge, and regulatory insight, I assist institutions and advisers in achieving operational efficiency, cashflow optimisation, investor protection, transparency, and cost reduction—empowering them to navigate complex markets with clarity and confidence while maximising their savings and investments.

With 30 years of operations and leadership experience in Financial Services, I have collaborated with more than a dozen leading wealth and asset management firms across South Africa, the UK, and the Channel Islands, focusing on areas such as CIS, LISP, and Retirement Funds. 

Key roles held include: 

- Chief Operating Officer 

- Operations Director 

- Key Individual / Representative (FAIS) 

- Retirement Fund Trustee 

- Independent Non-Executive Director 

- CSD Consultant 

- Training Facilitator 

My expertise spans various aspects of Savings and Investments, ensuring comprehensive management and strategic growth.