With 15 years of experience in wealth management, I’m passionate about comparing portfolios, portfolio analysis and education around our industry. I value education and the upliftment of South Africans and am involved in meaningful dialogue and action plans to grow our country and invest in its people. Through solid analytical research, I aim to serve my clients and provide them with positive and factual guidance that helps them to grow their wealth during challenging times.

I love building relationships and strongly believe that people and finances are different sides of the same coin. Given rapid changes in technology and lifestyle, I believe all South Africans can benefit from thinking globally and acting locally. I look forward to engaging with new people and cultures with an attitude of lifelong learning.

I specialise in compiling comprehensive investment strategies for clients, which includes short-, medium- and long-term goals, long-term assurance and estate planning, as well as tax-free savings accounts.

Robert Mianowski, Private Wealth Manager (10 Years of Industry Experience); BCom Finance (University of Johannesburg); BCom Honours – Investment Management (University of Johannesburg); Master of Commerce – Finance (University of Johannesburg); Postgraduate Diploma in Financial Planning (University of Free State).

I began my career at FNB Private Wealth as a Client Service Specialist in the Private Wealth Service Suite.

I soon transitioned to a Private Banker Analyst and then was offered a role as a Private Advisor in the Private Banking segment.

In 2022 I moved to Investec Private Bank as an Acquisitions Banker, for a period of two years, to gain new exposure, skills and client interactions.

Spending 9 years in Private Banking, I have learnt the importance of growing clients’ wealth and more importantly, preserving their wealth.

My true passion lies in Wealth Management, and I am keen to expand my career in this niche sector.

Qualifications – B.Bus.Sci (UCT), CIPM®(CFA Institute), CFP® (UFS).

I began my career in the Financial Services industry in 2007, at Cidel Financial Group, a Canadian-based asset management firm dealing with high-net-worth private clients. I then went to Nedgroup Investments where I excelled as an investment consultant on the management team.

My passion for investments led me to PortfolioMetrix, a global investment manager, where I was responsible for business development within South Africa, enhancing top-end financial advisory practices in delivering a sophisticated, robust, high-integrity, holistic solution to their clients.

Naturally, in time, I made the career change to wealth management, indulging my passion for making a meaningful impact in clients’ lives. I joined this business in 2019 as a private wealth manager, where I get enormous satisfaction through enabling clients to enjoy a fulfilling, purposeful life.

I also sit on the investment committee, contributing to the integrity and robustness of our clients’ portfolios.

Authenticity and integrity are at my core, and I am passionate about all things wild and beautiful. I love the outdoors, experiencing new places and seeing the world through a difference lens. Keeping active is a necessity for me, with running and riding (both road and trail) ruling my heart.

Wildlife, open spaces and the bush hold a sacred place in my world. Reading, specifically autobiographies by individuals I admire, is a pastime that never gets old.