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Monthly Archive for: ‘March, 2019’

Bringing Excellence to Financial Advice

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Wealth Manager portfolios get International rating from Centre for Fiduciary Excellence

Jonathan Moodie CFP® AIF ™ the Director of Wealth Manager, an independent financial services provider based in Hilton, has been acknowledged by Old Mutual Wealth’s Tailored Funds Portfolio division as having brought the Centre for Fiduciary Excellence (CEFEX) standards to South Africa. During the past year, Jonathan was instrumental in introducing this division of Old Mutual to CEFEX. These funds were audited and subsequently certified on February 22nd, 2019 in Pittsburgh, USA. The...