Rosebank Wealth Group is an owner-managed strategic investments,
financial planning and family weal John joined the management team on the 1st of August 2013.
Rosebank Wealth Group (RWG) is a wealth management company, owned by its directors, George Kontominas, Peter Nurcombe-Thorne & john Harman, with a total of 8 employees. George worked for many years at Investec, where he established and headed up the private bank division. In 1996 he left Investec and co-founded a private & independent wealth management firm where he established his reputation in t
he wealth management and investment sphere. In June of 2009 he established Kontominas Financial Planning Consultancy, a new private and independent wealth management firm. Peter was appointed as a director on the 1st of March 2013, after working at KFP for 5years. He holds a BCom (Finance) and completed his Chartered Alternative Investment Analyst (CAIA) and is a CAIA charter hold. Exactly one year later KFPC re-branded to Rosebank Wealth Group - The name change is indicative of an inflection point in the growth of the business. In changing from Kontominas Financial Planning Consultancy to the Rosebank Wealth Group, we hope to underline the fact that we have moved to a team-based financial planning consultancy which draws on the wide-ranging expertise of our directors and professional staff. As a wealth management company, RWG’s business is to manage a family’s wealth with the same amount of effort and commitment as is ordinarily applied to a well-run business. The construction of wealth management solutions is built upon an investment philosophy of capital protection. RWG couples this with a desire to provide a friendly service that gives peace of mind and assurance to all of its clients. An integral feature of RWG’s wealth management service is constant review and interaction with clients, in order to continually provide assurance. RWG’s team is made of individuals with varied and diverse backgrounds. Members hold qualifications covering a wide scope of the financial sector including CA (SA), Investment Management, Financial Planning and Financial Management. This diverse and competent combination of employees forms a solid foundation for company growth. The dynamic mixture of backgrounds, coupled with many years of industry experience and energised with youthful insight at RWG will ensure continuity and succession going forward. RWG’s niche serves to incorporate high net worth individuals, young professionals, clients working towards retirement and clients of retirement age. Every individual client is treated with a mind-set geared towards each individual circumstance.
