Extensive Market Experience
With over 20 years of experience in financial markets across institutional equities and wealth management, Sasha brings deep expertise and insight to her role as a Private Wealth Adviser. Her ability to distil complex financial concepts and deliver clear, actionable advice makes her a trusted partner to a diverse client base, including young professionals, retirees, foundations, family offices, and ultra-high net worth individuals.
Client-Centred Approach
Sasha begins every relationship by taking the time to understand each client’s unique financial circumstances, aspirations, and long-term objectives. From there, she designs bespoke financial strategies to guide clients along the most optimal path toward achieving their goals.
Strategic Wealth Management
Sasha loves solving problems! She crafts solutions that grow and protect wealth. Her portfolio construction is grounded in delivering strong financial performance, in consideration of each client’s risk tolerance and incorporating relevant thematics and aligned with their values
Empowering Financial Confidence
Sasha sees her role not just as an adviser, but as a long-term investment partner. She equips her clients with the knowledge and tools to make informed decisions, ensuring they feel in control of their financial journey. Whether the goal is building wealth, preserving it, or navigating complex transitions, Sasha is dedicated to helping her clients achieve clarity and confidence in their financial future.
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