Cross-border wealth management and financial planning

James now leads the Sable Wealth team from London on a growth journey from Good to Great, and hopes to make a meaningful contribution towards Group strategic goals and revenue synergies.

Outside of work  James loves travelling, snowboarding with friends, stand-up paddle boarding with his wife, swimming in the ocean and spending time with his children and family.

Niel grew up in Plettenberg Bay, South Africa. After being admitted as an attorney in 1999, he spent nine years practising in family law, estate planning as well as litigation.

His career in finance began in 2008 after qualifying and specialising in offshore financial services. Prior to joining Sable International, he worked in Cape Town and Zambia as consultant and country manager for a large international financial consultancy.

Niel specialises in offshore structuring and planning, with cross-border trust, tax and succession planning being his speciality.

He enjoys being outdoors in the African bush and in the ocean.

Read Niel's latest articles and insights.

Ian grew up in South Africa and moved to the UK in 2004. He kick-started his financial career with Sable International as a mortgage advisor.

After this, he moved to Kinleigh Financial Services where he worked as a mortgage broker for four years.

Ian then returned to Sable International. In 2013 he obtained his level 4 Diploma in Financial Planning and has been helping his clients with all their investment and mortgage needs ever since. Ian is one of our dual authorised financial advisers and is part of the investment committee.

He enjoys playing golf and spending time with his family.

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Bill grew up in Durban, on the East Coast of South Africa, where he attended Durban High School.

He previously worked as a claims, service and retention manager with Neilson Financial Services, before joining Sable International's wealth team in 2013. Bill focuses on individual and corporate financial planning, mortgage advice and company employee benefits such as auto enrolment and insurance.

He is energetic, driven, loyal and enjoys spending time with his two children. When he has a spare moment, he manages to squeeze in a bit of fly fishing, snooker and golf.

Read Bill's latest articles and insights.

Julian was raised in both South Africa and the United Kingdom and has a background in wealth management, having previously worked with several of South Africa’s leading banks.

He holds multiple financial planning qualifications, including a postgraduate diploma in financial planning from Stellenbosch University. He is a Certified Financial Planner® and a member of the Financial Planning Institute of South Africa. In addition, he is a Chartered Financial Planner in the UK and a member of the Chartered Insurance Institute.

Julian provides holistic advice to individuals and families on managing their wealth across multiple jurisdictions. His work includes helping South Africans internationalise their wealth, supporting clients relocating to the UK, and assisting those moving to or returning to South Africa from abroad.

Outside of his professional life, Julian enjoys spending time with his wife and two children and participating in a variety of sports.

Jaco was born and raised in Pretoria. He is a qualified Chartered Accountant and Tax Practitioner, completing his studies at the North-West University in Potchefstroom.

He completed his articles with Deloitte Johannesburg, where he gained extensive experience with dual listed multinational entities. After articles, he worked as a consultant for IP Capital. Part-time, he is also a marker for UCT’s Chartered Accountant board course.

Jaco has a strong passion for tax and personal finance. He is currently busy with his studies to obtain the CFP designation. He enjoys helping clients navigate complex financial challenges and provides tax structuring and advisory support to our South African Tax and Wealth departments.

Outside of work, Jaco enjoys exploring the outdoors with his wife, traveling and aspires to complete an Ironman.

Mullisa has 10 years of experience in UK mortgage administration, combining strong financial services expertise with a passion for communication and continuous learning. She holds a Master’s degree in Linguistics from the University of the Western Cape and previously worked at Capitec Bank’s Business Support Centre before joining Sable International.

As a Senior Mortgage Liaison, Mullisa manages UK mortgage applications from submission through to completion. She works closely with lenders, solicitors, surveyors, advisers and clients to ensure each application progresses smoothly and efficiently.

Outside of work, Mullisa enjoys camping, taking road trips and exploring new places and restaurants with her family.

Ané grew up in Cape Town and completed her BComm studies at Stellenbosch University in 2014. In 2015 she went on to obtain her postgraduate diploma in financial planning through the University of Stellenbosch Business School. Ané is a Certified Financial Planner and a member of the Financial Planning Institute.

Ané previously worked for Sanlam and joined the Sable Wealth team as a Paraplanner in 2018. She assists the financial advisers and clients with the research, technical and product knowledge as well as the implementation of the advice given. 

Ané loves spending time with her husband, daughter and family and thoroughly enjoys gardening and reading.

Stephané started her career in the financial services industry in 2017. She’s a Registered Financial Practitioner® and a member of the Financial Planning Institute of South Africa. She is currently studying towards a UK Diploma in Financial Planning, to further broaden her knowledge in the field.

As a paraplanner, Stephané focuses on research, technical insights and financial products. She works closely with advisers to create financial plans that are tailored to individual needs.

Outside of work, she enjoys trail rides on horseback, getting creative with arts and crafts, and exploring the outdoors whilst camping.

Born and raised in the Northern Suburbs of Cape Town, Ruben holds a degree in Information Systems from the University of Cape Town. He is a data-driven problem solver who thrives on using data to drive clarity and smarter decision-making. He focuses on analytics, automation, and reporting, transforming complex datasets into actionable insights.

With expertise in visualisation tools, Python, and SQL, he builds dynamic dashboards and streamlines data processes, ensuring information is both accessible and impactful. His goal is to bridge the gap between raw numbers and strategic decisions, helping teams make sense of the bigger picture.

Beyond the spreadsheets and dashboards, he’s an avid runner and cyclist who thrives on the challenge of pushing limits—whether it’s on the road, the trails, or in the world of analytics. When he’s not working or training, he enjoys spending time outdoors and tending to his ever-growing collection of plants.

Romano studied Investment Management at Stellenbosch University, where he lived on campus and played soccer for the university team. He went on to complete a BCom Honours in Economic Analysis of Financial Markets at the University of Cape Town and later earned a Postgraduate Diploma in Financial Planning from Stellenbosch Business School. Before joining Sable International, he worked at Allan Gray as an Investment Service Consultant.

He now serves as an Investment Analyst in the wealth division at Sable International, where he strives to make a meaningful impact for clients.

Outside of work, Romano enjoys playing soccer, surfing, supporting Chelsea FC, and spending time with family and friends. A former lifeguard from the age of 14 to 22, he still feels a strong connection to the ocean.

Brady was born in Durban, where he began his career in the financial services industry in 2017 working for an Independent Financial Advisor (IFA). In December 2022, he relocated to Cape Town to pursue new professional opportunities.

He completed his Wealth Management NQF Level 5 qualification and RE5 in 2018 and is currently continuing his studies toward a BCom degree with a major in Investment Management.

Before joining Sable, Brady worked for an IFA in Durban as a Paraplanner and Wealth Administrator, gaining valuable experience supporting financial planning and wealth management services. He joined Sable as a Wealth Administrator, where he looks forward to further developing his career while completing his studies and growing within the company.

Outside of work, Brady enjoys spending time outdoors, particularly cycling, hiking, and exploring new places. He also enjoys cooking and spending quality time with friends and family.

Born and raised in Cape Town, Blaise enjoys spending time outdoors and making the most of the city’s sunny weather. Although naturally introverted, she values quality time with family and enjoys going out for lunches and dinners.

With a strong interest in continuous learning, Blaise is currently completing an Honours programme through the University of the Western Cape and is an avid reader. Before joining Sable International, she worked as a Business Support Assistant at the Professional Provident Society.

As a Junior Wealth Administrator, Blaise is looking forward to developing new skills, expanding their knowledge and growing within the wealth management industry.

Shannon has four years of experience in the financial services industry, with a background in foreign exchange, treasury operations, global payments, client services and financial administration. Before joining Sable International, she worked as a Junior Analyst Trader at Finex SA Group of Companies.

Shannon has completed a Financial Management course and written the RE5 examinations. As a Junior Wealth Administrator, she supports Sable International’s Wealth team with administration, data management and client-related processes.

Outside of work, she enjoys reading poetry, learning guitar, building LEGO sets, discovering new music, enjoying coffee and taking walks along the beach.

Shandre was born in Cape Town and completed her schooling in Malmesbury in 2005. After school, she gained hands-on experience through seasonal work at various wineries in the region before returning to Cape Town in 2008, where she entered the retail industry.

In 2012, Shandre transitioned into the financial sector, joining Nedbank. Over the course of a decade, she held roles as a Back Office Administrator and Multi-functional Consultant, developing a strong foundation in financial operations and client service. In 2022, she joined Africa Direct Holdings as a Sales Support Administrator, where she spent two years providing critical administrative and customer support.

Outside of work, Shandre enjoys spending quality time with her husband and two sons. Her family loves camping and exploring the outdoors together.

Cláudia was born in a small town called Welkom in the Free State, South Africa. She studied at the University of Johannesburg, where she obtained her BCom Honours in Financial Planning and later obtained a diploma in Investments through the University of the Free State. Cláudia joined Alexander Forbes for 11 years before relocating to Cascais, Portugal where is now one of Sable Wealth's cross-border financial advisers.

She is a Certified Financial Planner, is a member of the Financial Planning Institute (FPI) in South Africa, an Associate member (ASCI) for the Chartered Institute For Securities & Investment (CISI) in the UK, is a member of the Federation of European Independent Financial Advisers (FEIFA) in Europe, and holds an Advance Certification with the Cyprus Securities and Exchange Commission (CySEC).

As a cross-border financial planner, Cláudia assists clients who are from, or have a link to, multiple jurisdictions which include SA, the UK, the EU and the US.

In her free time, she loves spending time outdoors, staying active and socialising with family and friends. 

Download Claudia's Wealth brochure.

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Lauren is a Certified Financial Planner® and member of the Financial Planning Institute. She holds two advanced postgraduate diplomas in Financial Planning from the University of the Free State in South Africa and obtained a Diploma for Financial Advisers from the London Institute of Banking & Finance.

She has been in the industry since 2005, having previously worked as a paraplanner, financial planner and practice manager. At Sable International, Lauren is director of operations and compliance for our Wealth department. She thrives on the intricacies of a cross-border financial planning and wealth management firm.

Outside of work, Lauren enjoys going to the theatre and experiencing the beauty and adventures Cape Town has to offer.