Jamey Levi Lipschitz
Portfolio Manager-Equities at Sanlam Private Wealth (Pty) Ltd.
Profile
Mr. Jamey L.
Lipschitz is a Portfolio Manager at Sanlam Private Wealth (Pty) Ltd.
He joined the firm in 2011 as a National Manager responsible for the Wealth Management Division and managing portfolios for High net-worth clients and institutions.
Prior to joing the firm, Mr. Lipschitz joined the PWC graduate programme in London in 1999.
He then joined Reuters as a Financial Markets Account Manager based in Cape town in 2001.
He also took up the position as Reuters Africa Sales Manager & Team Leader.
In 2007, he joined Investec Private Client Securities as an Investment Manager focusing on Investment Portfolios for High net-worth individuals, families, charitable foundations and institutions.
He completed his Business Science degree with majors in Accounting and Finance in 1998 and MBA degree from the University of Cape Town.
Jamey Levi Lipschitz active positions
| Companies | Position | Start |
|---|---|---|
Sanlam Private Wealth (Pty) Ltd.
 Sanlam Private Wealth (Pty) Ltd. Investment ManagersFinance Sanlam Private Wealth (Pty) Ltd. is a wealth management firm headquartered in Cape Town, South Africa. The firm was founded in 1999 and is a subsidiary of Sanlam Investment Management (Pty) Ltd., ultimately held by Sanlam Ltd. (JSE: SLM). Sanlam Private Wealth manages a comprehensive range of local and global equity-only or multi-asset portfolios for high net-worth clients, family offices, financial institutions, and not-for-profit organizations. | Portfolio Manager-Equities | 2011-01-31 |
Experiences
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1st degree connections
1st degree companies
Male
Female
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Linked companies
| Private companies | 1 |
|---|---|
Sanlam Private Wealth (Pty) Ltd.
Sanlam Private Wealth (Pty) Ltd. Investment ManagersFinance Sanlam Private Wealth (Pty) Ltd. is a wealth management firm headquartered in Cape Town, South Africa. The firm was founded in 1999 and is a subsidiary of Sanlam Investment Management (Pty) Ltd., ultimately held by Sanlam Ltd. (JSE: SLM). Sanlam Private Wealth manages a comprehensive range of local and global equity-only or multi-asset portfolios for high net-worth clients, family offices, financial institutions, and not-for-profit organizations. | Finance |
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