Personalized wealth management
& succession planning
Company profile
Douglas Investments was established in 2006 to manage clients’ wealth on a discretionary basis across multiple asset classes both locally and offshore. Our service offering includes discretionary portfolio management and private equity, coupled with family office services.
Our discretionary portfolio management services entail designing a bespoke portfolio that meets the needs and risk profile of the client. Our clients benefit from over 50 years combined experience, as well as a personalised and interactive service.
We build long-standing relationships with our clients that go further than wealth management into a generational service, and as such have deep succession plans to ensure consistency over years to come.
Management profile
CHAIRMAN
Clive Douglas
Clive Douglas, a seasoned professional with a background in commerce, accounting, and investment management, founded Douglas Investments in 2006 after a successful career, including serving as Managing Director of Standard Private Bank.
CHIEF EXECUTIVE OFFICER
Richard Willis
Richard Willis, a chartered accountant with international experience in finance and investment, joined Douglas Investments in 2007 after key roles at Deloitte, Virgin Money, and Standard Private Bank.
Our team
PORTFOLIO MANAGER
Nicholas Douglas, CA(SA), CFA
Nick, a CA(SA) and CFA charter holder, transitioned from a successful career in banking, including deal-making at FNB, to join Douglas Investments in 2022, bringing a wealth of experience in corporate finance and investment management.
PORTFOLIO MANAGER
Tim Douglas
Tim, an Admitted Attorney with a background in M&A, tax, and commercial litigation, transitioned to the asset management and investment field, joining Douglas Investments in October 2021.
CLIENT SERVICES MANAGER
Cara Fernandes, RFP™
Cara, a Registered Financial Planner™, has been an integral part of Douglas Investments since 2007, overseeing client services and ensuring operational efficiency, compliance, and professionalism in all client-related aspects.
FINANCIAL MANAGER
Lisa Matthee
Lisa, who has a B.Comm Finance degree and 14 years of experience in the financial services industry, serves as the financial manager at Douglas Investments, overseeing the financial aspects of the business and trusts administration.
OFFICE MANAGER
Esha Govender
Esha joined Douglas Investments in January 2013 as office manager and PA to the directors. Esha has completed various secretarial courses, and provides much needed support throughout the business.