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.

nick@dougi.co.za

+27 83 268 0989

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Credentials

  • Nick attended the University of Cape Town where he studied his Bachelor of Business Science (Finance and Accounting) and thereafter his Postgraduate Diploma in Accounting (PGDA). Nick completed his articles at FirstRand Bank Limited where he obtained experience across retail, commercial and investment banking. Once qualified as a CA(SA) he was given the opportunity to join the FNB Mid-Market Advisory team where he was a Deal Maker providing corporate finance solutions to sophisticated clients in the FNB Commercial client base. He gained experience in buy and sell side mandates, multi lender debt structuring and the implementation of risk management solutions.

    After 5 years of banking Nick felt he wanted to move closer to the investment management world and joined Douglas Investments in March 2022.

    In addition to being a Chartered Accountant Nick completed his CFA exams and became a charter holder in 2020.

  • Business Science Finance with Accounting, University of Cape Town

    Postgraduate Diploma in Accounting, University of Cape Town

    Chartered Accountant, SAICA

    Chartered Financial Analyst, CFA institute

  • Financial Services and Banking

  • Portfolio Management, Risk Management, Financial Analysis and Economics

Contact us for a discussion today.