ABOUT MARK MCALLISTER
I’ve been in the beautiful country of South Africa for 5 years now and I am a proud to lead the specialist Offshore Private Wealth Management team in Cape Town for Holborn Assets
Prior to moving to South Africa I spent 15 years specialising in mergers and acquisitions in capital intensive sectors of the UK and Middle East. As a certified International Wealth Manager I use this unique experience and skill set to identify goals to help as many of my clients achieve their long term financial dreams as possible.
My clients range from UK retirees to directors, CEO’s and in particular entrepreneurs looking to protect their wealth outside of South Africa. Specialties: Holborn Assets is the financial services company of choice. South African investors and expatriates engage us to find financial services products that suit their medium to long term requirements for investments, savings and pensions.
With several billion USD of funds under administration and management, Holborn Assets has global footprint across 11 different countries with best in class services levels according to our clients.
If you wish to take advantage of our complimentary review service feel free to contact me through LinkedIn. If you haven’t found an IFA that talks “your” language yet, my success and track record for my clients speaks for itself.
MARK’S EXPERIENCE
I am the proud leader of an exceptional team of fully qualified, experienced and client focused offshore investment specialists. We are rapidly growing as a positive disrupting force in the expensive South African investment management space. You won’t find the usual bog standard SA branded retirement annuities, life cover or endowments as our only options. We provide you access to the best global range of protected liquid assets through trusts, international pensions, overseas investment properties, citizenship by investment as well as global business company structuring.
With over $2.5b under management and administration for circa 30,000 clients globally, combined with our independent approach to selecting the best global investments and specialist taxation / jurisdiction knowledge to ensure your tax efficient investments are protected from repatriation is what makes the Holborn difference for our clients.
Talk to me if you want a financial adviser that will spend time to truly understand your unique position in life and build a tailored wealth management solution. The solutions are predominately in primary currency, in a non-jargon clearly explained manner with the most cost effective, top quartile providers globally.
Find out more at our website www.holbornassets.co.za
Mark headed up a new team of international financial advisers assisting clients with offshore investment solutions advice all across South Africa. The Group is the world’s largest independent financial consultancy group. South African investors and expatriates engage us to find financial services products that suit their medium to long term requirements for investments, savings and pensions.
With nearly US $11 billion of funds under administration and management, deVere has more than eighty thousand clients in over one hundred countries, serviced by 70 global offices.
VRTC INTERNATIONAL FINANCIAL INVESTMENT ADVISOR
Following the sale of my previous company I actively engaged internationally in business financial consultancy with a specialism in new startups, acquisitions, mergers and business disposal mainly active in the UK and Middle East. During this time I handled all aspects of target indentification, business valuation and due diligence negotiations following through to integration and subsequent asset disposals where required
INSTITUTE OF VEHICLE RECOVERY COUNCIL MEMBER
I was nominated and shortlisted to join the council of management for the Institute of Vehicle Recovery on a voluntary basis. Working with the chairman, chief executive and other council members we jointly decide the strategic and tactical goals of the Institute and in particular its extensive involvement in standards and training in the vehicle recovery industry. Our motto is “Skill Through Knowledge”
MCALLISTERS RECOVERY MANAGING DIRECTOR
After the purchase of the goodwill of the previous trading partnership in 2007 I ran the new business as managing director for six years. During this time I oversaw development and growth in numerous areas in a very difficult, competitive industry through the recession culminating in an exit via sale of assets to a larger competitor.
OPERATIONS MANAGER EUROPEAN TOWSHOW
I was approached to assist in the running of a new venture, a company setup to co-ordinate our annual industry event. A three day exhibition, conference and social event in Telford. It was highly successful and set a new benchmark in our industry for professional events and exhibitions.
VICE CHAIRMAN ROAD HAULAGE ASSOCATION RESCUE AND RECOVERY GROUP
Newly formed in 2005, the Road Haulage Association created a new specialist sub group to represent the specific needs of the its rescue and recovery industry members. I worked closely with numerous other committee members on industry issues such as standards, safety and was instrumental in providing the business & financial case for the industry on the new Home Office matrix of statutory charges in 2008.
At the time that I left the council, I had been vice chairman for two years and thoroughly enjoyed my time serving the industry on a voluntary basis.
MARK’S EDUCATION
CHARTERED INSTITUTE FOR SECURITIES & INVESTMENT
Offshore Investment Portfolio ManagementGradeMembership Number 197199
I started at Guildford College on a HND for Business Studies which I passed with distinction. This allowed an option to continue another years study via Surrey University to qualify to degree level which I passed in 2001.
SOUTH AFRICAN FIRST LEVEL REGULATORY EXAMINATION REPRESENTATIVES
Moonstone
Issued May 2017
Credential ID : 228662
Institute of Business Advisers
Issued April 2016
Credential ID M1655
INTERNATIONAL CERTIFICATE IN WEALTH & INVESTMENT MANAGEMENT
Chartered Institute for Securities & Investment (CISI)
Issued Feb 2016No Expiration Date
Credential IdentifierCredential ID 197199
MARK’S TESTIMONIALS
Mark has been exceptional since the start in managing my
portfolio, even more so in these challenging times. It’s always been a real
pleasure in dealing with him and his team and I would highly recommend Mark
to anyone looking for financial advice.
LEON DE JAGER
DIgital Fast Lane Cloud Engineering Lead at Nedback
When Mark moved from Devere to Holborn, I followed him, it was a matter of trust and my respect for his professional advice. He has always been meticulously professional and a pleasure to deal with, following up on issues and checking in regularly. He correctly anticipated the potential for trouble in the markets, made sure that my allocation of investments was robust and the current covid-19 crisis has proven him right.
GEOFFREY JACKSON
Retired
I met Mark at the start of a pension transfer journey and he has partnered me ever since. Mark is very knowledgeable but also sincere & accountable. I have full confidence in his responsibility and professionalism and it is a pleasure to recommend him to prospective clients. See less
NATALIE BROWN
Consultant
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