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Duncan Wilson

Business Owner at Harbour Wealth
Intro Book
Seasoned wealth management professional with 15+ years of experience in private equity, investment advisory, and asset management.
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Location
Port Elizabeth, Eastern Cape, South Africa, ZA
Languages
  • Afrikaans -
Skills
  • Wealth Management
  • Private Equity
  • Investment Advisory
  • Wealth Management Services
  • Financial Advisory
  • Show all
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Bio

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Duncan Wilson is a seasoned wealth management professional with 15+ years of experience in private equity, investment advisory, and asset management. He has held senior roles at Harbour Wealth, Citadel, and NFB Private Wealth Management, and has a strong educational background in economics and financial planning.

Credentials

  • Certified Financial Planner
    Financial Planning Institute of Southern Africa
    Jul, 2009
    - Apr, 2026

Experience

  • Harbour Wealth
    • South Africa
    • Investment Management
    • 1 - 100 Employee
    • Business Owner
      • Oct 2016 - Present

    • Managing Director
      • Jul 2021 - May 2024

    • Certified Financial Planner
      • Sep 2016 - Aug 2021

      Family Office Advisory - Voted 30 most creative companies in South Africa in 2016. Pioneering the new age of independent financial advice.

  • Citadel
    • Port Elizabeth Area, South Africa
    • Advisory Partner at Citadel Private Client Wealthcare
      • May 2012 - Dec 2012
      • Port Elizabeth Area, South Africa

      Citadel Private Client Wealthcare is a leading wealth management company with representation throughout South Africa and in London and Guernsey.

  • NFB Private Wealth Management
    • Port Elizabeth Area, South Africa
    • Executive Director
      • Jun 2009 - Apr 2012
      • Port Elizabeth Area, South Africa

      Financial Advisor | Area Manager

  • Saxo Bank
    • Sales Desk
      • Jan 2008 - Jun 2008

      Sales | UK and North America

Education

  • 2005 - 2005
    Rhodes University
    BCom (Honours), Economics
  • 2007 - 2007
    University of the Free State/Universiteit van die Vrystaat
    CFP, Financial Planning and Services
  • 2002 - 2004
    Rhodes University
    Bachelor of Commerce (BCom), Economics
  • 1997 - 2001
    Selborne College
    Matric

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Management”

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