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Portman Wealth
Bob Judelsohn established Portman Wealth in 2012 following senior private-banking roles at Credit Suisse and earlier positions at Citibank, Rand Merchant Bank...
Portman Wealth
Bob Judelsohn established Portman Wealth in 2012 following senior private-banking roles at Credit Suisse and earlier positions at Citibank, Rand Merchant Bank and Standard Bank. The firm provides multi-family-office services focused on wealth preservation for Southern African families. Services span bespoke onshore and offshore investment solutions, retirement and estate planning, trust and company structuring, independent trusteeship, family accounting, tax filings and philanthropic planning. Confirmed activity reaches Africa, Asia and Europe across infrastructure, natural resources and digital assets. No specific portfolio holdings or co-investors are publicly named. The team includes nine professionals listed on the firm site. Bob Judelsohn serves as Vice President of SwissCham Southern Africa and holds memberships in STEP and the South African Institute of Directors. No dated operational events from the last 24 months appear in available sources. Independence from any single family or bank allows Portman Wealth to maintain collaborative ties with external specialists while keeping client numbers limited for personalised oversight.
General information
Firm type
Multi Family Office
Year founded
2012
Location
Region
Africa
Country
South Africa
City
Bryanston
Corporate office
Bryanston, South Africa
Principals
Bob Judelsohn
Managing Director and Founder
Claire Davies
Senior Wealth Manager
Heather Blackstock
Legal and Compliance Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Portman Wealth?
Bob Judelsohn serves as Managing Director and Founder. Claire Davies acts as Senior Wealth Manager with prior experience at Ashburton Investments and Investec.
Is Portman Wealth structured as a single family office or does it operate more like a multi-family office?
The firm functions as a multi-family office serving multiple Southern African entrepreneurial families through a select client base.
Does Portman Wealth participate in fund commitments or only direct deals?
The firm offers access to both onshore and offshore funds and direct investment opportunities through its network of asset managers.
What investment stages does Portman Wealth typically target?
No specific stage focus is disclosed; activity spans infrastructure, natural resources and digital assets across multiple geographies.
Where does the underlying wealth come from?
Wealth originates from Southern African entrepreneurial families; no single source family is publicly identified.
How is Portman Wealth related to Hollard Life Assurance Company Limited?
Hollard formerly held a 25 percent stake in Portman Wealth Solutions until 2017.
What professional networks does Bob Judelsohn maintain?
He serves as Vice President of SwissCham Southern Africa and holds memberships in STEP, the South African Institute of Directors and the Institute of Bankers in South Africa.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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