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Sterling Private Wealth
Sterling Private Wealth is an independent wealth management group following the internationally recognised six-step financial planning process.
Sterling Private Wealth
Sterling Private Wealth is an independent wealth management group following the internationally recognised six-step financial planning process. Client relationships are built for the long term, and most new introductions come via word of mouth. Sterling is partnered as a Merchant West Group company, providing continuity and strength. It provides discreet, independent advice across investments locally and offshore, estate and succession planning, and risk and tax strategies.
General information
Firm type
Generalist
Location
Region
Africa
Country
South Africa
City
Gauteng
Corporate office
Gauteng, South Africa
Principals
Graydon Morris
Managing Director & Wealth Manager
Lesley Hohne
Director & Wealth Manager
Janet Hugo
Director & Wealth Manager
Russell Gibson
Director & Wealth Manager
James Guimaraens
Director & Wealth Manager
Kaylene Morris
Director & Head of Finance
Tian Nienaber
Operations Director & Wealth Manager
Michelle Thompson
Operations Manager
Ari Blumenfeld
Associate Director & Wealth Manager
Nico Du Plessis
Wealth Manager
Teresa Heydenrych
Wealth Manager
Lisa Kaplan
Associate Director & Wealth Manager
Greg Knowlden
Wealth Manager
Cullen Wright
Associate Wealth Manager
Luke Holland
Paraplanner
Oliver Price
Paraplanner
Bruce Spence
Paraplanner
Frequently asked questions
What is Sterling Private Wealth's investment philosophy?
The firm operates under a "Focus on Value" mandate, meaning it deliberately avoids chasing market trends. Instead, it emphasizes long-term, value-oriented strategies and partners clients with fund managers it has rigorously interrogated and approved, both locally and globally.
Who runs investment decisions at Sterling Private Wealth?
The firm does not publicly name its principals, investment committee members or key decision-makers on its website or in available sources. Its advisory team is described as having over 100 years of combined experience in high-net-worth client relationships and strategy, but individual names and specific roles are not disclosed.
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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