Jacqui Newton
Associate Director - Family Office
Jacqui is an Associate Director in the Family Office Division, where she serves as a Relationship Manager with a specific focus on South Africa.
Prior to joining the group in 2024, she was a Fiduciary Advice Manager at First National Bank for seven years and prior to that working for a large insurance company in various roles for a total of 12 years. Jacqui was also the Dean for the School of Financial Planning at a private university for a year.
Jacqui is an Attorney of law, admitted attorney in South Africa and has more than 20 years’ experience in the Financial Services Industry and more than 12 years providing guidance on Fiduciary Structures and Financial Planning. She holds Bachelor of Arts and Bachelor of Law degrees from the University of Stellenbosch and a Master of Laws in Tax Law degree from the University of Cape Town. She also holds a Postgraduate Diploma in Financial Planning and an Advanced Postgraduate Diploma in Financial Planning from the University of the Free State.
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