Tunin Roy – An Introduction

Feel free to reach out to PSG Wealth adviser Tunin Roy directly.

Hiring me as your financial adviser offers a distinct advantage rooted in my comprehensive expertise, personalised approach, and commitment to your financial well-being. With a deep understanding of market trends, investment strategies, and financial planning, I bring a wealth of knowledge to guide you through the complexities of the financial landscape.

I work out of a larger office, PSG Cape Town, which comprises three locations (Cape Town, Paarl and Somerset West) with a number of colleagues some of whom advise other clients and some who manage direct equity portfolios delivering excellent results for our clients. These include a team of six highly skilled portfolio managers, 10 other wealth advisers and a team of analysts and administrative support staff.

I have worked as a wealth manager with Investec and Barclays in South Africa and UBS Wealth Management in London, spending my entire career focussed on designing bespoke investment strategies and structures for high net worth clients across the world. Since joining PSG, I apply that expertise to assisting clients of all sizes and backgrounds as well.

I am British and grew up in London and studied economics (or PPE) at Oxford University before entering the graduate training program at ING Barings learning all aspects of investment banking before focusing on the private client sphere from 1998 onwards. After a number of years in private client stockbroking at a boutique London firm called Merchant Securities, I joined the Swiss bank UBS’s Wealth Management division to focus on delivering multi-asset solutions to my clients when long-only equity seemed inappropriate. I came to South Africa in 2007 and worked in Wealth Management with Investec for two years, following which, I spent seven years at ABSA/Barclays Wealth where I was Head of Investments at ABSA Family Office when I left. I hope that I can apply my education and experience to optimising your financial plans. I am based in Cape Town but have clients all over South Africa and across the world.

My clients contract with PSG Wealth so have the peace of mind that comes with dealing with a listed entity with a strong balance sheet. However, as a PSG Wealth Adviser, I am not tied to using any investment product provider or platform, as many banks are, and I mostly find that I can provide much more cost-effective solutions than much of the rest of the industry. I specialise in advice on local and international structuring, financial planning and investment, but also advise upon long-term assurance and can refer within the group for requirements for short-term and business insurance. My aim is to provide bespoke advice based upon a thorough understanding of a client’s ambitions, goals, fears, concerns and circumstances.

I can also introduce clients to specialists in life assurance, short-term insurance, medical cover and employee benefits, as well as trust services, should the need arise. Our aim at PSG is to be able to service all of a client’s non-banking financial needs. We work closely with a client’s auditors, tax advisors and attorneys to ensure a synchronised and integrated solution.

At PSG Wealth, we understand that every client is different and so their financial needs are different. It is with this in mind that we prefer to start every financial planning or wealth management conversation with an individual consultation to understand what your needs are.

My personalised approach sets me apart, as I prioritise understanding your unique financial goals, risk tolerance, and aspirations. This enables me to tailor strategies that align with your specific needs, ensuring a bespoke financial plan crafted for your success. I am dedicated to fostering a collaborative relationship, where open communication and transparency are paramount, allowing you to make informed decisions with confidence.

Furthermore, my commitment extends beyond routine financial management; I actively stay informed about market dynamics, regulatory and tax changes, and emerging opportunities. This proactive stance ensures that your financial plan remains agile and adaptable, evolving to address both current and future financial challenges.

By choosing me as your financial adviser, you gain a trusted partner who is not only well-versed in the intricacies of finance but also genuinely invested in your financial prosperity, offering guidance that extends beyond mere transactions to a long-term, fruitful financial journey.