José Swart

Position: Head of Operations and Client Strategist

After completing a B.Com Management Accounting in 2012 through Stellenbosch University, José took on the role of paraplanner at PSG Paarl Stockbroking. It was during her time there that José gained significant experience in the financial services industry, specifically in client operations but also in fund research and portfolio analysis, as a member of the investment committee.


Seeking a new challenge, José spent a year at Vision Private Wealth, assisting with the development of new product offerings, prior to returning to PSG in the role of operations manager in 2016. In her new role, José gained experience in compliance, client relationship management and systems integration.


In 2017, José completed a Postgraduate Diploma in Financial Planning through the University of Free State, and acquired a CFP designation through the Financial Planning Institute in 2018.


José heads up the Operations team at Ginsburg & Selby Private Wealth, in addition to fulfilling the role of Client Strategist, working alongside the investment and operations teams.