At Portman Wealth, we believe building a legacy of wealth requires expertise, dedication and a personalised approach. That is why we have a team of experts who are highly skilled and experienced in guiding families to building a lasting legacy. Legacy planning requires not only collaboration but also deep financial expertise and strategic insight, which our professionals have honed over decades in the industry. Our team is dedicated to understanding the unique needs of each client, providing comprehensive wealth management services that ensure the preservation and growth of assets across generations. Taking a holistic approach and using our financial insight and strategic know-how, we help families achieve their financial aspirations with confidence.

Leading the team, Managing Director Bob Judelsohn brings over 40 years of experience in private banking and wealth structuring. His strong academic foundation in Accounting and Economics, coupled with his certifications and global memberships, make him an invaluable asset in legacy planning. Bob’s leadership sets the tone for excellence, providing the depth of insight needed to secure long-term financial goals.
Claire Davies, Senior Wealth Manager at Portman Wealth, brings extensive expertise in wealth and investment management. Her deep passion for managing and growing wealth, combined with her strong background in investment strategies, equips her to craft tailored financial plans that align with her clients’ long-term legacy goals. Claire’s focus on understanding each client’s unique financial landscape enables her to offer personalised solutions that help families preserve and grow their wealth for future generations.
Protecting your assets and ensuring everything is done correctly, ethically and legally, is at the heart of everything we do. With Portman Wealth you can rest assured that creating your wealth legacy is handled with skill and precision. Heather Blackstock, our Legal and Compliance Officer, ensures all regulatory requirements are met, protecting your assets and giving you peace of mind. And Eloise Trewin, our Senior Operating Officer, oversees all our operations to keep everything running smoothly and ensures clients are kept well informed of their interests at all times. As PA and Office Manager, Sarah Cordjohn is a vital cog in the wheel that keeps the office turning so efficiently, ensuring communication and tasks all run smoothly.
Because we are a family style business, fostering relationships is a big part of what we do as a company. Our clients and their families are important to us. Our Client Relationship Managers, Sally Dixon-Smith and Kashrie Maharaj, nurture relationships with both clients and third-party providers, ensuring seamless support. Nicole Harrowsmith, as Financial Controller, brings her expertise in processes and audits, while Carike Olivier, our Family Accounting Officer, manages family finances and all tax-related concerns diligently and timeously.

At Portman Wealth, we go beyond traditional wealth management to provide bespoke, holistic solutions tailored to your unique financial goals and aspirations. Our highly-skilled team brings decades of experience, offering you innovative strategies to protect, grow, and preserve your legacy for generations to come. We understand that wealth is not just about numbers—it’s about safeguarding your family’s future, values, and vision.

Our unwavering commitment to personalised service is what sets us apart as a company. Every client relationship is built on trust, transparency and mutual respect. When you choose Portman Wealth, you’re not just another portfolio to us – we take the time to understand your personal journey and align our strategies with your long-term objectives.  When you work with Portman Wealth, you are not just a client – you become part of our family.