our team

Portman Wealth’s founder, Bob Judelsohn, has over four decades of experience in the industry. He began his banking career with Standard Bank and later at Rand Merchant Bank (RMB). In 2002, Bob spent 5 years in Switzerland, gaining extensive offshore experience as part of the Citibank International Trust and Estate Planning business. In 2006, Bob returned to South Africa and headed up Credit Suisse’s South African Representative Office, covering Private Banking business in both South and Southern Africa, a position he held for six years. Bob left Credit Suisse in September 2012 to launch the Portman Wealth Family Office. He has a BCom degree in Accounting and Economics. He is a Certified Associate of the Institute of Bankers in South Africa, a member of The South African Institute of Directors and a global member of the Society for Trust and Estate Planning Practitioners (STEP).

Claire has over 20 years’ experience in the Financial Services Industry. She holds a BCom degree in Economics, as well as a post graduate degree in Financial Planning (CFP). Claire is a member of the Financial Planning Institute (FPI).

Claire’s career began at Investec Investment Management Services, whereafter she moved to London where she worked for Abbey National for 5 years. On her return to South Africa, she joined Barclays Africa.  It was during her subsequent 11 years at Ashburton Investments, as a Business Development Manager, that she really developed her passion for Wealth and Investment Management. Claire has been with Portman Wealth since 2017.

Sally has over 20 years experience in the Financial Services Industry as a Personal Assistant. She lived and worked in London and gained experience working for Group Heads at both Barclays Capital and HSBC in the Investment Banking division. Sally has been a member of the Portman Wealth team since 2014 and has recently moved from her position as Personal Assistant to External Client Relationship Manager.

Eloise holds a BA(Hons) degree in Psychology,  a Certificate in Sales and Marketing Management and a Certificate in Financial Planning. She has 24 years’ experience in the Financial Services industry. Prior to joining Portman Wealth in 2014, Eloise held senior positions at FNB Offshore and Ashburton Investments and was instrumental in building the Ashburton back office.

Kashrie holds a BCom degree in Strategic Management and a Masters degree in Finance and Investments through the London School of Business and Finance. She also has a Level 7 Chartered Manager Status with the Chartered Management Institute (CMI) UK. Before joining Portman Wealth in 2018, Kashrie gained experience in the Non-Resident Hub at ABSA Bank, as well as being an Offshore Consultant at PSG Wealth. Kashrie facilitates all our relationships with third party providers and assists with investment strategies for our Families.

Having obtained a BCom degree in Information Technology and Law, Nicole started her career in Financial Services Consulting, focusing on Process Re-engineering. During this period Nicole completed her Project Management Professional (PMP) qualification, as well as a diploma in Business Analysis. She moved to Ernst & Young in 2008, where she became a senior member of the Internal Audit teams at both South African Airways and Qatar Airways. Nicole joined the Portman Wealth team in 2013 as a Financial Controller.