Brite Advisors re-defined UK pensions for expats when they launched in 2016. Today, Brite Advisors leads the world in UK pension innovation with our low-cost investment platform and end to end solution. The Brite Advisors platform provides a seamless experience with the mission of maximising pension assets. Brite Advisors is a global company with offices and teams around the world dedicated to providing a financial planning experience like no other. For international SIPPs, QROPS or Direct Investing it’s your easiest investment decision.
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Senior Investment Advisor
Peter has a Law degree from De Montfort University in the UK, specialising in Commercial and Business Law. Peter has spent over 20 years in financial services, over 10 of these working in the Middle East and Dubai for both personal and corporate clients. He holds the Chartered Insurance Institute (CII) level 4 UK Diploma in Financial Planning and is a Chartered Member of the Chartered Institute of Securities and Investment (CISI). Peter is committed to continual improvement and raising standards to help clients achieve their financial objectives in the most tax efficient and appropriate investment structures. Peter’s clients include a wide range of nationalities all with the need for a comprehensive holistic approach to financial advice.
Karan began his financial consulting journey in 2014 and is well recognised for his ability to identify ways to help manage client assets. He goes above and beyond in helping them achieve their financial goals.
Having worked in locations such as India and Middle East, Karan has a deep understanding of the market and how to maximise client wealth. Prior to joining Brite Advisors, Karan has been part of international institutions such as BMR Advisors and KMPG.
Holding an MBA degree from University of Liverpool, he has adequate knowledge in Mergers & acquisition and also has technical trading knowledge of the US stock market.
Away from work, Karan is a fitness and outdoor enthusiast who loves hiking, kayaking and traveling.
I have been fortunate to have spent many successful and informative years managing an extensive portfolio of international clients. My clients tell me that I am approachable, provide clear targeted advice and all in a professional transparent manor.
My philosophy of a positive mindset, whilst listening and working together with my clients as individuals is one of the key drivers of my success.
This is one of the reasons why our clients speak so highly of me and why so much of our new business comes from recommendations and referrals.
Senior Investment Advisor
Richard is head of advisory, with over 25 years experience in sales and financial advice. Rich is qualified in both the UK and Hong Kong, He is passionate about putting the clients interest first and adopting technology to drive down costs.
Joe, originally from the Northeast of England, lives in Perth and is a senior advisor specialising in UK pension transfers to Australia. With over 25 years experience in financial services he holds a Diploma of Financial Planning from the UK and Advanced Diploma of Financial Planning in Australia.
Senior Investment Advisor
Richard lives in Sydney and is a Director and Country Manager for Brite Advisors in Australia. He earned his doctorate in economics in Uppsala (Sweden), Oxford and Sydney Universities. He has 20 years’ experience in financial services as an executive financial advisor, as a President & CEO of a wealth management company and as a private banking executive. He has worked with international cross border pensions on three continents since 2005. Richard has been engaged by a leading financial advisor educator to tap into his UK pension transfer expertise. He is well-known for his professionalism, his ability to explain things in plain language and his down-to-earth approach.
Paul started in a London stockbrokers in 2005 before gaining his UK financial regulatory and securities qualifications and becoming a senior broker. Paul then moved to Dubai in 2010 to become a senior wealth manager and provide clients financial advice.
He has expertise in financial derivatives and became CISI qualified in securities, international investments and wealth management in 2010.
Paul has built a reputation for professionalism and investment knowledge and often receives client referrals from his many satisfied clients.
Colin began working in financial services after graduating from the University of Salford in 2003. Since then he has acquired many professional qualifications in the industry most recently achieving the Diploma for Financial Advisors Certificate.
For nearly two decades, Colin has helped his clients achieve their financial objectives in a professional and informative manner that enables his clients to realise their financial objectives and goals.
He has vast international experience working with clients across the world including the UK, Switzerland and the Middle East. Colin has gained a solid reputation in the industry for specializing in pension planning and enabling clients achieve their retirement planning ambitions.
Outside of work he enjoys spending time with his family and socializing with friends along with taking his dog on long country walks.
George is a Senior Investment Advisor and international commodity trader with over 12 years’ experience.
George has a specialist focus on goals based investing in order to achieve retirement objectives, identifying opportunities and implementing successful new business strategies, as well as relationship development and ongoing client management. George specialises in advice for Investments and financial advice including, Superannuation, Self Managed Super Funds, QROPS, SIPPs and UK Pensions.
George has a 5 star compliance record within the financial services industry which is regulated by the Australian Securities and Investment Commission (ASIC)
Senior Investment Advisor
Gavin has an MBA from the Open University Business School, Milton Keynes, in which he majored in Derivatives as well as International and Cross-Border Marketing. Gavin has spent over 25 years in Offshore Financial Services between Jersey, Channel Islands, East, Central and Southern Africa. During his career he has worked for major reputable financial institutions focusing on Discretionary Trusts, Pension Structures, Estate and Succession Planning as well as tax efficient investing.
His strategy has consistently been to assist clients in achieving security and financial independence. Consequently, clients include a wide range of internationally minded Expatriates resident in a number of jurisdictions across Africa. Personal service, with face to face visits, together with an easy and simple communication style have been key in building long lasting relationships at both a business and personal level. Positive outcomes have been healthily reflected in Gavin’s referral business.
I have been in the financial sector since 1987, spanning the banking and insurance industries. My primary roles were mainly focused on the finance and human resources disciplines. My roles included financial management, administration, graduate recruitment and development. I hold a GRADICSA qualification.
I joined the client advisory space in September 2017, working for deVere Acuma (Pty) Ltd. It was the first direct client interaction role I undertook. I thoroughly enjoy the client interaction and always put the needs of my clients first. This is something that resonated with me when Brite Advisors took over the business from deVere. I am very excited about the future prospects in ensuring that my clients' interests are put first.
Derek Hunter began his career in Edinburgh in 2001 with the Bank of Scotland before moving to London to join the Bank of Scotland Private Banking in 2003, where he went from success to success over the next 12 years. In 2015 he moved to Cape Town with his partner. Since then Derek has excelled as an experienced Financial Advisor and has taken huge pride in managing his clients investments.
Prior to starting in wealth management in 2017, Shalin was a financial advisor who helped his clients with their personal investment strategies. He obtained his Bachelor’s degree in Finance at the University of Johannesburg where he placed first in the universities BDO Trusted Advisor competition. Shalin prides himself on strong analytical skills and open, honest communication. Outside of finance, Shalin enjoys keeping active with hiking, playing golf and photography.
Stefan has over 6 years of experience as an offshore investment specialist based in Cape Town, assisting individuals to establish true offshore investment vehicles to ensure diversification, tax mitigation, and wealth protection within their portfolios.
His specialist knowledge covers the intricate understanding of cross-border tax considerations, offshore investments, portfolio management, and general financial planning. Stefan treats every client individually and tailors its portfolio to suit their unique needs.
Stefan recently became a first-time dad and lives in Cape Town together with his wife and son. He enjoys the outdoors, cooking, a round of golf and everything that Cape Town has to offer, including a good wine farm or two!
Chartered Institute for Securities and Investments Level 3
Chartered Institute for Securities and Investments Level 4 (enrolled)
ASCI designation through CISI with goal of completing CFP qualification
Majority of previous experience in the commercial property industry focusing mainly on sales, leasing and tenant representation.
Have always had a keen interest in the world of financial markets so am very happy to be in the industry working for an exciting company who put clients first
With over 15 years’ experience, Orce transitioned across to financial advisory after obtaining his MBA from GIBS in 2015. Having successfully seen out 2 hyperinflation economies, he is passionate about wealth management and its generational preservation, and a scholar of investing and the science of finance.
He always ensures that his clients receive the best possible service and enjoys discovering innovative solutions at the cutting edge of financial services.
In his personal time, Orce is a devoted family man, golfer, guitarist and avid reader.