Ian leads with an entrepreneurial vision, a team-centric approach, and high personal expectations. He is a top-performing Global advisor who has earned him the respect of his peers and the industry.
Business development is a fundamental personal skill, leveraged through relationships built on trust and professionalism over many years of advisory. Ian has developed specialist offshore structuring (individual, company and board) and investment knowledge and skills, and has had a successful managerial and consulting career in an international advisory.
Ian has held multiple managerial and senior consulting positions, including managing large teams with an excess of $100 million in assets under management of individual client investments. Ian is focused on delivering exceptional client value and client experience.
In his capacity, Ian summited Kilimanjaro in 2010 with Martina Navratilova as part of a fundraising exercise for the Laureus Foundation and has been actively involved in sports development in South Africa working alongside many well-known South African sporting personalities.
- Candidate in the Chartered Financial Analyst (CFA) program
- Bachelor of Commerce Degree
- Regulatory accreditation – Key Individual (RE1)
- Wealth Management Certification
- Chartered Institute for Securities and Investments Level 1
- Recognized Top Manager 2014 – 2016
- GIBS Fin for non-fin
- UCT Commercial and Contractual Law
- An internationally accredited business coach
- Summited Kilimanjaro in 2010 with Martina Navratilova
- Director on the Krom Park Wetland Bryanston East – Non-Profit
- Shareholder at the age of 27 in a reputable training company to the commodity sector
- At of 34 years of age, he made Associate Partner at one of the top Global Consultancy firms
“I chose Ian Edwards to look after my pensions/savings in 2015 after a search of several potential providers of similar services. I found Ian to be an expert in his field, straightforward to deal with and that he always gave me the feeling that he was acting in my and my family’s best interests. I, therefore, chose Ian to look after my assets, and I have not been disappointed. Ian has gone through a range of financial products for my investments, take care to make sure that I understood them correctly, has never been pushy and has acted quickly and diligently once decisions had been made. The performance of the products that were chosen have been well above average and have met my expectations. He reports on the portfolio performance regularly and proactively initiates a consultation if something has changed and may require a change in strategy. Even during the Coronavirus crisis, Ian and his team adapted to the circumstances and ensured my interests were properly managed without making any excuses. I continue to have full confidence in Ian and the team at AMA in looking after my family’s interest in the long term”. Mark Mencel – Senior Executive in the Energy Sector
“I am proud to have been a client of Ian Edwards since September 2015. Ian is a man with great integrity, and someone I trust implicitly. His advice has always been accurate and in my best interests. Ian has always ensured that I am kept updated on market conditions and performance and can translate that into my investment portfolio. Ian has always made excellent recommendations when it has come to making asset allocation changes within my portfolio. He has never strayed from my investment objectives and philosophy. When Ian moved to Austen Morris Associates, I had no hesitation in following him and have continued to enjoy unparalleled service from Ian, and the Austen Morris Associates team, since May 2017. I would have absolutely no hesitation in recommending Ian, Greg and the Austen Morris Associates team to any investor”. Richard Andrews
“As an organization, we have known Ian for over five years; he is effectively managing and driving the relationship between the two organizations. We regard AMA as the best advisory business in South Africa and China, driven by strong ethics and a real passion for positive client outcomes, this very much reflecting Ian’s ethos. Ian, as Regional Manager for Africa, drives this culture internally, within AMA, creating stability, and a like-minded obsession to service clients, supported with a high level of professionalism, at all times. It is a real pleasure in dealing with Ian and his Team”. Stewart Davies CEO at Momentum Pensions
“The team at AMA, Ian Edwards and Nick Pitro have provided invaluable support on investment strategy and forward planning, always available to provide advice and a constant source of wisdom, especially throughout the turbulent opening quarters of 2020. They have seen me through the change from a full-time corporate role as an expatriate living and working in Africa to a more sedate semi-retirement in Europe, navigating the respective regulatory and tax systems and establishing a pension arrangement appropriate to my unique anticipated needs for the future. They are nimble in delivering a high touch relationship service and diligent in providing well-researched advice.” Tim Kiy – former Group Chief of Staff Absa Barclays
“Ian has been my adviser since 2014 when he started looking after my offshore pension. I have been privileged to get to know Ian fairly well over the last couple of years. Ian is honest and easy to deal with and I always feel that he has my family’s best interest in mind. Ian has always made great recommendations when it came to changes in my portfolio and he has been proactive in making adjustments that would benefit me in the long term. Ian always takes the time to ensure that I fully understand what I am invested in and what the risks involved with each investment are. He provides feedback on the portfolio performance on a regular basis and his back-office staff members are also efficient and easy to deal with. When Ian moved to Austen Morris Associates it was an easy decision to follow him and continue to receive the advice that he provided in the past. I would make this decision again and would not hesitate to recommend him to any investor. Dirk Wessels, Partner – M&A- Bowens