NATALIE WHEBLE
Private Wealth Planner
Certified Financial Planner (Fellow of Financial Planning Institute)
Advanced Postgraduate Diploma in Financial Planning (Principles of Portfolio Planning and Management)
Natalie started her career in financial services joining Investec Bank in 1991, specialising in asset and liability matching implemented through money market products and structured capital instruments. She continued her growth and skills development by working within the institutional and independent financial advisor markets introducing the ground-breaking concept of multi-management as a senior member of the business development team for mCubed Holdings.
Natalie moved on to join a then fledgling asset management company, Coronation Fund Managers and was
an instrumental team member in the growth trajectory that built what is considered one of the South African
market’s most successful third-party fund management businesses.
Coupled with the collective industry know-how garnered over the years of experience, Natalie founded an
independent advisory to partner businesses which encompassed asset manager distribution, bespoke portfolio construction, research analyst and voting member on investment committees, practice management solutions and associated value added services. In addition to her strong asset management focus, she mastered the nuances of short term insurance products for individuals and commercial ventures and the often complicated and expensive need purchase of medical aid and associated gap cover.