Guy Mantel Cfp®
About Guy Mantel Cfp®
Guy Mantel is a Private Banker at Investec, specializing in financial planning and wealth management. He has a strong educational background in finance and has structured significant financial deals for clients throughout his career.
Work at Investec
Guy Mantel has been employed at Investec as a Private Banker since 2021. He operates out of Sandton, where he provides tailored financial services to clients. His role involves managing client portfolios and offering strategic financial advice to help clients achieve their financial goals.
Education and Expertise
Guy Mantel has a strong educational background in financial planning and management. He studied at the University of South Africa, obtaining a Bachelor of Commerce (B.Com.) in Investments and Financial Management from 2011 to 2014. He furthered his education at the University of the Free State, earning a Postgraduate degree in Financial Planning Law from 2015 to 2016. Additionally, he completed the CFP® Professional Competency Exam through the Financial Planning Institute of South Africa in 2016.
Professional Experience
Prior to his current role at Investec, Guy Mantel worked at FNB South Africa as a Private Banker and Money Manager from 2019 to 2021. He also served as a Financial Advisor at Discovery Limited from 2015 to 2019. His experience includes structuring complex financial solutions and implementing group life cover for small and medium enterprises.
Achievements
In 2020, Guy Mantel structured a significant securities-based lending deal that allowed a client to finance a business venture without needing to liquidate their share portfolio. He was recognized as a Monthly Leader Log for top performers in Gauteng in March 2018 during his tenure at Discovery Financial Consultants. Additionally, he ranked among the top 20% to 40% of FNB Private Bankers nationally for the financial year 2020.
Early Education and Training
Guy Mantel completed his secondary education at Redhill High School from 2005 to 2009. He also pursued a Diploma in Personal Fitness Trainer and Exercise Science from the Institute of Fitness Professionals in 2010, which he completed in 11 months. This diverse educational background has contributed to his comprehensive understanding of financial planning and client management.