Jeffrey Wiseman

CEO Momentum Trust, Fiduciary Services at Momentum

Jeffrey Wiseman is the current CEO of Momentum Trust and Fiduciary Services at Momentum. Jeffrey has over 13 years of experience in the financial services industry. Prior to their current role, Jeffrey was the Head of Fiduciary Services at Momentum Wealth. In this role, they were responsible for investigating, developing, and implementing a fiduciary services value proposition to be distributed via Momentum's tied distribution and IFA network. Jeffrey also negotiated and secured the repurchase of Momentum Trust Limited, a trust company authorised to carry on business as such in South Africa.

In addition to their role at Momentum, Jeffrey is also a Director of Momentum Trust Limited and a member of Momentum Wealth's Executive Committee. Jeffrey has a wealth of knowledge and experience in the trust and fiduciary space and continues to provide valuable technical input on a range of trust and fiduciary-related matters.

Jeffrey Wiseman has a STEP Dip in ITM from the Society of Trust & Estate Practitioners in Association with Manchester Business School, a Master of Laws in Mercantile Law from the University of Pretoria/Universiteit van Pretoria, a Dip FMI in Investment Instruments from the Academy of Financial Markets, an Advanced Postgraduate Diploma in Financial Planning from the University of the Free State, and an Adv. Tax. Cert. in Income Tax from the University of South Africa/Universiteit van Suid-Afrika. Jeffrey also has an LLB from the University of Cape Town and a Bachelor of Music in Trombone Performance from Nelson Mandela Metropolitan University. Jeffrey Wiseman's Matric is from Grey High School. Jeffrey also has an Advanced Certificate in UK Tax for International Clients from the Society of Trust & Estate Practitioners and certification from (FISA) in Fiduciary Institute of Southern Africa.

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  • CEO Momentum Trust, Fiduciary Services

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