Wade has worked as an international financial adviser since 2001, helping individuals and families achieve their financial goals. He is dedicated to providing high-quality advice and creating integrated wealth management solutions that simplify and enhance the quality of his clients’ lives.
Wade joined Austen Morris Associates in September 2003. Wade has held numerous positions of increasing responsibility since joining the company. He held the position of Branch Manager and then served as a Senior Regional Associate. In January 2007, Wade became a Partner at Austen Morris and in November 2007 was promoted to Senior Partner. Prior to joining Austen Morris, Wade was a wealth management consultant with Equity International. As a result of his insights, he has served as a seminar speaker, given multiple interviews, and written articles for several publications on a range of financial topics. In 2013 Wade and his family moved to South Africa where Wade is based in Johannesburg and is currently serving as the Africa Regional Manager.
Before working in the private wealth management industry in Asia, Wade worked for the International Division of a Fortune 100 company where he specifically focused on foreign direct investments in Asia. He also has experience working for the U.S. Federal Government, first with the White House during the Clinton Administration and then with the United States Department of Agriculture. Wade holds a Bachelor’s degree in Political Science and a minor in Economics from Tulane University. He also studied at American University in Washington D.C. and at Cambridge University in England.
Wade recognizes that there is no one-size-fits-all approach to private wealth management and thus designs investment advice that is unique to each individual client and family. He and his team work to achieve returns and service that exceed the client’s expectations. His mission is to help clients reach their financial targets through a personal relationship that is cemented by knowledgeable investment advice.