Rex Cowley

Rex Cowley MCIM, MCSI, MSc

Co-founder

Rex has over 21 years of experience in the wealth management industry and is recognised as a pioneer having helped shape the international pension and the tax efficient retirement sectors. He has held board positions with a number of regulated investment and fiduciary businesses having worked for the likes of Close Brothers, Fleming JP Morgan, Royal Bank of Canada, SANLAM and Standard Bank.

His successful track record in developing market leading product has earned him independent acclaim for his endeavours. Rex is regularly quoted in the press and is seen as a thought leader on a range of specialist financial topics.

He has chaired industry master classes, contributes to government consultation papers, written journal articles and has presented at investment and retirement seminars around the world.