Vaughan De Jager

UHNW Client Advisory & Relationship Leadership:
Senior trusted advisor to UHNW clients and family offices, delivering bespoke, cross
border wealth strategies while sustaining deep, multi-generational relationships.
Client Acquisition & AUM Growth:
Strong track record in originating and converting high-value client relationships,
leveraging global networks and strategic partnerships to drive significant AUM and
revenue growth.
Multi-Asset Portfolio Management:
Manage large, globally diversified portfolios across asset classes, aligned to complex
client mandates with a disciplined focus on performance and capital preservation.
Integrated Wealth Structuring & Credit Solutions:
Architect comprehensive wealth solutions spanning investments, tax-efficient
structuring, estate and succession planning, and bespoke credit (including Lombard
and real estate financing).
Private Banking & Transactional Expertise:
Deep expertise across deposits, FX, liquidity management, and tailored lending
solutions, seamlessly integrated into broader client strategies.

Managed a portfolio of high-net-worth and ultra-high-net-worth clients, delivering tailored wealth
management solutions across investments, lending, transactional and fiduciary structures while
maintaining high client retention and satisfaction levels
Structured and executed complex lending solutions (including Lombard lending, mortgages, and
bespoke credit facilities), balancing client needs with prudent risk management.
Originated and grew client relationships through referrals and strategic networking, consistently
meeting or exceeding annual revenue and KPI growth targets
Ensured full adherence to regulatory requirements and internal risk frameworks, including KYC/AML
standards, while safeguarding the banks reputation and client interests.

Developed personalised financial plans aligned with clients short- and long-term
investment goals.
Guided individuals and families in building wealth management strategies tailored to
unique objectives.
Cultivated long-term client relationships through dedicated support and trust-building
initiatives.
Delivered comprehensive financial planning services to help clients achieve their
financial aspirations.

Coached high school athletes, refining swimming techniques and fostering sportsmanship. Developed and delivered fitness programmes to enhance performance under competitive conditions. Provided individualised feedback and motivation to build confidence and improve performance. Coordinated team activities, ensuring alignment with competitive goals and athlete development.

-Displaying leadership, patience and ability to assert discipline while coaching and training primary school children in refining swimming techniques and adopting attitude of good sportsmanship.
- Coordinating group activities and remaining focused on individual performances to develop talent as well as motivate beginners.
- Selecting of teams and planning and coordinating gala events.
- Planning and presenting fitness programmes and sharing knowledge as well as expertise within dealing with competitive pressure