Succession Planning Consultant and Valuation Actuary (CEO).

Rogerio Cabanita

Rogerio is an Actuary and CFA Charterholder with over 16 years of work experience.

Having operated across the Investment and Insurance sectors, he currently steers as a consultant to numerous clients across the country.
Rogerio believes that succession planning, mergers & acquisition management, and transparent valuation methods ensures that all parties are best served in any transaction.
In addition to having consulted to over R100bn of assets Rogerio was Retail Chief Investment Officer of a listed financial services company.
Rogerio’s expertise lies in product development, best practice, institutional consulting as well as portfolio management and excels in his career as the client is always first priority.

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Services

Valuation

99%

succession consulting

99%

investments and technical consulting

98%