BMC Wealth CC
BMC Wealth is an independent investment and fiduciary advisory practice which manages assets in excess of R2 billion. The core focus of the practice is to protect, manage and grow family wealth in a holistic, transparent and cost-effective manner by providing clients with understandable tailor-made solutions which make sense from both an income tax and estate planning perspective. The practice prides itself on building long lasting, personal relationships with clients and their families based on professionalism, honesty and trust.
BMC Wealth came about in October 2015 when Marx Bateman and Associates changed its name to reflect the surnames of the three partners namely Bateman, Marx and Chettle. Marx Bateman and Associates was formed in December 2009 when Chris Marx bought a 50% share in Mark Bateman and Associates. Mark Bateman, after completing his law degree, had been practising as an independent investment advisor since 1983 and had built a stable and mature practice of loyal clients. Chris had been a partner in a law firm before a change in career saw him employed as a Senior Legal Advisor in a large Financial Services Company before finally working for Standard Bank Private Clients as a wealth and fiduciary specialist. After numerous discussions and the requisite due diligences, it made sense to join forces to take advantage of their combined 47 years of experience and intellectual capital. In addition, their joining ensured that the practice had a succession plan for client peace of mind. On 1 May 2012 John Chettle joined Marx Bateman and Associates as an associate and thereafter bought a third share on 1 March 2015 and works from a branch office situated in Nottingham Road to service clients in and around the KZN Midlands area. John started his working career with Standard Bank in 1979 and gained experience in all aspects of Retail Banking, Fiduciary Services, Offshore Banking Services, Private Banking and Wealth Management. Since 2008 John headed up the Private Client business in the Midlands. John is a Certified Financial Planner (CFP®) with some 29 years of planning experience and holds various qualifications including a Higher Diploma in Income Tax Law. His joining ensures the practice now has some 74 years of experience and intellectual capital to draw from. Mark, Chris and John are professionally assisted by Traci Milne and Shirley Howells who have both been with the practice for over 15 years. They, in turn, are ably assisted by Busi Harris and Melissa Evans who joined the team at the beginning of 2010 and 2013 respectively. The launch of the BMC Wealth practice coincided with the purchase of new premises in The Brook Office Park in Gillitts. The practice also has branch offices in La Lucia, Nottingham Road and more recently Plettenberg Bay.
Address: The Brook Office Park, 2 Old Main Road, Gillitts, Kwa-Zulu Natal, South Africa
Phone: +27 31 279 0860
FAX: +27 31 266 3469
