As a former corporate treasurer and Chief Forex Dealer, Sharon Constançon recognised a key challenge in the financial services industry – banks and brokers, while experts in their products, could not holistically serve the unique and dynamic needs of businesses. Their advice is limited to the information shared at the time of the transaction and framed from their own market perspective. This approach often leaves companies without the complete understanding they need to make informed decisions about managing currency risks.
In 1988, Sharon founded a pioneering forex advisory company that acted as a trusted intermediary between businesses and their banks. Her vision was to help companies align their foreign exchange strategies with their specific business needs, bridging the gap between corporate requirements and the limited scope of solutions offered by traditional banks and brokers. This business was the first of its kind and so successful that it was listed on the Johannesburg Stock Exchange just nine years after its founding.
Today, Valufin performs the same core service as its predecessor but serves a global corporate market from its base in the United Kingdom—the global hub of foreign exchange. Owned and operated by Sharon Constançon, Valufin combines decades of expertise, innovative technology, and a client-first approach to help businesses navigate the complexities of currency management, optimise financial outcomes, and protect their profitability.
In my roles as a corporate treasurer and Chief Forex Dealer, I realised that banks and brokers couldn’t fully meet the holistic needs of their clients. They can only respond to the limited information provided at a given moment, which is often insufficient to deliver the best solutions. This inspired me to create a service that bridges that gap.
Sharon, an entrepreneur since her twenties, has over 40 years of experience in forex risk management. As the first female Chief Dealer in South Africa, she pioneered innovative forex solutions, founding Valufin in 2009 to provide tailored treasury services globally. Sharon and her international team deliver expert forex strategies, empowering businesses to navigate complex markets with confidence and optimise financial outcomes.
CEO
David, a Chartered Management Accountant with over 28 years of experience at J.P. Morgan, brings deep expertise in financial services and corporate governance to Valufin. As a former CEO and board member of multiple organisations, David has managed global operations and overseen the asset safekeeping and foreign exchange requirements of investors across more than 100 countries. His strategic leadership ensures strong governance and financial oversight for Valufin's specialised forex services.
Director
With over 40 years of experience in the financial markets, Jenny brings a wealth of expertise to Valufin. Having worked in both the front and back offices of major banks' Forex Treasury Departments, she deeply understands the complexities of managing the entire Forex service delivery chain. Her dedication to delivering efficient and effective customer solutions aligns seamlessly with Valufin's commitment to excellence.
Operations Manager
With nearly 30 years of experience in financial services, Shireen specialises in managing forex risk portfolios for businesses of all sizes. Holding a degree in Risk Management and industry certifications, Shireen builds strong client relationships, ensuring their best interests are always prioritised. Her expertise and composure under pressure enable her to deliver tailored, effective solutions in dynamic and volatile forex markets.
Currency Risk Manager
Abigail Vincent brings precision and thoroughness to her role as Valufin's Foreign Exchange Administrator. Based in Canada, she plays a pivotal role in auditing and controlling forex processes, ensuring all instructions are executed accurately and nothing is overlooked. Her overnight work ensures the team is fully prepared each morning, enabling seamless operations and proactive management of client forex activities across global markets.
Foreign Exchange Administrator
Siza, brings extensive experience in managing back-office treasury functions, having worked on both the service delivery and customer sides of the market. His deep understanding of client needs and operational efficiency ensures that Valufin delivers exceptional service. Siza’s expertise in streamlining treasury processes makes him an invaluable member of the team, dedicated to supporting clients with precision and reliability.
Treasury Operations Specialist
Nicky drives Valufin’s marketing strategy with a blend of creativity, technical expertise, and data-driven insights. With a background in IT, computer science, and business management, she creates impactful campaigns that connect Valufin with its ideal clients. Passionate about innovation, Nicky leverages workflow automation and advanced analytics to optimise marketing efforts, delivering measurable outcomes and driving growth in the competitive forex treasury management space.
Head of Marketing
June brings extensive experience in executive support, specialising in diary management, travel coordination, and ensuring smooth administrative operations. As Executive Assistant to Valufin's CEO, June plays a vital role in managing daily tasks, facilitating key business relationships, and maintaining efficient workflows. Her professionalism and organisational expertise are integral to Valufin’s success in delivering exceptional service to clients.
Executive Assistant to the CEO
Valufin is an independent foreign currency management consultancy offering services typically only available to large FTSE organisations.
We help businesses manage currency risk and create tailored forex strategies aligned with corporate objectives.
By partnering with Valufin, you can focus on running your business without worrying about the impact of currency movements on your bottom line.
Valufin has been serving clients globally since 2009. However, our service dates back to 1988, when Valufin’s predecessor, Constançon Currencies, was established and became a trusted name in forex management.
Yes, Valufin supports clients across the globe. We provide centralised forex treasury management and have the tools and expertise to handle complex, multi-jurisdictional transactions. Additionally, our sister company in South Africa specialises in navigating the country’s strict exchange control regulations for individuals and businesses.
We do not touch your money. Instead, we work closely with your team to fully understand your business objectives and tailor our advice accordingly. Being independent allows us to recommend the best solutions, products, and services that align with your specific needs and goals.
Transparency is at the heart of everything we do. With tools like our proprietary Forex Risk Manager (FRM), we provide clear, detailed reports on transactions, exposures, and performance. Our clients have 24/7 access to this data, ensuring complete visibility and informed decision-making throughout the process.
Valufin takes confidentiality and data security very seriously. All client data is encrypted and stored securely, with access limited to authorised personnel. Our systems and practices comply with global data protection regulations, ensuring that your sensitive information is handled with the utmost care.
Valufin serves a wide range of industries, including manufacturing, retail, import/export, logistics, technology, and more.
Our expertise spans across sectors with complex cross-border operations and significant foreign exchange turnover, ensuring tailored solutions that align with your industry-specific needs.
Our fees are structured to ensure our focus is entirely on what’s best for you—not on driving transactions. We charge either a monthly retainer or a percentage based on the value or gains achieved, depending on your specific needs. Typically, the savings and benefits from our service far exceed the cost, delivering a net positive impact to your bottom line.
