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Wealth and Asset Management

03/15/2021

Schroders recognised for exceptional offshore equity fund in the South Africa 2021 Morningstar Awards

The Morningstar Awards are designed to help investors around the world identify the year's most exceptional funds and fund managers.

03/10/2021

Standard Chartered: We’ve partnered with BlackRock’s Aladdin platform

Standard Chartered can now offer a consistent and coherent front-to-back experience through BlackRock’s Aladdin Provider Network

02/16/2021

Standard Bank to partner with Northern Trust to offer transition management services across Southern Africa

“This partnership agreement expands Standard Bank’s longstanding relationship with Northern Trust,” says Charl Bruyns, Head of Investor Services and Financial Institutions at Standard Bank Group.

02/04/2021

Top 15 richest presidents in Africa 2021

Their families are elite and almost always have links when the first governments were formed when African countries gained independence.

01/22/2021

The Forbes Billionaires’ List: Africa’s Richest People 2021

While some got richer by the billions, two from the 2020 list of Africa’s richest dropped below the $1 billion mark.

01/19/2021

Steven Nathan’s hasty 10x exit: Who believes the Old Mutual spin?

I did enjoy the benefits of the investment banking industry and I also spent some time in London with Deutsche Bank, where I ran the global bank’s team for Deutsche.

01/19/2021

Externalising assets - don’t be driven by fear, Reyneke van Wyk

The next couple of years will be crucial in getting South Africa back on track.

01/05/2021

South Africa is losing thousands of millionaires

Overall, between 2017 and 2020 South Africa lost 8,600 millionaires.

12/21/2020

This island paradise in the Caribbean has affordable second passport benefits for South Africans

The investment required is often less than what you would pay for a luxury property in SA, and rather than eyeing second homes here, wealthy South Africans are taking the opportunity to invest in a second home in offshore destinations where they can obtai

12/21/2020

Argyle Pinks Break Records After Mine Closure

The stones continued to appreciate this year, since supply is being diminished, participants observed.

12/20/2020

10 things wealthy people love about living in South Africa

There are approximately 1,800 multi-millionaires living in the country

12/18/2020

Investec CFO on overcoming challenges

Nishlan Samujh, finance leader of the Anglo-South African bank, reveals how the FTSE-250 group recovered after the pandemic struck

12/17/2020

Just One Third of Global Asset Managers Have Completed Their Digital Transformation Projects

The survey highlighted that the majority (84%) of asset managers have lost investors to digital-first disruptive competitors in the previous 12 months.

12/15/2020

Bank One scores hat trick at Global Banking & Finance Awards

Bank One Private Banking distinguished itself on the international scene this year despite the numerous challenges faced by the overall banking sector since the emergence of the COVID-19 pandemic.

12/09/2020

Investec self-service onboarding removes the pain points for business clients

Investec Corporate and Institutional Banking recently piloted a self-service onboarding process for clients.

12/04/2020

South African wealth firm unveils advisory partnership division

It will help independent advice companies grow their revenue and assets under management

12/03/2020

Follow a structured process to phase capital into the equity market – Reyneke van Wyk

The fact is there are too many risks associated with trying to predict or ‘time’ the market he explains.

12/02/2020

An out of the ordinary partner, in out of the ordinary times

This prestigious international award is testament to the continuous evolution of our One Place™ philosophy and our partnership with our clients and their families.

12/02/2020

Ian Kloss of Quilter International in Singapore on the Virtues of Life Insurance Solutions​​​​​​​

He believes life insurance not only provides a liquidity backstop for families in times of crisis, but also helps individuals and families plan their investments for the life challenges and events ahead of them.

11/29/2020

Carrick Wealth: The Best Adviser Firm in South Africa

This is the second major accolade Carrick has won this year, having also been ranked as the Top Wealth Manager for Wealthy Executives in the 2020 Intellidex Awards.

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