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Wealth and Asset Management

11/05/2019

Surge in number of expats pushes need for international tax advice: deVere

This surge in demand for international tax advice has led deVere to recruit more experts and launch a tax apprenticeship scheme to meet the demands of its clients.

11/05/2019

‘Diversified Old Mutual cushioned from inflation’

As at November 1, 2019, OMZIL shares were trading at ZWL 3,698 cents on the Zimbabwe Stock Exchange.

11/01/2019

Brewin Dolphin Boosts Irish Presence As Completes Investec Wealth Buy

Brewin said the total consideration, of EUR50.2 million, consisted of EUR13 million in net assets and client relationships of EUR37.2 million.

10/30/2019

These graphs show how wealth in South Africa has flatlined

“This is largely due to currency depreciation, as the rand has lost half its value since 2010,” the group said.

10/15/2019

Barclays Bank Seychelles to Begin Blue-to-Red Transformation Into Absa

Barclays Bank Seychelles said it is taking a sequenced approach to its change plans

10/15/2019

Standard Bank banks top accolades at Private Banker International Global Wealth Awards

Standard Bank’s global head of wealth and investment Chris Browne said these awards were a testament to the lender’s ongoing commitment to wealth preservation and service excellence.

10/15/2019

Ocorian expands African footprint with new East African office

Operating from the Nairobi office, we have also appointed Andrew Musoke as Business Development Director.

10/14/2019

A Royal encounter: Sanlam's brush with the Sussexes, and why the Queen is the ultimate family business CEO

This is such an exciting time for our industry

10/07/2019

HSBC forecasts economic slowdown in Q4, rules out recession

The bank adopts a mild risk-off stance on equities with a preference for defensive sectors over cyclicals

09/26/2019

High net worth investors look offshore

Alternatives are generally described as assets or investment strategies other than traditional equities, bonds or cash instruments

09/20/2019

UN to launch Principles for Responsible Banking

The Principles provide the framework for a sustainable banking system, and help the industry to demonstrate how it makes a positive contribution to society.

09/20/2019

Investec issues profit warning as wealth restructure hits earnings

Investec has warned that profits over the six months to the end of September are likely to fall on ‘challenging’ conditions

09/17/2019

Africa Wealth report shows SA is losing its lustre

High-net-worth individuals looking to hedge their investment bets look to Mauritius instead.

09/16/2019

Top 10 Richest Cities In Africa

The report highlights that the total wealth held in this city amounts to USD 248 Bn

09/15/2019

South Africa’s rich are paying millions for EU citizenship via Malta

And according to United Kingdom visa company MoveUp, there was a 22% increase in emigration to the UK in the last two years, with 2018 serving a record breaking year for emigrations.

09/15/2019

The 2019 Africa Wealth Report ranks the wealthiest countries in Africa

This report provides a review of the wealth sector in Africa, including high-net-worth individuals’ market, luxury trends and wealth management insights across the continent.

09/12/2019

Wealth Inequality: Africa’s 3 Richest Billionaires Hold 50% Africa’s Wealth

There are 20 billionaires in Africa, living alongside 413 million people in extreme poverty.

09/10/2019

Evolution of wealth management with increasing use of fintech touchpoints

Fintech and human expertise knit together as a hybrid model for wealth management.

09/06/2019

Sanlam forecasts recovery after tough first half

The performance was fairly broad based driven by solid organic growth

09/01/2019

Towards a new horizon in global client relationship management

Companies, investors and families are branching out, both into new geographies and new areas of activity.

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RMB named Fastest Growing Asset Manager at Bafi Awards

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10-24-2025

SARS final demand warning to taxpayers in South Africa

10-24-2025

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10-24-2025

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10-24-2025

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