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Wealth and Asset Management

11/27/2024

The man who’s a hair away from becoming South Africa’s next dollar billionaire

Calisto controls 20,028,811 of the company’s shares, giving him a direct 64.81% stake in the company valued at about R15 billion.

11/26/2024

Business Talk – Glacier CEO Khanyi Nzukuma on how to improve your offshore investment portfolios

Nzukuma also explains the approach Glacier’s advisors take to increasing their clients’ portfolio values and driving superior outcomes.

11/25/2024

Lombard Odier wins two awards at the WealthBriefing MENA Awards 2024

This award recognises Lombard Odier as the leading international private bank with headquarters outside the MENA region.

11/13/2024

Nedbank Private Wealth named Best Private Bank in Africa

Our role is not just to manage wealth, but to be a trusted partner in helping clients grow, protect and pass on their wealth to future generations

11/08/2024

Major shift for South Africa’s most exclusive bank

The firm’s new offering will include person-to-business and business-to-person payment services.

11/06/2024

Banking and advice integration attracts high-income clients for Standard Bank Private

Standard Bank’s consumer research show that over and above personalized banking service, private banking clients are turning to their bankers for advice

10/23/2024

Even wealthy South Africans are living paycheque to paycheque

This means that nearly half of their clients who earn a salary are left either in overdraft or with less than R1,000 in their account by the time payday arrives.

10/21/2024

How rich South Africans are protecting their money

This global mobility allows them to protect their assets in stronger currencies and ensure access to international markets.

10/08/2024

Northern Trust AM to Grow Fixed Income in EMEA

As a result, in April this year Northern Trust Asset Management announced that Christian Roth has been hired as chief investment officer of global fixed income.

10/02/2024

Dark clouds for remote workers and offshore investors in South Africa

South Africa is no exception, having introduced a remote work visa in May this year.

09/27/2024

Old Mutual Bank to launch in 2025, hopes for profitability after two years

The insurer has a transactional account with about 500,000 users, says CEO

09/26/2024

The 6 men who earned R266 million a day in 2024

Rupert’s net worth of $10.3 billion (R179 billion) is thanks to his wide array of investments.

09/23/2024

Where the super rich are investing their money

Real estate was king for 15 years because many members created their wealth in the real estate arena.

09/18/2024

South Africa’s millionaire banking bosses – raking in R635 million a year

Its headline earnings per share also increased by 22.7% in rand terms to 72.9 pence (R17.16), and the group upped its total dividend by roughly 28.07% to 34.5 pence (R8.12) per share.

09/10/2024

FNB reinvents private banking: A holistic approach to wealth management

New approach integrates personalised advisory teams, digital tools, and family-centric planning

09/05/2024

Deloitte Private’s latest report in its Family Office Insights Series

The family office arena has been growing rapidly

09/03/2024

GBST wins Best EMEA Wealth Platform Technology Provider for Composer at International FinTech Awards for the second year running

The award recognises the value that GBST’s Composer SaaS platform brings to leading financial organisations globally following its multi-million-dollar transformation to cloud-native architecture.

08/30/2024

Investec Wealth & Investment International launches its ESG and responsible investing Guidebook

ESG is a rapidly evolving area and embarking on the journey can be daunting.

08/29/2024

The impact of the UK's changing non-dom landscape on wealthy Africans

A key feature of the UK’s favourable non-dom regime has been the remittance basis, which allows offshore income and gains to be outside the scope of UK tax.

08/29/2024

The enduring value of expert advice in private wealth management

As private wealth advisers and private bankers, we have an opportunity to help our clients navigate the complexities of modern finance

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